Use case
AI Document Intake and Data Extraction Agent
An AI agent that reads the documents your team re-keys, and puts the data where it belongs.
Who it's for
Any team that copies information out of invoices, applications, forms or shipping documents by hand.
What the agent does
- Reads PDFs, scans, emails and spreadsheets
- Extracts the fields your systems need and checks them against rules you set
- Files the document and writes the data to your system
- Lists what is missing or doesn't match, for a person to resolve
What stays with your people
Your team reviews anything the agent isn't sure about, and owns every decision made on the data.
How to get it
Pick the level of help that fits
Agent Setup
We set up your first AI agent alongside your team, then hand it over with everything you need to run it.
→03Build
AI Development
We design and build a production AI agent or automation to your requirements, at a fixed price, and hand it over.
→04Build & maintain
AI Employee
We build an AI employee for a defined role in your business and keep it working for a monthly fee.
→Questions
Which documents can it handle?
Most business documents with a recognisable structure: invoices, purchase orders, applications, bills of lading, statements and forms.
What if a scan is poor?
It flags low-confidence fields for a person instead of guessing.
Where does our data go?
It runs on accounts and storage you control, under clear privacy and security terms in every engagement.
More
More use cases
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→Use caseOrder Entry & Exceptions
An AI agent that enters purchase orders from email and PDF, and flags the ones that need a person.
→Use caseInbox Triage
An AI agent that sorts your shared inbox, routes every message and drafts the reply.
→Use caseRenewals & Follow-up
An AI agent that tracks every renewal date and follows up with every lead, so nothing slips.
→Use caseMarket Intelligence
An AI agent that watches your market and competitors, and turns it into a brief your team reads every week.
→Use caseProspect Research
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→Use casePlanning & OKRs
An AI assistant that turns your goals into tracked objectives, and keeps everyone current on progress.
→Use caseFinancial Reporting
An AI agent that prepares your monthly reporting and drafts the commentary, for your finance team to review.
→Not sure where to start?
Book a free discovery session. We'll look at your work together and tell you plainly where AI would help — and where it wouldn't.