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Case Story5 min read

One administrator, four AI agents: inside an AI-run SME back office

By the 1point Team

This case story describes a licensed Singapore service business with a field team, recurring customer contracts and a busy back office. Like many SMEs, it ran on a mix of separate tools: accounting software, a field service app, WhatsApp, spreadsheets and paper forms.

The starting point

Customer details were entered several times as a job moved from enquiry to invoice. Payment follow-ups depended on someone finding time. Payroll was prepared in spreadsheets, and service reports were assembled by hand at the end of each day.

What was built

Rather than replacing everything with a new system, the business connected its existing tools into one platform covering CRM, operations, payroll and accounting. Four AI agents were then introduced, each responsible for one function:

  • Sales Agent: responds to enquiries and follows up quotations.
  • Operations Agent: schedules jobs, confirms appointments and issues service reports.
  • Finance Agent: invoices, sends statements, follows up payments and reconciles the bank.
  • HR & Payroll Agent: manages leave and claims, and prepares monthly payroll.

How the work is shared

The agents handle the routine flow of work. A single administrator oversees approvals, handles customer conversations that need a personal touch and resolves anything the agents escalate.

What changed

Each customer is entered once. Jobs flow into invoices without retyping, follow-ups happen on schedule and the owner has a clear view of the business from one dashboard. The same approach now forms the basis of every 1point solution, tailored to each client's own processes.

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