Make everyday work
move forward.

01 / Revenue operations

From first enquiry
to the next step.

For service businesses, sales teams, and distributors handling enquiries across email, forms, CRM, and quoting tools.

A workflow we can scope

1. Read an incoming enquiry and extract the request.
2. Check for an existing customer and missing details.
3. Create or update the CRM record and prepare a quote or response.
4. Route commercial commitments for approval and track follow-up.

02 / Finance operations

Less handling.
Clearer cash flow.

For finance teams, accounting practices, distributors, and service businesses buried in invoices and supporting documents.

A workflow we can scope

1. Capture invoice details from a shared inbox or document.
2. Check duplicates, required fields, and available matching records.
3. Prepare an entry in the accounting system or browser portal.
4. Send exceptions and payment decisions to the responsible person.

03 / Everyday operations

One request.
Every system updated.

For field-service back offices, distributors, manufacturers, and other businesses moving information between portals.

A workflow we can scope

1. Classify the request and extract its key information.
2. Look up records across the systems you authorise.
3. Update the relevant web applications and prepare the next handoff.
4. Verify the resulting state and record any unresolved exception.