AI automation services built around one process at a time
Most operations teams do not need an "AI strategy". They need the 300 purchase orders a week to stop being typed by hand, the supplier invoices to reach the accounting system without three people touching them, and the shared inbox to sort itself.
That is the work we do. We pick a specific, measurable process, map exactly how it runs today, and replace the manual steps with software that connects to the systems you already use. Where a decision involves money or a customer, a person stays in the loop and approves it.
Every project is fixed-price, documented, and handed over in accounts you own. If a process is not worth automating, we tell you during the assessment rather than after the invoice.
Signs a process is ready to automate
If two or more of these describe a task in your business, it is likely costing more than an automation would.
- The same data is typed into two systemsOrders arrive by email and get keyed into the ERP, then again into a spreadsheet or shipping tool.
- Documents arrive as PDFs or scansInvoices, purchase orders, bills of lading and forms are read by eye and transcribed field by field.
- A shared inbox needs a person to sort itSomeone spends the first hour of every day forwarding, tagging and replying to routine messages.
- Reports are rebuilt by hand every weekNumbers are exported, pasted into a spreadsheet, reformatted and emailed on a schedule.
- Errors are found after they cost moneyA wrong price, a duplicate invoice or a missed delivery date gets caught by a customer, not by your process.
- Volume growth means hiring for data entryEach new customer or location adds administrative work at the same rate it adds revenue.
What we automate
Six services, all aimed at the same outcome: less manual handling between the documents, inboxes and systems your business runs on.
AI document processing
Read invoices, purchase orders, shipping documents and forms, extract the fields, validate them and post them where they belong.
Workflow automation
Multi-step workflows across email, spreadsheets and business apps, built on n8n, Make, Power Automate or custom code.
Business process automation
Redesign an end-to-end process such as order-to-cash or procure-to-pay before automating it, so you are not automating waste.
API and ERP integration
Connect NetSuite, QuickBooks, Xero, Business Central, Salesforce, HubSpot and custom systems so data moves without exports.
AI integration
Add language models to the tools you already use for classification, summarising, drafting and data extraction, with controls around them.
AI agent development
Agents that handle defined tasks end to end, such as triaging requests or chasing missing paperwork, with clear limits and human approval.
What changes: purchase order entry at a distributor
An example of the kind of workflow we automate. Volumes and steps vary by business, which is why every project starts with measuring your version of it.
Today
- Customer emails a PDF purchase order to a shared inbox.
- A coordinator opens it, finds the customer in the ERP and creates a sales order.
- Each line is typed in, and the SKU and price are checked against the price list by eye.
- Mismatches are emailed back and forth, often days later.
- The order confirmation is written and sent by hand.
After automation
- The PO is picked up from the inbox the moment it arrives.
- Customer, ship-to, dates and line items are extracted and matched to ERP records.
- Prices and quantities are checked against the price list and stock automatically.
- Clean orders are drafted in the ERP; only mismatches go to a person, with the reason shown.
- Confirmation is sent automatically once the order is approved.
Illustrative workflow. Typical results depend on document quality, how consistent your customers' formats are, and how clean your master data is. We measure all three during the assessment.
How a project runs
Four stages, each with a clear deliverable, so you can stop at any point with something useful in hand.
Assessment
We map the process with the people who do it, measure volumes and time, and define what "done" looks like.
Build
We build the automation against your real systems and sample documents, with a test plan you sign off.
Pilot
It runs alongside your team on live work. We track accuracy and exceptions, then tune before full cutover.
Run and support
We monitor it, fix what breaks when a vendor changes something, and extend it as volumes grow.
Industries we focus on
We work where documents and system handoffs drive the workload. Each industry page covers the specific workflows and software involved.
Logistics and 3PL
Bills of lading, proof of delivery, carrier invoices, rate confirmations and customs paperwork.
Wholesale distribution
Order entry from email and EDI, price checks, inventory sync and customer updates.
Manufacturing
Purchase orders, supplier confirmations, quality documents and ERP data entry.
Accounting and bookkeeping firms
Client document collection, invoice capture, reconciliation prep and onboarding.
Property management
Maintenance requests, tenant inquiries, vendor coordination and owner reporting.
Other operations-heavy teams
If your team moves data between documents and systems all day, the same methods apply. Tell us about it.
How we work differently
We design for the exceptions first
Any tool can process a clean document. The value is in what happens with the 10–20% that are not clean: missing fields, unknown customers, wrong prices. We design that path first.
People approve anything that moves money
Automations draft, match and flag. Payments, credits and customer commitments are approved by a person unless you explicitly decide otherwise.
You own what we build
Workflows, code, prompts and documentation live in your accounts. If you stop working with us, everything keeps running.
Fixed scope, fixed price
You get a written scope and a fixed price before we build. Changes are quoted before they are made, never billed by surprise.
Start with a specific problem
Most clients come to us with one task they want gone. These pages explain how each one is automated.
- Invoice processing and AP automationSupplier invoices captured, coded, matched and sent for approval.
- Purchase order automationCustomer POs from email and PDF into sales orders.
- Shipping document automationBOLs, PODs and carrier invoices read and filed automatically.
- Shared inbox automationIncoming email classified, routed and answered.
- CRM automationLeads captured, enriched, routed and followed up.
- Reporting automationWeekly reports built and sent without spreadsheets.
Common questions
What does an automation project cost?
Most single-process projects fall between $10,000 and $40,000, depending on the number of systems involved, document variety and how many exceptions need handling. Assessments start at $2,500 and the fee is credited against the build if you go ahead. See pricing for details.
How long until it is running?
A typical project takes 6 to 12 weeks from assessment to full cutover: one to two weeks of assessment, two to eight weeks of build, and a pilot of two to four weeks running alongside your team.
Do we need to replace our software?
No. We integrate with the systems you already use through their APIs, email, file exports or, where nothing else exists, carefully controlled screen automation. Replacing core systems is rarely necessary.
Is AI accurate enough for invoices and orders?
On its own, not always. That is why we combine extraction with validation against your own records, such as customer lists, price lists and purchase orders, and send anything uncertain to a person. Accuracy is measured during the pilot before anything runs unattended.
What happens to our data?
Data stays in your systems and in services you approve. We use business-grade AI providers that do not train on your data, and we document every place data flows. See security and data handling.
What if something breaks later?
Automations are monitored, and failures alert us before they become your problem. Our support plans cover fixes when a vendor changes a format or an API, plus small improvements each month.
Find out what one process could save you
Book a paid automation assessment. We map the process with your team, measure the time it takes, and give you a fixed-price build plan with expected savings. If automation is not worth it, we will tell you.