Your team is still doing work a machine should finish.
TryAgent deploys a managed AI employee for one back-office workflow — inside the tools you already run. Book a free audit. Pay only when work gets done.
The problem
The invisible tax on your ops team is the work between your tools.
Inboxes, PDFs, portals, CRMs, ERPs, approval queues. No single system owns it — so people do, by hand, all day.
Manual data entry between systems
Your team copies from email, PDFs, and portals into ERPs and CRMs — every day, for every transaction.
Approval and follow-up loops
Someone sends the packet, someone chases the approver, someone posts it. The work isn't hard — it's just slow.
Document intake and matching
Invoices, forms, order confirmations — read, interpret, key in, compare, route. Same patterns, endless volume.
Headcount that scales with volume
Every new hire covers the same rules-based work. Cost goes up linearly. Throughput barely moves.
Proof, not promises
Same systems. A fraction of the manual work.
Toggle the workflow below. The routine path runs automatically. Your team stays on exceptions — with context attached.
Illustrative AP workflow baseline
Illustrative scenario for a recurring AP workflow with email and PDF intake, manual matching, and approval follow-up across finance systems.
Illustrative AP workflow with automation in scope
Illustrative scenario where extraction, matching, routing, and ERP writeback handle the straight-through path while humans own exceptions and approvals.
Proof, not promises
See how teams structure the first workflow.
For COOs, controllers, and rev-cycle ops evaluating one measurable queue — not a platform rollout.
Routine invoices straight-through. Exceptions in a named queue.
Representative workflow model — not a customer guarantee.
Centralized intake and readiness checks. Humans on blocked accounts.
Representative workflow model — not a customer guarantee.
Three answers in one scroll
Where the hours go
Invoices, onboarding, reconciliation, payer checks, order exceptions, document intake.
Browse workflows →Not sure where to start? The audit finds the first workflow.
Book a workflow auditStart here
Three workflows teams automate first
High volume, clear rules, expensive manual handoffs — or browse the full library.
Invoice processing
Extract invoice data, match to POs, route approvals, and post to ERP without turning AP into a ticket queue.
Explore workflow →Customer onboarding
Collect the right inputs once, validate readiness, trigger downstream setup, and surface blocked accounts before activation slips.
Explore workflow →Data extraction
Turn inbound PDFs, emails, and portal exports into validated records instead of another review spreadsheet.
Explore workflow →The commercial model
You only pay when the work is done.
No seats. No platform fee. No bill for half-finished cases. The audit is free — after that, pricing follows the completed unit we define together.
Completed outcomes — invoice posted, record updated, packet resolved, check documented.
Software licenses, headcount markup, setup hours, or work that routes to your team as an exception.
Questions before you book
Straight answers. If you want to pressure-test fit, the audit call is the fastest path.
What happens on the audit call →Book a workflow auditNo. Most teams know ops feels heavy but can't pin down the exact bottleneck. That's what the audit is for.
Yes. You get a map of where the hours go and what automation would look like — whether or not you move forward.
No. We automate the work between your CRM, ERP, email, portals, and whatever your team already uses.
No. We build automation for one specific workflow — with your rules, your systems, and humans on anything risky.
Read-only to start. If we launch something, write access stays scoped to the approved actions.
Yes. Prove it on the expensive one first, then expand into adjacent work that shares the same systems.
Find out what one workflow is costing you.
30 minutes. Read-only. You leave with a map of where the hours go — whether or not you move forward.
30 minutes · Read-only · No obligation
Not ready to book? Get the audit prep questions.