Use cases

The busywork we take off your plate.

Processes we automate for finance, sales, customer success, operations and legal teams. Each one starts with a short call and a fixed price.

16 use cases

FinanceProcessAutomate

Supplier invoices that enter themselves

Today
Someone types every invoice into the accounting system and checks it against the purchase order.
With vectorel
Each invoice is read, matched to its purchase order and posted. Only the ones that don't match reach a person.

Works with Gmail, Excel, your accounting system

FinanceConnectReport

Month-end without the spreadsheet hunt

Today
Billing is reconciled against operations by hand at month end, and exceptions are hunted for line by line.
With vectorel
Everything is reconciled automatically every day, and the exceptions are listed for you.

Works with Stripe, Excel, your accounting system

FinancePredict

Know how much cash to hold

Today
Cash planning is based on last month and a gut feeling.
With vectorel
A cash forecast with a realistic range, plus a flag on any transaction that doesn't fit the usual pattern.

Works with Your bank exports, accounting system

SalesProcessConnect

A CRM that fills itself in

Today
Reps skip updating the CRM after calls and emails, so nobody trusts what's in it.
With vectorel
Calls and emails are summarized into the right CRM fields, and a short account brief is ready before every meeting.

Works with HubSpot, Salesforce, Gmail

SalesPredict

Focus on the deals that will actually close

Today
The forecast is built on optimistic self-reporting, and every deal gets the same attention.
With vectorel
A likelihood-to-close score for each deal, based on how deals really behave, so your team knows where to spend time.

Works with HubSpot, Salesforce

SalesReport

Marketing and sales agree on what works

Today
Each channel reports its own numbers, so channel performance turns into an argument.
With vectorel
Spend, pipeline and closed revenue are joined end to end, so every channel has one number.

Works with HubSpot, Salesforce, Google Sheets

Customer successPredict

Spot churn weeks before renewal

Today
You find out a customer is leaving when they cancel.
With vectorel
A ranked list of accounts at risk, with the reasons behind each one, inside the CRM your team already uses.

Works with HubSpot, Salesforce, Zendesk

Customer successProcessAutomate

Support replies drafted in seconds

Today
Agents write every reply from scratch and dig through old tickets for answers.
With vectorel
Each ticket arrives sorted by urgency, with a draft reply based on your help center and similar solved cases. The agent checks it and sends.

Works with Zendesk, Slack, Gmail

OperationsConnectAutomate

No more Mondays copying data between tools

Today
Someone spends every Monday moving data from one tool to another.
With vectorel
Your tools sync on their own, checks run on every update, and you get an alert the moment something doesn't match.

Works with Google Sheets, Shopify, Slack

OperationsAutomate

Replace the spreadsheet only one person understands

Today
One spreadsheet runs a key process, and only one person knows how it works.
With vectorel
A simple internal tool with the same logic, a history of every change, and no single point of failure.

Works with Excel, Google Sheets

OperationsPredict

Order the right stock, product by product

Today
Orders are based on last month's sales, so you're out of some products and overstocked on others.
With vectorel
A demand forecast per product and location that accounts for seasonality, with a range instead of a single guess.

Works with Shopify, Excel

OperationsConnect

Switch CRM without losing a record

Today
You need a new CRM, but moving years of contacts, deals and notes feels too risky.
With vectorel
Every record moves across, and you sign off a report proving nothing was lost before the old system is switched off.

Works with HubSpot, Salesforce

Legal and procurementProcess

Contract review at volume

Today
Finding a clause, a renewal date or an obligation means opening contracts one by one.
With vectorel
Search every contract at once, and compare any incoming document against your standard terms with a list of what differs.

Works with Google Drive, PDFs and scans

Company-wideReport

One revenue number in every meeting

Today
Finance and sales bring different numbers, and the meeting is spent deciding whose is right.
With vectorel
One agreed definition and one weekly view that nobody has to assemble or defend.

Works with Your CRM, billing and accounting

Company-wideProcessAutomate

An AI pilot that finally goes live

Today
You paid for an AI pilot. It worked in the demo and then sat in a folder.
With vectorel
Rebuilt on your own data, connected to your tools, with sources for every answer and a person approving before anything ships.

Works with Your existing tools

Company-wideProcess

Answers without interrupting your senior people

Today
New hires ask the same questions, and your most experienced people spend hours answering them.
With vectorel
One place to ask how something works, answered from your own documents, with a link to the source.

Works with Notion, Google Drive, Slack

Most often in retail and distribution, subscription and B2B services, and manufacturing and logistics.

Works inside the tools you already use

Built on standard technology any developer can maintain. No lock-in. Using something else? Ask us.

Don't see your process here?
Tell us what's still done by hand.

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