Deluxe faced a significant challenge in managing contractual obligations within their business-to-business payments arm. The team needed to make pricing adjustments for a large group of clients but struggled to access crucial contractual information embedded in over 900 complex legal documents. The manual process was time-consuming, inconsistent, and unreliable, requiring extensive labor and disrupting regular workflows.

Collaborating with qBotica, Deluxe leveraged UiPath’s Document Understanding tool integrating specialized and generative AI to automate data extraction from various document formats.

This solution enabled quick and reliable access to contractual data through simple prompts, significantly improving efficiency. The proof of concept demonstrated rapid, accurate results, saving over 800 hours and enhancing data reliability.

The success has paved the way for scaling automation to other business areas,driving long-term value.

The technologies that were incorporated into the system.

• Digital Form
• Validation Bot
• MCP Bot
• Quickweb Bot
• Bank Settlement Process