Agentic AI & Process Automation

Transform your outsourced accounting operations with agentic AI and intelligent process automation

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If you’re feeling overwhelmed by the rapid pace of AI advancement, you’re not alone. Many companies find themselves caught between the promise of AI-driven efficiency and the uncertainty of where to begin. We understand that challenge, and we’re here to help you navigate this transformation thoughtfully and strategically. 

Your Process Automation May Need an AI Upgrade 

Even if you’ve invested in process automation over the past few years, you likely still have manual steps slowing down your workflows. What worked five years ago may now be holding you back. Today’s agentic AI technologies open up entirely new possibilities for automating complex processes that once required constant human intervention. 

A Balanced Approach: AI Plus Human Intelligence 

We believe the most successful automation strategies maintain a critical balance. While agentic AI can handle data processing, pattern recognition, and routine decision-making with remarkable accuracy, your experienced professionals remain essential for approval workflows, final validations, and strategic oversight. 

You will still want actual people at critical process checkpoints. We design human-in-the-loop solutions to maximize efficiency, accuracy, and reliability. 

Understanding Your Automation Journey: From Simple to Sophisticated 

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Every firm has unique needs, and the AI landscape can be complex. We’ve developed a tiered approach to help you understand where you are on your AI adoption journey, and where process automation can take you next.

Light Automation: Quick Wins That Make a Difference

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Start with the basics that deliver immediate value:

  • Automate import template creation for your accounting systems and business applications
  • Notifications triggered by specific activities or deadlines
  • Simple document routing based on predefined rules
  • Basic report preparation and distribution
  • Consolidation of multiple files/extraction to multiple files based on defined criteria

These entry-level automations typically take days, not months, to implement and can free up hours of staff time each week.

Medium Complexity: Where AI Begins to Shine

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As you build confidence, move into intelligent process automation:

  • AI-powered invoice processing that learns from your approval patterns
  • Smart document classification and data extraction across multiple formats
  • Automated reconciliation with exception flagging for human review
  • Conversational AI agents handling routine client inquiries
  • Dynamic workflow routing based on workload and staff availability

At this level, you’re not just saving time. You’re improving accuracy and responsiveness.

High Complexity: Full Agentic AI Integration

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For firms ready to lead the market, advanced solutions await:

  • Multi-system orchestration with AI agents managing end-to-end processes
  • Predictive analytics identifying at-risk accounts before issues arise
  • Complex decision trees with AI handling nuanced scenarios
  • Self-improving processes that optimize based on outcomes
  • Comprehensive automation ecosystems connecting every aspect of your operations

These sophisticated implementations transform how you deliver services, positioning your firm as a technology leader in your market.

Built for Your Unique Needs 

Whether you need custom-built AI agents tailored to your specific workflows or prefer leveraging proven solutions already in the market, we adapt our approach to fit your requirements. Our team researches available tools, evaluates their fit for your operations, and develops custom solutions when off-the-shelf options fall short. 

For firms already using Microsoft products, we specialize in maximizing your existing infrastructure through Azure AI services and Copilot integration. We also offer expertise with Amazon Web Services (AWS) and Google Cloud Platform (GCP), ensuring that whatever your current cloud environment, we can help you get the most value from your investment. However, we remain technology-agnostic; your business outcomes drive our platform recommendations, not the other way around. 

Ready to Move Forward? 

Don’t let the complexity of AI hold you back from the efficiency gains your firm deserves. Whether you’re ready for simple automation or sophisticated AI agents, contact BPM today to discuss how we can transform your outsourced accounting or professional services operations. Let’s explore what’s possible when you combine your industry knowledge with our automation capabilities. 

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Looking for a team who understands where you’re headed and how to help you get there? Whether you’re building something new, managing growth or preserving success, let’s talk.