AI use cases for small business

Law Offices of J.Chrisp

Personal injury law firm, Northern California

Paralegals upload collision reports and medical records and Supio builds the medical chronology, works out the recoverable medical specials and drafts the demand letter. Its assistant also explains injuries and lists defences the other side might raise.

Result Building the medical chronology, economics tab and demand letter for a case, which could take 80 hours by hand, now takes moments.

Not statedUS

Echo Janitorial Services

Commercial cleaning company, Abbotsford, British Columbia

An AI receptionist in the Jobber job management platform answers the company phone, fielding job inquiries and vendor pitches and passing on only the calls the owner needs to take. Inquiries from the website intake form flow straight into the same platform.

Result The AI receptionist costs $99 a month against roughly $4,000 a month in wages and payroll taxes for a person doing the same job.

Not statedElsewhere

Leonard Splaine Co.

Heating and cooling contractor, Woodbridge, Virginia

AI from UpSmith takes routine work off the customer service reps, following up on estimates customers have not yet accepted and handling membership inquiries.

Result Follow up sales from unsold estimates rose by 25% after going live.

Not statedUS

Right Price Remodeling

Home remodelling contractor, Whitman, Massachusetts

The owner describes each bathroom job in his own words and Handoff builds the estimate from his saved presets, pricing the materials and adding consumables such as screws, compound tape and framing nails that he used to round off or leave out.

Result Writing a bathroom estimate fell from about an hour to 10 to 15 minutes.

Not statedUS

MCG Homes

Residential remodeller, Fernandina Beach, Florida

The owner built shared Claude projects for estimating, sales qualification, HR and procedure searches. The ballpark estimating tool takes a salesperson description of the scope and property, compares it with past jobs and market data and drafts a budget in the company own cost codes, asking for missing information rather than guessing.

Result Compiling a ballpark remodel budget fell from eight hours to about 30 minutes.

32 staffUS

Felix Bloch Erben

Theatre and film rights publisher, Berlin

About 200 royalty statements arrive each week from theatres and other licensees, on paper and digitally and each in a different layout. AI agents built on Make by the publisher office systems supplier, Horn & Görwitz, pull out the data, match the line items and pass them to the publisher own billing system.

Result Processing the weekly royalty statements fell from about two days of one person time to two hours.

Not statedEU

Foothills Group

Heavy duty truck repair business, Calgary and Lethbridge

Technicians type plain language prompts into ShopCoach AI, the AI built into the ShopView shop management platform, and it generates detailed work orders. The firm also records its internal meetings and sales calls and uses ShopView AI tools to analyse them for coaching points.

Result Building a 20 or 30 line work order fell from 20 minutes or more to 30 seconds.

Not statedElsewhere

Moet Law Group

Personal injury law firm, Irvine, California

The firm uses EvenUp to draft settlement demand letters, track client treatment timelines and prepare for calls with insurance adjusters. During live adjuster calls, attorneys use the Companion assistant to check details such as injection counts and last dates of care.

Result Producing a settlement demand letter fell from seven days to 30 minutes.

40 staffUS

Jamie's Farm

Granola maker, New York

The founder uses Gemini to organise her stock tracking and paperwork, NotebookLM to find answers in long store manuals and avoid shipping or labelling mistakes and Nano Banana to design website backgrounds and test packaging ideas.

Result Gemini saves the founder 20 hours a week on stock tracking paperwork.

5 staffUS

Eiduk Tax & Wealth

CPA and financial planning practice for healthcare professionals, Palatine, Illinois

The founder moved client bookkeeping from QuickBooks to an AI based accounting platform built around its own ledger. Once the system learns a client transaction patterns it reconciles accounts automatically, and he mostly reviews its work instead of processing every entry.

Result Onboarding a new bookkeeping client fell from two to four hours to about one hour.

1 staffUS

Mosby Building Arts

Design and build remodeller, St. Louis, Missouri

The president uses AI as an assistant to write his monthly 300 word staff newsletter article. He also built a custom Claude project, the Mosby Business Advisor, by answering guided prompts on values, goals, target market and the management team and uploading the employee manual, financials and employee reviews. Each of the 12 managers uses it for advice grounded in the business. A separate set-up checks scopes of work from the 13 salespeople for grammar problems and conflicting information before they go to clients.

Result The monthly staff newsletter article fell from 45 to 60 minutes to five minutes.

135 staffUS

JTR Insurance Agency

Independent insurance agency, El Dorado County, California

RingCentral AI Receptionist answers inbound calls, routes each caller to the right person and answers common questions without tying up staff. RingCentral AI Virtual Assistant transcribes every call as it happens, and agents copy the talking points into their CRM.

Result Call routing fell from five minutes to 24 seconds per caller, a 91% cut.

Fewer than 20 staffUS

BKB Accountants

Accountancy practice, Poole

Clients send receipts and invoices straight from the Dext app, and Dext AI Assist automates the repetitive bookkeeping steps and suggests corrections, which the team reviews and approves before anything reaches the ledger. The junior bookkeeper also uses it to query transactions instead of searching email chains and spreadsheets.

Result Bookkeeping heavy jobs take around 25% less time, on the practice own estimate.

About 23 staffUK

Workforce Strategies Inc

Staffing and recruitment firm, Kalamazoo, Michigan

Sense Voice AI makes the first screening phone calls to job applicants, asks the screening questions and sends full transcripts to recruiters, who scan the answers and choose who to interview.

Result Recruiters saved 497 hours on screening calls, about 166 hours a month, after around 1,300 AI screenings.

About 207 staffUS

Bracewell Stirling Consulting

Architecture and masterplanning practice, Stirling

Through the Scottish Government funded National AI Adoption Programme, The Data Lab built a prototype tender analysis tool for the practice. Staff upload tender documents and the tool pulls out requirements, deadlines and scoring criteria, flags risks, scores and ranks opportunities, and drafts bid responses from the firm own case studies, with staff reviewing and adjusting the results.

Result Each user saves around 2 hours a week on tender review and preparation.

About 29 staffUK

Travis Legal Offices

Personal injury law firm, Castle Rock, Colorado

Two attorneys and their support staff use Supio to search thousands of pages of records during depositions, find contradictions between witness transcripts, build medical chronologies and draft demand letters.

Result A case stuck at a $700,000 offer settled for $3 million after Supio found more than 14 earlier records of neck pain during a deposition.

About 5 staffUS

Lundy Law

Personal injury law firm, Pennsylvania, New Jersey and Delaware

The firm uses Supio to assemble demand packs, scan medical records and flag treatments or bills the team had missed, across attorneys, paralegals and case managers.

Result Demand packs sent rose from about 30 a month to 110.

About 70 staffUS

Phillips Law Group

Personal injury law firm, Phoenix

Instead of referring out small personal injury cases, the firm kept them and runs the processing through Supio. Supio Agent rates every incoming injury case, drafts the plaintiff fact sheet and complaint, and runs a scheduled morning brief for the managing partner, while attorneys spend their time talking to clients.

Result A portfolio of 1,400 small cases that used to be referred out now runs on three people, earning 2.7 times the fee a referral paid.

About 105 staffUS

Ad Astra Law Group

Litigation law firm, San Francisco

When an eighth year associate left, the firm did not replace them and used Legion, a litigation drafting platform, to produce first drafts of complaints and other filings, which the lawyers then edit.

Result Staffing costs fell 27% and profits rose after the firm used AI drafting instead of replacing a departing associate.

Not statedUS

Jolly Heating Air Plumbing and Electric

Heating, plumbing and electrical contractor, Cincinnati

Probook answers after hours and overflow calls and website chats, books jobs straight into the CRM, helps with dispatching, sends maintenance reminder and promotion texts, and produces KPI reports.

Result After hours booking rate rose from 25% to 40% with an answering service to 60% to 70% with AI.

58 staffUS

Sonora

Online guitar school

Using Claude, the founder built custom tools to replace HubSpot, Calendly, Vimeo and DocuSign, pulled all customer data into one place, and has staff oversee AI agents that write marketing copy, follow up with prospects and help guitar teachers onboard students.

Result Replacing four software subscriptions with custom built tools saves about $250,000 a year.

30 staffUS

PAB Coventry

Automotive sheet metal prototype and production firm, Coventry

In a feasibility study backed by the BridgeAI programme, the engineering team tested Multi-X AI, a tool that predicts how vehicle parts will form in manufacture, in place of traditional physics based simulation.

Result Simulation time fell by 80% compared with traditional methods.

More than 110 staffUK

BAS Recruitment

Financial and accountancy recruitment consultancy, Manchester

After AI training from a further education college adviser, the team uses ChatGPT to draft job adverts and marketing, alongside Sourcewhale and Firefish CRM for candidate outreach and engagement.

Result Work that took one to two hours now takes 10 to 15 minutes.

About 6 staffUK

BelEve

Social enterprise for girls confidence and careers, England

The charity posts roles through Employment Hero, where the Recruitment Agent and SmartMatch search a pool of candidates and surface the top five matches for each role, replacing job boards and agencies for most hires.

Result Time spent shortlisting candidates fell by 60%.

12 staffUK

Sam Brown CPA

Tax, accounting and audit firm, Troy, Ohio

The firm uses Thomson Reuters Audit Intelligence Analyze to focus audit testing on risk and size samples, CoCounsel to draft engagement letters with current language, and Ready to Advise to turn client returns into tax planning reports that junior staff can prepare.

Result Each audit takes at least 5 to 6 fewer staff hours.

Not statedUS

Fine Point Consulting

Outsourced accounting, HR and fractional CFO firm

The team used Claude to design a Power Automate workflow and an Office Script, built in Microsoft tools the firm already had, to run a client invoicing process.

Result Monthly invoicing time for one client fell from about 20 hours to under 3.

About 30 staffUS

Southern Payroll & Bookkeeping

Payroll and bookkeeping firm, Chattanooga

The firm built 13 AI agents on top of its Gusto payroll and bookkeeping data, each aimed at one bottleneck, including labour insights, business valuation and review of bookkeeping overages.

Result A 15 hour labour insights process now takes 3 minutes.

About 16 staffUS

Harley Street Hearing

Audiology clinic, London

Heidi records consultations, including tinnitus therapy and balance assessments of up to three hours, and drafts notes, referral letters and reports in the clinic own templates, which clinicians review. It is linked to the patient management system and can write up sessions held in Portuguese or French in English.

Result Weekly admin and reporting time fell from two or three hours to about half an hour.

Not statedUK

The Forbury Clinic

Specialist audiology and therapy clinic, Reading

Heidi listens to each consultation and drafts structured notes, reports and letters, which the clinician reviews, edits and approves before anything is saved. It is used most on hearing therapy sessions with long case histories.

Result Documentation time per consultation halved, from 10 minutes to 5.

Not statedUK

Topa Bathroom Products

Bathroom products importer and wholesaler, Netherlands

An AI agent built with Lleverage watches the order inbox, reads orders that arrive as emails, PDFs, CSVs and spreadsheets, and creates the sales order in Microsoft Dynamics 365 Business Central. It drafts a reply when a commission number is missing and sends unknown article codes to a person.

Result Over 90% of incoming orders now go into Business Central with no manual input.

Not statedNetherlands

Elev8 CFO

Tax, bookkeeping and fractional CFO practice, El Paso, Texas

The owner moved 27 client books from QuickBooks Desktop to Digits, an AI accounting platform that categorises transactions and keeps a real time ledger. Client questions about transactions are handled inside the platform, and he used its API to send branded monthly statements to every client automatically.

Result Month end close fell from 18 days to five.

1 staffUS

Element Design Build

Design and build remodeler, Hudson, Ohio

The owner uses Claude as the link between the firm software, through MCP connections and a third party JobTread integration layer. On the accounting side an AI agent helps input vendor bills, match purchase orders and budget lines and support reconciliation in JobTread. Claude also turns recorded client calls into draft proposals and pulls job decisions together into final scopes and budgets.

Result Commission calculations that took a full day are now done in under an hour, with an audit trail.

8 staffUS

Ghaffari Law Firm

Personal injury law firm

Every inbound call goes through Eve, where an AI intake agent called Jenny runs the intake conversation around the clock, works through whether there was negligence, an injury and a viable defendant, scores the lead, and can put a qualified caller on hold and hand the live call to a member of staff with a summary.

Result Calls that went to voicemail or unanswered fell from about 20% to zero.

Not statedUS

Digit

Bookkeeping and business advisory firm

The firm turned on Xero auto-reconciliation, powered by JAX, across a cross-section of client files and tested it for up to ten weeks, keeping it on for simpler clients and switching it off per account where transfers and intercompany activity caused errors.

Result On one simple client file, 69 of 116 transactions were auto-reconciled in 30 days with no errors flagged.

Not statedAustralia

Old Machar Medical Practice

GP medical practice, Aberdeen

Clinicians use Heidi during consultations to draft clinical notes and referral letters as the visit happens, instead of writing them up afterwards or handing them to a secretary. The team also uses its task feature in place of paper notes to track follow-ups.

Result Clinicians save one to two hours a day.

Not statedUK

Cove Smart

Home security provider, Orem, Utah

The provider uses Tidio Lyro AI Agent to answer customer questions and grow self-service support, so its support agents spend less time on repeat questions.

Result Self-service resolution rose by 70% after Lyro was introduced.

Not statedUS

Pastreez

Online macaron bakery, Costa Mesa, California

The two founders use Tidio to answer customer inquiries about their macarons, delivery and orders on their online shop, converting visitors who would otherwise leave without asking.

Result 70% of customer inquiries convert through Tidio.

2 staffUS

The Muzzle Movement

Dog muzzle maker

The firm uses Tidio Lyro AI Agent to resolve customer support tickets and answer product and sizing questions about its muzzles, and uses lead generation bots on the same site.

Result 74% of conversations were automated with the Lyro AI Agent.

Not statedUK

NRVTA

RV training academy, Athens, Texas

The academy uses Tidio Lyro AI Agent, trained on its website content, to answer questions from prospective and current students about training programmes, so advisors can spend their time on enrolment and career guidance.

Result 94% of student inquiries were resolved without human help.

Not statedUS

NUU Mobile

Smartphone maker and retailer

The firm uses Tidio Lyro AI to answer product, order and support questions from customers in several countries, in place of its previous support setup.

Result Its AI resolution rate rose from 27% to 68%, a 152% increase.

Not statedUS

GameBoost

Gaming marketplace

The marketplace uses Tidio Lyro AI Agent to answer buyer and seller support questions about accounts, game keys, currency and orders, after returning to Tidio from another provider.

Result GameBoost achieved an 86% resolution rate with the Lyro AI Agent.

Not statedUK

Jiffy.com

Online apparel retailer

The retailer uses Tidio Lyro AI to answer order, printing and delivery questions on its store, resolving most conversations without a person.

Result Jiffy.com reached a 70% resolution rate without human intervention.

Not statedUS

Borrowell

Credit score and financial products service, Toronto

The service uses Tidio Lyro AI Agent inside its Zendesk ticketing to answer help centre questions and resolve support tickets, with people taking the cases the agent cannot settle.

Result Lyro achieved an 83% resolution rate in its Zendesk support.

Not statedCanada

Your KAYA

Personal care subscription brand, Warsaw

The brand uses Tidio Lyro AI Agent to answer customer enquiries about subscriptions, orders and products, after moving its support from Gorgias.

Result 75% of customer enquiries are resolved by the Lyro AI Agent.

Not statedPoland

MattressNextDay

Online mattress and bed retailer, Whitstable

The retailer uses Tidio Lyro AI Agent to answer delivery, returns and product questions on its online shop, resolving most conversations without a person and passing the rest to its support team.

Result The firm saves over 400 hours a month, with 73% of conversations automated.

Not statedUK

Axioma, trading as SMART Car Repairs

Car repair business

The business uses Tidio Lyro AI Agent on its website to answer customer questions and handle booking and repair enquiries, with sales conversations handled by the agent outside working hours.

Result 89% of conversations were automated with the Lyro AI Agent.

Not statedUK

East Norwich Bagels

Bagel shop and deli, East Norwich, New York

The shop uses Maple to take phone orders for pickup, delivery and routine catering, entering them into its Clover till like normal tickets. Staff still handle catering for a later day and payment stays at the counter.

Result Maple takes about 9,500 phone orders a year for the shop, worth about $125,000.

Not statedUS

Classic Cuts Barbershop

Barbershop, Chicago

The shop uses AgentZap, an AI receptionist that answers every call, checks each barber availability and specialism, books the appointment and sends a confirmation text, so barbers do not stop mid-cut to answer the phone.

Result Appointments booked rose by 55% within 60 days, from calls that used to be missed.

Not statedUS

O'Connor Insurance Associates

Insurance agency, North Carolina

The agency uses Sonant, an AI receptionist it calls Quinn, to answer and route its calls, handle routine questions and block vendor spam calls, so licensed staff are not interrupted by calls that only need transferring.

Result The agency freed more than 58 hours a month that calls used to take up.

11 staffUS

SportsFit Health and Rehab

Physiotherapy and rehab clinic group, Sydney

The founder uses Claude to forward and route clinic email automatically, matching sender names to the treating specialist, and is building tools that read patient notes and files to draft letters and reports to specialists.

Result Automated email handling saves about seven to eight hours a week.

Not statedAustralia

Strata

Engineering and project controls firm, Dublin

The firm built Strata Nucleus, its own platform that brings data from about 80 projects a month into one place and applies machine learning to it to flag risks and improve planning. It also uses Copilot and Claude across the team for content and finding documents.

Result Planning durations were cut by up to 18%.

About 80 staffIreland

Procosmet

Professional cosmetics company, Crespellano

The company put Tidio chatbots and live chat on its online shop to capture leads, answer order questions and support Shopify orders outside working hours.

Result Lead generation rose by 500% a month after installing Tidio.

Not statedItaly

KANE

Creative and growth agency, Princeton, New Jersey

The two founders built a Claude pipeline that scores how well a prospect fits from meeting notes, prices the work from their own past projects, drafts the proposal and produces a statement of work ready for signature.

Result A process that took weeks per deal is now done within minutes in a day.

Not statedUS

Zayya

Modest fashion brand, Bandung

The founder used Meta Advantage+ to find buyers in Malaysia and Meta Business Agent to answer customer enquiries, after training through the Meta Small Business Growth Academy.

Result Customer response time fell from 30 to 60 minutes to under two minutes.

Not statedIndonesia

Mulholland Grocery

Grocery store, Malvern, Iowa

The owner photographs the highlighted pages of his wholesaler catalogue and sends them to his Meta Muse agent, which builds the weekly shop ad. He uses the same approach for the staff schedule and for adding up photographed time cards for payroll, and Muse drafts and posts social posts for the store.

Result The weekly ad fell from a couple of hours of typing to about 15 minutes.

About 10 staffUS

Pivotel Satellite

Satellite and mobile communications provider, Queensland

The firm replaced live screening calls with Employment Hero AI Recruitment Agent. Candidates answer six set questions in a structured video interview, and hiring managers watch the responses and shortlist directly.

Result Screening time fell from about an hour and a half to about 30 minutes per candidate.

120 staffAustralia

Beach Cities Builder

General building contractor, Hermosa Beach, California

The owner asked ChatGPT to help him build a script that reads subcontractor invoices arriving by email, identifies the job, enters the details for his books and files each invoice in the right folder. He also uses ChatGPT to rebuild his website pages for local search.

Result Invoice processing now saves him about five to six hours a week.

Not statedUS

FoodCloud

Food redistribution charity and social enterprise, Dublin

The head of support uses NotebookLM to analyse the charity feedback responses the organisation receives, sorting more than 400 responses a month to find the themes, despite having no background in data analysis.

Result More than 400 charity feedback responses are analysed each month.

96 staffIreland

Mothership Coffee Roasters

Coffee roaster with six cafes, Las Vegas

The founder connected the till system, QuickBooks, Slack and email to Claude and made it the leadership team workspace for forecasting and weekly planning across six cafes plus wholesale and catering.

Result In-store margins rose to 22%.

Not statedUS

Russell Roof Tiles

Roof tile manufacturer, Burton on Trent and Lochmaben

The firm built its own internal AI tools over the past year. Operators record quality checks digitally from the factory floor with real-time performance data across two sites, staff query the ERP system directly to find priority orders, and month-end reporting tasks run automatically.

Result One month-end reporting task fell from 60 to 90 minutes to about three minutes.

About 160 staffUK

Reno Salvage

Salvage and scrap metal yard, Reno, Nevada

The operations manager uses ChatGPT to troubleshoot equipment faults as they happen, to look up specifications and materials for customer questions on the spot, and to build a part numbering system for the yard stock.

Result A part numbering system for over 1,000 items was built in a single afternoon.

Not statedUS

ATV Big Air Tour

Live events tour business

The two founders use ChatGPT Work to photograph merchandise, build the inventory and reorder plan, and to run a scheduled daily check of event listings across the web, drafting the correction emails for listings that get dates, places or ticket details wrong.

Result Merchandise inventorying and reordering fell from two to three days to two to three hours.

2 staffUS

SCS Advisory

Wealth management firm, Bellevue, Washington

A consultant built a compensation splitting application that runs on the operations lead own Windows PC using local Qwen models, with no cloud and no data leaving the machine. She types a rule change in plain English, the app updates the formula and the written rule together and shows her both to confirm, then runs the quarterly calculation in one click.

Result The firm saves about 200 hours a year on quarterly compensation calculations.

Not statedUS

Golden International Corporation

Food importer and distributor, Renton, Washington

A consultant built an order entry agent for the firm using Gemini and n8n. It takes orders sent as handwriting, photos, PDFs or typed documents, reads them, matches each line against the product catalogue of over a thousand items, scores its confidence and sends high confidence orders straight into the old ERP system, flagging the rest for a person.

Result Order entry fell from up to two hours per order to about five minutes.

Not statedUS

Modern Classical Chefs

Private chef service, South Jersey

The founder uses Claude to produce professional proposals for private dining bookings, priced and set out for the client, instead of writing each one from scratch.

Result The founder made $20,000 in about six weeks using Claude to do his proposals.

Not statedUS

Bambi Baby

Baby stroller and car seat retailer

The chief operating officer, who is not a developer, used Claude to build a scan-to-wishlist tool for shoppers in store. Customers scan a product, save it to a wishlist and leave their details, and the tool handles the follow-up behind it.

Result $60,000 in sales were tied to the tool in its first four days.

Not statedUS

HireEffect

Bookkeeping, payroll and HR firm, Dallas

The firm used Claude connected to its bookkeeping systems to search two and a half years of PayPal records for a client, and built a reporting dashboard that pulls figures from five systems including QuickBooks and a CRM into one monthly report.

Result A monthly reporting task that took two hours now takes ten seconds.

20 staffUS

Vanda Coatings

Commercial recoating firm, Cardiff

The owner built a custom system, starting with purchase order matching and then costing, scheduling and reporting. It extracts and validates data so staff no longer retype figures between documents, and reports run automatically. Staff test each step and handle edge cases and judgement calls.

Result The team saved five hours of admin a week once the system was running.

Not statedUK

Retail Trust

Retail wellbeing charity working with more than 200 retailers

CGI built a network of AI agents into the charity's existing Happiness Dashboard. The agents gather material from guidelines, mental health guides, demographic data and retailer feedback, generate tailored campaign content, validate it separately, capture feedback and log every output for human review.

Result CGI reports that the campaign work now needs 80% less manual effort.

About 127 staffUK

Belong Law

Law firm for founders and startups

The founder built a voice agent that calls inbound leads within minutes of an enquiry, holds a qualification conversation, filters out unqualified prospects and routes the rest to the attorneys, using ElevenLabs voice cloning, Grok, Twilio, Attio and Netlify.

Result The system saves the attorneys four to five hours a day.

Not statedNot stated

Agate CPA

Tax, accounting and wealth firm with offices in Atlanta and Rogers, Arkansas

The partners built a detailed prospect web form with Lovable and used Claude to embed it into the firm website. The form asks about business size, revenue, industry and past CPA use, weeds out poor fits, and sends responses into ClickUp through its API and automations.

Result The firm says its prospect conversion rate rose by about 25% after the new form went live.

6 staffUS

Landing Point

Executive search and recruiting firm, New York

Its IT team fine-tuned large language models and built them into the applicant tracking system, so recruiters get help formatting resumes, creating candidate bios, drafting contracts and producing job postings. Recruiters review every output before it goes out.

Result The firm says every recruiter gets at least four hours a week back.

Not statedUS

Xander Marketing

B2B SaaS marketing agency, Kent

The founder uses Claude for client content writing, strategy sounding board work through a Claude project set up as a co-CEO, and reusable writing skills that hold client brand voice and context. ChatGPT is kept for image generation and as a backup.

Result Some content services that used to take a day to complete now take an hour.

1 staffUK

Michael Poole Estate Agents

Estate and lettings agency with 9 branches, Teesside

A SalesRook WhatsApp agent, which the firm calls Elsie, engages every sales enquiry, asks qualifying questions, identifies buyers who also have a property to sell, captures the address, assesses whether it is on patch and hands the conversation to the sales team.

Result Over a year, the agent surfaced 97 instructions that the firm could trace in its own CRM.

Not statedUK

Crosley Law

Personal injury law firm, San Antonio, Texas

An always-on agentic workflow reviews the firm website every day, audits technical search elements and metadata, flags content and structure changes, and tracks changes in search and AI search guidance. LaFleur staff keep strategy and the bigger changes.

Result Signed cases rose 41.1% year over year over the period measured.

Not statedUS

RVS iGlobal

White-label IT services provider, London

Candidates take an AI screening interview at a time that suits them. Status changes in Zoho Recruit send the invites, and scores, summaries and shortlists go back into each candidate record.

Result The recruitment team saved more than 115 hours of manual screening over six weeks.

About 143 staffUK

EmployU

Nonprofit workforce development agency

A custom Copilot agent, set up by a consultant, compiles each field worker's monthly case notes into structured progress reports for funding partners, which staff then check.

Result For staff with large caseloads, monthly report writing fell from 10 to 12 hours to under 2 hours.

More than 50 staffUS

Air One Air Conditioning, Heating, Plumbing & Electric

Family HVAC, plumbing and electrical firm, Colton, California

An AI voice agent answers after-hours and weekend calls in English and Spanish and books jobs straight onto the schedule, including same-night emergency slots.

Result Between March and mid-June nearly every after-hours lead was booked, against an estimated 30% under the old answering service.

About 12 staffUS

True Pros Heating and Air

HVAC company, Layton, Utah

An AI virtual agent replies to inbound leads within minutes, day or evening, and books the job.

Result Conversion on inbound leads rose from 9.2% to 28.5%.

Not statedUS

Superior Plumbing

Plumbing firm, Atlanta area

An AI voice agent answers calls first, books and reschedules jobs, and passes calls to a person when needed, including over the holidays.

Result The agent books 80% of the calls it answers first, and passes 30% to a person.

Not statedUS

Bill Joplin's Air Conditioning and Heating

Residential and commercial HVAC contractor, McKinney, Texas

An AI voice agent takes calls from customers who press one, books and reschedules maintenance visits in the scheduling system, and hands calls to staff when needed.

Result Over 90% of the calls the agent answered ended in a booked job, and 72% were booked with no human involvement.

Not statedUS

Brothers Plumbing, Heating & Electric

Plumbing, heating and electrical contractor, Denver

An AI virtual agent answers calls, texts and online leads around the clock, books jobs against real technician capacity, and confirms, reschedules or cancels appointments.

Result The firm says the agent has recovered $1.33 million in revenue from jobs it would otherwise have lost.

About 110 staffUS

Shazam Accounting

Virtual accounting firm for small businesses and nonprofits, Amarillo, Texas

An AI agent in BILL fills in expense accounts and splits line items on incoming client bills, based on how each supplier was coded before. The founder checks the amounts and approves.

Result The founder says the agent cuts his weekly invoice coding time by 75%.

2 staffUS

Bissell Brothers Brewing

Craft brewery, Portland, Maine

The finance team uses Ramp Stack's AI agents for reconciliations, which match bank transactions to the ledger, flag differences and build the journal entries.

Result Some reconciliations that were done once every three months are now done every month.

Not statedUS

Specialized Accounting

Accounting firm

Uses Ramp Stack, an AI system for accounting firms that works through month-end close tasks such as coding transactions, reconciling bank accounts and posting journal entries.

Result The owner says Stack has cut month-end close time by 50% on some clients.

Not statedUS

One Stop CPA

Fully digital tax and advisory firm, Fort Lauderdale, Florida

Runs complex client tax questions through an AI tax research tool, then uses ChatGPT and a library of saved prompts to turn the CPA's findings into client deliverables.

Result Research on a client's merger and state tax question took about two hours, which the founder says is much less time than before.

7 staffUS

easyfundraising

Online fundraising platform for charities and causes

AI agents answer shopper and charity enquiries by email and chat in front of a six-person support team.

Result AI handles roughly 70% of incoming questions entirely or partially.

More than 85 staffUK

Outlier Group

Cosmetics and fragrance online retailer

A managed AI agent answers support tickets, most of them 'where's my order?', using courier tracking data.

Result The AI agent resolves over 80% of tickets end to end.

Not statedUK

The Free Minded Accounting Group

Bookkeeping and advisory firm

Moved bookkeeping clients onto an AI general ledger that categorises and reconciles transactions automatically.

Result The firm reports a 70% increase in workflow efficiency.

Not statedUS

The Millennial CPA

One-person tax practice, Richmond, Virginia

Keeps a Claude project per client and has it draft tax workpapers from redacted documents, which he then checks and keys in by hand.

Result A corporate tax workpaper fell from six or seven hours to about one.

Sole practitionerUS

Linda Farrow

Luxury eyewear brand, London

AI reads supplier invoices into Sage 200, splits lines across cost centres and routes them for approval.

Result Accounts payable processing time fell by about 50%.

Not statedUK

Saalfield Shad

Law firm, defence litigation team

Uses AI summaries of recent case activity instead of chasing the team for updates.

Result AI case summaries save the shareholder who runs the team 3 to 5 hours a week.

Not statedUS

Chuck Franklin Law

Litigation and personal injury law firm, Arizona

Paralegals use an AI assistant inside the case system for research, drafting, review and case timelines.

Result The AI assistant cuts work time by about 30 to 50%.

Not statedUS

OpenHive Bee Conservation

Bee conservation business, Ireland

Photographs handwritten field notes from the apiaries and has AI read, sort and digitise them.

Result Gemini frees up over half a day a week.

Not statedIreland

Hospital Veterinari Desvern

24/7 veterinary referral hospital, Catalonia

An AI scribe drafts consultation notes during the appointment instead of after it.

Result Writing up a consultation and report fell from around 23 minutes to five.

About 20 staffSpain

Fauna Veterinary Clinic

Family-owned vet practice, northwest London

An AI scribe records the consultation and drafts structured clinical notes, which staff review before saving.

Result The AI scribe saves five minutes per consultation.

4 staffUK

Cosmos Currency Exchange

Currency exchange broker, Newquay

Uses AI daily for research and to handle back-office data entry and document sorting.

Result Hours of data entry and document sorting are now done in seconds.

Not statedUK

RB Electrical Services

Electrical contractor

An AI receptionist answers calls while the electrician is on site, takes details and books the job.

Result The AI receptionist answered six calls in a few days and four became booked jobs.

Not statedUK

Olympic Glass

Insulated glass manufacturer, Sheerness

AI reads incoming customer orders from emails and drawings and turns them into order lines for the order team to check.

Result The tool ended regular overtime in order processing and paid for itself within six months.

Not statedUK

BKultured

Gut health food brand, Cork

Uses AI to turn food science papers into social media content and NotebookLM to turn notes into a podcast to listen to on the move.

Result Gemini and NotebookLM save a full day of office work every week.

Not statedIreland

DDM Residential

Estate and lettings agency, North Lincolnshire

An AI agent answers portal, website and WhatsApp enquiries out of hours and picks out valuation and mortgage leads.

Result The AI agent turned 2,151 enquiries into 192 valuation opportunities and 139 mortgage referrals.

Not statedUK

Squared

Housing association, Luton

Uses the AI in its HR platform to draft offer letters and job descriptions, and AI video interviews to shortlist candidates.

Result HR letters and job descriptions that took an hour now take five minutes.

70 staffUK

Afearn Accountancy

Sole practitioner accountancy

Uses AI data capture for bookkeeping and AI meeting notes for client meetings.

Result AI meeting notes save her countless hours of note-taking, but the source gives no figure.

Sole practitionerUK

Bangkok Rush Thai Kitchen

Thai restaurant started by a couple, Alameda, California

Used AI to find a permit route the owners didn't know about and to turn food business regulations into checklists.

Result AI found a permit route that cut their startup costs by more than 90%.

Not statedUS

FTE Legal

Solo lawyer for small businesses and fintechs, Oakland, California

Connected an AI assistant to his practice management system, email and calendar so it drafts NDAs and does first-pass contract reviews before he opens each request.

Result He estimates he does the same work in 20% of the time it used to take.

Sole practitionerUS

Rains

Three-lawyer venture capital and M&A law firm, New York

The managing partner talks through legal drafting on walks using a chatbot's voice mode, then edits the first draft at his desk.

Result Three to four minutes of dictation on a walk gives him a first draft by the time he's back.

At least 3 staffUS

Talbots Law

Employee-owned law firm, West Midlands

Residential conveyancers used an AI platform to review freehold and leasehold titles.

Result Each lawyer saves 5 or more hours a week on title checks.

Not statedUK

Resolve

IT support company

Eight staff from sales, marketing, HR and other teams each timed two or three regular tasks before and after using an AI assistant.

Result Eight staff found combined savings of 25.6 hours a week.

Not statedUK

Orapi Maintenance UK

Maintenance products distributor, Wednesbury

An AI intern funded by Made Smarter automated datasheet and catalogue translation, product data extraction and invoice handling.

Result The projects saved more than 200 working days across the business.

52 staffUK

Merz Apothecary

Family-owned apothecary and online retailer, Chicago

Used the AI built into its e-commerce platform to produce sales reports on demand, and searched years of old files with Gemini.

Result Sales reports that took hours to build now take minutes.

More than 60 staffUS

Heron Financial

Mortgage and protection adviser, North East England

Staff on an AI apprenticeship linked AI to the firm's CRM to pull and calculate client data, and automated recurring update emails.

Result The operations manager saves an estimated three to four hours a week.

Not statedUK

Siroco Gemelos 22

124-room holiday apartment complex, Costa del Sol

Used an AI messaging platform to answer guest messages across WhatsApp, booking sites and email.

Result The AI automated an average of 90.7% of guest conversations over a year.

Not statedSpain

Hospitable

Short-term rental management platform

Used AI agents to answer most customer support queries, alongside code, finance and marketing work.

Result AI answers 70% of customer support queries.

140 staffNot stated

Clarion Safety Systems

Safety products e-commerce business, Milford, Pennsylvania

Used an AI chat agent on its website to answer product and safety questions round the clock.

Result The resolution rate rose from 39% to 56%.

More than 40 staffUS

Rocky and Johanna Johnson

Woodworking business on a ranch, Rogers County, Oklahoma

Uses AI to design cutting templates and replacement parts for old machinery, then 3D-prints the parts on site.

Result A weeks-long wait for a thirty-dollar part became a matter of hours.

Not statedUS

Pearson Farming

Dairy farm business, two 500-cow units in north Wales

Measured grass cover with a phone app that scans paddocks on video and learns each field's growth, instead of walking with a plate meter.

Result He measured 27 paddocks in 30 minutes.

Not statedUK

Mobile People Powered Logistics

Logistics and delivery firm, Birmingham

Automated customer phone calls to confirm delivery slots, and used AI to improve links between internal systems.

Result Rescheduled deliveries fell by 22%.

Not statedUK

GT Coffee Co.

Coffee brand, Detroit

Used AI to work out cost of goods per product, analyse website traffic, set prices and build marketing campaigns.

Result Website conversion rose from 1.5% to 2.3% of visitors.

Not statedUS

Lenehans

Hardware retailer, Dublin

Put an AI shop assistant on every page of its website to answer product questions using live stock data.

Result Shoppers who used the assistant converted at 3.6 times the rate of the next best channel.

Not statedIreland

Vitiliglow

Skincare brand for people with vitiligo, Northamptonshire

Added an AI colour-matching tool to its online shop so customers can find their shade without sending photos.

Result The colour matching tool generated more than £5,000 in sales within 72 hours.

Not statedUK

Cocorose London

Footwear brand, London

Used ChatGPT to work out why website traffic collapsed and to build a new content strategy.

Result Content strategies that would have taken months with an agency took a week.

Not statedUK

BigGeo

Data company, Calgary

Used an AI recruiting agent to write and post job adverts, rank applicants and run first-round interviews.

Result The AI agent narrowed 20 applications down to three candidates.

40 staffCanada

Extend Robotics

Robotics and VR tech company

One HR person used an AI recruitment agent to sift CVs and run screening interviews for seven roles at once.

Result CV screening time fell by around 70%.

Nearly 20 staffUK

Alice Bazdikian

Solo founder of a small business AI coaching firm

Runs month-end invoicing, overdue reminders and a monthly income and spending summary through a chatbot.

Result A whole month's invoicing now takes about ten minutes with Claude.

Sole practitionerUS

Tyne Chease

Vegan cheese maker

Used AI in its accounts software to prompt invoice chasing and flag the day's finance admin.

Result Sage Copilot saves the team about 12 to 14 hours a week.

Not statedUK

Lincoln Accounting

Two-partner accounting and tax practice

Moved bookkeeping clients onto an AI general ledger that auto-categorises transactions and speeds up the month-end close.

Result Monthly close fell from about 3 hours per client to about 1.

2 staffNot stated

McGroddy Brennan Solicitors

Small law firm

A senior associate wrote a strict AI policy and checklist, then showed staff practical uses every day. The firm used only pro versions of tools, and a solicitor checked every AI-created document before it was issued.

Result Document reviews that took half a day now take about half an hour.

Not statedIreland

Cast Consultancy

Construction consultancy

Uses a specialist AI tool to spot inconsistencies, missing information and possible compliance issues in Gateway 2 submissions before they go to the regulator. Training was built around the tool.

Result Around 10 to 15 project managers use the tool to spot gaps and compliance issues before submission.

Around 90 staffUK

Manak Solicitors

Full-service law firm with four offices

Lawyers use a legal AI assistant to check and extract information from large document sets, compare terms across agreements, prepare disclosure lists and chronologies and produce first drafts.

Result The firm estimates its lawyers spend 60% less time on tasks where they use the tool.

55 staffUK

Marketing agency

Copilot writes meeting summaries and follow-up emails in Teams, turns raw campaign data into charts and slides and summarises the morning inbox with draft replies for staff to check.

Result The agency recovered 5 hours a week per employee.

25 staffNot stated

Candy's Cupcakes

Bakery selling online and on TikTok Shop

When a staff member left, the owners used Claude to automate printing orders, gift tags and labels and to download topper templates. Claude also helped build a tool in three hours that works out daily production numbers.

Result The owners believe a one-button label printing tool saves 86 hours a month.

21 staffUK

Penguin FM

Facilities management firm

Automates the whole job-sheet cycle (tracking, chasing, capturing and updating) so it runs in the background. It was later extended to supplier bills processing. People keep the client calls and judgement work.

Result Helpdesk capacity rose by 40% in 90 days.

Not statedUK

Progressive Credit Union

Credit union with seven branches

A prototype chatbot answers questions about branch hours, account requirements and policies from the credit union's own documents. It hands over to a live agent with the full conversation when it can't help.

Result Staff testing found the chatbot could answer about 90% of general enquiries.

Not statedIreland

Conrad Estate Agents

Independent estate agent for sales and lettings

Inbound calls and Rightmove and Zoopla enquiries go to an AI voice agent that answers, qualifies the caller and books viewings, including after hours. It also handles email enquiries and booking confirmations.

Result The AI line answered 273 calls in the first 6.5 weeks with none going to voicemail.

Sole practitionerUK

Burker

Watch and jewellery brand selling direct

An AI agent sits on website chat as the first line of support and answers all where-is-my-order requests, cutting what goes to the outsourced email team.

Result The chatbot resolved about 80% of conversations in April.

About 20 staffNetherlands

Tailfin

Bikepacking equipment maker selling online

An AI chat agent answers product and order questions on the website, including order status through a WooCommerce link. It hands over to staff when they're available.

Result The chatbot resolved 71% of customer enquiries without a person.

Not statedUK

GCIT

Managed IT service provider

An AI coworker called Belle triages every ticket, filters out noise and duplicates, writes up investigations and closes routine tickets. Anything risky needs human approval, and people handle outages.

Result Average first response time fell by 80%, from 5.5 hours to 1.1 hours.

Not statedAustralia

Dufaylite Developments Ltd

Paper products manufacturer

Takes incoming orders, current capacity and constraints and generates the production schedule overnight, updating it through the day. The operations team used to spend each morning doing this by hand.

Result Planning time fell from 8 hours a day to under 2.

Not statedUK

Decorative Panels Ltd

Flat-pack furniture panel manufacturer

Takes customer orders, material specs and waste constraints and produces optimised cutting plans in minutes. It sits on top of the existing order system and spreadsheets.

Result A month-long cutting optimisation job now takes under 30 minutes.

Not statedUK

Spacegoods

Wellness brand selling direct and through retail

Someone pastes a screenshot of an inbound shipment into Slack. Claude reads it, matches each item to live inventory IDs, builds the warehouse receiving order, checks the read-back and posts the box labels back. B2B orders are held for a person to review.

Result Creating warehouse receiving orders now saves about 6 hours a month.

Not statedUK

Civil engineering contractor

The pre-construction team uses the platform to write first drafts, pull past content into new answers and run an automated review before senior staff finish them.

Result The team completed six bid responses within 6 hours.

Not statedUK

JMJW Consulting

Bid and grant writing consultancy

AI agents search council websites and board minutes, re-read call text and specifications and write early drafts. Experienced writers do the strategy and final quality work.

Result Each proposal saves 32 to 40 hours.

Not statedNot stated

Vertis Media

Marketing and advertising agency

Trained the whole team in-house since 2023 to use AI for research, reporting and content production, then launched new AI-enabled services for clients.

Result New AI-enabled services contributed to an estimated 20% rise in turnover.

Around 6 staffUK

Profix Maintenance

Property maintenance firm for storm, fire and flood repair

Pulls job data (work done, materials, labour hours, costs) from the firm's Google Sheets and has a large language model draft a customer-ready quote. Staff refine it with short instructions, then the approved quote goes into SortMyBooks.

Result Quotes that took hours to prepare can now be done in minutes.

Not statedIreland

Urban Rest

Serviced apartments and hotel operator

Thirty shortlisted candidates for a new hotel's front-of-house roles did an AI-led interview instead of a phone screen. The one-person HR team then reviewed responses and called around 10.

Result One hiring campaign saved 5 to 10 hours and hired 4 people from 1,300 applicants.

About 150 staffAustralia, New Zealand, Ireland and UK

We Are Zenith

Recruitment, apprenticeship and workforce development organisation

Put three staff from recruitment, marketing and client relationships through a Level 3 Digital Support Technician apprenticeship with an AI pathway. They now use AI for first drafts, building web pages and sourcing candidates.

Result Staff report saving up to eight hours a week.

Not statedUK

Lindy

Software start-up

After the in-house recruiter left, the Head of Sales ran hiring herself. The AI reviews inbound applications, sources candidates, researches them and handles outreach.

Result AI screening saves 2 to 4 hours a day on inbound candidates.

50 staffUS

Ready Health

Private healthcare provider

Ranks every application out of 100 against the job description, then runs AI video interviews with the shortlist using questions the manager chose and transcribes the answers.

Result AI screening saved 30 hours of first-stage screening on a single role.

18 staffUK

Clarity Counts

Chartered accountancy practice

Runs credit control for the practice's own invoices. The AI sends payment reminders at the times clients tend to pay, including evenings and weekends, and moves clients onto Direct Debit.

Result Average days paid late fell from 40 to 4.

Not statedUK

Love Your Accountants

Accountancy practice

Picks up invoices and receipts from client Gmail and Outlook inboxes, extracts the data and pushes draft records straight into Xero for the team to review.

Result Inbox monitoring fell from 20 hours a week to 2 or 3 hours.

Not statedUK

Nordell

Plastic injection moulding manufacturer

Reads supplier invoices, checks them against purchase orders and company records, flags discrepancies for review and tracks each invoice from receipt to payment. Hooked into the firm's DELMIAWorks ERP.

Result The software is expected to save more than 60 hours of admin a month.

More than 80 staffUK