AI Workflow Automation Platform (AIFlow)

AIFlow is LBMC’s AI workflow platform designed to help organizations put AI to work in everyday operations. It gives teams a faster way to retrieve answers from internal documents, access structured data, and automate repeatable tasks across the business.
Built for organizations that want practical results, AIFlow supports real-world use cases like policy lookups, reporting requests, and workflow actions that reduce manual effort and help teams work with more speed and confidence.
What AIFlow Does
AIFlow helps organizations use AI in ways that support daily work. Teams can search internal content, access business data, and automate steps that would otherwise take extra time and manual effort.
With AIFlow, your team can:
- Find answers in policies, procedures, and internal documents
- Pull data from business systems using simple prompts
- Automate routine actions and workflows
- Reduce repetitive tasks and speed up response times
Questions About Our Services?
Whether you’re navigating change, planning for growth, or addressing operational challenges, our team helps you determine the right strategy for your business.
What You Can Do with AIFlow
AIFlow delivers AI workflow automation services through three core capabilities that help organizations access information, analyze data, and automate processes across systems.

Document Intelligence (DOC-FLOW)
Retrieve answers directly from documents such as policies, procedures, and handbooks with built-in citations and context.
- Improve access to internal knowledge
- Reduce time spent searching for information
- Support HR, compliance, and operations teams
Automated Data Retrieval (DATA-FLOW)
Access structured data using simple prompts, without the need for complex queries or technical expertise.
- Generate and execute domain-specific queries
- Enable self-service data access
- Support finance, operations, and reporting teams
AI Agentic Workflows (ACT-FLOW)
Automate tasks and processes across systems using AI agents.
- Streamline workflows across departments
- Automate repetitive processes
- Improve speed, accuracy, and consistency
See AIFlow in Action
Explore how AIFlow helps organizations automate workflows, access data instantly, and apply AI in practical ways.
Schedule a live demo to see how you can:
- Streamline internal knowledge access
- Automate routine decisions and workflows
- Empower your teams with data-driven clarity
AIFlow in Practice
AIFlow can be applied across a wide range of business scenarios:
- Automating document and policy retrieval for employees
- Enabling self-service data access for finance and operations teams
- Streamlining onboarding and service workflows
- Reducing manual handoffs across systems and departments
- Supporting customer service and call center operations
How AIFlow Supports Your AI Strategy
AIFlow is not a standalone tool — it is part of a broader AI strategy.
It works alongside:
- AI & Generative AI Strategy services to identify use cases
- Data Modernization services to ensure data is accessible and reliable
- Business Intelligence & Analytics services to provide insights and reporting
This integrated approach ensures your AI initiatives are practical, scalable, and aligned with your business goals.
Why Choose AIFlow?
AIFlow is designed to help organizations move beyond AI experimentation and apply AI in ways that deliver real results.
- Practical, business-focused AI applications
- Scalable across departments and systems
- Reduces manual effort and improves efficiency
- Integrates with existing data and workflows
- Supported by LBMC’s advisory and technology expertise
Start Automating with AIFlow
Whether you’re looking to improve efficiency, streamline workflows, or apply AI across your organization, AIFlow provides a practical path forward.
Industries We Support
Our AI and Business Intelligence Services team works closely with various industries to provide tailored solutions that meet the specific challenges and goals of each client. If you’re looking for help with compliance, scaling your operations, or getting a better handle on your finances, our team is here for you. We offer industry-specific insights and the flexibility you need to succeed.
All Industries We Serve
Local Expertise, Wherever You Are
With offices in Chattanooga, Memphis, Louisville, Nashville, Knoxville, Charlotte, and Philadelphia, plus remote offices, LBMC partners with businesses across the region and beyond.
FAQs About AIFlow
What is AIFlow?
AIFlow is an AI-powered workflow automation platform developed by LBMC that helps organizations automate processes, access data, and deploy AI agents across their business.
How does AIFlow work?
AIFlow combines document intelligence, data access, and AI-driven automation into a single platform. It allows users to retrieve information, analyze data, and automate workflows using simple prompts and AI agents.
What types of workflows can AIFlow automate?
AIFlow can automate a wide range of workflows, including document retrieval, data analysis, onboarding processes, customer service tasks, and internal operations.
Do I need a data warehouse or AI infrastructure to use AIFlow?
AIFlow works best when integrated with your existing data and systems, but it does not require a fully modernized environment to get started. It can be implemented incrementally based on your needs.
How does AIFlow fit into an overall AI strategy?
AIFlow acts as the execution layer of your AI strategy, helping you apply AI in real-world workflows and processes. It works alongside data modernization and AI strategy efforts to deliver measurable results.