Financial services
Cutting client onboarding from 3 weeks to 3 days
Atlas Capital Partners
- Onboarding time
- 3 days
- Adviser admin time
- 12%
- Prospect drop-off
- 9%
- AUM onboarded / qtr
- $71M
AI Automation
Hand the repetitive work to systems that never tire.
Document processing, data entry, reporting and approvals automated end to end, with humans reviewing only the exceptions.
Overview
What it is
AI Automation targets the hours your team spends copying data between systems, reading invoices and emails, and chasing approvals. We combine language models with deterministic workflows so outcomes are reliable, auditable and measurable.
Who it is for
- Operations and finance teams buried in manual processing
- Companies scaling volume faster than headcount
- Regulated businesses needing audit trails
Why implement this
The business case
Numbers drawn from our deployments and published industry benchmarks.
30-40%
Hidden manual cost
Share of knowledge-worker time typically spent on repetitive data handling.
-92%
Fewer errors
Reduction in data-entry errors after automation in recent deployments.
6x
Faster cycle times
Average speed-up in document-heavy processes such as invoicing and onboarding.
100%
Full audit trail
Every automated decision is logged with inputs and reasoning.
Capabilities
What is included
01
Intelligent document processing
Extract data from invoices, contracts and forms.
02
Email triage and drafting
Classify, route and draft replies for review.
03
Automated reporting
Scheduled reports compiled from multiple systems.
04
Approval workflows
Rules-based routing with AI pre-checks.
Process
How it works
A fixed, transparent path from first call to agents in production. No open-ended retainers before you see results.
- 01
Process discovery
We time and map the processes worth automating.
- 02
ROI ranking
We prioritise by hours saved and risk.
- 03
Build and test
Automations built with exception handling.
- 04
Monitor and expand
Dashboards track volume, accuracy and savings.
Before vs after
What changes
| Metric | Before | With Deskon Tech |
|---|---|---|
| Invoice processing time | 11 min each | 40 sec each |
| Error rate | 4.6% | 0.4% |
| Monthly hours on task | 640 | 85 |
| Month-end close | 9 days | 4 days |
Benefits
- 0 hrs
- saved per month
- 0%
- fewer errors
- 0x
- faster processing
- 0 mo
- average payback
Tech stack
Integrations
We work with the tools you already run, and recommend new ones only when they pay for themselves.
- n8n
- Make
- Zapier
- OpenAI
- Azure Document Intelligence
- Google Workspace
- Microsoft 365
- Xero
- QuickBooks
Relevant case studies
Results in the field
Pricing approach
Engagement models
Every proposal is scoped to your volumes and goals. We do not publish price lists because no two revenue engines are the same.
Audit and roadmap
Fixed-fee, two-week engagement with a written plan and ROI model. Credited against a build.
Build and launch
Fixed milestones from design to production, with acceptance criteria agreed up front.
Operate and optimise
Monthly retainer covering hosting, model usage, monitoring and weekly optimisation.
FAQ
AI AutomationFAQ
If your question is not here, the assistant in the corner or a strategy call will cover it.
Ready to see what AI Automation would do for your pipeline?
Book a Free Strategy Call
30 minutes. A clear plan, no obligation.