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.

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.

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.