Solution family

Back-office and document workflows without the retyping.

We turn recurring document and data-entry work into a controlled flow: documents are stored, the agreed fields are extracted and checked, and only verified values move into your systems.

Discuss a workflow

Who it is for

Operations, finance and administration leads in SMEs with repeated document handling and data entry.

When it becomes a problem

  • The same fields are typed into two or three places.
  • PDF and DOCX documents are read manually before anyone can act.
  • Weekly reports are rebuilt by hand and errors are found late.

What the team needs to know

  • Which documents arrived, and which are still waiting?
  • Which extracted values are certain, and which need a check?
  • Where did each number in this week's report come from?

How the workflow runs

  1. 01Document or email arrives and is stored with an ID
  2. 02Text extraction from PDF or DOCX; scanned files case by case
  3. 03AI extraction into an agreed schema
  4. 04Validation rules and confidence checks
  5. 05People confirm values below the threshold
  6. 06Write to a sheet or system; scheduled report
  7. 07Audit log of what changed and who approved it

Who does what

AI assists

Extracts, classifies and summarises documents into the fields you agree, and flags values it is not sure about.

People decide

People approve uncertain values and own every financial, legal or customer-facing decision.

Typical deliverables

  • Document intake and extraction pipeline
  • Review screen for uncertain values
  • Spreadsheet import and field mapping
  • Scheduled report from verified data
  • Audit log

Systems involved

  • Email
  • Shared drives
  • Google Sheets
  • PostgreSQL
  • CSV / XLSX exports

Built with

How to start

Start with a process review

There is no fixed-price package for this family yet. We review a sample of your documents and the current process, then propose a written scope with acceptance criteria, fee and timeline.

Discuss a workflow →

Evidence