# Keep approvals, documents and follow-ups together

The training provider manages funding as a flow, not an anxiety-inducing email pile.

- **Page** : https://bruno.incwo.com/en/use-cases/suivre-financements-opco-formations
- **Secteurs** : Training, Finance
- **Fonctions** : Finance, Ops, Customer success

## The situation
Funding files move in steps: agreement, approval, attendance, invoice, proof and follow-ups with the customer or funder.

## What you want
I want to know which files are blocked before cash or the next session suffers.

## A plain AI chat
An AI chat explains funding steps, but it does not track real files, received documents and follow-ups to make.

## With Bruno
Bruno classifies files by status, prepares follow-ups, flags missing documents and shows the cash impact of blockers.

## Agents involved
- Funding agent
- Documents agent
- Cash agent

## Deliverables
- File statuses
- Funder follow-ups
- Missing documents
- Cash impact

## Gains
- Cleaner customer files before the next action
- Proof and approvals found when action is needed