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AI Back Office

Paperwork that processes itself. Your team handles only the exceptions.

The AI Back Office reads documents of every kind, extracts what matters, checks it against your rules, updates your systems and routes anything unusual to a person. Email inboxes and ticket queues are sorted and drafted before your team opens them.

BO
Invoice INV-20481.pdfNorthwind Supplies · received 09:12
Checked
SupplierNorthwind Supplies Ltd✓
Invoice total€18,420.00✓
VAT numberNL8523·B01✓
Due date14 Dec✓
Purchase orderMissing!
Next stepPosted to ERP as draft. PO request sent to supplier; finance team notified.
The challenge

Why it matters

Skilled people spend hours retyping data from PDFs, chasing missing documents and sorting inboxes. The work is slow, error-prone and impossible to scale without hiring.

Capabilities

What it does for your business

Reads any document

Invoices, applications, IDs, claims, contracts and statements, including scans and photos.

Checks against your rules

Required fields, totals, dates and policy rules are verified, and gaps are flagged with the reason.

Fills your systems

Verified data is entered into your ERP, CRM or spreadsheets without retyping.

Chases what's missing

Customers are asked for missing or unclear documents automatically, with a secure upload link.

Inbox and ticket triage

Emails and tickets are categorised, prioritised and drafted for review.

Full audit trail

Every decision is logged with the source document, so reviews and audits are simple.

How it works

Live in weeks, improved every month

  1. Sample

    We collect real documents and map the checks your team performs today.

  2. Configure

    We set extraction, validation rules and exception routes.

  3. Integrate

    We connect your inboxes, storage and core systems.

  4. Measure

    We track accuracy and time saved, and expand to new document types.

Use cases

Where it works best

Examples from the industries we serve. Every deployment is configured to your own processes and rules.

Works with

  • PDF and scans
  • Email
  • Google Workspace
  • Microsoft 365
  • ERP
  • CRM
  • Cloud storage
Finance teams

Invoice capture, purchase order matching and expense checks.

Lending and KYC

Document checklists, identity and income document checks and missing-document follow-up.

Insurance and healthcare

Claims intake, pre-authorisation paperwork and billing documents.

Logistics and trade

Shipping documents, customs paperwork and proof-of-delivery processing.

Frequently asked questions

How accurate is document extraction?

Accuracy depends on document quality and type. We measure it on your own samples before launch and route low-confidence fields to a person.

Can it handle scanned or photographed documents?

Yes, including handwriting in many cases. Poor-quality images are flagged for a new upload.

Where are documents stored?

In your own storage and systems wherever possible, with access limited by role.

Does a person still review the work?

You decide. Most teams review exceptions only, plus a regular sample for quality.

Explore the rest of the AI workforce

Talk to us

Put the AI Back Office to work

Tell us about your business and we'll show you what it would look like for your customers, in a 30-minute call.

  • A 30-minute strategy call with a senior consultant, free of charge
  • A clear view of where AI will pay back first in your business
  • A written proposal with scope, timeline and fixed price for a pilot
How can we help?