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Case studies

How teams put DexAI to work.

Every case study follows the same structure, and every figure is verified by the customer before it is published.

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What each case study covers
  1. 01
    Customer overview

    Who the customer is, their size and the finance work they handle.

  2. 02
    Business challenge

    The manual process, delay or risk that prompted the change.

  3. 03
    DexAI solution

    Which capabilities and agents were used, and how they fit together.

  4. 04
    Implementation approach

    The order things were connected and how long each step took.

  5. 05
    Before vs after

    The old routine next to the new one, step by step.

  6. 06
    Quantifiable results

    Measured outcomes, published only after the customer has verified them.

  7. 07
    Customer quote

    In the customer's own words, with their name and role.

  8. 08
    Read the case study

    Each story links to its full write-up.

  • RetailPublication pending

    Receipts and supplier invoices for a multi-site retailer

    Customer overview
    Published with customer approval.
    Business challenge
    High receipt volume across sites, with paper arriving late and bank reconciliation done in batches.
    DexAI solution
    Store teams forward receipts as they are issued; the Receipt and Reconciliation Agents handle extraction and matching.
    Implementation approach
    Bank feeds connected first, then email forwarding per site, then accounting sync.
    Before
    • Receipts posted weekly from each site
    • Reconciliation in a monthly batch
    After
    • Receipts captured the day they are issued
    • Transactions matched as they arrive
    Quantifiable results
    Verified on publication
    Verified on publication

    Customer quote appears here once approved.

    Read Case Study
  • Professional servicesPublication pending

    Invoice processing and VAT for a services firm

    Customer overview
    Published with customer approval.
    Business challenge
    Supplier invoices keyed by hand, with VAT figures assembled at the deadline.
    DexAI solution
    The Invoice Agent captures line items and VAT; period figures are kept current for Making Tax Digital workflows.
    Implementation approach
    Invoice inbox forwarding, category mapping, then Xero sync.
    Before
    • Manual invoice entry
    • VAT totals built at quarter end
    After
    • Invoices read line by line on arrival
    • VAT summary available at any time
    Quantifiable results
    Verified on publication
    Verified on publication

    Customer quote appears here once approved.

    Read Case Study
  • Multi-entity groupPublication pending

    One finance process across several companies

    Customer overview
    Published with customer approval.
    Business challenge
    Different bookkeeping routines per entity and documents filed to the wrong company.
    DexAI solution
    Multi-company management with the same capture-to-report pipeline for every entity.
    Implementation approach
    Entities created, routing rules set, historical records migrated by the Data Migration Agent.
    Before
    • A separate process per company
    • Consolidation by hand
    After
    • One pipeline, separate books
    • Per-company summaries side by side
    Quantifiable results
    Verified on publication
    Verified on publication

    Customer quote appears here once approved.

    Read Case Study

Customer names, logos, figures and quotes are published only with the customer's approval. Want a reference call or to share your own story?

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Customer stories

In our customers' words.

Testimonials are shown here with the customer's permission, with their name, role and company.

Placeholder · awaiting approval
“Customer quote appears here once approved.”
Customer name
Job title, Company
Video testimonial
Optional · when provided
01 / 03

No testimonials are invented. Stories appear here once a customer has approved their quote, name and company.

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