Automation / Operations
Invoices, orders and documents. Handled.
We automate the paperwork and data entry that eats your team's day.
Book free audit ↗Example workflow
Live- 01PDF arrives by email
- 02AI reads it
- 03Checks the numbers
- 04Saved to accounting
- 05Filed & archived
The problem
Your team is retyping data between tools.
Sound familiar? This is the part we automate first.
- 01Invoices typed in by hand
- 02Orders copied between systems
- 03Documents lost in inboxes
What we automate
What we automate in operations.
Start with one. We build it, test it on your real data and hand it over working.
- 01
Invoice data extraction
AI reads invoices and pulls out supplier, totals and due dates.
- 02
Order sync
New orders copied between your shop and your other tools.
- 03
Document filing
Documents named and saved in the right folder.
- 04
Approval flows
The right person approves in one click, with reminders.
- 05
Data entry between tools
Data moves between your tools without copy-paste.
- 06
Stock & status updates
Stock and order status kept up to date everywhere.
Example workflow
How the workflow runs.
One example of how this runs for a small team. We adapt every step to your tools.
- 01
PDF arrives by email
An invoice or order lands in your inbox as a PDF.
- 02
AI reads it
AI reads it and picks out the fields you need.
- 03
Checks the numbers
Totals are checked. Anything unsure goes to a human.
- 04
Saved to accounting
The data is saved in your accounting tool.
- 05
Filed & archived
The original is filed in the right folder.
See it working
See it working.
A short demo with sample data. Same workflow we would build for you.
Demo · Operations
Invoice reader
- Before
- PDF typed in by hand
- After
- Data in your sheet or accounting
Integrations
Works with the tools you use.
Don't see yours? We check it in the free audit.
- Gmail
- Google Drive
- Xero
- QuickBooks
- Shopify
- Google Sheets
FAQ
Questions, answered.
Anything else? Ask us in the free audit.
What if the AI reads something wrong?
It checks totals and flags anything unsure for a human to approve.
Which documents can it read?
Invoices, receipts, orders and forms. PDFs, scans and emails.
Does it work with our accounting tool?
Most likely. We confirm it in the free audit.
Find your first automation in 30 minutes.
Free audit. Fixed quote after. No surprises.
Book free audit ↗