Has anyone here implemented AI or automation for an intermediary fiscal / fiscal agent business (think HumanBehavior BH / CentralReach–type operations)?
Specifically curious about real use cases like:• Automating approvals or payment flows• Reducing manual admin work• Flagging missing data or compliance issues
If you’ve done this:• What did you automate first?• What stack did you use alongside BH / CentralReach?• What actually saved the owner time or money?
Looking for real-world implementations, not theory. Thanks 🙏