AI can read, classify, validate, and file invoices, orders, reports, onboarding records, and reconciliations against agreed rules and thresholds. Your team monitors indicators, samples, and exceptions according to the risk and controls defined for the process.
An invoice arrives by email
AI reads supplier, amount, VAT and invoice number
Checks the matching order and logs it in your ERP
If it does not pass the agreed controls, the owner is notified with the available reason
Every business has its own documents and its own criteria. We build the flow around how you work today, not the other way around. If you're not sure which process to automate first, our tools page has a quick guide to help you decide.
PDF invoices, photos of delivery notes, email orders, or spreadsheets. We validate variations with samples and route out-of-scope formats to review.
Recognizes the type of document it's dealing with (invoice, order, onboarding record, report) and routes it to the right flow.
Checks amounts, VAT, duplicates and cross-references using your business criteria, not generic ones.
Data that passes the agreed validations can enter your ERP, CRM, or spreadsheet; the remaining cases follow the review path.
Email, spreadsheets, ERP, or CRM where their APIs, permissions, and providers allow. Any required license, connector, or migration is defined first.
Cases that do not meet the agreed thresholds go to review with the available reason. The rest follows the configured flow under the defined monitoring.
We gather examples, rules, owners, and access details for the systems involved to define what can be automated and what needs human control.
We define what is read, validated, and filed, together with thresholds, handoff, traceability, retention, and operating controls.
We validate APIs, permissions, and providers for email, ERP, CRM, or spreadsheets and document any connector, license, or migration needed.
We deploy the flow under supervision. Your team sees the agreed indicators, samples, and exceptions; autonomy increases only after results and controls are validated.
When the process starts with a phone call or chat, we can combine it with our advanced chatbots to transfer the context and records defined in scope into the system.
Repetitive processes with identifiable rules and sources may be candidates: invoices, orders, reports, onboarding, or reconciliation. We assess data quality, exceptions, integrations, risk, and applicable controls before deciding which part should be automated.
Not necessarily. We first check the APIs, permissions, licenses, and providers behind your tools. If compatible, we connect the current flow; if a connector, license, or migration is needed, it is defined before implementation.
We agree thresholds, rules, and owners. Cases that do not meet them go to review with the available reason; autonomy and handoff depend on the process risk and defined controls.
Timing depends on integrations, security, testing, and the owners involved. After technical review we prepare a proposal with scope, controls, and timeline; we do not apply one universal deadline to every process.
Region, providers, retention, and access are defined in the design and contract. We can prioritize EU infrastructure where scope and providers allow. GDPR compliance depends on the design, controls, agreements, and controller obligations; we log what is needed for the agreed traceability, not every document or decision by default.
Tell us which process takes most of your week. After reviewing samples and integrations, we prepare a proposal with scope, controls, and timeline.