AI Assistant for AP/AR Teams — From Onboarding to Workflow Guidance
A smart assistant that supports Accounts Payable SMEs with training, product navigation, and instant access to complex documentation.
Overview
A finance operations team needed a better way to onboard new AP/AR specialists and reduce time spent answering recurring questions. We delivered an AI Assistant trained specifically on their accounts workflows, tools, and manuals — acting as both a virtual coach and an embedded knowledge assistant.
The Challenge
New hires often struggled with fragmented documentation, complex finance software, and inconsistent support. SMEs spent valuable hours guiding others through tasks, reducing their ability to focus on high-impact work.
The Solution
SphereIQ’s AP/AR AI Assistant:
It learns from internal FAQs, SOPs, and historical inquiries to get smarter over time — reducing repetitive requests to SMEs.
The Results
60%
drop in onboarding time for new AP/AR hires
Fewer interruptions for SMEs and senior finance staff
Improved knowledge consistency across the team
Fast answers and greater confidence in complex processes
