Pick high-volume wins
Accounts payable, expense categorization and reconciliation involve repetitive decisions with clear ground truth, making them ideal first candidates.
Design the exception path
The goal is not 100% automation. Confidence thresholds route ambiguous items to reviewers with the context they need to decide quickly.
Prove ROI early
Baseline cycle time and error rates before automating, then publish the improvement. Visible wins build the momentum for broader change.