AI agents
Repetitive-work agents for the back office
Every office has the work that fills the afternoon: typing supplier invoices into the accounts package, matching receipts to bank lines, chasing the same documents from the same people, copying figures from one report into another. An agent does the copying and the chasing; your people handle what it flags.
- Data entry and document processing
- Reconciliation and matching
- Exceptions to a person
In short
A repetitive-work agent takes over a back-office routine end to end: it reads documents and messages into structured records, matches and reconciles what should agree, sends the follow-ups that are due, and assembles the figures a report needs. It works to a confidence threshold: what it is sure of passes straight through, what it is not sure of goes to a person in a review queue, and everything it did is on the record.
What we build
Document entry: supplier invoices, purchase orders, delivery notes and expense bills read into your accounts or ERP, with the fields checked against what is already there. Matching and reconciliation: receipts to invoices, bank lines to payments, supplier statements to your ledger, with the differences listed.
Chasing: the documents, approvals and payments that are due, requested by email or WhatsApp on schedule and stopped when they arrive. Assembly: the figures a weekly report needs, pulled from where they live and placed where they belong, without a person retyping them.
- Invoices, bills and delivery notes read into records
- Receipts, payments and statements reconciled
- Documents and payments chased on schedule
- Report figures assembled from their sources
- A review queue for anything uncertain
How we build it
We start with a hundred real examples, not a demo. They become the evaluation set every change is measured against, so “better” has a number. Confidence thresholds decide what passes through and what a person checks, and the threshold is yours to set.
The agent writes only where a person could have written, through a role with the permissions that person has. Every record it creates or changes carries its origin, so an auditor can see what the agent did and why.
- An evaluation set from real cases
- Confidence thresholds you set
- Writes only through a role
- Origin recorded on every record
- Measured after launch as inputs change
What it connects to
Email and WhatsApp for the incoming documents and the chasing, scanners and shared drives, your accounting package and ERP, bank statements and payment gateway records, and the review screens where a person checks what the agent produced.
- Email, WhatsApp, scans and drives
- Accounting and ERP
- Bank statements and payment records
- Review queues inside your system
Where it shows up
Automation playbooks this service runs in
Repetitive-Work Agents
Common questions
How accurate is it?
We measure it on your examples and tell you, task by task, before you rely on it. Anything below the threshold goes to a person. Accuracy is tracked after launch too, because your inputs change.
We use Tally. Can it write to it?
Usually, yes. Accounting packages used in India offer an import, an export or an integration interface, and we build the posting around what yours supports. We confirm the exact method before we start.
What happens to a bad scan or an unusual document?
It goes to the review queue with whatever the agent could read, and a person completes it. We do not let a guess become a record.
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