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GLOBAL FMCG LEADER X Roboyo
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To unlock greater forecasting precision and operational agility, a global FMCG leader partnered with Roboyo to transform their finance operations using Agentic AI. This engagement delivered more than just process improvements. It served as a strategic milestone in the client’s broader digital transformation journey.
About the Client A multinational food and beverage manufacturer operating in over 30 countries, with more than 10,000 employees worldwide. The client specializes in consumer-packaged goods and runs a high-volume, high-velocity supply chain requiring precision in financial forecasting and cash flow management.
Variance reduce from 35% to 7% providing reliable cash flow insights.
Reduction in manual forecasting saving 20+ hours per week.
A fully embedded solution in the SAP and ERP ecosystem.
“Before working with Roboyo, our forecasting process was spreadsheet-driven and reactive. Now, it’s intelligent, adaptive, and autonomous. The time savings are significant, but the real value is the confidence we’ve gained in our numbers.”
Head of Treasury, Finance Department, Global FMCG Manufacturer
This global FMCG leader faced persistent gaps between forecasted and actual cash outflows. Finance teams relied on spreadsheets and manual validation to manage vendor payments, which created significant forecasting inaccuracies. Unpredictable payment behaviors and disconnected data sources further complicated the process. The unreliable cash flow forecasts due to manual AP workflows, frequent invoice mismatches, and fragmented financial data.
These inefficiencies weren’t just operational. They risked the company’s ability to plan confidently, maintain strong supplier relationships, and protect its reputation for reliability. In an industry where cash flow impacts shelf availability, supplier trust, and consumer experience, inaccurate forecasting directly threatened the brand’s credibility and commercial agility.
The absence of scalable intelligence was not just a finance challenge; it represented a roadblock to enterprise-wide digital transformation. Manual forecasting methods made it difficult for leadership to make fast, data-backed decisions, undermining the speed and adaptability expected in a modern, AI-enabled enterprise.
To modernize its forecasting process without overhauling existing systems, the client needed a future-ready solution that combined accuracy, adaptability, and ease of integration. Roboyo responded with a dual approach, delivering both foundational AI models and dynamic, real-time forecasting using Agentic AI.
This solution was designed to not only solve a finance-specific problem but to validate a repeatable AI framework that could scale across other functions. By combining modular AI design with robust SAP integration, Roboyo ensured the model could flex to support broader enterprise use cases.
We deployed an end-to-end intelligent AI agent leveraging UiPath Agent Builder and AI Center to streamline invoice processing and forecasting. The agent performed OCR-based extraction of unstructured invoice data while avoiding schema noise, applied dynamic 3-way matching (±5% tolerance) for validation, and routed exceptions (e.g., missing PO → manager approval).
Connected to SAP, it ingested invoice-level data to power time series models that accounted for vendor behavior, seasonality, and trends. Tailored prompts enabled real-time, adaptive forecasting that auto-adjusted to shifts in payment cycles—eliminating manual updates and enhancing AP planning accuracy.
Roboyo also embedded these forecasts into the client’s weekly finance review cycles, allowing teams to validate results in real time and strengthen decision-making. This was paired with hands-on enablement to ensure internal adoption across finance, treasury, and AP teams.
Technology & Methodology Used
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Outcome The results went beyond finance. They set the foundation for enterprise-grade AI adoption. What began as a tactical initiative evolved into a model for scalable, embedded intelligence across the organization.
Roboyo was selected not just for our technical capabilities, but for our ability to translate executive transformation goals into scalable operational outcomes. From day one, our focus was on embedding AI in a way that delivers value immediately while setting the stage for long-term innovation.
What we delivered:
For C-suite leaders driving digital transformation, this engagement proves that AI doesn’t have to be a moonshot. It can be made operational today, starting with high-impact processes and scaling with confidence across the enterprise.
At Roboyo, we don’t just implement AI. We operationalize it for real-world impact.
Let’s Turn Automation into a Strategic Advantage
Scaling automation takes more than tools. It takes a partner who can help you translate transformation strategy into execution. If you’re ready to take the next step, contact us and discover how Roboyo’s Agentic AI and automation expertise can help you lead with impact.
Yes, the agent is designed for seamless integration with major ERP systems like SAP, Oracle, and Dynamics, without disrupting existing workflows.
A: It analyzes invoice data, vendor payment behaviour, and historical payment cycles to generate real-time, highly accurate cash flow forecasts.
A: Our AI models, built on time series forecasting and adaptive agents, significantly reduce forecast variance compared to manual, spreadsheet-based processes.
A: It eliminates manual forecasting, reduces reliance on error-prone spreadsheets, and frees up finance teams to focus on strategic cash flow optimization.
A: We can deploy the solution in just a few weeks, providing immediate forecasting improvements and operational efficiencies.