Jeeves Inc's Gemini-Powered Credit Reports in Google Sheets

Overview

In a strategic collaboration with Suitebriar, Jeeves Inc.—a global B2B finance platform—sought to revolutionize how it evaluated creditworthiness. The outcome was a custom-built, Gemini-powered Google Sheets add-on designed to automate credit analysis and streamline financial decision-making processes. With AI-driven intelligence embedded into an everyday workspace, Jeeves gained the agility to make faster, more accurate lending decisions while scaling operations across 25+ countries.

The Challenge: Legacy Analysis Slows Innovation

Jeeves faced a significant operational challenge: its manual method of assessing credit applications was time-consuming, error-prone, and expensive. Each financial document had to be reviewed and interpreted by analysts—an inherently subjective and slow process that introduced bottlenecks into the approval cycle. In an industry where speed, accuracy, and compliance are paramount, this traditional approach no longer met the needs of a modern, digital-first customer base.

Compounding the problem, Jeeves needed a solution that was not only robust and secure, but also intuitive enough for non-technical users—one that could live where teams already worked: in Google Sheets.

The Solution: Gemini Meets Google Sheets

Suitebriar engineered a cutting-edge solution by designing a Google Sheets add-on that integrates directly with Gemini, Google’s AI assistant. The solution is layered with:

• Apps Script for core functionality and automation.
• Google Cloud Storage for scalable and secure data handling.
• OAuth 2.0 to ensure secure authentication and access.
• Marketplace Deployment, enabling broad organizational adoption with just a few clicks.

By harnessing Gemini’s natural language processing capabilities, the tool reads and interprets structured financial inputs—such as revenue, expenses, liabilities—and generates comprehensive creditworthiness reports in seconds. These reports include risk assessments, scoring summaries, and tailored insights, all embedded directly within the spreadsheet interface.

Through collaborative prompt engineering and workflow refinement, Suitebriar ensured the AI's recommendations aligned with Jeeves’ lending criteria and compliance needs.

The Implementation: Smart, Secure, and Scalable

Suitebriar’s development approach emphasized agility and security. The add-on was built with modular, maintainable code, allowing for future enhancements such as multi-language support and integration with Jeeves’ CRM and ERP systems.

To ensure seamless rollout and adoption, Suitebriar provided:

• End-user training and onboarding documentation
  
• Security audits to validate data privacy and integrity
• Technical support to address customization needs

The tool was published internally via the Google Workspace Marketplace, allowing Jeeves employees across departments and geographies to easily access and use the add-on without IT intervention.

The Result: Accelerated Decision-Making and Cost Efficiency

The impact was immediate and measurable:

• Time savings: What once took hours now takes minutes. Analysts can review dozens of credit applications in a single session.
• Error reduction: Automated calculations and AI interpretation reduce human oversight issues.
• Cost optimization: Less reliance on external underwriters and manual processes translates into significant operational savings.
• Accessibility: Staff with no technical background can now produce high-quality reports on demand using a simple, guided interface.

Most importantly, the solution unlocked a new level of consistency and objectivity in credit analysis, allowing Jeeves to expand into new markets with confidence and regulatory alignment.

Why Suitebriar

Suitebriar's expertise in Google Workspace development, AI integration, and change management made them an ideal partner for Jeeves. Their ability to combine technical execution with strategic consulting ensured the project not only met technical specifications but also delivered tangible business value.

About Jeeves Inc.

Jeeves Inc. is a global B2B finance platform providing corporate cards, bill pay, cash, and expense management to high-growth businesses in over 25 countries. By integrating modern financial tools with embedded intelligence, Jeeves helps companies manage cash flow more efficiently and grow faster.

About Suitebriar

Suitebriar is a certified Google Cloud Partner that helps organizations modernize their digital ecosystems using Google Workspace and Google Cloud. With deep experience in change management, security, and technical delivery, Suitebriar ensures that businesses unlock the full potential of Google solutions.