Success Stories with HachiAI IDWs

Challenge: Staff manually chased payments across NetSuite, Gmail, and spreadsheets, tracking reminders and updating records one invoice at a time.

Solution: An IDW retrieves AR reports, runs automated reminder sequences, detects payment confirmations, and posts validated entries directly to NetSuite.

Challenge: Staff manually logged into Luminate Online to extract donations details, matched each to existing donor profiles in Raiser’s Edge, and validated addresses one by one while data quality errors piled up across thousands of records

Solution: An IDW that pulls donations from Luminate Online, matches donors against Raiser’s Edge, validates addresses via Canada Post API, and assembles clean batch files for staff review

Challenge: Sales teams processed every inquiry manually using a 10 step process across Excel, Pact RevenU, and AutoCat, cleaning duplicates and fixing ERP errors before posting.

Solution: An IDW automates the full inquiry-to-offer cycle, from email intake to ERP posting, including TP lookup, validation, and error resolution.

Challenge: Operations teams manually entered PO data in C3, logged into 20+ carrier portals for PODs, and formatted hundreds of billing files with high error rates.

Solution: An IDW extracts PO data, creates shipments via API, retrieves PODs autonomously, processes 210 forms into ERP-ready CSVs, and uploads via SFTP.

Challenge: Staff manually transcribed shipment details from Excel into C3 for 50+ daily deliveries across locations, causing double-bookings and incorrect dock assignments

Solution: An IDW reads shipment files from Outlook, amends or books new appointments in C3 with dock optimization, sends summary reports, and syncs bookings to the internal Appointment Manager

Challenge: Finance teams manually extracted, validated, reformatted, and posted utility invoices into Business Central across multiple stores.

Solution: An IDW reads & extracts data from invoices, standardizes formats using SQL, posts directly into Business Central 365 with correct coding, and archives everything automatically.