iClerk Agents Automate Your Labor

AI Agents for Business and Professionals

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Case Study: Limited Partner Reports Agent

Save 90% of the Cost and Time of LP Reporting

  • Venture capital and private equity firms spend up to 10% of their time on LP reporting.
  • iClerk LP Reporting Agent automates data collection, analysis, and reporting.
  • Save 90% of your time for 10% of the cost.
User Analytics
1. Context
Questionnaire
  • Company completes survey
  • Uploads corporate documents
Development
2. Tasks
Financial Reporting
  • Create templated report per company
  • Delegated Task: Human-in-the-loop
Development
3. Action
Multi-modal Templates
  • Distribute to LP investors in any format.

Case Study: Education Industry Agent

Automated grading and student performance analytics
Autograder Agent to save time and provide teacher and student analysis and recommendations.
Autograder Agent will service over one million students, all developed in only 70 man-hours using iClerk.

User Analytics
1. Context
  • All prior questions
  • Submissions
  • Historic examples and grading as performed by human teachers
  • Answer key and database
  • Historic student answers
  • Current student answers
Development
2. Task
  • Automatically grades student work output based upon a database of all prior submission.
  • Types of student answers: tables, single words, 'drawing' (good lord), sentences, long-answers.
Development
3. Action
  • The auto-grade agent will output personalized grading information and communicate the information to the learning management system.

Case Study: Business Intelligence for SMB ERP


Automated performance and forecast analysis for your small business
ERP systems manage critical business functions, yet implementation and access to these systems is costly.

iClerk BI Agents automate integration between the data and ERP system, while providing powerful new abilities to access the important data locked up within these systems.

User Analytics
1. Data Input

ERP-based Revenue

Development
2. Process
  • Aggregate ERB-based Revenue
  • Perform BI and Trend Analysis
  • Collate with CRM Sales Data
Development
3. Action

Report & Save in Hubspot CRM

Agents

Our agents integrate multiple foundation models with context routing, vector and graph databases for RAG, a workflow with guardrails to ensure compliance and application logic that mimics the way a human reasons.

Agent Types

Agent Workflows

  • Fully Automated
  • Human-in-the-loop

Partnerships

We have worked partner with global industry specialists to build safe, private AI agent networks in healthcare, insurance, legal, manufacturing, and education.

If you feel your sector could benefit from AI Agents, contact us

Schedule a demo & free proof-of-concept to discover the full potential of iClerk Agents.

We have deployed agents that work in many industries such as venture capital, insurance, education, healthcare, and sales, let us show you what we can do for you!

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