In this UiPath Fusion interview, Deluxe leaders Kari Mesick (business lead, Treasury Services), and Satish Balasubramanian (divisional CTO, Architecture & Data), join theCUBE’s Dave Vellante and Rebecca Knight to unpack how Deluxe is evolving from manual spot checks to agentic auditing. They share why last year’s award-winning bot laid the groundwork for this year’s agent-driven approach, moving from sampling to full-population analysis across ERP invoice items and contracts. The discussion covers timeline and governance realities – request in January, approval by March, and an initial build in roughly four to six weeks using low-code tools – plus the data-privacy and compliance reviews required before putting agents into production.
The conversation dives into real-world mechanics: bots extract key terms from lengthy contracts; agents compare those outputs with invoices, surface discrepancies and recommend next actions with a human in the loop. Mesick and Balasubramanian explain how this shift augments teams rather than replaces them – freeing people from tedious, after-hours work and building trust through phased adoption, internal communications and training. They also outline initial POCs focused on contract/pricing accuracy and revenue leakage, the role of partners such as qBotica and how an agentic approach can help reimagine legacy workflows as Deluxe transforms from a check printer into a payments and data company.
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Kari Mesick & Satish Balasubramanian, Deluxe
In this insightful episode of theCUBE at UiPath Fusion 2025, we join Kari Mesick, business lead treasury services, and Satish Balasubramanian, divisional Chief Technology Officer architecture and data, both from Deluxe. The discussion focuses on their award-winning implementation of artificial intelligence agents at Deluxe, as part of their larger transformation from a traditional check printing company to a data-driven enterprise.
Mesick and Balasubramanian, along with theCUBE analysts, explore Deluxe's broader innovation strategy, emphasizing the company's evolution over its 110-year history. The guests examine AI’s role in reshaping Deluxe's business processes and their approach of incorporating AI cautiously and systematically. The discussion highlights how AI agents address challenges such as agentic auditing and improving operational efficiencies, showcasing the fine balance between technology and human oversight.
According to Mesick, integrating AI has allowed Deluxe to achieve unprecedented accuracy and efficiency in auditing and contract management, enabling employees to focus on more strategic tasks. Balasubramanian emphasizes the importance of earning trust at every step, ensuring AI implementations align with broad organizational goals and compliance regulations. This transformation journey is seen not just as a technological upgrade but as a fundamental shift in how Deluxe envisions its business paradigm in the future.
In this UiPath Fusion interview, Deluxe leaders Kari Mesick (business lead, Treasury Services), and Satish Balasubramanian (divisional CTO, Architecture & Data), join theCUBE’s Dave Vellante and Rebecca Knight to unpack how Deluxe is evolving from manual spot checks to agentic auditing. They share why last year’s award-winning bot laid the groundwork for this year’s agent-driven approach, moving from sampling to full-population analysis across ERP invoice items and contracts. The discussion covers timeline and governance realities – request in January, approv...Read more
