AI applied to your business
AI agents that analyse your data and automate your processes
Digital workers connected to your operation: they read documents, run complete workflows and answer on your real data. A person steps in only where a decision is needed.
Three agents for your operation
From analysis to action: agents we have already built for companies like yours.
Analysis agent
It’s Chat with your BI: ask your dashboards in natural language —“which branch dropped in margin, and why?”— and get the answer, explained.
Operations agent
It doesn’t just answer: it acts. It loads orders, triggers approvals and alerts you when a KPI goes out of range.
Reporting agent
It builds and sends the executive report on its own: month-end close, explained variances and a summary in your inbox or Teams, every Monday at 8.
Process automation
How an AI-automated process runs
AI reads, interprets and executes. A person steps in at one point only: the one that decides.
The document arrives
WhatsApp, email, bank portal or a shared folder.
AutomaticAI reads and extracts
Recognises the document, identifies the customer and pulls the data.
AutomaticIt checks your rules
Against your customer list, the purchase order or the account balance.
AutomaticA person reviews and approves
Sees the original image next to the extracted value. Can correct any field.
Only human stepIt is posted
Into your business system, with a record of who, what and when.
AutomaticThis is the review screen: the extracted value next to the document
Collections reconciliation
Only the amber row reaches a person.
Accounting flow of one invoice
Automatic executive report
Built on the dashboards you already have.
Internal questions from your team
Payment receipts over WhatsApp
Between 60 and 70 receipts a day arrive in WhatsApp groups. AI reads them, identifies the customer, extracts amount, payment method and reference, and builds the batch for your business system.
Collections from the bank portal
Pulls the payments, posts them against the customer and the invoice, reconciles the account balance and alerts the team.
Full accounting flow
From the supplier invoice to the journal entry: AI reads the document, checks it against the purchase order, proposes the posting and triggers approval by level.
Automatic reporting
The executive report builds itself on the dashboards you already have: month close, explained variances and a summary in email or Teams.
Internal questions from your team
An agent answers on procedures, policies and system status, using your company sources and without making things up.
Why build them with 3PBI
Our agents build on what we already do every day: your data, your BI model and the Microsoft platform.
With over 15 years of consulting experience, we build digital employees focused on understanding your business and adding value: concrete actions, automations, and decision-ready insights.
Trained on your business
They answer using your operation’s terms: sales, stock, compliance, costs and margins.
Government and security
Permissions, traceability and policies aligned with your data architecture. Your data always stays under your control.
Integrated with your platform
They connect to Power BI, Microsoft 365 and your systems, and return explainable answers with visual support.
Use cases
Three real-world scenarios, with executive summary and dashboard-style visuals.
Request an AI Demo
Tell us which process you want to power with an agent and we’ll show you a demo applied to your industry.
