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
DemoA working example running in your browser. It uses fictional sample data — the orders, invoices, products and customers shown here aren’t real. 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