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Use cases

Find your first capability.

24 starting points across eight business functions. Any one of them can be the focus of a free Proof of Value on your own work.

 Proven measured in customer work Typical starting point common first capability Growing businessesMid-sized enterprises usual fit

Sales

Lead scoring & follow-up

Every lead gets a timely, tailored next step.

Works withCRM, email, call notes
Typical starting pointGrowing businessesMid-sized enterprises
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Proposal & RFP drafting

Your best team's standards applied to every response.

Works withPast proposals, pricing, product docs
Typical starting pointGrowing businessesMid-sized enterprises
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Account renewal signals

Spot accounts that need attention before renewal.

Works withCRM, usage data, support tickets
Typical starting pointMid-sized enterprises
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Marketing

Content first drafts

On-brand drafts across formats, reviewed by your team.

Works withBrand guide, past content
Typical starting pointGrowing businesses
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Customer insight mining

Themes from calls, tickets and reviews, summarized monthly.

Works withCall notes, tickets, reviews
Typical starting pointGrowing businessesMid-sized enterprises
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Campaign performance summaries

Clear readouts on what's working, every week.

Works withAd, email and web analytics
Typical starting pointGrowing businesses
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Customer service

Case triage & routing

Every case reaches the right person with context.

Works withHelp desk, CRM
Typical starting pointGrowing businessesMid-sized enterprises
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Answer drafting from your knowledge base

Consistent, accurate answers to common questions.

Works withKnowledge base, past tickets
Typical starting pointGrowing businessesMid-sized enterprises
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Recurring-issue detection

Patterns surfaced before they become backlogs.

Works withHelp desk history
Typical starting pointMid-sized enterprises
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Finance

Invoice & PO matching

Every invoice checked against the order before payment.

Works withInvoices, purchase orders, ERP
Proven: ≥95% accuracy on documents →Growing businessesMid-sized enterprises
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Reconciliation & close support

Discrepancies flagged, with a first-draft close narrative.

Works withERP, bank statements, ledgers
Typical starting pointMid-sized enterprises
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Document extraction

Data pulled from complex financial documents reliably.

Works withStatements, filings, contracts
Proven: ≥95% accuracy →Growing businessesMid-sized enterprises
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HR

Onboarding checklists & access requests

Every new hire set up completely and on time.

Works withHR system, IT tickets
Typical starting pointGrowing businessesMid-sized enterprises
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Candidate screening against role criteria

Every application assessed against the same criteria.

Works withApplicant tracking, role descriptions
Typical starting pointGrowing businesses
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Policy & handbook assistant

Employees get accurate answers from your own handbook.

Works withHandbook, HR policies
Typical starting pointGrowing businessesMid-sized enterprises
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IT & security

Incident report analysis

Remediation recommendations from every report.

Works withIncident reports, runbooks
Proven: 53% lower cost →Mid-sized enterprises
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Software usage & renewal review

Unused licenses and upcoming renewals flagged.

Works withLicense data, contracts
Typical starting pointMid-sized enterprises
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Data quality checks

Anomalies and gaps caught before they spread.

Works withDatabases, data warehouse
Typical starting pointMid-sized enterprises
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Operations & supply chain

Supplier & news risk monitoring

Every supplier watched, with risk signals scored.

Works withNews, supplier lists, ERP
Proven: 90% less time →Growing businessesMid-sized enterprises
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Vendor assessment

Consistent reviews of every new vendor.

Works withQuestionnaires, certificates, contracts
Typical starting pointGrowing businessesMid-sized enterprises
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Document-heavy operations

Shipping, customs and quality documents read and checked.

Works withShipping, customs and quality documents
Typical starting pointGrowing businessesMid-sized enterprises
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By industry

Common starting points by industry

Supply chain & logistics

Proven: 90% less time on risk monitoring.

  • Supplier & news risk monitoring
  • Vendor assessment
  • Document-heavy operations
Usual planLaunch for small teams, Scale for multi-system work.

Financial services

Proven: ≥95% accuracy on financial documents.

  • Document extraction
  • Reconciliation & close support
  • Regulatory change monitoring
Usual planScale, with deployment in your cloud.

Professional services

Your senior people's judgment, applied to every engagement.

  • Proposal & RFP drafting
  • Customer insight mining
  • Policy Q&A for business teams
Usual planLaunch for small firms, Scale for larger.

Healthcare

Runs inside your own environment.

  • Policy Q&A for business teams
  • Vendor assessment
  • Regulatory change monitoring
Usual planScale or Own Your Intelligence.
Questions

Quick answers

What if our use case isn't listed?

Bring it to a free Proof of Value. Compass breaks your process into tasks so we can tell you what fits.

What does "Proven" mean?

A result measured in customer work. "Typical starting point" means a common first capability we have not yet published results for.

Which plan do we need?

Growing businesses usually start on Launch ($149/mo). Mid-sized enterprises usually start on Scale ($499/mo).

See it working on your own work.

Free, engineer-guided Proof of Value. Go live only if it works.

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