Customer Story
Scaling AI for Invoice and Contract Digitization
Financial Services, Healthcare 
Data & Business Intelligence
A financial services company was trying to use AI to clean up invoices and contracts that were not digitized into their Salesforce environment. They implemented a promising commercial AI agent, but in production, the solution failed. The data was disorganized, processes were ill-defined, and there was no system for human intervention to manage exceptions. The company needed an assessment to ensure readiness for scaling AI solutions.
Challenge
Challenges of Scaling AI for Invoice and Contract Digitization
- Disorganized data prevented AI from operating effectively.
- Processes for digitization and validation were poorly defined.
- Lack of human intervention mechanisms caused AI errors to go unchecked.
- AI performance suffered due to inadequate fine-tuning and learning processes.
Solution
TechTorch implemented the following:
- Data Landscape Assessment: Organized and cleaned data, ensuring it was in the right place for AI to access and process.
- Process Definition: Defined clear workflows for digitization and validation, integrating human intervention steps for quality checks.
- AI Fine-Tuning: Established learning and fine-tuning processes to improve AI agent performance over time.
- Infrastructure Preparation: Ensured the necessary infrastructure was in place to support scalable AI deployment.
Results
- Successful Production Deployment: The AI system was deployed successfully, digitizing invoices and contracts with human-assisted quality checks.
- Improved Efficiency: Streamlined processes reduced manual effort by 40%.
- Scalable Processes: Established a robust framework for future AI-driven digitization projects.
- Enhanced Data Accuracy: Achieved higher accuracy through improved data organization and validation processes.
Conclusion
