Invoices, certificates, orders and requests
Documents and emails get read, sorted and routed, with the typing done for you
One shared inbox holds requests, invoices, certificates and orders, all mixed together, and someone types each one into your system by hand.
Before and after
What changes.
Emails and requests
Certificate requests, service emails and questions all land in one shared inbox.
Before
One shared inbox with everything mixed together.
After
Each email tagged and sent to the right person, with reminders for certificates, licenses and forms before they expire.
Invoices, bills and orders
Someone types every vendor invoice and customer order into your system, one line at a time.
Before
A person keys 40 orders and a pile of invoices by hand.
After
They check drafted entries and approve them.
How the AI helps
What basic automation can’t do.
The AI reads each email, attachment and PDF even when every sender uses a different layout, works out what it is and who should handle it, pulls out the details, and drafts the entry. Anything that doesn’t match is flagged. Rule-based tools break when a layout changes.
Works with
- Gmail or Outlook
- QuickBooks
- Xero
- Your order or agency system
- Shared folders
- Spreadsheets
What a person still does
You stay in control.
A person reviews and approves each draft before anything is placed or sent. Your team handles the replies and the decisions. Anything the AI is unsure about is marked for a closer look.
How we’d start
A small first version for one workflow, reviewed by your team before it runs on its own.
Good fit for
Tell us the task you’re sick of.
No pitch. Come with a messy description and we’ll help you sort it out.