AI Solutions
AI Business Process Automation
Our AI business process automation takes over the repetitive work between your systems — entering data, building reports, sorting emails and documents, and chasing approvals — so your team spends its time on decisions rather than copying information from one screen to another.
Where older automation needed data in a fixed format, AI can read the emails, PDFs and spreadsheets businesses actually receive. We combine that with the integrations we have built for years to create workflows that read from several systems, decide what to do and act on it, with a person approving where it matters.
What's included
- Data Entry
- Report Generation
- Email & Document Triage
- Approval Workflows
- Agentic Workflows
- Ongoing Support
What we automate
The processes that take the most hours and cause the most errors when done by hand.
Manual Data Entry
Move information from emails, PDFs, spreadsheets and web forms into your ERP, CRM or accounting system without re-keying.
Report Generation
Pull figures from several systems on a schedule and produce finished reports with a written summary of what changed.
Email & Document Triage
Read incoming emails and documents, work out what each one is, extract the key details and route it to the right person or queue.
Approval Workflows
Send purchase requests, expenses and discounts to the right approver, remind them automatically and record every decision.
Agentic Workflows
Multi-step workflows where AI reads data from several systems, decides the next step within rules you set, and carries it out.
Where AI business process automation pays off
The best candidates are processes that are frequent, rule-based and currently done by reading something and typing it somewhere else: order entry from emailed purchase orders, supplier invoice processing, weekly sales reporting, or sorting a shared inbox.
We start by measuring how long the process takes today, automate the most time-consuming part first, and keep a person approving until the results are proven on your own data. That way the savings are visible early and the risk stays low.
How it works
- 01
Discovery
We look at the workflow, the data it uses and the systems involved, and agree what the AI should do, what it should not do, and how success is measured.
- 02
Prototype
We build a small working version and test it on your own documents, messages or records, so you judge the quality on real examples before committing.
- 03
Build & integrate
We build the workflow across your systems — ERP, CRM, accounting, email and shared drives — with approval steps, logging and alerts when something needs attention.
- 04
Support
We monitor each workflow, handle exceptions, and adjust rules and prompts as your processes and systems change.
Use cases by industry
Beverage Distribution
Turn emailed purchase orders into sales orders, update delivery schedules and send order confirmations automatically.
Engineering
Sort incoming RFIs, submittals and supplier quotes, extract the key details and route each to the responsible engineer.
Food & Beverage
Compile daily sales, stock and wastage figures from each outlet into one morning report for management.
Real Estate
Route maintenance requests to contractors, track approvals for quotes, and update tenants on progress automatically.
Technology we work with
AI Models & Retrieval
- Anthropic Claude API
- OpenAI API
- RAG
- Vector search
Documents
- OCR & document extraction
- Email processing
Integrations
- ERP & CRM APIs
- QuickBooks Online & Desktop
- REST APIs
Development & Data
- .NET
- Node.js
- React
- MySQL
- SQL Server
Frequently asked questions
Something not covered here? Ask us directly.
What is AI business process automation?
It is automation that uses AI to handle the steps traditional automation could not — reading emails and documents, understanding what they contain and deciding where they go — combined with integrations that update your systems automatically.
How is this different from traditional automation?
Traditional automation needs data in a fixed format, such as an API or a CSV file. AI can read unstructured inputs — a supplier's PDF, a customer's email, a spreadsheet laid out differently each month — which covers far more of the manual work in a typical business.
What is an agentic workflow?
It is a workflow where AI does more than one step on its own: for example, reading a purchase order, checking stock in your ERP, creating the sales order and emailing a confirmation. It acts only within the rules and permissions you set, and asks a person when it is unsure.
Which processes should we automate first?
High-volume, repetitive tasks with clear rules: order entry, invoice processing, recurring reports and inbox sorting. We help you pick the one that saves the most time for the least effort.
Will automation make mistakes?
Every workflow includes checks — totals must add up, records must exist, values must fall in expected ranges — and anything that fails goes to a person. We start with full review and reduce it only as accuracy is proven.
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Ready to move forward with Business Process Automation?
Tell us about your current process and what you need the software to do. We will come back with a practical approach, a timeline and a cost.