Process automation
The work your team repeats by hand, running on its own.
Invoices, purchase orders, order entry and the daily checks: read, entered and logged without re-keying. Every run reports what it did, and anything unusual goes to a person.
Where the hand-work hides
The work people repeat by hand.
- Supplier invoices arriving as PDFs and emails.
- Purchase orders and orders re-keyed into the ERP.
- The check someone runs every morning.
- The message someone sends by hand.
How a run works
Read, entered, logged.
01 / 05
The pile
Documents arrive the way they do today: by email, as PDFs, from a supplier portal. Nothing about how they arrive has to change.
02 / 05
Read
Each document is read for the fields your system needs: supplier, lines, amounts, references.
03 / 05
Entered and logged
The record is entered in your system without re-keying, and the run logs what it entered.
04 / 05
The odd one goes to a person
What it cannot read, or what does not match, is set aside for a person with the reason.
What you doYour team handles the exceptions, not the pile.
05 / 05
Inbox empty
The pile is gone. The log shows each document and where it went.
Mapped before it is automated
The process is written down first.
The process is written down as it runs today. Automating a sequence nobody has looked at only makes it run faster, so where a better one exists, we say so before building.
Verification
It tells you when it did not work.
- Every run is logged.
- Locks stop runs from overlapping.
- Errors are reported, never swallowed.
- The report goes to the people who used to do the check.
- What it cannot read goes to a person.
Where AI helps
Where AI helps, and where it does not.
AI goes in where it genuinely helps, such as reading a supplier’s own invoice layout or a free-text order email. It is part of the process, never the product, and anything it is not sure of goes to a person.
Built before
Built before BI Margin.
A platform that checks production backups every day and restores the databases each week into a test container, to confirm the restore completes. It reports to the team.
Transformers that read an old system’s records and apply the mapping rules, feeding bulk imports into the ERP, so nothing is re-keyed by hand.
A responder that texts callers service information after a missed call.
The data pipeline for a high-frequency trading project: market data in through APIs and on to the statistical models, built for speed.
5+ years of hands-on software development, integration, optimisation and automation.
One automated workflow.
One automated workflow is a fixed scope: mapping, build, testing and handover. Final price fixed in writing after the assessment.
Next step