What work do you want off your plate?
Start with the recurring work your team keeps doing manually: copying, chasing, checking, reporting, admin. Pick the workflow that sounds like your week.
New · Freight & Logistics
Sales → Dispatch freight workflow
Turn any RFQ — email or PDF — into a quote-ready dispatch row without retyping between inbox and TMS.
See the workflowNew · Manufacturing & Ops
Sales → Inventory PO workflow
Turn any customer PO — email or PDF — into a fulfillment-ready sales order without retyping in your ERP.
See the workflowNew · Accounting & Finance
Receipt → Ledger finance workflow
Turn any supplier invoice — PDF or scan — into a coded, posted-ready ledger entry without retyping in your books.
See the workflowChasing
Work that stalls because someone has to remember to ask.
Moving information
Copying, checking, and re-entering the same data.
Data Entry Automation
Read, validate, and enter incoming data without retyping.
See the workflowClient Intake Automation
Capture inquiries, complete the picture, route to the right person.
See the workflowInvoice Processing Automation
Invoices from inbox to accounting-ready draft, duplicates caught.
See the workflowDeciding & routing
Sorting what arrived so the right person acts on it.
Running processes
Multi-step sequences that repeat for every client.
Not listed?
If it repeats, it can probably be automated.
Show us how the work runs today. We will tell you honestly what can be automated, what should stay human, and what it would take.
Apply — Free Review