Digital Workers for Finance & Ops

Cut Costs. Close Faster. Scale Smarter.

From back-office workflows to forecasting, Digital Workers replace manual effort and offshore dependency with always-on automation; delivering speed, accuracy, and resilience.

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The CFO and COO dilemma... do more with less.

  • Month-end close cycles dragging on for weeks: delaying reporting, eroding decision confidence.
  • Costly reliance on shared services or BPO partners: creating hidden costs and fragile dependencies.
  • Manual reporting and reconciliation: burning analyst hours that should be spent on strategy.
  • Forecasting delays and inaccuracies: undermining business planning in volatile markets.
  • Tool and vendor sprawl: inflating OPEX while adding risk and complexity.

Scaling with people, vendors, and tools is fragile. Digital Workers deliver a leaner, faster operating model.

From close to forecast — always-on automation.

Example Digital Workers in Finance & Ops

Data
Close Acceleration

Automates reconciliations, journal entries, and eliminations, compressing close cycles from weeks to days.

Data
Order-to-Cash

Handles invoicing, cash application, collections, and reporting with no need for offshore support.

Data
Procure-to-Pay

Validates invoices against POs, processes payments, and generates audit-ready records automatically.

Data
Financial Forecasting

Continuously integrates sales, ops, and finance data into rolling forecasts, eliminating the lag of manual consolidation.

Data
Regulatory & Management Reporting

Generates compliant, consistent outputs across regions, always audit-ready.

The Economics of Automation at Scale

Traditional finance transformation is costly and brittle. ERP extensions, consultants, and shared services only add complexity.

Digital Workers change the economics:

journey

5× ROI guaranteed in year one → Every cLU (causaLens Unit) delivers measurable savings.

journey

5× ROI guaranteed in year one → Every cLU (causaLens Unit) delivers measurable savings.

message

Infinitely scalable → Add capacity instantly, without adding headcount.

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Real results: How our clients thrive with causaLens.

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“We typically scale [analysis] by hiring a lot of people. With [causaLens agents], we can do this in a day, not a month, which saves time [to treatment] for the patients, and ROI for the company”

Juan Carlos Araque, Principal Scientist of Process Science & Modelling

About the company: Johnson & Johnson (J&J) is an American multinational corporation headquartered in New Brunswick, New Jersey, specializing in pharmaceuticals, biotechnology, and medical technologies, with approximately 138,000 employees worldwide.

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“[causaLens agents] are an absolute necessity [for McCann]. Agents allow us to combine human input and democratise insights to not only accelerate analysis and model development but also empower our strategic business teams.”

Annie Hou, SVP – Global Head of Data & AI

About the company: McCann Worldgroup is a leading global marketing services company with an integrated network of advertising agencies operating in over 120 countries, specializing in creative solutions for building enduring brands. As of 2025, the company employs approximately 11,000 people worldwide.

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“We want to augment our workforce with agentic AI to enhance their productivity. We truly believe that once we implement [causaLens agents], we can unlock faster decision making, new revenue opportunities, product roadmap [space] and significant cost savings”

Vincent Iswaratioso, Chief Executive Officer

About the company: DANA Indonesia is a leading technology and financial services company specializing in secure, scalable digital payments and e-wallet solutions, aiming to drive financial inclusion and support a cashless society across Indonesia. DANA employs over 2,000 people.

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“These questions would normally take weeks to answer… [causaLens] agents have paved a new way of working, where non-technical users can access the data, and have causal-driven answers in minutes”

Adam Cahill, General Manager, Kinetic

About the company: Syneos Health is a leading fully integrated biopharmaceutical solutions organization that provides contract research and commercial services to pharmaceutical and biotechnology companies worldwide, helping accelerate the development and commercialization of new therapies. As of 2025, Syneos Health employs approximately 28,000 people across more than 110 countries.

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“[The causaLens agent] acts as a PhD-level Economist to assist teams to interpret what is going on”

Puneet Gupta, Director of Data Science and Global Planning

About the company: Cisco is a global technology leader specializing in networking hardware, software, and services, powering the infrastructure for businesses of all sizes and enabling secure, reliable connectivity in the digital era. The company’s portfolio spans networking, cybersecurity, collaboration tools, data center solutions, and AI-driven innovations, positioning Cisco at the forefront of digital transformation and enterprise technology.

causaLens testimonial logo
“[The causaLens EDA Agent] is focused on removing the mundane tasks… one of the steps it’s doing is cleaning data… if you ask any data scientist, they spend 70-80% of their time on [data] cleaning & exploration. The causaLens EDA Agent is focused on removing this process [for humans] completely. All we are focused on now is drawing insights, not in the process of building pipelines for cleaning the data or joining them. This allows our data scientists to focus on higher value tasks.”

Puneeth Nikin, Head of Data Science

About the company: Croud is a global, full-service digital marketing agency founded in 2011, specializing in performance-driven solutions across brand strategy, integrated media, creative, and data for leading brands worldwide.

Section 4 Finserv

Value for every leader in finance and operations

Reimagine your workforce with Digital Workers

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