A lot of work starts as a document someone has to read: an order in an email, a term buried in a contract, a line on an invoice. Reading it, understanding it, and getting the right figures into the right system is slow, and it is where mistakes hide.
We build tools that do the reading. They pull the data out of the documents you already receive, put it where it belongs, and flag anything they are not sure about for a person to check. Not every document is worth automating, and the audit says so plainly before any build.
Margin and rebate checks that run every morning inside Epicor P21.
01
Older automation could move a file or copy a field, but it could not understand a document that was laid out differently every time. That is the part that changed. A tool can now read an order whether it arrives as an email, a PDF, or a portal export, and find the same information in each.
That is what makes document work automatable now. The tool reads for meaning, not position, so it holds up when the format shifts.
02
Reading is only useful if something happens next. Our tools read a document, extract the data, and then do the follow-on work: enter it in the ERP, check it against another record, or route it to the right person. A person approves anything that changes a record.
We would rather show a tool than a brochure. The rebate-and-margin tool we built inside Kelsan, a multi-state distributor in our own group, reads the rebate terms in its contracts and checks every line item, every day. It has recovered the margin the manual rebate check was missing.
Proof
Margin and rebate checks that run every morning inside Epicor P21.
Runs daily inside Kelsan, a multi-state distributor in our own group.
It reads the rebate terms in Kelsan’s contracts and checks every invoice line each morning, surfacing the margin the manual rebate check was missing.
Scope
Orders arriving as emails, PDFs, and portal exports.
Invoices, checked line by line against purchase orders.
Contracts, read for the terms that matter, like rebate and pricing clauses.
Statements and remittances, reconciled against your records.
FAQ
Software that reads business documents, understands them, and does the next step, like entering the data or checking it against another record, instead of a person keying it by hand. It handles documents whose layout changes because it reads for meaning, not fixed positions.
OCR turns an image into text. It does not understand what the text means or what to do with it. A tool with AI can tell which number is the total, which line is the rebate term, and what should happen next, then hand anything uncertain to a person.
It is built to check itself and to escalate. It flags low-confidence reads, a person approves anything that changes a record, and every run produces the same output from the same input. The Kelsan tool has run this way daily inside a live ERP.
Operations Automation
Back-office automation built as tools inside the software you already run: AP, data entry, and daily reconciliations that run every morning.
website compliance monitoringWebsite compliance monitoring that scans your sites every day for privacy and accessibility risks, then hands a short list to a person. Not legal advice.
business process automation servicesBusiness process automation services that turn a recurring process into a tool that runs every morning, inside the software you already use.
One fixed fee. A build-or-don’t-build verdict in writing.