Document processing
Invoices, contracts, orders, forms - extracted, validated, posted to your ERP. Your team stops opening attachments.
Typical outcome: eliminate manual document handling within 30 days.
Solutions
Stop managing the chaos. Start handing it off.
We take your most manual operational processes - document handling, inbound emails, client onboarding, back-office coordination - and run them in production. One process at a time. Your systems. Your data. Our problem now.
By process
Pick the process that’s costing you the most.
We don’t sell a platform. We take ownership of a specific workflow and deliver a measurable result. Most teams start with one. Here are the four we automate:
Customer operations
Inbound emails, support tickets, status requests, follow-ups. We classify, answer or route - with humans only on the cases that actually need a human.
Typical outcome: 60–80% of inbound handled automatically.
Client onboarding
Data collection, verification, multi-system orchestration - done in hours instead of days. No more "waiting on ops."
Typical outcome: cut onboarding time by 50% without changing your stack.
Back office operations
Reconciliation, data entry, internal reporting, compliance checks. The invisible work that quietly burns capacity every month without anyone noticing until someone quits.
Typical outcome: free a full FTE within the first quarter.
By industry
The same processes. Translated to your world.
Whether you’re in logistics, staffing, real estate, manufacturing, or financial services - the operational pattern is the same: high volume, manual work, email and spreadsheets holding it together, no internal engineering team to fix it.
We've mapped our four core processes across industries so you don't have to imagine how it applies.
- Staffing & Recruitment
- candidate communication, CV processing, interview coordination
- Logistics & Freight
- shipment documentation, exception handling, customer updates
- Commercial Real Estate
- deal documentation, tenant communication, lease onboarding
- Industrial Equipment
- order processing, service requests, internal coordination
- Facility Management
- job scheduling, workforce coordination, client reporting
- Food & Beverage Distribution
- order processing, supplier coordination, delivery communication
- Private Education
- student onboarding, scheduling, admin workflows
- Packaging & Containers
- production orders, supplier documents, logistics coordination
- Construction Materials
- order intake, documentation, ops coordination
- Fashion & Apparel
- supplier coordination, order management, customer ops
- Pet Care & Veterinary
- appointment scheduling, client communication, records
- Coworking & Flexible Workspace
- member onboarding, booking/access ops, billing
- Advertising & Marketing Services
- campaign coordination, client communication, reporting
By team
Which team owns the pain?
Different title, same process. Click the team that’s asking for help:
Operations
You coordinate between departments, systems, and vendors. Half your day is spent on tasks a checklist could describe but nobody has automated.
Compliance
You need audit trails, human-in-the-loop checkpoints, and governance documentation before you approve anything.
Start with
Customer Experience
Your inbox grows faster than your headcount. Response times are creeping up and the answers are the same 70% of the time.
Start with
Sales
Client onboarding bottlenecks kill deal momentum. “Signed” should mean “live” - not “waiting on ops.”
Start with
Finance
Invoices sit in someone’s inbox for days. Reconciliation is manual. Month-end close takes too long.
Product features
Build Workflows, Track Insights, Connect Tools
Workflow
Drag-and-drop multi-step automations with triggers, AI actions, and rules - built visually in minutes.
Build & evaluate
We build the agent workflow, connect it to your stack, and test it against your real historical cases. You see accuracy numbers before deployment.
Integration
One-click connectors and an open API sync CRM, chat, calendar, and more - everything stays in sync.
How it works
Four steps. Weeks, not quarters.
- 11 session
Scope
One working session. We map the workflow, the systems, and what "done" looks like.
- 22–4 weeks
Build & evaluate
We build the agent workflow, connect it to your stack, and test it against your real historical cases. You see accuracy numbers before deployment.
- 31 week
Deploy
Cloud or on-prem. Human-in-the-loop where you need it. Full audit trail.
- 4ongoing
Run
We operate the process. You watch the dashboard and reassign your team to work that matters.
Security & deployment
Built to pass the security review
Cloud or on-prem
Deploy where your data has to live.
SOC 2 controls
Audit trails, RBAC, encryption in transit and at rest.
Human-in-the-loop
Checkpoints wherever your risk team needs them.
Governance-ready
Documentation aligned with how regulated industries actually buy.
Tell us about one process. We’ll tell you if we can take it.
A 30-minute call. No deck. You describe one workflow that’s eating your team’s time, and we tell you - honestly - whether it fits.
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