Capability03.03Systems

AI Automation

The back office, running between people instead of through them.

Much of the back office is information moving from one screen to another: an invoice read, matched and posted; an order typed from an email into the ERP. As an AI automation agency, we automate the flow end to end, with document intelligence where the inputs are messy and plain rules where they aren’t, and route every exception to the right person with what they need to decide.

Fig. 03.03Document streams

Move the slider from manual to automated.

Live view is off on this device.

Includes

  • Business-process and workflow automation
  • Document intelligence: extraction, classification, reconciliation
  • Back-office and finance operations
  • Sales and revenue operations
  • Internal tools
  • ERP and CRM integration

Applications

  1. Invoices read, matched against orders and posted, with exceptions routed for approval
  2. Order intake from email straight into the ERP
  3. Multilingual document processing, designed from the start for Albanian as well as English

Under the hood

  • Layout-aware document extraction
  • Classification with confidence thresholds
  • Three-way matching: order, delivery, invoice
  • Idempotent workflow steps with retries
  • ERP and CRM connectors over APIs
  • Exception queues with full context

How we test it

We measure extraction accuracy per field, per document type and per language, on a labelled set drawn from your own documents and used with consent. Each automated step runs in shadow mode beside the current process before it acts, and confidence thresholds decide what is posted and what goes to a person.

Related concepts

Studio concepts that use this capability, each labelled for what it is.

Have something like this in mind?

Bring the problem in its messiest form. Measuring it is our job. We’ll tell you honestly whether AI is the right way to solve it.

Start a brief about this All capabilities