The ProblemYour team is too good to spend
Your team is too good to spend
their week on this
The manual work between your systems and your decisions is where time, margin and accuracy get lost. These are the exact problems WorkAgentic was built to fix.
“Our close still takes 11 days”
Half the time is manual reconciliation and accrual posting that repeats identically every single month.
“We’re rebuilding the forecast every week”
The model is in a spreadsheet. By the time it is distributed, the data is already stale and the decisions have already been made.
“Supplier deductions keep slipping through”
By the time the team reconciles trade spend against TPM, the dispute window has already closed. The money is gone.
“We had an unplanned stockout again”
Reorder points were set two years ago. Demand patterns shifted. Nobody updated the model. A production line sits idle.
“The board pack takes 3 days to build”
Every quarter the CFO team manually pulls, formats and distributes data that is already sitting in the ERP.
“We can’t see all channels in one view”
Sales, supply chain and finance each work from a different system. Nobody has the full picture until it is too late to act on it.
These are not edge cases. They are the workflows WorkAgentic was built to handle.
See how we fix themWhy WorkAgentic
Why Businesses Choose WorkAgentic
WorkAgentic builds autonomous AI agents that are designed specifically for the workflows your team runs every single day.
Industry Expertise
Built by CPAs and finance executives who have personally run the workflows our agents now handle.
Live in 4 Weeks
No multi-year implementations. Your first agent goes live in 2 to 4 weeks, with no disruption to current processes.
No Technical Team Needed
We handle every aspect of design, integration and deployment. Your team describes the workflow, we build and run it.
Finance Experts and AI Engineers
Every agent is designed by someone who understands your numbers and built by engineers who make it run reliably.
AI SolutionsAI Solutions Built for
AI Solutions Built for
Every Department
WorkAgentic delivers purpose-built AI agents for the departments that drive your business.
Solution
AI Agents for Finance Teams
Autonomous AI agents for finance teams covering financial reporting, variance analysis, cash flow forecasting and board reporting.
FP&ACFOBoard Reporting
Solution
AI Accounting Solutions
From invoice generation to month-end close, our accounting AI agents eliminate manual data entry, reduce errors and keep your books compliant with US GAAP at all times.
AP / ARReconciliationClose
Solution
AI Supply Chain Optimization
Demand forecasting, autonomous procurement, route optimization and supplier risk monitoring. Work Agentic gives your supply chain team the predictive intelligence to stay ahead of disruption.
ForecastingInventoryProcurement
Solution
AI Solutions for Marketing
From lead scoring and content creation to campaign optimization and customer journey personalization. Work Agentic's marketing agents generate more pipeline with less manual effort.
Lead ScoringCRMPipeline
Solution
AI IT Solutions
Automated helpdesk triage, infrastructure monitoring, cybersecurity alerting and patch management. Your IT team resolves more in less time with an AI layer handling the repetitive work.
HelpdeskMonitoringITSM
Not sure which agent fits your team?
We will map your current workflows in a free 30-minute call and show you exactly which agent handles them. No commitment needed.
Structured Process to Deploy
How It Works
Getting started with WorkAgentic is simple. We follow a clear, proven process that gets your AI agent live without disrupting your current operation.
01
Discovery and Workflow Mapping
Free 30-minute call. We map every manual workflow your team currently runs. You walk us through it once. We take it from there.
02
Agent Design and Blueprint
We define system connections, logic, output formats and approval checkpoints. Your team reviews and approves the full design before build starts.
03
Build and Integration
Our engineers connect the agent to your existing systems and validate every integration against historical data. Nothing goes live without clean, verified outputs.
04
Deploy and Optimise
A two-week parallel pilot alongside your current process. Agent goes live after your team confirms the outputs match expectations. 30-day monitoring period included.
01
Discovery and Workflow Mapping
Free 30-minute call. We map every manual workflow your team currently runs. You walk us through it once. We take it from there.
Workflow map with effort quantified per step
Automation opportunity scorecard
Recommended agent architecture
Free Agent Workflow Audit — No Commitment
Fast DeploymentYour agent goes live in 4 weeks.
Your agent goes live in 4 weeks.
Here is exactly how.
The 2 to 4 week timeline is not a claim. It is a structured process with a specific output at every step and a parallel pilot before anything touches live operations.
1
Week 1
Discovery and Audit
Discovery call, full workflow mapping and system audit. You walk us through it once.
2
Week 2
Design and Build
Agent logic, system connections and output formats approved by your team before build starts.
3
Week 3
Pilot and Validate
Agent runs in parallel alongside your current process. Outputs validated against real data.
4
Week 4
Agent Goes Live
Your team stops doing the work manually. 30-day monitoring period begins from our side.
CPACEO, WorkAgenticFounder, Expertise Accelerated
Built by experts with
real-world experience
WorkAgentic is operated by Expertise Accelerated, a US-based professional services firm. Our CEO Haroon Jafree is a CPA and finance executive with 25+ years of experience leading accounting, financial planning and operational transformation across the United States.
He has personally managed the manual finance workflows that WorkAgentic now automates. That firsthand understanding shapes every agent we build.
“We build AI agents that do the specific work your best people should not be
spending their time on. Our goal is simple: give those people their time back.”
Case StudiesAI agents we have already
View all case studies AI agents we have already
built and deployed
Real deployments. Real outcomes. Each agent was built from scratch around the client's exact workflow.
FROZEN FOODS / CPG
How a $150M Frozen Foods Distributor Eliminated Overnight Temperature Risk and Prevented $200K–$250K in Annual Losses
A leading frozen foods distributor managed millions of dollars of temperature-sensitive inventory across its refrigerated fleet but had no visibility into trailer temperatures during overnight hours. This created a significant risk of product spoilage, inventory loss, and customer service disruptions.
$150MRead more
CPG / CONSUMER PACKAGED GOODS
How a $50M CPG Brand Replaced a $180K TPM System and Unlocked $300K in Annual Value Using Open-Source TPM and Agentic AI
A $50 million consumer packaged goods (CPG) brand was struggling with the growing complexity of trade promotion management. Despite investing heavily in a traditional TPM platform, many critical processes remained manual, including trade planning, accrual management, deduction reconciliation, customer profitability reporting, and trade spend analysis.
The company was spending approximately $180,000 annually on TPM software while dedicating significant internal resources to managing promotions, deductions, and reporting activities.
$50MRead more
FROZEN FOODS / CPG
How a $250M+ Frozen Food Manufacturer Cut Daily Inventory Reporting from 120 Minutes to 5 Minutes and Saved $44,000 Annually
A $250M+ frozen food manufacturer managed inventory across multiple third-party warehouses and cold storage facilities. Accurate inventory visibility was critical for supply planning, production scheduling, customer service, and inventory management.
However, the company relied on a highly manual inventory reporting process that required data from twelve separate sources, including warehouse portals and accounting system reports, to be downloaded, reconciled, and consolidated twice each day.
$250M+Read more
CPG / BUSINESS PROCESS OUTSOURCING
How a $800M CPG Company Replaced OCR and Manual Data Entry with Agentic AI, Generating $592,000 in Annual Savings and a 4.6x ROI
A leading business services provider supported multiple consumer packaged goods (CPG) companies with aggregate annual sales exceeding $800 million. The organization was responsible for transcribing retailer deduction documentation, validating deductions against trade promotion planners, proof-of-performance documents, and promotional contracts across multiple customers, channels, and retailer platforms.
As client volumes increased, the process of extracting, validating, and transferring retailer data into spreadsheets, reports, and operational dashboards became increasingly dependent on manual labor.
$800MRead more
Client ReviewsWhat our clients say
What our clients say
after going live
5★
4★
3★
4.9
★★★★★
Verified clients
FAQFrequently Asked
Frequently Asked
Questions
Everything you need to know before booking a call.
Book a free discovery callHow long does it take to deploy an AI agent?
Most AI agent deployments go live within 2 to 4 weeks from the initial discovery call. The timeline covers workflow mapping, ERP integration, agent build, testing and a parallel pilot run alongside your existing process.
Do we need a technical team to work with WorkAgentic?
No. WorkAgentic handles every aspect of design, integration and deployment. Your team describes how the workflow currently runs and reviews the output. No programming or IT resources are required on your side.
What systems can you integrate with?
WorkAgentic integrates with virtually any business system with an API or data export, including NetSuite, SAP, Oracle, Microsoft Dynamics, QuickBooks, Xero, Salesforce and hundreds of others.
How much does an AI agent cost?
Pricing depends on workflow complexity and integration requirements. Book a free discovery call and we will assess your specific workflows before presenting any commercial proposal. There is no commitment involved.
Is your financial data secure?
Yes. WorkAgentic applies enterprise-grade security practices, including encrypted data at rest and in transit, role-based access controls and regular security assessments. All agents are deployed within your own infrastructure environment.