AI-Agents for Account Executives in Evidence Checking working with Microsoft Office 365
Check purchase facts, compare invoices, request missing proof. Every one is ready to run, and you can adjust it in plain language.
Surface the terms promised in each signed client deal for team review.
Your account team gets a contract summary and a link to the signed agreement in chat, with unclear terms flagged for review.
10 toolsFlag quote concessions that differ from the buyer's email.
See whether a negotiated quote matches the customer's written agreement before it goes to the buyer, with a clear explanation when terms differ.
10 toolsSurface companies outside the roster with an opening for outreach.
Give your reps a morning queue for outbound sales lead generation. They get fresh companies, buying signals, and roles to research.
16 toolsReopen review when a client's proposal changes after a decision.
Your delivery manager sees changed proposal terms and a pending review before the team moves forward.
11 toolsKeep the latest client scope beside quotes awaiting approval.
Your quote approver can review the latest client scope beside the proposed terms, with differences called out before they decide.
8 tools
