Automation
Fewer steps done by hand.
Work that moves between your tools on its own. Information is read from emails and documents, checked against your rules and passed along, with a person approving every step that matters.
Example: a fictional vendor sends a pump datasheet. Its fields are read and compared with the project specification: casing material, design pressure and motor match; the seal flush plan does not (Plan 11 offered, API Plan 53B specified), and the hazardous area rating is missing. A comment sheet with both comments is drafted, marked revise and resubmit, and waits for the lead engineer to approve it; the document register shows day 2 of 10.
From our own work
FloodCaliber, a product we built
Reads flood insurance policies, pulls out the figures that matter and checks them against the loan file, so a reviewer sees the shortfall and the page it came from.
Read the exampleWhat we build
What it looks like in your business.
Documents read for you
Invoices, orders and forms read, with every field traced back to where it came from.
Systems kept in step
Your CRM, accounting and inventory stay in sync without copy and paste.
Reports that build themselves
The weekly numbers, the month-end pack and the client status update, put together from your systems and sent on schedule.
Alerts that matter
Your team hears about the exception, not about every routine event.
How it works
How the routine work comes off your plate.
- 01Find the repeat workWe list the tasks your team does the same way every day: keying in orders, chasing approvals, copying data between systems.
- 02Write down the rulesWhat gets checked, what counts as an exception, and who approves what, agreed with the people who do the work.
- 03Automate the routineDocuments are read, checked and passed along on their own, and every step is logged.
- 04Keep a person in the loopExceptions, and anything that spends money or reaches a customer, go to a person to approve.
Is it for you?
You might need this if…
- Someone copies data from one system into another every day.
- Orders or invoices sit in an inbox, waiting for someone to key them in.
- Most of your mistakes come from re-typing.
Where it helps
Who we build it for.
Common questions
What people ask us first.
- What if it reads a document wrong?
- Every value it pulls out is linked to the place it came from, and anything it is unsure of goes to a person instead of being passed along.
- Will this replace people?
- It takes away the re-typing and the chasing, so your team spends its time on the work that needs judgment. Approvals stay with people.
- Can we see what it did?
- Yes. Every step is recorded: what came in, what was checked, who approved it, and what was sent.
How we work
Tell us what is slowing your team down.
A free discovery call, then a written recommendation with one agreed price. A deposit to start, and the rest when it does the job.