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Success Stories with HachiAI IDWs
Discover how forward-thinking enterprises are automating daily operations, reducing errors, and reclaiming thousands of productive hours.
Latest Success Stories
Real Estate & Facilities Mgmt↗
Canadian Retirement Living Company Automates 30,000+ AP Queries Responses in Yardi ERP
Outcome2,400+ Hours Reclaimed
- Challenge:
- Across 100+ properties, responding to each AP query required constantly stopping work to manually search Yardi and reply to emails.
- Solution:
- IDW monitors the AP inbox, classifies queries into six types, pulls invoice and payment details and checks numbers from Yardi
Non-Profit↗
Top Canadian Charity Processes 96,000+ Donations with Automated Donor Matching in Blackbaud Luminate & Raiser’s Edge
Outcome2+ FTEs Freed
- 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
Automotive↗
Leading UAE Automotive Distributor Automates 3,000+ Annual Sales Offers in Pact RevenU ERP
Outcome90% Fewer Errors
- 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.
Logistics & Supply Chain↗
Leading Logistics Provider Achieves 5x Operational Throughput by Automating E2E Freight & Billing in C3
Outcome80% Faster Processing
- 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.
Logistics & Supply Chain↗
Temperature-Controlled Healthcare Transporter Automates 12000+ Shipment Bookings in C3 Dock Scheduling
Outcome4,000+ Shipments in 3 Months
- 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
Retail & E-Commerce↗
Gulf Fashion Retailer Automates 3300+ Utility Invoices Posting Across Multiple Stores in Microsoft Dynamics 365
Outcome60% Faster Invoice Processing
- 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.
Real Estate & Facilities Mgmt | Senior Care↗
Senior Living Giant Automates A/P Invoice Processing Across 90+ Residences and 3,000+ Vendors in Yardi
Outcome350+ Invoices Processed Daily
- Challenge:
- A/P teams manually processed hundreds of daily vendor emails, extracted invoice data, mapped GL and property codes, and uploaded entries into Yardi across 100+ properties.
- Solution:
- An IDW automates inbox classification, data extraction, GL coding, and batch uploads into Yardi with daily reporting and full control.
Automotive & Manufacturing↗
Custom Metal Manufacturer Reclaims two thousand hours annually by Automating Finance ERP systems, SAP and Oracle JD Edwards
Outcome14,000+ invoices processed across 3 countries with a 95%+ reduction in booking errors
- Challenge:
- Finance teams across Canada, the United States, and Mexico relied on manual processes to enter invoices, apply cash receipts, match purchase orders to invoices, apply customer payments and post transactions into SAP and Oracle JD Edwards. Month-end periods created bottlenecks, increased error rates, and consumed significant staff time.
- Solution:
- A team of IDWs automatically read invoices and remittances, match them against Purchase Orders and receipts, post and validate transactions into SAP and JD Edwards, and flag only the exceptions for human review.
Retail & E-Commerce | Distribution↗
E-Commerce Retail Distributor Partner reclaims 1,500+ hours annually by automating Order Entry, Inventory Availability Reporting and Invoice processing Across SAP and Major Retail Channels Portals
Outcome5,000+ transactions processed annually with 98% autonomy.
- Challenge:
- A growing e-commerce distribution business manually processed orders from major retail channels, maintained inventory availability across multiple retailer portals, generated invoices in SAP, and updated retailers and shipment portals. As transaction volumes increased, operational workload grew with every new retail partner, limiting scalability and consuming valuable staff time.
- Solution:
- An IDW automatically retrieves orders from retailer portals,distributes inventory availability reports, generates invoices in SAP, updates retailer platforms, reports shipment tracking information, and escalates only exceptions for human review.
Accounting & Finance | Pharmacy↗
Automating Multi-Location Invoice Processing in QuickBooks Desktop for a Canadian Pharmacy Group
Outcome40% reduction in invoice processing time with 97% fewer errors
- Challenge:
- A finance team manually downloaded monthly PDF invoices, mapped each transaction to the correct GL codes, and entered a separate bill into QuickBooks Desktop for every pharmacy location. Each bill took two to three hours to complete and was repeated across every location each month.
- Solution:
- The IDW downloads the monthly PDF invoices, extracts the transaction details, maps each transaction to the correct GL code, selects the correct pharmacy location, and creates the bill in QuickBooks Desktop. This process repeats automatically across every location, escalating only exceptions for staff review.
Retail & E-commerce | Luxury↗
A Luxury Menswear Retailer Automates End-to-End Accounts Payable in ERP system, Jesta
OutcomeTens of thousands of invoices processed with 97% accuracy
- Challenge:
- The finance team manually read vendor emails, extracted invoice details, validated purchase orders, assigned GL and Store codes, and entered invoices transaction into Jesta across retail, expense and made to measure categories...
- Solution:
- An IDW reads vendor emails, extracts invoice data, matches purchase orders, allocates GL codes and taxes, posts transactions into Jesta, and escalates only exceptions for finance review while working within existing systems
Non-Profit | Donor Management↗
Automating Sponsored-Individual Updates and Donor Communications for a Leading National Charity
Outcome76,000+ Updates Automated Annually
- Challenge:
- Staff manually retrieved sponsored individual’s profiles, pictures, Annual Progress Reports, and personal letters from field offices across the globe. Every update required logging into multiple systems, renaming and reconciling files, and re-keying records, which consumed thousands of staff hours annually and introduced risks of delays, errors, incomplete updates, and no single source of truth.
- Solution:
- The IDW logs into the organization's existing global CRM (Salesforce), local CRM (Odoo), and document store (OneDrive) using its own credentials and two-step authentication, retrieves sponsored-individual data, removes duplicates, renames and organizes files, logs successful and missing records, and uploads completed profiles, reports, letters, and drawings into the local CRM.
Finance & Accounting↗
Automating Tax Preparation and Filing and Cash Flow Reporting for a publicly listed CPA firm
OutcomeThousands of hours returned annually
- Challenge:
- Skilled accountants manually prepared tax returns, indirect tax filings (GST/HST, or BAS where applicable), cash flow reports, across dozens of offices and 90+ clients. Staff logged into multiple systems, reconciled figures and rekeyed information manually every reporting cycle to meet strict regulatory filing deadlines.
- Solution:
- A team of IDWs logs into the firm's existing accounting (MYOB) and practice (Xero Practice Manager) systems, retrieves client financial data, prepares and validates tax returns and indirect tax filings, submits them electronically to the relevant tax authority (such as the CRA, IRS, or ATO), records the filing confirmation, generates recurring management reports, and distributes completed work automatically with no changes to existing systems.
Manufacturing | Distribution↗
Automating Customer Order Processing and Dispatch in ERP System, SYSPRO for a Canadian Lighting Manufacturer
Outcome~70% of customer orders processed end-to-end, with a 65% faster order cycle
- Challenge:
- Customer-service staff manually processed every incoming customer purchase order in SYSPRO, validating customers, pricing, stock availability, freight rules, and warehouse routing. Each order required more than a dozen business decisions where a single error delayed fulfillment or sent shipments to the wrong warehouse.
- Solution:
- A team of IDWs reads incoming customer purchase orders, validates customers, pricing, and stock availability and quoted price against SYSPRO, applies the firm's freight and routing rules consistently, dispatches across multiple warehouses, send order acknowledgement to customer and escalates only exceptions for staff review.
Manufacturing | Distribution↗
Automating Demand Planning, Purchase Order Processing, and Supplier Invoice Verification in SYSPRO for a Canadian Electrical Lighting Manufacturer and Distributor
Outcome93% Less Buyer Processing Time
- Challenge:
- Buyers manually analyzed demand across hundreds of SKUs, determined replenishment quantities supplier by supplier, created purchase orders, and verified every supplier invoice line by line. The process was slow, judgement-intensive and difficult to scale as product catalogues and supplier counts grew.
- Solution:
- A team of IDWs analyzes demand across hundreds of SKU items, recommends replenishment quantities and creates purchase orders in SYSPRO after buyer approval, and verifies every supplier invoice through a three-way match, escalating only variances for review.
Manufacturing↗
Automating Finance, Cost Accounting, and Sales Reporting in Global Shop Solutions for a Custom Precision Manufacturer
Outcome9 processes fully automated and reduced manual data entry across 4 ERPs
- Challenge:
- A finance team manually managed billing, job creation, cost updates, forecasting and sales reporting across Global Shop Solutions ERP, SAP Crystal Reports, Rocket CorVu, and Microsoft Excel; Data was repeatedly reentered between systems to create invoices, update jobs, rebuild forecast workbooks and prepare weekly sales reports, consuming valuable finance resources and increasing the risk of reporting errors.
- Solution:
- A team of IDWs automate invoicing jobs creation in the ERP, order and cost updates from spreadsheets, forecast workbooks refresh and the weekly sales and shipping report , across Global Shop Solutions ERP, SAP Crystal Reports, Rocket CorVu, and Microsoft Excel, validating data, generating reports, and distributing completed output.
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