Put the judgement work on rails
AI assistants & document handling
Practical AI where it earns its place: summarising enquiries, drafting replies, reading documents, and preparing notes for a human to approve.
Usually live 2–4 weeks after the audit, scoped narrowly to start.
The problem
Some admin isn't a simple rule. Reading a long enquiry, pulling numbers out of a supplier invoice, or drafting a first-pass reply still lands on a person every time.
What we build
Enquiry summaries
Long messages and call transcripts condensed into the job type, urgency, location, and what they actually asked for.
Draft replies for approval
A written first pass in your tone, queued for a human to send. Nothing goes to a client unreviewed unless you ask for that.
Document extraction
Invoices, referrals, and forms read into structured fields and pushed into the right system.
Internal Q&A
A private assistant over your own procedures and price lists so staff stop asking the same five questions.
Supplier invoice to accounting
- 01Invoice PDF arrives in the shared inbox
- 02Supplier, amount, due date, and line items extracted
- 03Matched against the purchase order
- 04Draft bill created in accounting
- 05Anything unmatched flagged for a human
Tools this usually touches
- Call transcripts
- PDF and scanned documents
- Your CRM
- Internal knowledge bases
Using something else? We work with almost anything that has an API or a shared inbox.
Want ai assistants & document handling running in your business?
Book the free 30-minute audit and we'll tell you what it would take, and whether it's worth it.
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