Automate the document-shuffling that quietly eats your week.
Invoices, contracts, certificates, intake forms — anything moving between PDFs, email and internal systems. We extract, validate and route them into the tools you already use.
What teams running this workflow tell us before we start.
Manual data entry never ends
Operations teams move data between email, PDFs, spreadsheets, CRM and ERP — a tax that scales with the business.
Errors compound silently
Manual transcription errors flow into accounting, reporting and customer-facing systems. Most go uncaught for weeks.
Reports take days, not hours
Recurring reports require manual data assembly across systems. By the time they ship, the data is already stale.
The four building blocks of a working back-office workflow.
OCR & structured extraction from PDFs
We parse invoices, contracts, certificates, intake forms — extracting the fields you care about with confidence scores.
Validation rules + human-in-the-loop
Confidence below threshold? Routes to a reviewer queue. Above threshold? Routes straight into your downstream system.
Routing into ERP, CRM, shared drives
Direct integrations into NetSuite, SAP, Salesforce, HubSpot, Drive, SharePoint — wherever the data needs to land.
Recurring report assembly
Weekly/monthly reports auto-assembled from your data sources, with anomaly flags so you only review what matters.
Logistics ops pilot — 20–100h/mo reclaimed across 3 doc types.
What teams ask before we kick off.
Anything machine-scanned is fine. Photos and low-res scans we handle with a quality threshold + human review fallback.
Want to see if this fits your team?
20-min audit. We map your workflow, estimate ROI, and tell you straight whether automation makes sense.