AI for operations and finance
Take the repetitive work out of operations.
We automate document handling, data entry, reconciliation, reporting and internal questions inside the systems your team already runs on, with a person in the loop wherever it matters.
Sound familiar?
Skilled people doing copy and paste.
"Someone retypes invoices into the ERP every day."
Bills, receipts and purchase orders arrive as PDFs and emails, and a person keys them in by hand.
"Month-end means a week of spreadsheets."
Matching transactions, chasing missing documents and explaining variances eats the first week of every month.
"New hires ask the same questions every week."
The answers exist somewhere in a policy, a wiki or someone's inbox, but nobody can find them quickly.
"Our reports are always a week late."
Leadership decides on last month's numbers because pulling this month's takes too long.
What we build
AI systems for operations teams
Built into your ERP, accounting system, inboxes and chat tools. Anything uncertain goes to a person, not into your books.
Document processing
Invoices, receipts, purchase orders and forms read, checked against your rules and entered into your ERP or accounting system.
Reconciliation matching
Bank, card and ledger lines matched automatically, with only the exceptions sent to your team, already explained.
Internal knowledge assistant
Answers from your SOPs, policies and documents in Slack or Teams, with a link to the source every time.
Automated reporting
Weekly and month-end reports assembled from your systems, with a written summary of what changed and why.
Workflow automation
Approvals, handoffs and follow-ups between tools triggered automatically, so work stops waiting in someone's inbox.
Shared inbox triage
Incoming email sorted, summarised and drafted, so the team only reads what needs a decision.
Built to be trusted
Automation you can put in front of an auditor
A person in the loop
You decide which steps need approval. The system prepares the work and a person signs off.
A full audit trail
Every action is logged with its inputs, its output and who approved it.
Exceptions, not guesses
When the system is unsure, it flags the item for review instead of guessing.
Runs in your systems
We build inside your existing tools and cloud accounts, so your data stays where it already lives.
How it runs
A typical operations sprint
Week 1: map
We follow the work end to end, measure how long it takes today, and agree on accuracy targets.
Weeks 2 to 4: build
We build and test against your real historical documents and data, and demo progress every week.
Week 5: run side by side
The system runs next to your team on live work so you can compare results before switching over.
Week 6: launch
We switch over, train the team and track hours saved and error rates from day one.
FAQ
Questions operations leaders ask
What if the AI makes a mistake?
We design for it. Each system has accuracy checks, confidence thresholds and human approval on the steps you choose. Uncertain items are flagged for review, and every action is logged so mistakes are easy to find and fix.
Which systems can you connect to?
Most systems with an API or export, including ERPs, accounting software, CRMs, shared inboxes, Slack, Microsoft 365 and Google Workspace. We confirm the details for your stack during the audit.
Our data is messy. Is that a problem?
Usually not. Reading messy documents and emails is one of the things modern AI does well. The audit tells you exactly what is usable and what needs fixing first.
Will this replace our team?
It replaces the repetitive part of their work. Most teams use the time to close faster, handle more volume without hiring, or focus on analysis.
How do you measure success?
Before we build, we measure hours spent, turnaround time and error rates. After launch, we report the same numbers so you can see the change.
Find the operations work AI can take off your team's plate.
Our two-week AI Opportunity Audit ranks your operations workflows by payback, with a build plan for the top three.