Finance
Incoming invoices are read, fields extracted, and the row is ready in the ERP. You check and confirm.
AI solution
AI workflow automation
Teams losing time between email, Excel, and the ERP. Copy-paste across 7 tools, manual reports, the same data retyped every week.
In 8 seconds
- The problem
- Copy-paste across 7 tools, manual reports, the same data retyped every week.
- What we build
- A workflow that connects your tools, with human approval where it matters.
- What changes
- Hours of repetitive work gone every week, with no transcription errors.
In detail
What it is, and why it isn't “connect everything”
Useful automation is not connecting everything to everything. It removes the steps where a person is the cable between two systems: copy from email, paste into Excel, retype into the ERP.
We add AI where a light judgment is needed: reading an email, classifying an attachment, pulling fields from a PDF. Where a human yes is required, the workflow stops and asks for approval.
We start with one flow that costs you hours every week. If that runs, we expand. Not a 40-box diagram on day one.
The path
How we build it on your work
01
We watch the real work
Which screen you open, what you copy, where mistakes happen, and how often. The flow starts there.
02
We pick two or three tools
Email, Drive, CRM, ERP, spreadsheets. We connect those, not the whole stack.
03
We add approval points
A payment, a quote, an email to a client. You approve. The rest runs.
04
We keep a log
Every step leaves a trace. If something stops, you know where and why.
What's included
The system, not a license
- One or two priority flows in production
- Connectors between the software you already use
- AI that reads email, PDFs, and spreadsheets
- Human approval on critical steps
- Alerts when a flow gets stuck
- Hours saved, measured, not guessed
Examples
How practices and companies use it
Sales
A form lead creates the CRM record, assigns the rep, and sends the first follow-up.
Operations
A closed order updates stock, generates the document, and notifies the client. No triple entry.
FAQ
Before the call, what to know
Do I have to change my ERP?
Usually no. We work with what you already have, if it exposes data or email. If a system is closed, we say so up front.
Is automating everything risky?
Yes, if you remove the checks. That's why steps involving money, clients, or sensitive data keep a human approval.
How much time do you get back?
It depends on the flow. The goal of the first month is one process that gives you back measurable hours every week.
Often paired with
Other solutions that usually go with this
Want this system on your work?
Start with the test. In 2 minutes you'll know if this is the right move, or if something else comes first.