Back-office automation: keep your process, lose the retyping.
Invoices, orders, forms and records arrive as emails and PDFs. AI workers read them, enter them into your systems and flag anything that looks off, so your team reviews instead of retypes.
EXAMPLE PROCESS
Where the hours go
If a person retypes it, a worker can read it.
- Retyping details from emails, PDFs and forms.
- Copying the same records between the CRM, billing and a spreadsheet.
- Duplicate records that split history and cause errors.
- Month-end reconciliation that takes days.
- Mistakes found weeks later instead of at the start.
- Process knowledge that lives in one person’s head.
What we automate
Six jobs your team can hand over.
Intake processing
Forms, emails and documents are read and the details entered in the right place.
Order and invoice entry
Orders and invoices go into your system without anyone typing them in.
Reconciliation
Invoices are matched to purchase orders, and payments to records.
Data cleanup
Duplicates found, gaps filled and formats fixed across your systems.
Document filing and routing
Files are named, stored in the right folder and sent to the right person.
Chasing missing information
Missing documents are requested again and again until they arrive.
See it side by side
The same invoice, handled two ways.
Tap a tab to see who does what.
Today: every step by hand.
Someone has to remember each step, do it and pass it on. It works, until that person is busy, away or leaves.
With AI workers: you keep the judgment.
The workers handle the routine steps in your own tools. A person approves what matters, and everything is logged.
The AI workers
The workers behind this solution.
WORKER 01
Data & Records Agent
Your records, clean across every system, and kept that way.
Meet the worker →WORKER 05
Ops Agent
Runs the internal grind: scheduling, routing, reports and chase-ups.
Meet the worker →WORKER 06
Custom Agent
Your process doesn’t fit a blueprint? We build the worker around it.
Meet the worker →You stay in control
Where a person always decides.
Every worker runs in Draft, Approve or Autopilot mode, set task by task. See how the modes work.
Amount limits
Invoices over an amount you set wait for your OK.
New suppliers and customers
Nothing new is created without a person approving it.
Exceptions
Unusual items are flagged with context, never guessed at.
Bulk changes
Changes to many records need your approval first.
No rip and replace
Works inside your tools.
We connect to what you already use. How we handle access and data.
In the real world
See it on a real project.
FAQ
Questions about this solution.
How accurate is it with scanned documents?
It depends on the quality of the document. Clean PDFs read very reliably, and poor scans are flagged for a person to check instead of guessed at. We test on your real documents during the assessment and the build.
What happens with exceptions?
Anything that doesn’t fit the rules goes to a person, with the document and the reason attached. Over time we add rules for the exceptions that keep coming up.
Does it work with older software?
Often yes. If your system has no way to connect, we look for another route, such as email, files or a screen-based workaround, and tell you honestly in the assessment if something can’t be done reliably.
Ready when you are
Put back-office automation inside your process.
We’ll map where it fits, connect it to your tools and test it on live work, with you approving every step.