Use Cases

Real-world Automation for Real Business Processes.

Showing 25 use cases

Agnostic - Finance

Three-Way Match Validation Automation

The hidden cost of manual processing is $15–$25 per invoice. Kognitos recovers that margin while catching the errors humans naturally miss. Production-ready...

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Healthcare - Legal

Automate BAA Lifecycle and Compliance Management

An AI agent that automates the review, management, and ongoing compliance monitoring of Business Associate Agreements (BAAs). BAAs are legally...

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Agnostic - Finance

Bank Statement to General Ledger Reconciliation

An AI agent that retrieves bank statements, matches transactions with entries in the general ledger, identifies discrepancies, suggests matching...

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Logistics - Operations

Bill of Lading Verification and Audit Automation

An AI agent that automates the auditing and verification of Bills of Lading (BOLs). It intelligently extracts data from various BOL formats,...

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Logistics - Operations

Automate Carrier Selection and Booking Execution

An AI agent that automates and optimizes the process of selecting the most appropriate carriers for outbound or inbound shipments and then executes...

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Agnostic - Finance

Cash Application

An AI agent that processes incoming customer payments and remittance advices, matches payments to outstanding invoices, and posts cash receipts...

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Agnostic - Procurement

Contract Compliance and Milestone Management

An AI agent that proactively monitors active supplier contracts to ensure compliance with key terms (e.g., pricing, volume commitments, service...

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Agnostic - Finance

Corporate Income Tax Return Data Collection and Preparation

An AI agent that automates the gathering of financial data, supporting schedules, and relevant documentation from various internal systems required...

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Agnostic - Finance

Automate Data Point Aggregation for SEC Filings

An AI agent that assists the Investor Relations team (and contributing departments) by automatically gathering, validating, and consolidating...

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Supply Chain - Demand Management

Demand Forecasting and Planning

An AI agent that ingests historical sales data, market trends, promotional information, and external factors (e.g., weather, economic indicators...

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Logistics - Legal

Freight Claim Evidence Package Automation

An AI agent that automates the assembly of comprehensive evidence packages required to file freight claims against carriers for lost, damaged...

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Agnostic - Finance

Intercompany Reconciliation

An AI agent that extracts intercompany transaction data from multiple ERPs or ledgers of different entities, performs automated matching, identifies...

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Agnostic - Compliance

KYC/CDD (Know Your Customer/Customer Due Diligence)

An AI agent that automates and enhances key stages of the Know Your Customer (KYC) and Customer Due Diligence (CDD) process. This includes intelligent...

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Supply Chain - Warehouse Operations

Automate Packing Slip Data Reconciliation

An AI agent that automates the reconciliation of packing slips (also known as packing lists or delivery notes) against purchase orders (for inbound...

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Agnostic - Finance

P&L Data Aggregation and Consolidation

An AI agent that automates the collection of Profit & Loss (P&L) data from various subsidiaries, business units, or reporting entities. The agent...

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Agnostic - Finance

Automate Pre-Payment Duplicate Detection

AI agent that scans payment batches before processing to identify potential duplicate payments using multiple matching criteria

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Supply Chain - Supply Chain Operations

Proof of Delivery Data Extraction and Reconciliation

An AI agent that automates the processing of Proof of Delivery (POD) documents received from carriers. It extracts key data, matches it against...

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Agnostic - Finance

Reconciliation of Tax Balance Sheet Accounts

An AI agent that automates the reconciliation of tax-related balance sheet accounts (e.g., income taxes payable, deferred tax assets/liabilities...

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Agnostic - IT

SOX Evidence Collection and Review

An AI agent designed to automatically access various business applications and repositories to gather predefined evidence required for Sarbanes-Oxley...

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Agnostic - Procurement

Spend Data Classification and Opportunity Sourcing

An AI agent that ingests spend data from various sources, automatically classifies and enriches it, identifies spending patterns, detects maverick...

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Supply Chain - Risk Management

Supplier Compliance Certificate Verification and Expiry Tracking

An AI agent that automates the collection, verification, and ongoing management of critical compliance documents from suppliers, such as ISO...

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Agnostic - Procurement

Automate Supplier Onboarding and Validation

An AI agent streamlines the supplier onboarding process by automating data collection from potential suppliers, performing initial validation...

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Agnostic - Procurement

Supplier Performance Data Collection and Initial Analysis

An AI agent that automates the collection of supplier performance data from diverse internal and external sources, standardizes the information...

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Agnostic - Tariff

Commercial Invoices Tariff Reviewer

An AI Agent that automates the extraction of data from an invoice and enriches it by looking up HTSUS tariff information online. It then calculates...

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Agnostic - IT

User Access Review Data Collection for SOX Compliance

An AI agent that automates the collection of user access listings and permission reports from various critical financial applications, preparing...

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