Operations Automation

Back-office automation, built into your systems

The back office is where the repeatable work piles up: keying invoices, entering orders, reconciling records, running the same report nobody has time for. It is the work that only gets done when your sharpest person has a slow afternoon.

We build tools that do that work on a schedule instead. They read the documents you already receive, enter or check records in the systems you already run, and hand anything uncertain to a person to approve.

Primary

Turns meetings, email, and Slack into filed, assigned tasks.

01

What the back office actually is

Back-office work is everything that keeps the business running but never shows up in a sales number: accounts payable, order entry, data re-keying, month-end reconciliations, the checks that compare one record against another. It is repetitive, it follows rules, and it lands on whoever has the time.

That combination is exactly what a tool is good at. When the rules are clear, a tool can do the reading and the entering every morning, in the same format, from the same source. When the rules run out, it flags the exception and waits for a person.

02

How we build it

We build inside the software you already run, not as a separate platform sitting between your systems. The tool reads the same records your people read, writes entries a person approves, and produces the same output whether or not anyone watches it that day.

Every build starts with the audit. It looks at your actual back-office work and comes back with a number and a verdict, in writing. If a chore has more exceptions than rules, the verdict is do not build, and you keep the spec either way.

Proof

In production today

Primary

Primary

Turns meetings, email, and Slack into filed, assigned tasks.

Runs daily for the account managers at Keller Creative.

It has turned Keller Creative’s own back-office admin, the meetings, email, and Slack that used to eat an afternoon, into filed, assigned tasks every day since it went live.

Scope

The work we automate first

  • Accounts payable

    reading invoices and matching them against purchase orders before anything gets paid.

  • Order entry

    turning emailed and PDF orders into clean entries in your ERP.

  • Reconciliations

    comparing two systems of record daily instead of at month-end.

  • Recurring reports

    the margin or KPI report that runs every morning in a fixed format.

  • Data re-keying

    moving the same figures between systems without a person retyping them.

FAQ

Questions

What is back-office automation?

Software that does the repeatable administrative work of a business, like data entry, invoice matching, and reconciliations, on a schedule instead of waiting for a person to find time. In our hands it is a working tool that lives inside the systems you already run, and a person signs off on anything that changes a record.

Is this the same as RPA?

Not quite. RPA scripts clicks, replaying what a person does on screen, and it breaks when the screen changes. A tool with AI can read meaning, like an amount on an invoice or an order in an email, so it holds up when the format shifts. Some chores only need the script, and if that is what the audit finds, that is the verdict you get.

How do you keep it trustworthy?

The tool checks itself first: same output from the same input every run, a flag on anything it is unsure about, and a person approving anything that writes to a record. Anomaly Detector, one of the systems our own companies run on, works this way today.

Start with the audit.

One fixed fee. A build-or-don’t-build verdict in writing.