Case Studies
See exactly how Kroy can be used.
Practical implementations showing how people and AI can work safely across real business systems.
Accountancy · Example
Chasing year-end records with Claude, Xero and Outlook
Claude identifies March year-end clients with outstanding records and prepares Outlook drafts for review. Nothing is sent without a person.
Accountancy · Example
A client uses their own Claude with the information you share
The client’s own Claude answers questions about outstanding records from the shared projection. A request for the firm’s internal notes is refused by Kroy.
Accountancy · Example
Claude + Xero through Kroy
Claude answers questions using authorised Xero data and prepares drafts — without holding Xero credentials or reaching data the user cannot see.
Technology · Example
A private ERP Connector with a customer-facing order status Skill
A developer builds a private Kroy Connector for the ERP and a Check Order Status Skill. Staff AI and a customer’s own AI can both invoke it; each customer sees only their own orders.
Technology · Professional services · Example
Letting AI update your website — with a person approving
Claude prepares a change set for the affected public pages. A person approves it, Kroy publishes the projection and the site rebuilds.
Legal · Example
A client document room with an expiry date
The buyer’s advisers can read, and ask their own AI about, the documents in the room until the expiry date. Anything outside the room, and any request after expiry, is refused.
Accountancy · Professional services · Example
A public, machine-readable company profile for AI
A prospect’s AI reads the firm’s services, locations and articles from a public Channel and requests a consultation. The request lands with the firm’s team. Anything beyond the public Channel is refused.
Technology · Example
A release workflow with deployment approval
Claude drafts release notes, creates a draft release and deploys to staging. Production deployment waits for the release manager’s approval, and Kroy refuses any attempt to skip it.
Accountancy · Example
AI-assisted bookkeeping review in Xero
Claude reviews the month’s bookkeeping and proposes a change set of corrections. The bookkeeper approves the ones they agree with and Kroy applies only those. Deletions and bank detail changes are refused.
Technology · Example
Claude Code and Codex working from shared state
Claude Code records a task’s progress and design decisions in Kroy State. Codex picks up the task from that state on another developer’s machine. Both open pull requests; neither can merge to the main branch or read production secrets.
Professional services · Example
Employee self-service from SharePoint with AI
Copilot and ChatGPT answer staff questions from the policy sites each employee can read, and raise requests to HR or IT. Confidential HR material is never returned.
Legal · Example
Handing over a legal matter between people and their AI
Claude prepares a handover note from the matter’s state. After a partner reassigns the matter, the new fee earner’s ChatGPT reads the same state and continues. Neither AI can reassign the matter.
Accountancy · Example
Investigating a client’s question with ChatGPT, Xero and Outlook
ChatGPT gathers the relevant Xero data and correspondence for one client, explains the answer to the manager and drafts a reply in Outlook for the manager to send.
Accountancy · Example
Onboarding a new client with AI — while the AML review stays internal
Claude sets up the client record, drafts the engagement letter and document request, and prepares the AML checklist for a person. Only the practice’s nominated officer can complete the AML review, and the client never sees it.
Accountancy · Example
Partner approval for AI-prepared work
Claude prepares the work and requests approval. The partner reviews it, with their own AI summarising what is waiting, and approves in person. No agent can approve, and nobody can approve their own work.
Professional services · Financial services · Example
Preparing a board pack with AI, and sharing it with the board
Claude assembles a draft board pack from Xero, Salesforce and KroyDB. The finance director approves it, and it appears in the board Channel. Directors can query the approved pack with their own AI, but not the ledger behind it.
Consulting · Example
Preparing a consulting proposal with Claude
Claude drafts the proposal from approved past work and team profiles. The pricing section is left for a partner, and the proposal is sent only after the partner approves it.
Accountancy · Example
Preparing a management accounts pack with Claude and Xero
Claude assembles the month’s figures and draft commentary as an Artifact. The manager approves it, and only then does it appear in the client’s workspace.
Legal · Example
Reviewing a contract against the firm’s playbook with Claude
Claude compares the contract with the firm’s playbook and saves a clause-by-clause review note to the matter. It cannot reach other matters or send anything to the other side.
Accountancy · Example
Reviewing a VAT return with Claude and Xero before submission
Claude reviews the quarter’s VAT position in Xero and produces a review note of items to check. Recoding and filing stay with the manager.
Consulting · Example
Shared project state across a consulting team’s AI tools
Claude, ChatGPT and Copilot read and update one project State in Kroy. Work handed from one consultant’s AI to another carries its context. Changing a client-agreed decision needs the engagement lead’s approval.
Professional services · Technology · Example
Updating Salesforce after a client meeting with Claude
Claude logs the meeting, creates follow-up tasks and drafts the follow-up email. An opportunity stage change goes to the account manager’s manager for approval. Deletion, reassignment and bulk export are refused.