Unstructured files become business data
Document Intelligence
- PDFs, POs, RFQs, invoices, contracts, drawings, spreadsheets, and email.
- Extract the fields your workflow actually needs.
- Hand structured information to the next system or person.
Solutions
What we can build on top of the systems you already run
Request to draft transaction
Order and Quote Automation
- Read the request and validate it.
- Look up customers, products, inventory, or history.
- Prepare the order or quote for review.
Read, check, prepare, escalate
Workflow Agents
- Read the incoming work and research what is missing.
- Check business systems before suggesting an action.
- Update an application or escalate the exception.
The systems you already run
ERP and CRM Integration
- Connect to platforms such as NetSuite, Epicor, Infor, Dynamics, Acumatica, and SAP.
- Also Salesforce, HubSpot, ServiceTitan, Procore, and QuickBooks where the workflow needs them.
- The ERP or CRM stays the system of record. The workflow writes into it the way a person would.
Find the procedure, not another folder
Enterprise Knowledge
- SOPs, manuals, SharePoint, Google Drive, and company documents.
- Answers stay tied to the source.
- People ask an operational question and get a traceable result.
The lead path, before a build
AI Operations Assessment
- Map the current workflow and the repetitive steps.
- Check system and data access, then size the opportunity.
- Recommend an implementation and define the pilot.
How every solution runs.
Your business systems on one side, the outcome on the other. In between, the same four steps, whichever solution you start with.
01
Understand
Email, PDFs, ERP, CRM, documents, and field systems are the inputs.
02
Reason
The operations layer reads the work and checks it against your business rules.
03
Validate
Missing data and exceptions are flagged before anything is posted.
04
Act
Orders, quotes, updates, and replies are prepared for your systems and your approval.
Four workflows, one pattern.
AI reads the request, integrations connect it to your systems, and the work is prepared for a person to approve.
Order entry
AI reads
The customer PO from email or PDF.
Systems connect
Customer and products matched in the ERP.
Work delivered
Order prepared. An employee approves.
RFQ to quote
AI reads
SKUs, quantities, drawings, and missing fields.
Systems connect
Inventory, price, or historical jobs looked up.
Work delivered
Quote or estimator package ready for review.
Where is my order?
AI reads
The customer’s question.
Systems connect
Order and shipment status checked in the ERP.
Work delivered
Reply drafted for a person to send.
Bid intake
AI reads
Scope, deadlines, and requirements.
Systems connect
Files land with the estimating team’s checklist.
Work delivered
Package routed to the right people.
How we work
Discover, design, build, integrate, validate, improve
Applied engineering, not a rented department.
We design and integrate the workflow with your team — the order desk, estimators, and project managers stay on the work that needs judgment.
- 01Your workflow, first
- We start from how the work happens today, including the exceptions.
- 02Your systems stay
- ERP, CRM, email, and documents remain the system of record.
- 03Your people approve
- Judgment stays with employees wherever the action is critical.
- 04A metric, not a demo
- We agree on what will be measured before anything is deployed.
Measure the outcome, not the demo.
Every pilot reports weekly: work completed, where exceptions happened, how fast work moved, and what to fix next. The numbers come from real use, never from a sales deck.
- Processing time
- How long the workflow takes, measured against the baseline you set.
- Exception rate
- What the system could not complete, and what a person had to handle.
- Quote turnaround
- How long a quote or estimate waits before a person can review it.
- Employee hours
- Where people still spend time, and whether the workflow gave any of it back.
Frequently asked questions
No. These solutions sit on the systems you already run.
We connect to the ERP, CRM, field, and accounting systems already in use, including platforms such as NetSuite, Epicor, ServiceTitan, and Procore where the workflow needs them.
No. Orders, quotes, and other critical writes can require an employee approval.
With an assessment that maps one workflow and recommends a pilot.
Map one workflow that still moves by hand.
We'll walk through the email, documents, and ERP around that workflow, and recommend a pilot. The systems you already run stay in place.