Closing Big Clients with Confidence: Our Human-in-the-Loop Solution

Overview: Supporting AI with Human Expertise

Our client, a fast-growing AI startup with $20M in Series A funding, offers automated data extraction from invoices using AI. However, as with many AI systems, there are times when the technology cannot extract specific data or calculate certain fields from invoices. To solve this, the client required human intervention to handle tens of thousands of invoices per month, ensuring data accuracy and completeness.

Problem: Scaling Human-in-the-Loop for Large Volumes

As the AI technology was still developing, the client faced the challenge of processing large volumes of invoices that the AI couldn’t handle effectively. They anticipated scaling the process to handle over 100,000 invoices per month and needed a solution that could grow rapidly while maintaining high-quality standards.

With the upcoming closure of large contracts, the company promised clients an all-rounded solution for their invoice processing, but they couldn’t manage this large-scale human-in-the-loop operation in-house.

Our Solution: Scalable Human-in-the-Loop Operations

We provided a comprehensive solution, offering access to a pool of thousands of workers who could step in to handle the invoice correction process. We:

• Selected the most qualified workers from our network to perform the task.
• Provided intensive training to ensure high accuracy and quality in data extraction and corrections.
• Monitored each worker’s performance, evaluating progress to ensure that those meeting standards were retained, while offering retraining or replacing workers as needed.

Our operational setup enabled the client to scale without worrying about managing a large workforce. We took on the time-consuming process of handling the human corrections, allowing the client to focus on more productive, high-value tasks.

Results: Seamless Scalability and Quality Control

Our solution provided several key benefits:

• Scalability: We helped the client manage tens of thousands of invoices per month, with the ability to rapidly scale to handle 100,000+ invoices if required.
• Quality Assurance: With strict training and monitoring, we ensured that the invoice corrections were done with high accuracy, meeting the client’s quality standards.
• Operational Relief: By outsourcing the human-in-the-loop operations to us, the client was able to focus on their core business activities and the development of their AI system.

Thanks to our support, the client is now positioned to fulfill their commitments to their large-scale customers, offering a robust and scalable invoice processing solution.