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AI automation
AI document processing: typed by AI, checked by people
Reads invoices, receipts and forms, enters the details into your software and flags anything odd for a person.
- From $2,500 setup
- Live in 2 to 3 weeks
- You own it
Why it matters
Manual data entry is slow, and it is where small mistakes start.
Source: Computing, on MIT NANDA's "The GenAI Divide", August 2025
Read more
Manual data entry is slow, and it is where small mistakes start: a transposed number, a missed due date, a duplicate invoice paid twice. The cost is hours every week, plus the occasional expensive error.
It's also where AI pays back most reliably. In MIT's 2025 study, back-office automation showed the clearest returns, even though most AI budgets went to sales and marketing.
- ArrivesAn invoice comes in as a PDF, a scan or a phone photo.
- ReadAI pulls out the fields and checks them against your rules.
- EnteredIt enters them into your accounting software.
- FlaggedAnything odd goes to a person, with the reason.
What we set up
What we set up in writing, before we start.
- Reads invoices, receipts, bills, and intake or application forms, whether PDF, scan or phone photo
- Pulls out the fields you need and checks them against your rules
- Enters them into your accounting, practice or CRM software
- Flags duplicates, missing fields and anything outside normal ranges
- Keeps a record of what was read and what was entered
The process
From first call to running every day.
- 01Pick the leak
- 02Fixed quote
- 03Company brain
- 04Build in your accounts
- 05Supervised start
- 06Live, with guardrails
- 07Monthly numbers
What happens at each step
- Pick the leakFrom the free check or the audit: the one job that costs you most each month.
- Fixed quoteScope, price, timeline and estimated running costs in writing before any work starts.
- Company brainWhat the AI needs to know, written down with you: prices, policies and the answers your best person gives. It comes with your first project.
- Build in your accountsYour forward-deployed engineer sets up phone numbers, AI services and messaging accounts in your name, so you own them from day one.
- Supervised startFor the first weeks the AI drafts and a person on your team approves. We tune it on your real conversations.
- Live, with guardrailsRoutine work runs on its own. Anything sensitive, new or involving money still waits for a person.
- Monthly numbersWhat the AI handled, response times, hours saved and everything it passed to a person.
Human in the loop
A person stays in charge.
AI does
- Reads invoices, receipts and forms
- Checks the fields against your rules
- Enters them into your software
- Flags duplicates, missing fields and odd values
A person does
- Anything the AI is unsure about, with the document and the reason
- Every payment: none are made automatically
A record is kept of what was read and what was entered.
What we measure every month
- Documents processed
- Share flagged for a person
- Hours saved each week
- Errors caught before they cost money
The rule in full
Anything the AI is unsure about goes to a person, with the document and the reason it was flagged. Payments are never made automatically.
Price
From $2,500 setup live in 2 to 3 weeks.
From $2,500 to set up, fixed before we start. Most go live in 2 to 3 weeks.
More about price
Running costs, such as AI usage, phone minutes and message fees, are billed by the providers straight to your own accounts, at cost, separate from our fee. We estimate them in the quote.
Add on-call AI engineering from $900 a month if you want us to watch and improve it.
Who it's for
Built for businesses like yours.
Questions
Straight answers.
How accurate is it?
It depends heavily on your documents. We test on sample documents that match yours before quoting, and tell you the error rate we see. Then we measure it again on your real documents during the supervised start. Anything below the confidence threshold goes to a person.
Which software can it enter data into?
Most accounting and practice software with an API or an import option. We confirm yours before quoting.
What happens to the documents?
They stay in storage you control, with access limited to the people and systems that need it.
The right amount of AI
Ready to put your daily business operations on autopilot?
Stop losing valuable revenue to missed inquiries and back-office admin. Book a 30-minute feasibility call to see what your custom AI system looks like.
Fixed pricing · 100% client-owned systems · Pay at wholesale API cost