Use cases
Each function is documented with the same Process Template we use in every Petakan report — then every step is moved up the Solution Ladder.
In-depth case study
Three functions that buckle first as a chain grows: finance & accounting, purchasing, and the store manager. Each is mapped with the same Process Template, then every step climbs the Solution Ladder.
Coffee & food chain · 120 outlets · 1 central kitchen · head office in Jakarta
Cashier counts cash, photographs receipts, posts to a WhatsApp group.
→Standard shift-close form on POS/phone: cash count, every variance needs a reason, deposit photo.
Store manager rebuilds the numbers in Excel and sends them nightly.
→Manual report removed — sales data comes straight from the POS.
3–4 finance staff match POS vs bank vs QRIS vs delivery payouts in Excel, done by D+3.
→Automatic reconciliation every morning per outlet per channel; matches are recorded straight away.
Finance phones outlets one by one about each variance.
→AI agent classifies the cause (commission, promo, refund, cash) and drafts the question to the store manager on WhatsApp.
Hundreds of lines keyed in by hand every day.
→Journal drafts generated from reconciliation; the accountant reviews and posts.
Monthly, ready by D+15 — too late for decisions.
→Weekly per-outlet P&L generated automatically, plus an anomaly summary for management.
Most improvements aren't AI. AI agents are used where a step needs to read free text, classify, or draft — always with approval.
In-depth case study
A process every business has — and one of the biggest drains on finance hours. Mapped with the same Process Template, in three stages.
Multi-entity distributor · 3 legal entities · 400+ active suppliers · ~3,000 invoices a month
Scattered across personal inboxes, WhatsApp and paper piles.
→One email address and one WhatsApp number for invoices; paper is scanned at the front desk.
Purchasing or sales forward them by hand, often late.
→Forwarding step removed — every channel lands straight in the AP queue.
Admin types number, date, amount and VAT one by one.
→AI agent reads PDF/photo invoices and tax invoices and fills a draft; the admin checks anything flagged as uncertain.
Relies on the admin's memory.
→Automatic duplicate check (supplier + number + amount) and entity/tax-ID match.
Missing tax invoices or delivery notes surface only at payment time.
→Required-document checklist per supplier type; gaps become exceptions automatically.
Most improvements aren't AI. AI agents are used where a step needs to read free text, classify, or draft — always with approval.
Two weeks, fixed price. The process map and recommendations are yours.