Invoice and document processing
Extract fields from invoices, bills and forms into structured records, with exceptions flagged for review.
Automate the repeat work, keep people on the decisions
Document and invoice extraction, WhatsApp and email workflows, scheduled reports and chatbots, designed so a person reviews anything that matters.
Custom build
- Document extraction pipeline with a review screen showing source and extracted values side by side
- Rule-based and event-driven workflows with logs of what ran
- Message template library with opt-in and opt-out handling
Third-party fees, dependencies and limits are listed openly further down this page.
Jump to dependenciesThe problem we start from
Much office time goes to moving information between places: reading an invoice and typing it into a sheet, copying enquiry details into a tracker, writing the same reminder message, compiling the weekly report. It is repetitive, error-prone and rarely valued.
AI can read documents, classify messages and draft replies, but it is not reliable enough to run unattended. A wrong figure posted into your books or a wrong answer sent to a customer costs more than the time saved.
Our approach is to automate the predictable parts, use AI where interpretation is needed, and put a clear review step wherever a mistake would be expensive. The result is less typing and checking, not a black box making decisions.
Common things people ask us to solve
Workflow automation
Trigger tasks, approvals and notifications automatically when something happens in your process.
WhatsApp and email automation
Order updates, payment reminders and enquiry acknowledgements sent from templates.
Automated reporting
Scheduled daily or weekly summaries drawn from your systems and sent to the right people.
Chatbots
A first-line assistant answering common questions from approved information, handing over to a person when unsure.
Data cleanup and classification
Tagging and sorting incoming enquiries or records so the right person sees them.
What can be built
Built for your business rather than configured from a template. The first release is agreed in writing before work starts.
Custom build
- Document extraction pipeline with a review screen showing source and extracted values side by side
- Rule-based and event-driven workflows with logs of what ran
- Message template library with opt-in and opt-out handling
- Scheduled report generators sent by email or messaging
- Chatbot grounded in your approved content with fallback to a human
- Confidence thresholds and exception queues
How it works day to day
Choose a task worth automating
We time the task as it is done today and check whether volume justifies building.
Automate the certain parts
Rules handle what is predictable; AI is used only where the input varies.
A person reviews the uncertain parts
Low-confidence or high-value items go to a review queue before they affect your records.
We monitor and tune
Error rates and exceptions are reviewed so the automation improves rather than silently drifts.
Tools it can connect to
These are potential integration targets, not partnerships or certified connectors. Whether a connection is possible depends on the API or export each product offers, and on your plan with them.
- WhatsApp Business API through an approved provider (potential integration target)
- Email via SMTP or services such as Gmail or Outlook
- AI model providers via API for extraction and drafting
- Google Sheets, Drive and accounting tools as data destinations
- Your CRM or business system
- Automation platforms such as Zapier or Make where they are a sensible fit
How a project is delivered
A realistic sequence. Timings are agreed after discovery, because they depend on scope and how quickly feedback arrives.
Process audit
We observe the task, collect real sample documents and measure current time and error rates.
Prototype on your samples
A working version run on your own examples so you see real accuracy before committing further.
Build with review steps
Production workflow with exception handling, logs and permissions.
Parallel run
Automation runs alongside the manual process for a period to compare results.
Handover and monitoring
Training, documentation and an agreed way to report and fix misreads.
What to know before you start
Costs, dependencies and limits belong on the page, not in the fine print.
Dependencies and third-party costs
- AI API usage is billed per use by the model provider; volume affects the monthly cost
- WhatsApp Business API requires an approved provider and Meta business verification, with per-conversation or per-message charges
- Message templates need platform approval before they can be sent
- Accuracy depends on the quality and variety of the documents you provide for testing
Limitations
- AI extraction and drafting can be wrong; outputs affecting money, compliance or customers should be reviewed by a person
- We do not promise full automation or a fixed accuracy percentage before testing on your documents
- Chatbots only answer from the material they are given and will sometimes need to hand over to staff
- Handwritten, low-quality or highly varied documents reduce reliability
Questions we hear
That is not the aim. The aim is to remove typing and chasing so people spend time on checking, deciding and talking to customers.
It varies with layout, scan quality and language. We test on your real invoices first and show you the results, and the review screen catches uncertain fields.
Yes, through the official WhatsApp Business API via an approved provider. Customers must have opted in, templates need approval and Meta or the provider charges message fees.
Some processing uses an external model API. We tell you which provider, what data goes to it and how to limit it before you decide.
Workflows keep logs and alert on failure. Support arrangements for fixes and changes are agreed at handover.
Often paired with
Ready to talk about ai and automation?
Tell us what is slowing you down today. We will say plainly whether this service fits, what it depends on, and what a sensible first step looks like.