Agents by department
Get 20 hours a week back from your ops team in six weeks.
Invoices, intake, documents and reporting done by agents. Your people approve.
- 20h back per week
- −30% dso
- 6 wk to live
In short
What do Velum ops agents do?
Velum Ops agents automate back-office functions such as receivables follow-up, client and vendor intake, document drafting, reconciliation and recurring reporting. They run on Velum Runtime with approvals for irreversible actions, and typically return 15 to 25 hours a week per team within six weeks.
Back-office work is high-volume, rule-heavy and already digital, which makes it the fastest place to see a return. Ops agents read the documents, reconcile the records, chase the follow-ups and draft the reports, then route anything irreversible to a named person.
What we can implement
The agents in this line.
- DSO down ~30%
Receivables agent
Tier-aware reminders, escalation rules and a weekly cash view.
- Intake in < 48 h
Intake agent
Structured intake from email and forms; engagement letters and onboarding packs drafted.
- First drafts in minutes
Document agent
Memos, reports and summaries drafted from your templates with sources cited.
- Close in days, not weeks
Reconciliation agent
Matches invoices, payments and records across systems; flags exceptions.
- Zero manual reporting
Reporting agent
Weekly and monthly reports assembled from source systems with lineage.
What changes
Before and after.
Typical ranges from comparable deployments. Your baseline is measured in the audit.
Invoice follow-up
Before9.4 days late on average
After3.1 days
−67%
New-client paperwork
Before2 weeks
After< 48 hours
−85%
Monthly reporting
Before3 days of analyst time
After0 hours
−100%
Ranges observed across comparable deployments. Your Assess produces the real baseline.
Your numbers
What is this work costing you today?
Move the sliders. The maths is simple and shown.
Your numbers
An assumption to explore, not a promised result.
What that is worth
58 h
reclaimed every week
$134,784
value per year
249 h
every month
1.4 FTE
of capacity returned
Hours on repetitive work, per week
Gross capacity estimate, not cash savings. Excludes implementation, software, and supervision costs. We validate assumptions in the audit.
Ops agents: good questions
01Which ops function should we start with?
Receivables follow-up or intake. Both are high-volume, rule-heavy and measurable, and both show a result inside the first month.
02Do we need new software?
No. Agents work on top of your accounting, practice management and email systems through their APIs.
03How do we start?
With an AI opportunity audit: we map the workflow, report the opportunities, and agree scope and success criteria before building.
04What happens after launch?
We hand over documentation and train the owner. Managed AI operations can run and improve the agents for you.
How we deliver it
Services behind every agent.
AI opportunity audit
Know exactly what to automate, and what it is worth.
We map how work actually moves through your teams and tools, score every candidate workflow on value, feasibility and risk, and hand you a costed roadmap. You decide what to build with real numbers in front of you.
2 to 3 weeksCustom AI agent development
Agents built around how your team already works.
We design, build and ship AI agents that do real work inside your tools: reading documents, updating systems, drafting replies and making routine decisions, with a person approving anything that matters. Tested on your real cases before launch.
4 to 8 weeks per agentManaged AI operations
Agents that keep getting better after launch.
Once agents are live we run them: monitoring quality and cost, re-running evaluations on every change, upgrading models, fixing integrations when vendors change their APIs, and shipping new improvements every month.
Monthly, cancel any time
Get 20 hours a week back from your ops team in six weeks.
Clear scope. Tested workflows. A supported launch. Thirty minutes to find out if your function qualifies.