How AI + finance works
for 74 companies

Context Windows brings together credible AI case studies from the open web, so you can pick and prioritise the use cases that are already working.

Real-world implementations from

Levi Strauss & Co. logoL
Levi Strauss & Co.Workforce device modernization
Vale logoV
ValeFinancial document analysis
Grupo Bimbo logoG
Grupo BimboAudit guidance
Kleiner Perkins logoK
Kleiner PerkinsCost modeling
HubSpot logoH
HubSpotAccounting automation
Levi Strauss & Co. logoL
Levi Strauss & Co.Workforce device modernization
Vale logoV
ValeFinancial document analysis
Grupo Bimbo logoG
Grupo BimboAudit guidance
Kleiner Perkins logoK
Kleiner PerkinsCost modeling
HubSpot logoH
HubSpotAccounting automation
Try:,,
Showing 9 of 74 case studies
Grupo Bimbo logoG

Grupo Bimbo

Consumer Products|Enterprise

Audit guidance

AgenticL2

Hours searching SharePoint, days waiting for QA, reports rewritten when templates changed. Now two agents answer instantly from live docs.

~20%Planning Time Reduction
via microsoft.com
Published 2 days ago
Sonata Software logoS

Sonata Software

Technology|Enterprise

Financial forecasting

AgenticL2

Reconciling siloed systems delayed revenue forecasts. Now, teams query AI agents in plain language to pull project data in seconds.

30khRecon. Eliminated
via microsoft.com
Published May 30, 2026
Genworth logoG

Genworth

Insurance|Mid-size

Investment research

AgenticL2

Bond selection took days of manual review. Custom AI agents now surface risks, empowering analysts to execute trades in hours.

1,000+Documents Reviewed
via microsoft.com
Published May 20, 2026
Kleiner Perkins logoK

Kleiner Perkins

Financial Services|SMB
up to

Cost modeling

AgenticL2

Finance spent six hours stitching four data sources into fully burdened cost models. Now, they use AI to generate them in minutes.

6hTime Savings
via rippling.com
Published May 20, 2026
TerSera Therapeutics logoT

TerSera Therapeutics

Pharmaceuticals & Biotech|SMB

Financial planning

AgenticL2

Fragile spreadsheets bottlenecked deal modeling. Now, AI summarizes variances and flags risks, freeing analysts to shape strategy.

30%Planning Time Reduction
via planful.com
Published May 19, 2026
BPM logoB

BPM

Professional Services|Mid-size

Tax preparation and review

AgenticL2

Rebuilding client context bottlenecked tax teams for weeks. Now, custom AI agents evaluate returns, empowering staff to finish in one day.

1 dayTask Completion Timevs days to weeks
via microsoft.com
Published May 13, 2026