Why Neoflo · Case studies
How teams handed AP, AR, and close to Neoflo. Fewer touches per invoice, cash applied faster, and a shorter close, with the numbers at each step.
Case study
Invoices processed / month
Countries & tax logic
Processed automatically
01
Extract & Process
AI parses invoices across formats, languages, and countries.
02
Validate & Match
Three-way matching with tolerances, exceptions, and continuous learning.
03
Review & Approve
Maker-checker workflow with full audit trail built in.
04
Post & Close
Direct SAP posting, auto ticket updates, model improves continuously.
Case study
Reduction in training time
Increase in sales conversion
Answer retrieval time
01
Instant Answers
Across 8 commercial lines - coverage terms, exclusions & pricing logic.
02
Client to Product Match
Matched customer profiles to correct company offering plan.
03
Closing Pitches
Custom pitches generated for each client to close deal.
04
Fast Agent Deployment
Took less than 60 days from first meeting to deployment.
Case study
Data accuracy
Time savings on research
Research & report generation
01
Research Generation
AI synthesizes sources into client-ready reports in minutes.
02
Information Retrieval
Natural language search returns cited answers in seconds.
03
Voice Transcription
Client calls auto-structured into notes, halving daily effort.
04
Workflow Integration
Notes, research, and pitches flow into the tools the team already uses.
Low-risk start
Watch it run on your real documents and your own systems, before you commit to anything.