Most consultants hand you a deck and a vendor list. We build the solution, deploy it in your systems, and manage it ongoing. Custom document automation powered by AI that works from week one.
Book a discovery call“We process 16,000 insurance claims in 5 days now. Our team saves over 100 hours per week on data entry alone.”
“We replaced UiPath entirely. 400 purchase orders processed per week, and we don’t spend a single hour on template maintenance.”
“ChatGPT and Power Automate couldn’t handle our vendor-specific invoice formats. This solution worked on every document from day one.”
Not months. Not quarters. Weeks.
We map your document workflows end-to-end: what documents come in, where data needs to go, what validation rules matter, and where the bottlenecks are. Takes 2-3 calls, not 2-3 months.
Our team configures extraction for your specific document types, builds integrations to your ERP/accounting system, and sets up validation rules and exception handling. No templates — our AI works on any layout.
We test on your actual documents — not sample data. You see real extraction results, review accuracy, and approve before we go live. Typical timeline: 2-4 weeks from kickoff.
We don’t hand you a tool and walk away. Our team monitors accuracy, onboards new document types as needed, handles exceptions, and optimizes your workflows over time. You get a dedicated success manager.
| Traditional Consulting | DIY Software | Our Approach | |
|---|---|---|---|
| Timeline to live | 6-12 months | Weeks (if it works) | 2-4 weeks |
| First-year cost | $150K-$500K | $5K-$15K + internal labor | $45K-$80K all-in |
| What you get | Recommendations + vendor list | Software license (you implement) | Working solution + ongoing management |
| Template maintenance | Your team’s problem | Your team’s problem | Not needed — AI is template-free |
| ERP integration | Separate vendor/project | DIY via API docs | Included in implementation |
| Ongoing support | Billable hours ($150-400/hr) | Email support / help docs | Dedicated success manager |
| New document types | New SOW required | Build new templates yourself | We onboard them for you |
Traditional workflow automation consulting follows a predictable pattern: a team of consultants spends 3-6 months assessing your processes, produces a 200-page recommendation document, and hands you a list of software vendors to evaluate. Then you spend another 3-6 months implementing. Total timeline: 6-12 months. Total cost: $150K-$500K. And you still need to hire someone to maintain it.
We do it differently. Our team assesses your document workflows, builds a custom automation solution using our proprietary AI platform, integrates it with your existing systems (ERP, accounting, CRM), and manages it ongoing. Typical timeline: 2-4 weeks from kickoff to live. Our AI doesn't need templates or model training — it extracts data from any document layout on day one.
The result: you get a working solution faster than a traditional consulting firm would finish their assessment. And because the software is ours, there's no gap between the recommendation and the implementation — we own the entire outcome.
Any document type, any layout, any volume.
Header fields, line items, PO matching, approval routing, and ERP posting. Works across hundreds of vendor formats without templates.
Extract every line item, cross-reference against inventory or contracts, and route to fulfillment systems automatically.
W-2, 1099, K-1, 1040 — extract data at volume for CPA firms, fund administrators, and financial institutions.
CMS-1500, EOBs, remittance advice — extract patient, provider, and billing data with HIPAA-compliant handling.
Pull key terms, dates, parties, and obligations from contracts for CLM systems, renewals tracking, and compliance.
Bills of lading, packing lists, customs declarations, freight invoices — extract shipment data for TMS and ERP systems.
Annual audits verify our security controls meet enterprise standards.
Protected health information handled with required safeguards and encryption.
AES-256 at rest, TLS 1.3 in transit. Documents deleted after processing.
Most document automation solutions are live within 2-4 weeks. This includes workflow mapping, configuration, ERP integration, testing, and go-live. Traditional consulting engagements take 3-12 months.
Engagements typically include a one-time implementation fee ($15-25K) plus ongoing software and managed service ($30-55K/year). Total first-year investment ranges from $45-80K depending on complexity — a fraction of traditional consulting.
Our AI platform handles any document type without templates: invoices, purchase orders, receipts, contracts, tax forms (W-2, 1099, K-1), claims, bills of lading, and more. It works on PDFs, scans, and photos.
We integrate with QuickBooks, NetSuite, SAP, Xero, Sage, Microsoft Dynamics, Google Sheets, and virtually any system with an API. Custom integrations are included in the implementation.
No. Our AI platform is template-free and requires no training data. It understands document structure contextually, so it works on any layout from day one — even formats it has never seen before.
Book a 30-minute discovery call. We’ll map your current workflow and show you exactly what automation looks like for your team.
Book a discovery call