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Example workflow · 6 steps

An invoice automation, end to end

Invoices arrive by email, software reads and checks them, and only the exceptions reach a person.

  1. 01Email inboxPDF, scan, email body
  2. 02Document reading (IDP)supplier, lines, totals
  3. 03Validation rules3-way match
  4. 04Human reviewapprove, fix or reject
  5. 05ERP postingapproved, coded, posted
  6. 06Weekly reportvolumes, exceptions, time
  • Straight through clean invoices post without anyone retyping a line
  • Exceptions only amounts over PO, new suppliers, unreadable scans
  • Audit trail every read, check and approval is logged

Eight practices, one team.

The team that automates your invoice process also connects it to your accounting system, backs it up and fixes it when a supplier changes its invoice layout.

  1. 01AI & AutomationRepetitive back-office steps run as bots and AI agents, and a person approves anything unusual.
  2. 02DevelopmentA spec, a sketch or a spreadsheet you have outgrown becomes a working website, app or internal tool.
  3. 03Data & CloudData typed into one system shows up in the others without anyone copying it across.
  4. 04CybersecurityWeak points in your systems get found and fixed, and a tested backup is ready if something still goes wrong.
  5. 05Marketing & GrowthEvery lead from an ad or a search lands in your CRM and gets a follow-up, instead of waiting in an inbox.
  6. 06Media & CommerceYour video, content and products get published where your audience already is, with checkout built in.
  7. 07Business OperationsCustomer calls and routine back-office work are handled by our trained staff, following your procedures.
  8. 08Industry SolutionsSector paperwork such as loan applications, patient intake or permit requests gets automated within your regulations.

From first call to a system in production

  1. 1

    Tell us what is slowing you down

    Send the project form, book a consultation or ask our assistant.

  2. 2

    We look at the work

    We see how the task is done today, which systems it touches and what a good result looks like.

  3. 3

    You get a written proposal

    Scope, timeline and a price, before any work starts.

  4. 4

    We build and deploy

    We build, test and launch the agreed system, then train the people who will use it.

  5. 5

    We check it against the baseline

    We compare the result with how the work ran before and fix what is not working.

Where to start

Small, fixed-scope first projects, so you see how we work before committing to more.

  • 4 weeks

    Invoice automation pilot

    Map the current process, then run a document bot on 50 real invoices with human review of exceptions.

  • 4 weeks

    Spreadsheet to internal tool

    Replace one shared spreadsheet with a small web app: sign-in, forms, role-based access and export back to CSV.

  • 3 weeks

    CRM setup

    Set up or clean up one sales pipeline, import your existing contacts and connect your website forms so every inquiry creates a record and a task.

See all starting projects on the service pages

Tell us what’s slowing you down.

We’ll reply within one business day with a first recommendation.

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