AI Automation
Invoices, purchase orders, bills of lading, applications and contracts arrive as PDFs, scans and emails. We build AI that reads them, checks the data against your rules and posts it to your systems, with people reviewing only the exceptions.
Older document tools needed a template for every supplier layout. Modern AI reads documents the way a person does, so new layouts work without set-up. Combined with your business rules, such as matching purchase orders, checking totals or flagging new vendors, it removes most manual data entry.
Every document keeps a clear trail: the original file, what the AI extracted, what was checked and who approved it. Your team works from a short review queue instead of a full inbox.
What we build
Accounts payable automation
Read supplier invoices, match them to purchase orders and receipts, and create bills in QuickBooks, Xero or NetSuite for approval.
Sales order entry
Turn purchase orders from email and PDF into sales orders in your ERP, with prices and items checked.
Logistics paperwork
Extract data from bills of lading, proof of delivery and rate confirmations to speed up billing.
Applications and forms
Process applications, onboarding forms and claims, and flag missing information automatically.
Contract review support
Pull key dates, terms and obligations from contracts into a searchable register.
Who it’s for
- Finance and operations teams keying in documents every day
- Businesses with many suppliers or customers using different formats
- Companies planning to grow without adding admin staff
Built responsibly
- Your data stays yours. We use business-grade AI services that do not train on your data, and can keep everything inside your own cloud.
- People stay in control. Approvals, thresholds and easy overrides wherever accuracy or judgement matters.
- Every action is logged. A clear record of what the AI read, decided and changed, so results can be checked and audited.
- Measured, not guessed. We agree success measures up front, such as hours saved or response time, and report against them.
AI for your industry
We apply AI document & invoice processing to the way your industry works: Manufacturing, Logistics & Transportation, Healthcare, Construction & Real Estate, Wholesale & Distribution, Professional Services, Financial Services, Education & Training, Staffing & Recruitment, Travel & Hospitality, SaaS & Technology, Nonprofit & Public Sector.
- 01
Assess
A short workshop to find the tasks where AI saves the most time, with a written estimate of effort and return.
- 02
Pilot
A working pilot on your real documents and systems within weeks, tested with the people who will use it.
- 03
Integrate
Connected to your ERP, CRM, inbox and chat tools, with permissions, approvals and logging in place.
- 04
Improve
We monitor accuracy and usage, tune prompts and rules, and extend automation to the next process.
04
AI Document & Invoice Processing
Accuracy depends on document quality and how well the rules are set, so we measure it on your real documents during the pilot. Checks and a human review queue catch anything the AI is unsure about.
No. Modern AI reads new layouts without templates. We still add rules for your important suppliers and fields.
Yes. We connect to your accounting system or ERP so approved documents are posted automatically.
They are stored securely with the extracted data and an audit trail, in your systems or your own cloud.
Have another question? Ask us directly.