AI Automation for the Repetitive Work in Your Business

Customer Intake

Reads incoming enquiries from forms, email or messages, pulls out what the customer needs, and routes it to the right person with the details attached.

Reconciliation

Matches payments and statements to your records, lists what does not match, and prepares the entries for a person to check.

Document Processing

Takes the fields you need from invoices, forms and statements, checks them against your records, and files them.

Follow-ups and Reminders

Tracks what is waiting on whom and prepares the reminder or the next step, so work stops falling between people.

What We Need From You

• One workflow to start with, and someone who knows how it is really done today
• Examples of the inputs: sample emails, forms, statements or files
• Least-privilege accounts for the systems involved, which you create and can revoke at any time
• A cloud account or VPS in your name

What It Will Not Do on Its Own

• Anything that reaches a customer or a prospect
• Irreversible actions such as payments or deletions
• Exceptions the rules do not cover
• Sign-off on requirements before the build

• The same task is done by hand many times a week
• The steps are mostly the same each time
• Mistakes or delays in the task cost you money or customers

• The task changes completely every time
• It happens rarely enough that doing it by hand is cheaper