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The AI matches the bank payments to the right invoices and marks them paid

A services co-op connected the AI to its Salesforce. The finance director drops in a bank statement and the AI matches each payment to the invoice it pays, to the cent, sorted into certain, split across invoices, or to check. Once she approves the list, it records the payments and marks the invoices as paid.

Build my event-attendee workbook with a repeatable the AI pipeline

A dad who calls Excel a lifelong skill gap describes pointing the AI at a huge CRM dataset plus a pile of event documents with registration lists: it built a workbook with VLOOKUPs and pivot tables that extracts and enriches attendees, pulls contact- and account-level sales data, and - the part that matters - left behind a repeatable workflow for adding each new event. Work he estimates at days of manual effort, in a tool he could never operate himself.

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