Company Profile
Company Type
Regional financial advisory firm
Team Size
50-250 employees
Industry
Finance
Key Challenge
Struggling with inefficient manual social media processes that were slowing growth and increasing operational costs. Their primary concern was data accuracy.
Tools Connected
The Challenge
This regional financial advisory firm had reached a breaking point with their manual social media process. With 50-250 employees managing daily finance operations, the team was spending an average of 25+ hours per week on repetitive social media tasks that added no strategic value. The workload was unsustainable, and errors were becoming more frequent as volume grew.
The consequences extended beyond wasted time. In their finance business, delayed social media created a cascade of downstream problems — missed deadlines, frustrated stakeholders, and data quality issues that undermined decision-making. The team had tried hiring additional staff, but the cost was prohibitive and training new employees on their complex finance processes took months. They needed a solution that could handle their current volume and scale with their growth, without requiring a proportional increase in headcount.
The Solution
The team selected Arahi AI to automate their finance social media workflow end-to-end. Implementation began with connecting their core tools — QuickBooks, Stripe, and Slack — to the Arahi AI platform. Using the no-code builder, they configured AI agents that replicate their best-performing team member's decision-making process, but at machine speed and consistency.
The AI agents handle every step of the social media process: receiving incoming requests or triggers, analyzing the context using finance-specific rules, making intelligent routing decisions, executing the core actions, and notifying the right stakeholders. What previously required 45+ minutes of manual work per instance now completes automatically in under 2 minutes. The agents also learn from corrections, continuously improving their accuracy. The team connected Salesforce for tracking and reporting, giving leadership real-time visibility into social media performance metrics for the first time.
The Results
Measurable improvements across key finance social media metrics.
Processing Time
96% faster
Before
45+ minutes per task
After
< 2 minutes
Manual Hours per Week
88% reduction
Before
25+ hours
After
< 3 hours
Error Rate
92% fewer errors
Before
8-12% manual errors
After
< 1% with AI
Operational Cost
88% savings
Before
$6,500/month
After
$800/month
Team Capacity
10x scale
Before
Limited by headcount
After
10x throughput
“Before Arahi AI, our social media process was the bottleneck that every finance team complained about. Now it's our competitive advantage. We process faster, more accurately, and at a fraction of the cost. Our competitors are still doing this manually.”
Head of Strategy
Regional financial advisory firm
Key Takeaways
The most important lessons from this finance social media automation project.
AI-powered social media automation eliminated 88% of manual processing time for this finance team, freeing staff to focus on high-value strategic work.
Implementation took less than a day — the no-code approach meant no IT bottleneck or months-long development cycle.
Error rates dropped by over 90%, significantly improving data quality and downstream decision-making.
The ROI was realized within the first month, with the solution paying for itself multiple times over through cost savings and productivity gains.
Implementation Timeline
From zero to production in 2 hours — here's how they did it.
Step 1: Connected finance tools to Arahi AI
Integrated QuickBooks, Xero, and Plaid with Arahi AI using pre-built connectors — no API keys or custom code required. The team verified data flow between systems in under 15 minutes.
Step 2: Configured AI agent business rules
Defined the finance-specific rules for social media: scoring criteria, routing logic, escalation thresholds, and exception handling. The team used Arahi AI's visual rule builder to translate their existing process into automated workflows.
Step 3: Tested with live finance data
Ran the AI agents on a week's worth of historical social media data to validate accuracy and identify edge cases. Made minor adjustments to scoring weights and routing rules based on the results.
Step 4: Launched and monitored
Deployed the AI agents to production with the entire team notified via Salesforce. Monitored the first 48 hours closely, confirming 99%+ accuracy before reducing oversight to weekly reviews.
Setup Time
2 hours
AI Agents
2 AI agents
Tools Connected
5 integrations
Frequently Asked Questions
Common questions about automating social media in finance.
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This case study represents a typical customer scenario. Individual results may vary.