Case Study: Constellation Software
Software
Constellation Software equips its global Finance organization with an AI “Agentic Workforce” powered by raia
Snapshot
Metric
Before raia
After raia (AI Finance Agent)
Time to locate policy / procedure
3–6 hours, email chains & SharePoint search
< 90 seconds via chat / email / SMS — 24 / 7
Questions answered without escalation
0 %
≈ 70 % fully resolved by AI
Finance team “wait time” for clarifications
Overnight (time-zone lag)
Real-time in 5 languages
Document-update latency
Monthly PDFs
Live vector store refresh within 2 hours of upload
Equivalent human workload offset
—
≈ 2 FTEs worth of capacity
“With raia, every finance colleague—no matter the country or time-zone—gets instant, policy-accurate answers. It’s like adding a senior analyst to every local office, without adding head-count.” – VP Global Finance Operations, Constellation Software
1 | Company & Challenge
Constellation Software Inc. (CSI) is a global enterprise software group with 64,000 employees in 100 + countries. CSI’s decentralized model empowers each business unit, but produces:
Diverse local policies for expenses, allocations, revenue recognition and inter-company billing.
Constant change as IFRS / GAAP updates and corporate integrations roll in.
Time-zone friction—finance staff in Asia-Pac waited overnight for Toronto HQ clarification.
2 | Why Constellation chose raia
Bulk ingestion & continuous sync – hundreds of finance manuals, SOX controls and policy updates are drag-and-dropped into Launch Pad; auto-versioning keeps the vector store fresh.
Multilingual out-of-the-box – a single agent answers in English, Portuguese, Spanish, French and German, matching CSI’s top regions.
Granular permissions – SSO & role-based visibility ensure sensitive M&A ledgers are visible only to authorized controllers.
CoPilot feedback loop – during a 60-day pilot, controllers thumbs-up/down answers, pushing precision above 96 % before company-wide rollout.
3 | Solution Design
AI Agent
Primary Role
Key Integrations
Finance Policy Concierge
Answers queries on chart of accounts, expense rules, revenue recog, allocation logic; cites exact policy paragraph.
Vector store of live policies; chat / email / SMS skills
Journal-Validator Bot
Checks draft journal lines against policies, flags GL or entity mis-codes.
ERP webhook (Oracle, SAP)
Allocation-Explain Bot
Breaks down cost-allocation logic for BU CFOs, producing Excel-ready explanations.
Data warehouse API; email attachment
4 | Implementation Timeline
Weeks 1-2 – Curated 1,200 PDFs / DOCs → Markdown; bulk uploaded.
Weeks 3-6 – Pilot in CoPilot with 75 controllers across 6 time-zones; feedback captured.
Week 8 – Company-wide live chat and Teams bot released.
Month 4 – Journal-Validator & Allocation-Explain agents deployed.
5 | Results (first 6 months)
≈ 48,000 finance conversations handled; 70 % resolved without human escalation.
Remaining 30 % arrive to analysts pre-diagnosed, cutting handle-time 45 %.
Policy-lookup time collapsed from hours to seconds, supporting quarter-close crunch.
Live update workflow means policy changes propagate to answers within 2 hours of approval.
Avoided hiring 8 additional support analysts—saving ≈ US $1 million annually.
6 | Key Takeaways
Treat policies as data, not PDFs—vectorizing documents unlocked instant retrieval & citation.
Start with pilot power-users—controllers’ feedback sharpened accuracy fast.
Continuous sync is critical—automated doc-watch ensures answers never drift from the source of truth.
Bottom line: Constellation Software turned raia’s Agentic Workforce into a 24 / 7 financial policy concierge—eliminating time-zone delays, boosting compliance confidence and freeing finance talent to focus on analysis, not document hunting.
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