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AI Solutions

AI Workflow Automation 

Hand repetitive reading, typing and sorting to AI, and keep your people for the decisions. We automate document handling, email, reports and data entry, connected to your ERP and CRM.

Where the hours go

In most offices, skilled staff spend part of each day copying numbers from PDFs, forwarding emails to the right person and building the same report every week. None of it needs their judgement.

Language and vision models can now read messy documents and free-text email reliably enough to do this work. We wrap them in checks and approvals, so the routine cases flow through and the unusual ones reach a person.

What we automate

  • Document processing

    Pull fields from invoices, receipts, purchase orders, forms and CVs, in any layout, and validate them against your records.

  • Email triage

    Classify incoming mail, extract the request, route it to the right team and draft a reply for a person to approve.

  • Report generation

    Build daily, weekly or monthly reports from your data, with a written summary of what changed and why it matters.

  • Data entry removal

    Stop retyping between systems. Data captured once is checked and posted where it belongs.

  • ERP and CRM integration

    Post results straight into your ERP, CRM, accounting or HR system through APIs, including BalansaERP and other platforms.

  • Human-in-the-loop approvals

    Low-confidence or high-value items wait in a review queue, where staff approve, correct or reject them in one click.

Common starting points

  • Supplier invoices into accounts payable
  • Customer orders arriving by email or WhatsApp
  • CV screening against job requirements
  • Bank and payment reconciliation
  • Delivery notes and logistics paperwork
  • Management reports and KPI summaries

How we deliver automation

We measure the process before and after, so you know what the automation is worth.

01 / 05

Map and measure

We watch the process as it runs today, count volumes and time spent, and pick the steps that are worth automating.

Technology

  • Vision and language models

    • OpenAI, Claude, Gemini
    • Open-source models for private data
  • OCR

    • Scanned and photographed documents
  • Python

    • Extraction pipelines and validation
  • .NET

    • ERP, accounting and HR integration
  • Email and messaging

    • Microsoft 365, Gmail, WhatsApp
  • Queues and schedulers

    • Reliable background processing
    • Retries and alerts

Frequently asked questions

Still have questions?

Talk to a business developer directly. We usually reply within an hour during working hours.

It depends on document quality and layout variety. We measure accuracy on your own samples during the prototype, and anything below the agreed confidence goes to a person for review.

Automate your first workflow

Send us a few sample documents or describe the process. We will tell you what can be automated and how many hours it could free up.