Services · Workflow Automation

Stop retyping documents into systems.

Invoices, contracts, forms, and emails arrive every day, and someone on your team reads each one and types it into a system. We build AI pipelines that do that work in seconds — with a human review step for anything the AI isn't sure about.

Book a free 30-minute consult

Why now

Back-office automation is the fastest-growing SMB use of AI.

38%

of small businesses have active AI pilots in scheduling and administrative support, and 34% in workflow automation — the fastest-growing back-office use cases.

Upwork Research Institute, State of AI in SMBs, 2026

47%

of SMBs cite data quality as a top barrier to AI adoption. Clean, validated extraction from messy documents is exactly the fix.

Techaisle, 2025 SMB & Midmarket AI Adoption Trends (n=2,100)

What we build

Extraction, routing, and review — feeding the systems you already run.

Document extraction: pull structured data from PDFs, scans, invoices, contracts, and forms
Classification and routing: incoming documents and emails sorted and sent to the right queue automatically
Human-in-the-loop review: low-confidence extractions flagged for a person before they touch your books
System integration: validated data delivered into your ERP, CRM, accounting software, or database
Automated drafting: first drafts of recurring reports, summaries, and correspondence from your data

“The goal isn't replacing your ops team — it's giving them back the hours they spend retyping what a document already says.”
— Jorge Oliveira, Co-Founder, zanthos Inc.

Process

How an engagement works.

Free 30-minute consult. Walk us through one document-heavy process; we'll tell you what's automatable and what isn't.
Pilot on your real documents. We run the pipeline against a sample of your actual files so you can check extraction accuracy yourself.
Production integration. Connected to your systems, with validation rules and a review queue for edge cases.
Measure and expand. We track accuracy and hours saved, then extend the pipeline to the next workflow.

FAQ

Frequently asked questions.

Our documents are messy — scans, PDFs, emails, spreadsheets. Can you handle that?

Yes — messy input is the normal case. Modern AI models read scans, tables, and inconsistent formats far better than legacy OCR, and validation checks flag bad extractions for a person instead of letting them flow into your systems.

What if the AI gets a field wrong?

Every pipeline includes confidence scoring and a human review step for low-confidence extractions. You choose the threshold: fully automatic for routine documents, reviewed for anything unusual.

Does this replace our existing systems?

No — it feeds them. Extracted, validated data lands in the ERP, CRM, accounting, or database systems you already run.

Which workflows are the best starting point?

High-volume, repetitive ones: invoice intake, contract review, form processing, report drafting, and email-to-system data entry. We help you pick the highest-ROI starting point in the first call.

Have a process that eats your team's week?

Grab time directly on our calendar, or send a note — we enjoy difficult questions and reply promptly.