Client:Deluxe
Industry:Banking and Financial Services
Region:North America
Deluxe advances smarter pricing insights with UiPath agentic automation
Client Overview
Deluxe is a payments and data company with more than a century of innovation, supporting thousands of financial institutions and businesses through trusted relationships and financial solutions. They needed a way to compare projected pricing outcomes against actual invoice-level ERP data across large populations. Spot checks could validate individual cases, but they couldn’t confirm accuracy at scale. Deluxe wanted a system that could analyze results at a granular level, identify discrepancies, automatically explain why they occurred, and recommend next steps. Traditional automation could compare data. Deluxe needed deeper insight—which required an agentic approach.
Partner
Scaling trusted agentic automation across the enterprise
To validate projected pricing outcomes against real invoice data at scale—and uncover gaps traditional reviews could miss—Deluxe built an agentic automation approach using the UiPath Platform™.
The solution analyzes financial data across systems, flags discrepancies, explains why they happened, and suggests actions. In one early discovery, the agent identified ERP invoice codes that had been excluded from pricing adjustments or audit review. Some were outdated. Others represented potential revenue leakage.
A key differentiator was usability. Deluxe could build, test, and refine automations on their own using tools such as UiPath Document Understanding™ and Agent Builder in UiPath Studio. Being able to validate outputs firsthand helped her build trust in the results and iterate quickly.
That trust became central to scaling the initiative. Deluxe focused on transparency from the start—involving audit teams, documenting governance, hosting internal education sessions, and emphasizing human-in-the-loop oversight.
This approach ensured employees understood the goal was not to replace people, but to augment their work with more accurate insights and better decision support.
UiPath gives me the hands-on ability to test, validate, and trust what I build. As a business user, that independence is what makes innovation possible.
Outcomes:
Stronger financial accuracy and faster resolution of pricing discrepancies through explainable agent insight
Greater business agility as teams test, validate, and refine automations independently
Increased organizational trust in AI through human-in-the-loop oversight and transparent governance
Additional resources:
Explore insights from industry leaders at the on-demand FUSION Financial services summit and see how top banks and insurers are using agentic automation and orchestration to scale AI across the enterprise.
Deluxe is a 2025 UiPath AI25 Award winner. Meet all the 2025 award winners and see how these leading companies are using the UiPath Platform to drive innovation, boost efficiency, and redefine success.
More from Deluxe’s automation journey—Follow Deluxe’s progression from early automation wins to enterprise-scale AI, showcasing how each step builds confidence, capability, and business impact
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