AI Workflow Automation for a Financial Services Back Office — Power Automate + Agentic Gating
A mid-sized financial services back office cut manual processing effort by ~35% and reallocated 1.5 FTE to higher-value work in 6 months — invoice processing, cross-system data entry, and report generation automated without ever letting a model act unsupervised on client financial data. I designed a two-layer architecture — deterministic Power Automate RPA for the repeatable steps, an LLM-orchestrated agentic layer with human-in-the-loop gates for the judgment calls.