Document checks and invoice capture
AI can help read information from documents whose layouts vary, such as bank statements, forms or supplier invoices. It can pull out the figures, check them against what they should match and flag anything that looks wrong for a person to review.
This is most useful where the bottleneck is reading and retyping, while people keep responsibility for the decisions.
CRM workflows and connected tools
Many workflows involve moving information between email, documents and a CRM. Before adding AI, we check whether the existing software can already handle the job through rules, forms or integrations.
Where custom software is needed, we agree the required inputs, outputs, exception handling and review process. A reliable handover matters as much as a convincing demo.
What we agree before a build
The scope needs a clear starting process, representative inputs and a way to judge the output. We also agree who reviews exceptions, which accounts host the system and what the handover includes.
Bespoke builds start from £5,000. Scope and price are agreed in writing. Where there are several opportunities across the business, an audit can help choose the right order before committing to implementation.
Ownership and adoption
Our bespoke builds run on your accounts, so you own the code and data. We introduce the system with the people who will use it and explain where human review remains necessary.
For ongoing implementation, the embedded AI transformation partnership starts from £2,000 a month with a three-month minimum. The work follows your agreed plan, with team training as tools go live and monthly reporting on hours saved against cost.
How long does implementation take?
The timetable depends on the process, the systems involved and the access and samples available. We agree milestones after scoping rather than promise one duration for every build. An existing integration with predictable inputs needs different work from a document workflow with a new review interface.
A practical rollout starts with representative examples, then a limited pilot with the people doing the work. Check review time, missed or incorrect outputs and recovery from failures before expanding. Keep the existing process available until the team has accepted the change.
What happens when something needs human judgement?
Define the cases that should stop for review: missing information, conflicting figures, an unfamiliar document or a decision outside the agreed rules. The team needs to see what happened, correct the output and know whether it is safe to continue.
Acceptance should cover difficult cases as well as normal ones. Agree the support arrangement, who receives failure alerts and how a person can complete the work if a connected service is unavailable. Those responsibilities are part of making the system usable after launch.