AI Automation for Bank Back-Office Operations
AutoGo automates document-heavy back-office workflows in banking — supplier AP, claims processing, statement reconciliation — using Azure AI document intelligence with human-in-the-loop review.
The Banking Context
Banking back-office and shared services operations are document-heavy: supplier invoices, claims forms, statements, and applications. Most of this work is repetitive and rule-bound — exactly where AI document intelligence delivers real cost savings without sacrificing the audit trail banks require.
Challenges We Address
High-volume document workflows
Shared services centres process thousands of invoices, claims, and statements per month with limited headcount.
Mixed document quality
Supplier invoices arrive in many formats — PDFs, scans, emails, even photos — that traditional OCR struggles with.
Audit trail and compliance
Every extraction, decision, and exception must be logged for regulator review.
Integration with core banking and ERP
Extracted data must flow into existing banking systems without re-keying or manual handoffs.
Why AutoGo Works for Banking
Use Cases in Banking
Supplier AP automation for shared services
A banking shared services centre automates supplier invoice intake, validation, and posting to SAP — cutting manual processing time by 70%.
Insurance claims intake
Bancassurance claims arrive as scanned PDFs; AutoGo extracts structured data and routes to the claims platform.
Statement reconciliation
Daily and monthly statements from correspondent banks are parsed automatically into a reconciliation pipeline.
See AutoGo for Banking in practice
Tell us about your banking workflow. We'll set up a sandbox so you can see exactly how AutoGo handles your scenario.