AI driven platform to manage full customer life cycle

BYD, a global electric vehicle OEM, entered the Australian market looking for a bespoke system to manage all finance and operational processes throughout the customer lifecycle.

Leveraging AI agents, we built a fully-integrated platform to seamlessly automate over 60% of the finance and operational administrative customer-related tasks.

Quoting

We built a rapid and accurate quote processing module, allowing BYD to:

Select and source vehicles from nationwide dealers in one portal
Obtain dynamic pricing
Finalise contracts with electronic signatures

Asset Management

Intuitive process for capturing and allocating all costs, including:

Real-time visibility across all client income and expenditure
Automated workflows to avoid missed deadlines
AI powered alerts to eliminate non-compliance

Invoicing

Simple and reliable invoicing:

Automated invoice creation and distribution
Reduced debtor days with AI-driven reminders
Fully integrated with all financial systems.

Profitability

Maximise profitability on every contract:

Full P&L for every single contract
Simple cost allocation process
Reminders and full reporting visibility to maximise cost recovery.

As for our Client

"I have never experienced or seen technology built at such quality in such short timeframes. Rob, Chad and the Agent Finance team have a deep understanding of how to design technology to simplify finance and operations.

The AI-based technology automates almost all of our customer workflows. It's streamlined our back-office, slashed manual effort and eliminated errors across our finance department. Our team are no longer drowning in admin, giving us time to focus on the real value-add activities.

I would heavily recommend Agent Finance to help simplify and grow your business. ”

Boyd Stidwill

CEO - BYD Fleet