AI case study

PerplexityExpense management

Manual digging for price spikes slowed 9,000 monthly transactions. Now, an AI agent codes expenses while accountants review edge cases.

Published

Key results

Close Time Savings
115 hours
GL Time Savings
28 hours
Auto-Coding Rate
>97%

Result highlights

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The story

Context

A fast-growing AI startup manages global operations, hundreds of vendors, and up to 9,000 monthly transactions with a finance team of ten and a general ledger team of one.

Challenge

Rapid growth brought a massive influx of vendor subscriptions, but traditional software required manual digging to spot unusual invoices or sudden...

Solution
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Quotes

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The company

Perplexity logo

Perplexity

perplexity.ai

Perplexity is a technology company that specializes in artificial intelligence and machine learning solutions.

IndustrySoftware & Platforms
LocationSan Francisco, California, United States
Employees1K-5K
Founded2022

The vendor

Spend management platform with corporate cards and accounting automation.

IndustryFinancial Services
LocationNew York, NY, USA
Employees1K-5K
Founded2019

Use case

Perplexity's Expense management is part of this use case:

Data Extraction
119 case studies(+38% YoY)
Proven impact?
LowModerateVery Strong
4.4Moderate
2.3Lowwithin Software & Platforms
3.4Moderatewithin Finance

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