
Finance and accounting
From bookkeeping to budgeting, AI is helping businesses take control of their finances with less manual effort. In this section, you’ll see how companies use AI to automate invoicing, track expenses, manage cash flow, and generate financial reports in real time. These case studies highlight how AI reduces human error, saves time, and improves financial visibility—so businesses can make smarter, faster decisions with confidence.
Small creative agency managing multiple freelance contractors and monthly client retainers.
The agency’s founder was spending hours each week manually generating invoices, chasing late payments, and entering receipts into spreadsheets. Invoices were often sent late, expenses were miscategorized, and tax season was a scramble. As the client list grew, so did the time spent on finance tasks—leaving less room to focus on actual billable work.
Without AI
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Invoices were created manually in Word and emailed one-by-one
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Expense receipts were scanned and tracked in spreadsheets, with frequent errors and duplicates
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Follow-ups for late payments were inconsistent, often forgotten until month-end
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Reconciling bank statements took 3–4 hours monthly
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No real-time view of cash flow, causing surprises and delayed decisions
With AI
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The agency implemented an AI-powered finance platform (like QuickBooks + Dext) to auto-generate and send invoices based on project milestones or time entries
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Expense tracking was automated using AI-powered receipt scanning and categorization tools
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Late payment reminders were sent automatically, with escalation workflows for overdue clients
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Bank feeds were synced and reconciled in real time, with minimal manual input
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Dashboards gave an instant view of cash flow, upcoming bills, and profit margins
Results of adopting AI
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92% reduction in production time, cutting video creation from 10+ hours to under 30 minutes
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5x more ad variations produced, allowing faster and more effective A/B testing
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34% boost in ROAS, driven by fresher, more targeted video content
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Saved over $3,000 per month in outsourced editing costs
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Social engagement increased by 27%, especially on short-form video platforms
E-commerce brand selling home decor and lifestyle goods on Shopify, Amazon, and Pinterest.
The brand relied on professional photoshoots for every new product launch, which were expensive, time-consuming, and inflexible. Coordinating photographers, props, and editing meant weeks of delay—and if a product changed or needed new angles, they had to reshoot. They also struggled to create platform-specific graphics for Instagram, Pinterest, and email campaigns without overloading their design team.
AI Video Ad Creation for DTC Skincare Brand
Skincare E-Commerce Company
A growing skincare brand relied on freelance editors to produce social video ads, but the turnaround time and cost made it hard to keep campaigns fresh. They integrated AI video tools like Pictory and InVideo to generate branded, short-form videos using product images, captions, and AI-written scripts. The internal team created multiple variations in minutes, allowing them to test new angles faster than ever.
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92% reduction in video production time, from 10+ hours to under 30 minutes
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34% increase in return on ad spend (ROAS) due to more frequent ad variation
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Saved $3,000/month in outsourced editing costs
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5x more video ads launched per month, supporting constant testing
AI Product Photography and Graphic Creation for Home Goods Retailer
Shopify Home Decor Store
This online store used to rely on physical photo shoots and outsourced editing to prepare product images for Shopify, Amazon, Instagram, and email. With AI image tools like Pebblely and Canva AI, they generated multiple photo backgrounds, lifestyle scenes, and promotional graphics from a single flat image—no shoot required.
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85% faster image production, reducing turnaround from 2 weeks to 2 days
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19% increase in product page conversion rate with lifestyle-enhanced visuals
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$5,000+ saved quarterly on photography and editing fees
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3x increase in marketing graphic output, with consistent branding
Automated Branded Video Content for Fitness Studio
Boutique Gym Chain
A regional fitness studio needed regular video content to promote classes, share testimonials, and highlight instructors on social media. They used AI video tools like Lumen5 and Descript to generate branded video clips from short scripts, images, and testimonials. The system auto-formatted each video for Reels, YouTube Shorts, and Facebook.
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Video turnaround cut from 7 days to same-day delivery
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Engagement on video posts increased by 42% within 30 days
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Reduced outsourcing needs by 70%, bringing content creation in-house
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Boosted class signups by 18%, driven by more frequent and high-quality video promotion
