Hexagon Digital

Industries

AI & Automation for Finance

Lead qualification, document collection and approval workflows that log every action and keep people in control of decisions.

The challenge

Where teams get stuck

Finance teams chase documents, re-key data and follow up leads by hand, which slows every application and makes each figure harder to trust. AI can read invoices, statements and forms into structured data for a person to check, as it does for Paladiya Construction’s supplier invoices. For the MyFinMate personal finance app we built an assistant that answers questions from each user’s own records and makes no change until the user approves it.

  • Leads not followed up in time
  • Documents collected over email
  • Repetitive back-office workflows
  • Risk from human error
Our deliverables

What we build for you

  • Conversations

    AI Agents & Chat

    Agents that answer customers by voice, chat and WhatsApp, and act inside your tools.

    • Custom AI and voice agents
    • Website and WhatsApp chatbots
  • Operations

    Automation

    Workflows that move leads, documents and data without re-typing.

    • Workflow and CRM automation
    • Marketing automation
  • Growth

    Web, Apps & Marketing

    The places customers find you, built and promoted by the same team.

    • Websites and mobile apps
    • Digital marketing, SEO and AI creative
Use cases

See what's possible

Typical work we deliver in this industry

Voice AgentLeads

Lead Qualification

Inputs
New enquiry
Steps
CallQualifyHand over
Result
Advisers speak to ready leads.
WhatsAppDocuments

Document Collection

Inputs
New application
Steps
RequestReceiveCheck
Result
Files complete before review.
FinanceOPS

Invoice Processing

Inputs
Email / PDF
Steps
ExtractMatchPost
Result
Fewer errors. Faster close.
In practice

What this looks like

Where our services fit into the day-to-day work of your team.

Logged

every automated step

A record of what ran, when and who approved it.

Human

approval where it matters

Automation prepares; your team decides.

  • Lead qualification

    Voice and chat agents collect details up front.

  • Document collection

    Request, receive and check documents on WhatsApp.

  • Approval workflows

    Route approvals with a full audit trail.

  • Invoice processing

    Extract, match and post without re-keying.

Connect with an expert

Let’s talk about your project

Tell us what you want to build or automate, and we’ll show where AI, web and marketing can make the biggest difference.

Book a discovery call