Use Cases

Dropping AI agents into your most complex operational workflows.

Utility bill processing, invoice approval, monthly report distribution, collections intake — the work your team still runs by hand, across multiple systems, every week. Celeron automates the full pipeline. Your team reviews every output before anything writes.

Utility bill processing
~90% time reduction
Invoice processing & approval
~90% faster
Monthly report distribution
Fully automated
Collections account creation
Same-day account creation
🏢Featured use case

Property management ops teams automate Propertyware workflows — with complete output visibility as everything executes.

Utility bills, vendor invoices, work order charges, monthly reports — these are the workflows that define whether a property management operation runs smoothly or creates fire drills. They all share one characteristic: the write has to be right.

Celeron reads from Propertyware, surfaces every output in the Queue with full step-by-step context, and executes writes with your team seeing exactly what ran and what it wrote. Your team stops doing the manual work. Everything is visible as it executes.

Utility bill processing — extract from PDF, match building/unit in Propertyware, create bill, post lease charge, audit for excessive and estimated usage
Invoice processing — parse document, match to work order, route for approval, update bill, attach doc, close work order, create payment
Monthly report distribution — update Excel with period data, generate PDFs, distribute to recipient list automatically
Collections account creation — parse document, create SimplicityCollect account, initiate postal trace
💧Utility Bill Processing

Extract, match, and post utility bills — without the manual work.

Processing utility bills manually means opening each bill, extracting vendor and usage data, finding the property in Propertyware, creating the bill, attaching the document, posting the lease charge, auditing for unusual usage, and updating custom fields. Multiply that across water, gas, and electric bills for every building in the portfolio.

Celeron reads utility bill PDFs using Document AI, extracts vendor, amount, address, and account data, looks up the matching building and unit in Propertyware, creates the bill, attaches the original PDF, creates the lease charge, and runs usage audits — automatically flagging bills that show excessive or estimated reads.

~90% time reduction
What Celeron automates
Document extraction — vendor name, building address, amount, and dates extracted from the PDF via Document AI
Building & unit matching — Propertyware lookup against extracted address returns the matched building record
Bill creation — linked to matched building and vendor, using amount and dates from the parsed document
Lease charge creation — bill amount allocated to the associated lease with document attached and published
Usage auditing — excessive usage (>25% above last period) and estimated meter reads flagged automatically
Custom field updates — Water-Last Amount Paid, Date last bill paid, and Water-Last Bill Received written back to Propertyware
📄Invoice Processing & Approval

Parse vendor invoices, match to work orders, get approval, close out — end to end.

Invoice processing manually means opening the PDF, finding the work order in Propertyware, retrieving the attached bill, verifying amounts, routing for sign-off, updating the bill, attaching the document, closing the work order, and recording the payment. Nine distinct steps — every one done by a person, every one a chance for a missed step or a wrong entry.

Celeron reads the invoice using Document AI, finds the matching work order in Propertyware, retrieves the attached bill, surfaces the invoice for human approval with full context, updates the bill with parsed data on approval, attaches the document to the work order, closes the work order, and records the bill payment. Nothing writes before approval.

~90% faster per batch
What Celeron automates
Invoice document parsing — vendor, work order number, line items, and amount extracted via Document AI
Work order matching — Propertyware lookup by extracted work order number, full record returned
Bill retrieval — existing bill attached to the work order fetched for comparison against the invoice
Approval gate — invoice surfaced in the Queue with full context for human sign-off before any write executes
Bill update & close-out — bill updated with invoice data, document attached, work order closed, payment recorded
📊Monthly Report Distribution

Period data into Excel, PDFs generated, distributed — without anyone touching a spreadsheet.

Monthly report distribution is the same work every period: update a spreadsheet with current figures, export it as a PDF, and send it to the full recipient list. The same output every month. The same manual effort. It does not require a person.

Celeron takes the Excel report template as the workflow source, applies your modifications with current period data, generates PDFs from each sheet, and sends them to the configured recipient list — automatically, every period.

Fully automated, every period
What Celeron automates
Excel modification — cell values, formatting, and structure updated with current period figures
PDF generation — each sheet exported from the workbook as a formatted PDF
Distribution — generated files sent as attachments to the full recipient list via email
🏛️Collections Account Creation

From delinquency document to active collections account — one automated workflow.

Collections account setup means parsing the delinquency document, finding the client in your collections platform, creating the account with accurate debtor data, and initiating a postal trace. Done manually, each step delays the time from delinquency identification to active collections.

Celeron reads the delinquency document using Document AI, extracts account and debtor data, looks up the client configuration, creates the account in SimplicityCollect, and fills in the postal trace form — from document receipt to active collections in one run.

Same-day account creation
What Celeron automates
Document parsing — account and debtor data extracted from the PDF via Document AI
Client lookup — client matched against integration configuration client list
SimplicityCollect account creation — account created using extracted debtor and case data
Postal trace initiation — postal trace PDF form filled with step data and submitted

Don't see your workflow here?

If it crosses systems and the write matters, Celeron runs it.

Celeron is built for any integration-driven workflow where your ops team needs complete visibility into everything that executes. The integrations, the steps, and the execution logic are all configurable by your team — no engineering required. Describe the workflow in plain English and the Automation Agent drafts it.

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