Invoice and document processing
Supplier invoices, purchase orders and bills read automatically and typed into your system for you.
How it worksAI Automation for Professional Services Firms
Accounting, legal, consulting and other service firms lose billable hours to admin: chasing documents, drafting routine replies and following up on unpaid invoices.
Professional services
What slows you down
Where the hours go.
Chasing documents
Client paperwork arrives late and in pieces, and someone has to keep asking.
Unpaid invoices
Following up on fees is uncomfortable and often postponed.
Routine replies
The same status questions are answered by hand every week.
What we automate
Workflows that fit.
The audit ranks these for your business. We build one first, then move down the list.
Payment follow-ups
Overdue invoices tracked and chased with polite, well-timed WhatsApp reminders.
How it worksMissed-call and lead follow-up
Every missed call and new lead gets a reply within minutes, and a follow-up nobody has to remember.
How it worksAppointment booking and reminders
Patients and clients book on WhatsApp, get reminded, and reschedule without a phone call.
How it worksOwner's daily WhatsApp digest
Yesterday's business in one WhatsApp message — no dashboard to log into.
How it worksHow we approach it
Audit first. One pilot. Then expand.
We start by looking at how the work actually moves through your business and how clean the data behind it is. Then we pick one workflow, build it with a person approving every output, and measure it against the numbers we recorded first.
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