Less document handling. More time for review.
Help professional firms organize documents and automate administrative work.
Problems we help solve.
- Copying invoice details into spreadsheets
- Inconsistently organized documents
- Time spent preparing routine report drafts
Built around your workflow.
- Invoice data extraction
- Expense categorization
- Document organization
- Spreadsheet automation
- Consultation request management
- Draft report preparation
A realistic example workflow.
- 01
Receive authorized documents through an agreed secure channel.
- 02
Extract fields and flag missing or uncertain information.
- 03
Prepare a spreadsheet or draft for an employee to verify.
A clearer way to work.
- Structured information for employee review
- Less repetitive transcription
- Clearer organization and review checkpoints
Results depend on your processes, data and integrations. No particular savings or outcome is guaranteed.
A package that fits.
Starter AI: $150 setup + $25/month.
Business AI: $300 setup + $50/month.
Enterprise AI: starting at $500 setup + $75/month.
Final pricing depends on the complexity of the automation. Hosting, AI API usage, third-party subscriptions and additional development may cost extra.
Compare packages ↗Secure handling and human review are required. AI assists administrative work; it does not replace licensed professionals. Integrations require authorized access and implementation. These examples are not live connections or client case studies.