40% faster invoice reconciliation
The Challenge
A last-mile logistics provider coordinating a complex network of external delivery partners relied heavily on WhatsApp for day-to-day operations. Invoices, delivery confirmations, inventory data, and status updates were all shared via WhatsApp, creating an unstructured flow of information that was difficult to manage at scale.
Operations and finance teams struggled to track inventory status, validate incoming shipments, and reconcile invoices in a timely manner. Manual data entry was error-prone and time-consuming, while real-time visibility into inventory and payment status remained limited.
Our Approach
- •AI agent design - We partnered with the client to design an AI solution that works natively within their existing WhatsApp and Google Workspace communication stack.
- •Multimodal capabilities development - We built the agent to ingest and process various message formats including text, PDF documents, and images.
- •System integration and cross-referencing - We configured automatic data validation against existing inventory and payment records to update tracking and reconciliation status.
The Solution
We deployed an AI-powered WhatsApp agent that now processes delivery confirmations, invoices, and inventory data in real time without disrupting existing workflows. Incoming files and messages are automatically parsed and validated against system records, with structured outputs written directly into the client's Google Sheets-based tracking system. The team gained real-time visibility into inventory flow and payment status while dramatically reducing time spent on manual data entry and reconciliation.
Impact
Stack Highlights
