MB2 Dental’s Success with Thoughtful AI

80hrs

saved per month

1000s

records reviewed per day

AI Agents Used

Eva

Payment Posting

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The Challenge

MB2 Dental wanted to automate an important, yet redundant task of obtaining and arranging financial data in a manner that best suited their purposes. Accuracy, speed, and efficiency were their top priorities.

The Solution

Thoughtful AI developed an AI Agent that would generate and download reports from the J.P. Morgan site and augment it - upon completion, the final product would be relayed to MB2 Dental via email.

The Results

MB2 now has an AI Agent with a scheduled routine that it follows quickly, efficiently, and accurately. This, in turn, facilitates accurate financial reporting needed for their business on-time, every time. Its employees now direct more time towards the company’s core processes and offerings.