Automation that knows when not to use AI.
We take the repetitive work off your team — reading documents, matching, coding, chasing payments — on top of the tools you already use. And we’re honest about which parts should be AI.
| # | Step | Done by |
|---|---|---|
| 01 | ReadInvoice arrives by email — supplier, lines and totals pulled out | AI |
| 02 | MatchChecked against the PO and goods receipt, within your tolerances | Rules |
| 03 | CodeGL and tax codes from how you coded this supplier before | Rules |
| 04 | ReviewPrice is 4% over the PO — flagged for a person | Your team |
| 05 | PostApproved, then posted to your books exactly as approved | Rules |
We automated our own business first.
We run a $20M distribution business. The invoices, the matching, the coding, the chasing — we took that work off our own team before we ever offered to take it off yours.
Since then we’ve done the same for businesses across distribution and wholesale, manufacturing, retail, ecommerce, logistics, construction, engineering, hospitality and F&B.
Not everything should be AI. We’ll tell you which parts should.
Most AI vendors ask what you want automated, then point AI at all of it. We look at each task and pick the right tool — because AI that stores your data, or runs your analysis with no one checking, is a liability, not a feature.
Good at reading and suggesting
- Read invoices, receipts, POs and delivery orders
- Sort and classify what comes in
- Draft follow-ups and summaries
- Suggest — never decide — on judgement calls
Exact, every single time
- Store your data
- Calculations, totals and tax
- Matching within tolerances you set
- Approval routing and posting to your ledger
Where judgement matters
- Review exceptions and anything unusual
- Approve what gets paid and posted
- Check AI-assisted analysis before it is used
- Make the calls only your business can make
AI is good at reading and suggesting. It shouldn’t be trusted to remember or to decide on its own. So wherever AI touches your numbers, a rule checks it or a person reviews it.
We’ll also tell you what’s not worth automating. Some tasks cost more to automate than to do — and we’d rather say so than sell it to you.
The work your team shouldn't be doing by hand.
Start with the task that eats the most hours. Add the next one when you're ready.
Document capture
Invoices, receipts, POs and delivery orders read from email, WhatsApp or upload.
Matching & reconciliation
Invoices matched to POs and receipts; payments matched to invoices.
GL & tax coding
Coded the way you have always coded — learned from your own history.
Payment chasing
Overdue customers followed up automatically, on your schedule.
Data entry into your ledger
Approved transactions posted to your accounting system, no retyping.
Reports & summaries
AI-drafted summaries of your numbers — checked before anyone relies on them.
Works with what you already have.
Keep your accounting software. Keep your inboxes and WhatsApp groups. We automate the work between them, so your team stops retyping, re-checking and chasing.
It carries into a full system.
Everything we automate becomes part of an end-to-end system when you’re ready — nothing to redo.
Running in weeks. Proven on your data before you rely on it.
One project lead on our side from day one. Your team checks everything until the accuracy is proven.
| Phase | When | What we do | What we need from you |
|---|---|---|---|
| 01Automation review | Week 1 | Find where your team's hours go, and decide AI, rules or people for each task. | A walkthrough of the daily work. |
| 02Build | Weeks 2–4 | Set it up on your real documents and connect your tools. | Sample documents and about an hour a week of feedback. |
| 03Run alongside | Weeks 4–6 | Your team reviews everything while accuracy is proven on your data. | Review and correct. |
| 04Keep improving | Ongoing | Tune what runs, and automate the next task your team finds. | Tell us what's still manual. |
You won’t know what you don’t know — until you use it.
Once the first task is off your team’s plate, they’ll spot the next one. We keep improving what runs and automating what they find.
No invoice per change, no consultants billing by the hour.
You stay in charge of your numbers.
See the source
Every value AI reads links back to the document it came from.
Unsure goes to a person
When AI isn't confident, the item waits in a review queue — not in your books.
Your rules, your approvals
Nothing is paid or posted without the approval rules you set, with a full audit trail.
Built for teams buried in manual work.
A good fit if you
- Spend hours on documents, data entry, matching or chasing payments
- Are happy with your current system, but not the manual work around it
- Buy, hold, move or sell goods — distribution, wholesale, ecommerce, logistics, engineering, hospitality or F&B
Not the right fit if
- Your business isn't involved in buying, moving or selling goods
- You want AI to make unreviewed decisions about your money
Before you book.
Will AI make mistakes in our books?
AI only reads and suggests. Rules check what it reads, and anything uncertain or unusual goes to a person before it reaches your books.
Do we have to change our accounting software?
No. We work on top of the accounting software, inboxes and chat apps you already use.
What if we want a full system later?
Everything we automate carries straight into an end-to-end system when you are ready.
How is it priced?
A one-time fee. No invoice per change and no consultants billing by the hour.
Find out where your team’s hours go.
We’ll show you which parts are worth automating — and which aren’t.