Documents into useful records
Extract proposed information from documents, then check it against your business rules.
- Invoice and order data extraction
- Document classification and categorisation
- Missing-field and exception checks
BUSINESS SOLUTIONS / CUSTOM AI SOLUTIONS
Custom AI built around real business problems.
Use AI where it saves time, improves access to information or removes repetitive work — integrated into the systems and workflows your business already uses.
Less time moving information. More time using it.
Invoices arrive as attachments. Customer requests need sorting. Answers are buried in documents. AI can help staff read, organise and find information, with checks before it becomes part of your operation. We first assess whether AI is useful: a simpler form, search tool or fixed rule may be the better fit.
WHAT WE CAN BUILD
The information and actions your team needs.
Answers with context
Help staff find relevant internal information and prepare responses they can review.
- Internal knowledge assistants
- Intelligent search with source references
- Customer support assistance
Information into next steps
Summarise material and connect reviewed results to the software your team uses.
- Summaries and reporting assistance
- AI-assisted workflow automation
- Integration with existing business systems
A PRACTICAL EXAMPLE
From incoming documents to reviewed records.
A static example of a document processing workspace. Proposed information stays separate from approved business records.
DOCUMENT OPERATIONS
Sample workspaceInformation ready for a second look.
Documents processed24
Needs review6
Completed18
Fields extracted142
Recent documents
| Document | Processing | Next step |
|---|---|---|
| Supplier Invoice 1048 | Information extracted | Ready for review |
| Customer Request 208 | Categorised | Assigned to Sales |
| Purchase Order 812 | Information extracted | Ready for approval |
Illustrative interface — sample data, not a live client system.
CONNECTED FROM START TO FINISH
A clear path through the work.
- 01
Incoming document
- 02
AI reads & extracts
- 03
Validation / business rules
- 04
Staff review if required
- 05
CRM / order / business system
- 06
Action / reporting
An example journey. Rules, ownership and exceptions are agreed around your operation.
PART OF YOUR EXISTING OPERATION
Useful information, connected to the next action.
AI can sit alongside your existing software. Agree which sources it can read, who can approve a result and which records it may update. Connections depend on the access and integration options available in each system.
- Documents
- Emails
- Customer requests
- Business data
AI capability Read, find, summarise or categorise
Validation & review
Your business platform Approved records and agreed actions
- CRM / customers
- Orders
- Inventory
- Tasks
- Reporting
WHAT CHANGES
Make the day-to-day work clearer.
Less repeated typing
Prepare draft records from incoming documents so staff can focus on checking the details.
Information within reach
Make relevant guidance easier to find across approved sources, with references staff can check.
A clearer handover
Connect reviewed information to tasks and records so the next person has the context they need.
PEOPLE STAY PART OF THE PROCESS
Review the result. Decide what happens next.
AI can misunderstand a document or produce an incorrect answer. The workflow needs a practical way to catch, correct and learn from those exceptions.
Check the source
Show where a proposed value or answer came from, and let staff compare it with the original information.
Set clear limits
Agree permissions, approved data sources and retention requirements. Hold important or uncertain actions for human approval.
Keep a record
Record corrections and approvals. Test representative cases and revisit performance when documents, processes or AI services change.
OUR APPROACH
Start with the process. Build with a plan.
- 01
Choose a useful task
Start with a specific problem and representative examples, including difficult cases.
- 02
Agree the boundaries
Define access, data handling, review rules and what happens when information is uncertain.
- 03
Test before expanding
Compare results with agreed expectations, involve staff and monitor changes after release.
Scope, user needs, integrations, migration and testing shape the proposal. Cost and delivery milestones are agreed after that review.
WHERE THIS CAN HELP
Shaped around your operation.
These are starting points, not limits on the businesses we work with.
Finance administration
Extract draft invoice details for staff to check before creating a payment record.
Customer operations
Categorise incoming enquiries and suggest the right team, with exceptions sent for review.
Internal guidance
Help staff find an approved process and link back to the source document.
BEFORE YOU START
Questions worth talking through.
Practical questions about custom ai solutions.
What is a custom AI solution?
Software that uses AI for a specific task within your business, such as reading documents or finding internal guidance. The workflow, permissions and review steps are designed around your needs.
Can AI work with our existing software?
Often, through the connections or data exports your software supports. We first review access, permissions and the records that need to move between systems.
Can AI read documents and extract information?
It can be used to propose information from supported documents. Layout, scan quality and terminology affect results, so validation, realistic testing and review of uncertain information matter.
Can AI help staff find internal information?
An internal knowledge assistant can search agreed sources and provide references. Staff should only see material they are permitted to access, and the source documents need to be maintained.
Can AI automate parts of an existing workflow?
It can help classify, summarise or extract information before a rule or staff decision moves work forward. We agree which actions need approval and how failures or exceptions are handled.
Does AI replace our existing business system?
Usually it supports the system you already use. Your business platform remains the place for approved records, responsibilities and actions. AI is one capability within that process.
Can staff review AI-generated information before it is used?
Yes. A workflow can hold proposed information for review, show its source and record corrections and approvals. AI can make mistakes; important actions should have safeguards appropriate to their impact.
How much does a custom AI solution cost?
Cost depends on the use case, data preparation, workflows, integrations, users, security requirements, AI model or service requirements, testing and ongoing usage. We scope these with you before preparing an estimate.
LET’S TALK
Where could your team use a little less repetitive work?
Tell us how your business works today and what you’re trying to improve.