Workflow Automation
invoice-0381.pdf
- Supplier
- Harbour Office Supply
- Amount
- $4,280.00
- Due date
- 14 November
- Order match
- PO-2291
- Tax number
- UnclearSent to a person to check
Take the busywork off your team. Keep the judgment.
Retyping invoices, checking forms, copying data between systems: it adds up. We automate whole workflows, using AI where something has to be read or decided and simple rules everywhere else, and we send anything unclear to a person.
Whole processes from start to finish, not one isolated click.
What we automate
Documents and data entry
Reading invoices, receipts, contracts, forms and emails, pulling out the details and putting them where they belong.
Checks and triage
Sorting claims, applications and requests, checking them against your rules and sending each to the right place.
Workflows across tools
Lead handling, customer onboarding and reporting that span several systems, done without copy and paste.
Exceptions to people
Anything unusual or uncertain goes to a person with the context they need, so you stay in control.
Measured from day one
We agree how success is counted, such as hours saved, error rate or cost per item, and report against it.
Good first candidates
- Invoices and bills. Capture them, check them against purchase orders and queue them for payment.
- Claims and applications. Read the paperwork, check it's complete and route it for a decision.
- Customer onboarding. Collect documents, verify details and set the customer up in every system.
- New leads. Check, enrich and route new enquiries to the right person in minutes.
- Reporting. Pull numbers from several tools into the weekly report automatically.
How it works
We prove the savings on one workflow before automating the next.
- Find the workflow. We watch how the work is done today and pick the process with the clearest payoff.
- Build the path. A working end-to-end flow on your real data, with rules where they're enough and AI where they aren't.
- Pilot and refine. A small rollout to check accuracy and time saved, fixing whatever trips it up.
- Roll out and monitor. Full rollout on your existing tools, with alerts if accuracy slips.
We don't automate for the sake of it. If a process is rare or changes every week, we'll tell you it isn't worth automating yet.
Recent work
Questions, answered
Anything else? Ask us directly. We reply to every message personally.
How is this different from tools like Zapier?
Tools like Zapier move data when something happens. They struggle when a step means reading a document, judging what something means or handling messy data. We use AI for those steps and simple rules for the rest, and we can build on tools you already pay for.
What if the AI gets something wrong?
Each step reports how confident it is. Anything below the bar you set goes to a person to check, and every decision is logged.
Do we need to replace our systems?
No. We build on top of the tools you already use and connect them together.
Which processes should we automate first?
High-volume, repetitive work that takes up skilled people's time, such as invoices, claims, onboarding or reporting. We help you rank them by payoff.
How do we know it's working?
We agree the measure before we start, such as hours saved, error rate or cost per item, and report against it.
What does it cost?
We start with a fixed-price pilot on one workflow, so you see the savings before committing to more.
Tell us what you want AI to do.
Someone senior reads every message and replies personally. Short notes are fine; we'll ask the right questions on the call.