SOLUTIONS · BUSINESS PROCESS OPERATIONS
The back office, running at software speed.
Invoices, purchase orders, contracts, candidates, support tickets, CRM records — the operational work that eats your teams' weeks. Kascade agents execute it end to end inside the systems you already use, with humans approving what matters.
The outcomes, on both levers.
COST & EFFICIENCY
Take cost out.
- Lower cost per transaction across finance, procurement, and support
- Back-office headcount growth decoupled from revenue growth
- Errors and rework reduced
REVENUE & GROWTH
Build the top line.
- Leads answered in minutes
- Customers supported 24/7
- Cash collected faster
- Recruiting pipelines that don't stall
The functions agents run.
Finance & Accounting
The monthly grind — closed by agents, checked by your controller.
- ★ Featured First Agent COST
Invoice & AP processing: extraction, validation, matching, and approval routing.
- COSTGROWTH
AR & collections: aging monitored, reminders sequenced, payments reconciled — cash conversion accelerates.
- COST
Close & consolidation: reconciliations, flux analysis, and close checklists run on schedule.
- ★ Featured First Agent COSTGROWTH
FP&A and board reporting: lender and board packs drafted from live data, not weekend spreadsheet marathons.
Procurement & Sourcing
Savings that compound, with an audit trail built in.
- COST
Source-to-pay: RFQ generation, supplier discovery, and order creation in your ERP.
- COST
Spend intelligence: KPI monitoring, margin alerts, and multi-entity spend consolidation — made for platforms with add-ons.
- COST
Supplier & price management: continuous benchmarking and contract-compliance monitoring, every decision logged.
Supply Chain & Logistics
Exceptions handled before they become escalations.
- COSTGROWTH
Demand planning & inventory: stock, signals, and forecasts monitored continuously; reorders and redistribution triggered automatically.
- COSTGROWTH
Logistics exception management: disruptions identified, alternatives found, shipments re-routed.
- COSTGROWTH
Order management: status tracking, exception resolution, and customer notifications across ERP and WMS.
HR & Recruiting
People operations without the paperwork.
- COSTGROWTH
Recruiting operations: sourcing, screening, scheduling, and candidate communications — revenue roles filled faster.
- COST
Onboarding & HR service: day-one setup and instant, policy-grounded answers to employee questions.
- COST
Workforce analytics: staffing, sentiment, and capacity insight for planning.
Legal & Compliance
Contract work at reading speed, not billing speed.
- COST
Contract review & lifecycle: first-pass review, obligation tracking, renewal alerts.
- COSTGROWTH
Due diligence & data-room preparation: documents organized, evidence assembled — for your M&A and your exit.
- COST
Regulatory & compliance operations: reporting, checks, and attestations run on schedule.
Customer Operations
Support that scales without a hiring plan.
- COSTGROWTH
24/7 customer support: routine inquiries resolved instantly; complex ones escalated with full context.
- GROWTH
Triage & pattern detection: recurring issues spotted and routed to product before they become churn.
- GROWTH
RFP & proposal support: responses drafted in hours — more bids, faster.
Sales & Marketing Operations
The growth engine, unclogged.
- ★ Featured First Agent GROWTH
Lead response & qualification: every inbound lead scored, enriched, and in a rep's hands in minutes.
- GROWTHCOST
CRM hygiene & pipeline automation: records updated, forecasts current, follow-ups never dropped.
- GROWTH
Meeting prep & call intelligence: reps briefed automatically; objection and competitor patterns surfaced from every call.
- GROWTHCOST
Content, SEO & campaign operations: research, drafts, audits, and reporting on autopilot under marketing's direction.
Where we go deeper: industry operations
Some operations only exist in certain industries — and carry the biggest P&L drag when they run manually. Kascade brings vertical practices for four of them. Each follows the same First Ascent path: the Approach confirms fit and picks the first agent; nothing here is promised sight unseen.
Supply Chain & Distribution
For manufacturers, distributors, and multi-site operators: supplier risk watched continuously, PO exceptions caught at creation instead of at invoice, inventory and demand signals monitored so working capital stops hiding in safety stock.
Clinical & Care Operations
For healthcare services groups and roll-ups: scheduling optimized against provider capacity, prior authorizations processed end to end, clinical documentation drafted for clinician review. Agents never make clinical decisions — every document waits for a licensed clinician's approval, enforced in configuration, not policy.
Revenue Cycle Management
For any insurance-billing business: claims scrubbed before submission, denials analyzed and appeals drafted from payer-specific patterns, eligibility verified pre-service, underpayments flagged against contracted rates. The work that decides how much delivered care becomes collected revenue.
Franchise & Multi-Unit Operations
For franchisors and multi-unit operators: unit performance monitored daily against network benchmarks, royalties reconciled at source, brand standards tracked, new-unit openings managed to a live readiness view — network-wide visibility a lean field team can't produce manually.
How delivery works.
The Approach maps your processes and transaction volumes → Ascent automates the single highest-value process end to end → each additional process gets its own measured business case.
Data & analytics, built in.
Built in: operational analytics — natural-language answers from your CRM, ERP, and support data, plus automated weekly and monthly reporting for leadership and the board.
