What is a Digital Employee and what can it do in a business?
From an incoming request to a checkable result: what to delegate to a Digital Employee, with an example of scope, permissions and exceptions.
Read the guideResources / Digital Employee
Intelligent delegation
Practical guides, examples and answers to help you introduce digital employees into your business.
Practical resources for CEOs, CFOs and Finance, Operations and IT teams.
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25 guidesUnderstand and choose
What is a Digital Employee and what can it do in a business?
From an incoming request to a checkable result: what to delegate to a Digital Employee, with an example of scope, permissions and exceptions.
Read the guideDigital Employee, AI agents and RPA: differences and how to choose
An operational role and its technology are different things. Compare AI agents, RPA and the Digital Employee service through a table and three scenarios.
Read the guideHow to choose a Digital Employee provider: questions for CFOs and IT
Twelve criteria for assessing a provider, with questions, evidence to request and points to clarify on scope, quality, cost, accountability and exit.
Read the guideHuman vs Digital Employee: when to hire, when to delegate and when you need both
Three scenarios to distinguish a need for new expertise from recurring work you could delegate.
Read the guideDigital Employee or outsourcing? How to choose for your back office
A comparison worksheet and a batch of 100 cases help establish who does the work, checks it and resolves exceptions.
Read the guideWe already use ChatGPT: do we also need a Digital Employee?
Start with the tools you already have: comparing the same report workflow reveals what the process is actually missing.
Read the guideBuild in-house or work with a provider? Choosing how to introduce a Digital Employee
A matrix of evidence-based questions to decide who builds, maintains and supports the process once the prototype works.
Read the guideCosts and value
How much does a Digital Employee cost? Setup, monthly fees and the scope of a quote
Understand separate setup and monthly fees, compare the first-year cost and clarify scope, volumes, integrations and exclusions.
Read the guideIs your pilot working? How to measure a Digital Employee’s performance
A measurement sheet that separates accepted work, team time and costs before you decide how to proceed.
Read the guideFinance
Which finance tasks can you delegate to AI?
A practical matrix for choosing a first finance process, covering invoices, reconciliations, month-end, receivables, reporting and cash visibility.
Read the guideHow to reduce manual work in month-end close preparation
A practical workflow for checklists, sources, missing documents and approvals, with a sample status report and measures for assessing preparation work.
Read the guideInvoices, purchase orders and delivery records: using AI to identify discrepancies
A line-by-line comparison with sources, differences and exceptions, before accounting approval and payment authorisation.
Read the guideBank reconciliation with AI: matching, exceptions and human checks
Six fictitious transactions show what to suggest, which evidence is needed and when a difference should remain unresolved.
Read the guidePayment reminders: what to delegate to AI while protecting customer relationships
Check receipts, disputes and agreements before chasing payment: a scenario matrix and a restrained draft for approval.
Read the guideIntegration and control
Can a Digital Employee work with our ERP? What to check
A Finance and IT checklist covering ERP version, APIs or exports, permissions, testing, reads and writes, data quality, errors and maintenance.
Read the guideWho controls a Digital Employee? Permissions, approvals and errors
Who authorises the work, which data it can access and how approvals and exceptions should work: practical controls to agree for your process.
Read the guideYour first Digital Employee: what your business needs to prepare
A practical checklist and assignment brief to bring a clearly defined piece of work to the first discussion.
Read the guideHow to introduce a Digital Employee without putting your team on the defensive
An agenda and specific questions for discussing workload, accountability and open decisions without absolute reassurances.
Read the guideAI Governance & Compliance Framework
GDPR, EU AI Act, NIST AI RMF, Canadian privacy and ISO/IEC 42001: our approach to controls, human oversight and responsible AI deployment.
Read the guideProcesses and sectors
Too many emails, no clear owner: organising requests with a Digital Employee
Five requests show how to assign an owner and a next step while separating drafts, authorised sends and exceptions.
Read the guideFrom enquiry to quotation: what a Digital Employee can prepare
Follow a two-site enquiry into an internal draft, with missing information, pricing sources and decisions for sales.
Read the guideIs your CRM always incomplete? Delegating updates and data quality checks
A before-and-after record shows what to update, what should remain unknown and when a possible duplicate needs its owner's decision.
Read the guideSupplier quotations: preparing a useful comparison for procurement
Three quotations in one currency show why the lowest unit price does not settle differences in scope, delivery and terms.
Read the guideMissing documents and incomplete files: what a law firm can delegate
An example matter file and document request show how to prepare collection while keeping legal review separate.
Read the guideStop chasing documents: organising client requests and reminders in an accountancy firm
A collection cycle for two clients covers missing documents, incorrect periods, uncertain versions and a reminder for outstanding items only.
Read the guideDigital Employee
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