What we build, and the proof as it lands.
Ten build patterns we can demo on your own documents during a free discovery. Case studies join them on this page once a client has signed off and measured the result. Not a week earlier.
Ten patterns cover most of what operations teams ask for.
Most requests turn out to be one of these, or two of them joined together. Each one is shaped to your process, your systems and your tolerances. None of them ships as a product.
Document extraction
Any document in, structured data out. Invoices, forms, IDs, contracts, claims. Every field gets a confidence score, and the fields below your threshold go to a review screen beside the source.
- In: Scans, photos, PDFs and email attachments, in any layout
- Out: Validated fields written into your system of record
Checks only the fields the model is unsure about, shown next to the source.
AP invoice exceptions
Invoices that fail the three-way match. The agent finds the reason, pulls the PO, receipt and contract, and proposes the fix or drafts the vendor query.
- In: Invoices your matching rules declined
- Out: A resolution proposal with sources, or a vendor query sent and chased
Approves the posting. Nothing posts on the agent's authority.
Knowledge assistant
Ask a question in plain language and get an answer from your own policies, contracts, SOPs and past tickets, with the passage it came from. When the answer isn't in your documents, it says so.
- In: Your document library, under the access rules it already has
- Out: Cited answers in chat, Slack, Teams or your intranet
Reads the cited source before acting on it. The assistant answers questions. It doesn't make decisions.
Inbox triage
A shared mailbox read, sorted and routed. The agent classifies each message, pulls out the order number, invoice or case ID, files it, and drafts the reply.
- In: Shared inboxes for AP, orders or support
- Out: Messages routed with their key fields extracted, and replies drafted
Sends the reply, or approves the rules for what can go out on its own.
Sales order entry
Purchase orders from email and PDF turned into sales orders, checked against price lists and stock before they are created.
- In: Customer POs in any format
- Out: Sales orders in your ERP, or held with the mismatch named
Clears the orders where the price, part or quantity does not match.
Cash application
Payments matched to open invoices using the bank file, the remittance email and the ledger. Short and split payments come with a stated reason.
- In: Bank statements, remittance advice and open receivables
- Out: Proposed matches with the reasoning for each
Approves the matches the agent is not sure about.
Contract tracker
Key terms, dates and obligations pulled out of your contracts into a tracker, with reminders before each renewal or notice date.
- In: Signed contracts and their amendments
- Out: A searchable register of terms, each one linked to its clause
Reviews the extracted terms before they become the record.
Employee onboarding
One approved hire becomes accounts, payroll setup, equipment requests and a day-one checklist, across every system that needs it.
- In: The approved hire record
- Out: Accounts, requests and a checklist, all tracked to done
HR approves the record that starts it. Nothing moves before that.
Support case preparation
Each new case read, classified and assembled with the order, account, history and policy before anyone on your team opens it.
- In: Cases from email, forms or chat
- Out: A case ready to act on, with the proposed next step
Handles the customer and approves anything that moves money.
Audit evidence collection
Evidence for each control pulled from the source systems on schedule and filed with its source, so the audit pack exists before the auditor asks.
- In: Your control list and the systems that hold the evidence
- Out: An evidence pack per control, with gaps flagged early
Tests the control and signs. The agent never concludes a control passed.
A discovery demo runs on your samples, not on ours, and it shows you where the build struggles as well as where it works. It is not the finished system. Production means your access rules, your tolerances, a parallel run and a handover, which is what the build phase is for.
None published yet. Each one will carry these five things.
A case study goes up after the client has signed off and put a number to it themselves, not when the build ships. If it can't fill all five, it doesn't go up. This is the rule, published, so you can hold us to it.
Not "finance automation". The actual process, the systems it crosses, the volume it runs at.
The failure mode before we arrived, in the words the team used, including what they had already tried.
Tolerances, escalation points, and what we deliberately left to a human. The interesting part.
Hours, cycle time, or exception rate. Measured before and after, by the client, not by us.
Every build has a week where something misfires. It goes in the write-up.
Short articles on how we build. One idea each.
Want yours to be the first case study here?
Send us a sample and the process it feeds. Early engagements get our full attention and a documented write-up you approve before it goes up.