Each morning started with exports from several systems pasted into one spreadsheet, and supplier invoices keyed in by hand. The numbers were always a day behind, and mistakes surfaced at month end.
Case study — Pharmacy operations
Operations dashboard and intake automation for a pharmacy team.
How a pharmacy team replaced a morning of copying numbers between systems with one screen — and an agent that does the typing.
Client
Pharmacy operator (name withheld)
Disciplines
AI agents, software
Engagement
Build, support
Delivered
Operations dashboard, invoice-intake agent, review queue
Fig. 1 — The shelves behind the numbers the team checks every morning.
01The problem
02Our approach
We built the dashboard first, so the team had one trusted view of the figures they already used. Then we added an intake agent that reads supplier invoices, matches them to purchase orders, and sends anything that doesn’t match to a person to approve.
“Mornings start with decisions now, not data entry.”
Pharmacy operations lead — quote to be confirmed
Morning. I read 18 new invoices and matched 16 to purchase orders.
2 don’t match. They need your eye before payment.
INV-2291 · £4,120
PO amount differs by £380
Approve
Review
Fig. 2 — The intake agent asking for approval on two invoices.
03What we delivered
A daily operations dashboard, an agent that reads and matches supplier invoices, and a review queue with a full log of every action the agent took.
04The result
The morning report is ready before the team arrives, and only exceptions need a person. Replace this paragraph with the measured outcome once the client has approved the figures.