https://usecasearchive.com/New sourced AI use cases from firms of 1 to 200 people.en-gbhttps://usecasearchive.com/use-cases/employu/https://usecasearchive.com/use-cases/employu/Admin and back officeThu, 15 Oct 2026 06:00:00 GMTA 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.https://usecasearchive.com/use-cases/air-one-air-conditioning-heating-plumbing-and-el/https://usecasearchive.com/use-cases/air-one-air-conditioning-heating-plumbing-and-el/Customer serviceThu, 15 Oct 2026 06:00:00 GMTAn 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.https://usecasearchive.com/use-cases/true-pros-heating-and-air/https://usecasearchive.com/use-cases/true-pros-heating-and-air/Customer serviceThu, 15 Oct 2026 06:00:00 GMTAn 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%.https://usecasearchive.com/use-cases/superior-plumbing/https://usecasearchive.com/use-cases/superior-plumbing/Customer serviceThu, 15 Oct 2026 06:00:00 GMTAn 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.https://usecasearchive.com/use-cases/bill-joplins-air-conditioning-and-heating/https://usecasearchive.com/use-cases/bill-joplins-air-conditioning-and-heating/Customer serviceThu, 15 Oct 2026 06:00:00 GMTAn 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.https://usecasearchive.com/use-cases/brothers-plumbing-heating-and-electric/https://usecasearchive.com/use-cases/brothers-plumbing-heating-and-electric/Customer serviceThu, 15 Oct 2026 06:00:00 GMTAn 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.https://usecasearchive.com/use-cases/shazam-accounting/https://usecasearchive.com/use-cases/shazam-accounting/FinanceThu, 15 Oct 2026 06:00:00 GMTAn AI agent in BILL fills in expense accounts and splits line items on incoming client bills, based on how each supplier was coded before. Result: The founder says the agent cuts his weekly invoice coding time by 75%.https://usecasearchive.com/use-cases/bissell-brothers-brewing/https://usecasearchive.com/use-cases/bissell-brothers-brewing/FinanceThu, 15 Oct 2026 06:00:00 GMTThe 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.https://usecasearchive.com/use-cases/specialized-accounting/https://usecasearchive.com/use-cases/specialized-accounting/FinanceThu, 15 Oct 2026 06:00:00 GMTUses 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.https://usecasearchive.com/use-cases/one-stop-cpa/https://usecasearchive.com/use-cases/one-stop-cpa/FinanceThu, 15 Oct 2026 06:00:00 GMTRuns 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.https://usecasearchive.com/use-cases/easyfundraising/https://usecasearchive.com/use-cases/easyfundraising/Customer serviceWed, 14 Oct 2026 06:00:00 GMTAI 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.https://usecasearchive.com/use-cases/outlier-group/https://usecasearchive.com/use-cases/outlier-group/Customer serviceWed, 14 Oct 2026 06:00:00 GMTA 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.https://usecasearchive.com/use-cases/the-free-minded-accounting-group/https://usecasearchive.com/use-cases/the-free-minded-accounting-group/FinanceWed, 14 Oct 2026 06:00:00 GMTMoved bookkeeping clients onto an AI general ledger that categorises and reconciles transactions automatically. Result: The firm reports a 70% increase in workflow efficiency.https://usecasearchive.com/use-cases/the-millennial-cpa/https://usecasearchive.com/use-cases/the-millennial-cpa/FinanceWed, 14 Oct 2026 06:00:00 GMTKeeps 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.https://usecasearchive.com/use-cases/linda-farrow/https://usecasearchive.com/use-cases/linda-farrow/FinanceWed, 14 Oct 2026 06:00:00 GMTAI 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%.https://usecasearchive.com/use-cases/saalfield-shad/https://usecasearchive.com/use-cases/saalfield-shad/Legal and complianceWed, 14 Oct 2026 06:00:00 GMTUses 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.https://usecasearchive.com/use-cases/chuck-franklin-law/https://usecasearchive.com/use-cases/chuck-franklin-law/Legal and complianceWed, 14 Oct 2026 06:00:00 GMTParalegals 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%.https://usecasearchive.com/use-cases/openhive-bee-conservation/https://usecasearchive.com/use-cases/openhive-bee-conservation/Admin and back officeWed, 14 Oct 2026 06:00:00 GMTPhotographs handwritten field notes from the apiaries and has AI read, sort and digitise them. Result: Gemini frees up over half a day a week.https://usecasearchive.com/use-cases/hospital-veterinari-desvern/https://usecasearchive.com/use-cases/hospital-veterinari-desvern/Admin and back officeWed, 14 Oct 2026 06:00:00 GMTAn 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.https://usecasearchive.com/use-cases/fauna-veterinary-clinic/https://usecasearchive.com/use-cases/fauna-veterinary-clinic/Admin and back officeWed, 14 Oct 2026 06:00:00 GMTAn AI scribe records the consultation and drafts structured clinical notes, which staff review before saving. Result: The AI scribe saves five minutes per consultation.https://usecasearchive.com/use-cases/cosmos-currency-exchange/https://usecasearchive.com/use-cases/cosmos-currency-exchange/Admin and back officeWed, 14 Oct 2026 06:00:00 GMTUses 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.https://usecasearchive.com/use-cases/rb-electrical-services/https://usecasearchive.com/use-cases/rb-electrical-services/Customer serviceWed, 14 Oct 2026 06:00:00 GMTAn 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.https://usecasearchive.com/use-cases/olympic-glass/https://usecasearchive.com/use-cases/olympic-glass/OperationsWed, 14 Oct 2026 06:00:00 GMTAI 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.https://usecasearchive.com/use-cases/bkultured/https://usecasearchive.com/use-cases/bkultured/Sales and marketingWed, 14 Oct 2026 06:00:00 GMTUses 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.https://usecasearchive.com/use-cases/ddm-residential/https://usecasearchive.com/use-cases/ddm-residential/Sales and marketingWed, 14 Oct 2026 06:00:00 GMTAn 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.https://usecasearchive.com/use-cases/squared/https://usecasearchive.com/use-cases/squared/HR and peopleWed, 14 Oct 2026 06:00:00 GMTUses 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.https://usecasearchive.com/use-cases/afearn-accountancy/https://usecasearchive.com/use-cases/afearn-accountancy/FinanceWed, 14 Oct 2026 06:00:00 GMTUses 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.https://usecasearchive.com/use-cases/bangkok-rush-thai-kitchen/https://usecasearchive.com/use-cases/bangkok-rush-thai-kitchen/Legal and complianceWed, 14 Oct 2026 06:00:00 GMTUsed 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 ninety percent.https://usecasearchive.com/use-cases/fte-legal/https://usecasearchive.com/use-cases/fte-legal/Legal and complianceWed, 14 Oct 2026 06:00:00 GMTConnected 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.https://usecasearchive.com/use-cases/rains/https://usecasearchive.com/use-cases/rains/Legal and complianceWed, 14 Oct 2026 06:00:00 GMTThe 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.