The repeatable work done without a person retyping it
Intake, data entry, invoice processing, follow-up and report generation are where a small team loses its week. We build agents for the repeatable parts, connected to the tools you already have, with a person approving anything that touches money.
What we build
- Intake that turns a form, an email or a voicemail transcript into a record in your system
- Document extraction: invoices, estimates, applications and forms read into structured data
- Follow-up sequences that stop the moment the customer replies
- Task routing so the right person sees the right item without a morning triage meeting
What you keep
- A workflow map of what was automated and what was deliberately left to people
- Integration configuration and error handling, written down
- Standard operating procedures and a maintenance guide your own staff can follow
Where it shows up
- Trades and home services
- Quote follow-up, dispatch notes into the job record, and supplier invoices matched to jobs
- Professional services
- Client onboarding packets assembled from your templates, and the weekly time-and-billing reconciliation
- Churches and nonprofits
- Donation receipts and thank-you letters, volunteer scheduling, and the recurring reports a board expects
Try a small version
A working example running in your browser. The real thing runs against your systems, on your infrastructure.
Invoice Assistant
Guardrails
We treat an agent that can act as a production system, because it is one. Every agent we deploy has these four things.
- Defined task boundaries
An agent does the job it was built for and nothing adjacent. The boundary is written down before it runs.
- An audit log
Every action the agent took, with what it saw and what it decided, in a log you can read.
- A human approval step
Anything that touches money or customer records waits for a person to say yes.
- A rollback path
If it goes wrong, there is a known way back, tested before launch, not improvised after.
Related work
Customer-facing agents
Inbound messages answered with your real order and account context, and the edge cases handed to a person
Learn moreReporting agents
The weekly numbers assembled from the systems you already run, instead of someone rebuilding a spreadsheet
Learn moreIntegration and MCP
AI connected to the systems you already run: CRM, accounting, scheduling, email
Learn more