Keplr Vision supports independent optometry practices across the country by handling non-clinical operations. Led by practicing optometrists, Keplr brings a patient-first mindset to everything it does.

But internally, one critical finance process was slowing the team down. Every month, staff had to manually download financial reports, extract the relevant data, and build a consolidated file—often spending several days on the task. The manual workflow was not only time consuming, but also left room for human error, especially when reconciling discrepancies across reports.

Thoughtful AI implemented a custom AI Agent to automate the entire reporting process. The Agent saves and extracts data, generates reports, and performs validations (even when the reports contained discrepancies).

The Agent aligned with Keplr’s business logic and financial structure and required minimal oversight from the internal team.