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Customer stories/Fortune 50 Retailer

Turning finance operations into a scalable AI-Native system

How the fortune-50 retailer built a reusable, governed foundation for invoice, document, and reporting workflows—without rebuilding for each new use case.

Turning finance operations into a scalable AI-Native system
  • 30% Returned weekly analyst capacity to higher-value work

  • 8,000 Hours saved per year

  • 96% Faster time to than traditional build

Company

Fortune 50 Retailer

HQ / Location

United States

Industry

Retail & Consumer

Department

Finance

Scale

Fortune 50 retailer, enterprise finance operations

The challenge

The Finance team supports high-volume, high-risk operations across invoices, accounts, reports, and purchasing. Over time, critical finance workflows became fragmented across spreadsheets, document systems, and legacy platforms—forcing analysts to manually gather context before making decisions.

As volumes increased, these inefficiencies compounded, creating operational drag and limiting how quickly finance could support the business.

Use cases transformed into AI-Native

With UnifyApps, the retailer shifted from one-off automation projects to a reusable, AI-native execution model. This changed the economics of delivery.

Lowe's Invoice
Reconciliation

Invoice
Reconciliation

  • BEFORE Data scattered across systems; manual exception review

  • COST ~8 minutes per exception; ~8,000 hours/year

  • AFTER Sub-1-minute review with consolidated context

Business Impact

Faster decisions without losing audit control

Lowe's Excel processing
& reporting

Excel processing
& reporting

  • BEFORE Manual report creation, formulas, validation, and formatting

  • COST 8–12 hours per analyst per week

  • AFTER Automated analysis and multi-format output

Business Impact

Analysts focus on insight, not spreadsheets

Lowe's Open account
document review

Open account
document review

  • BEFORE Manual document checks across systems

  • COST Delays, inconsistent decisions

  • AFTER Automated validation with unified context

Business Impact

Consistent decisions
at scale

Lowe's Purchase
requisitions

Purchase
requisitions

  • BEFORE Context fragmented across
tools

  • COST Slower approvals, higher effort

  • AFTER AI-assisted review within finance guardrails

Business Impact

Faster approvals, lower operational friction

96% faster delivery

Traditional builds took up to 12 months. With UnifyApps,
the retailer saw time-to-value in weeks.

Scalable, Reusable Foundation

By reusing integrations, governance rules, and data objects including Invoice, Purchase Order, Account, and Vendor—the team quickly scaled AI projects across Finance. The marginal cost decreased with each new use case.

Key Integrations
Hubspot
Deepseek
DocParser
Oracle NoSQL
FTP
PDF Co
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AI doesn’t scale through pilots. It scales through architecture.

See how UnifyApps helps finance teams build once and scale AI everywhere.