AI Back-Office Workflow Automation

    Turn messy paperwork into clean, review-ready workflows.

    Most small businesses don't need another software platform. They need the messy manual work between email, PDFs, spreadsheets, and their business systems cleaned up. We build AI-powered workflows that read incoming documents, extract the key details, match related records, flag exceptions, and prepare clean summaries your team can act on.

    See what we build

    Is this you?

    • →Your inbox is full of supplier invoices, POs, and order confirmations no one has time to match up.
    • →Your team copy-pastes the same fields from PDFs into QuickBooks, GenWeb, Aptean, or your ERP — and small mistakes cost real money.
    • →Missing documents, mismatches, and split shipments only get caught weeks later, when it's expensive to fix.
    • →Hiring another admin to wade through this sounds expensive. Leaving it alone is more expensive — you just can't see it yet.

    What we build

    AI-powered workflows that take messy emails, PDFs, invoices, purchase orders, reports, and attachments — extract the important details, match related documents together, flag issues, and prepare clean review-ready summaries for your team. We automate the prep work. Your team keeps the final judgment.

    Invoice & PO matching — pair supplier invoices to the right purchase orders when possible
    Order intake automation — read order forms, emails, and attachments into clean records
    Email-to-workflow — turn unstructured inbox traffic into structured, routable work
    PDF & document extraction — pull invoice / PO / order / customer / vendor details out cleanly
    Exception flagging — missing docs, mismatches, unclear pricing, partial or split shipments, items needing human review
    Review-ready summaries — clean, scannable packets your team can approve in seconds
    Copy/paste-ready output formatted for GenWeb, Aptean, QuickBooks, or your ERP
    Human review queues so nothing posts without a real person's eyes when it matters

    Proof

    A live build for a Wisconsin distributor: invoice & PO packets, organized.

    We're shipping a system that ingests supplier invoices and related documents, extracts invoice / PO / order / customer / vendor details, matches invoices to purchase orders when possible, prepares GenWeb/Aptean-ready copy/paste summaries, and flags exceptions — missing documents, mismatches, unclear pricing, partial and split shipments, anything needing human review. This first version is built to make review faster and more consistent, not to replace it. Direct ERP write-back, automated posting, payment approval, and EDI are deliberately out of scope until the basics are bulletproof.

    What it costs

    Three rungs. Start anywhere. Most owners begin with the audit because the entire fee credits back when you build.

    Start here

    AI Opportunity Audit

    $500–$1,500

    Paid mini-audit that finds where you're losing money and hands you a costed roadmap. Credits 100% toward any build.

    Single-Service Build

    $2,500–$5,000 setup

    One service done right — pick any of the five and we ship it custom-trained on your business.

    Managed Monthly

    $1,500–$7,500/mo

    We run, monitor, and improve your AI systems with a senior operator accountable to the outcome.

    Questions owners ask

    Find out what you're losing — before you spend a dollar.

    Book a free 30-minute fit call. We'll map where missed calls, slow follow-up, and manual busywork are costing you — and show you a live demo trained on a business like yours. No pitch deck. No pressure.

    Or call (262) 951-8690 — you'll reach Jon directly.