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Case study · Back-Office Autopilot

Mail, documents, ERP, reporting and alerts as one workflow.

Mail is read, documents are extracted and booked into the ERP, reports are built and validated, and the right person is alerted - automatically, overnight, with humans kept exactly at the judgement points.

one workflowend-to-endhuman-in-the-loop
Live reconstruction

Watch the whole back office run itself

one workflowmail → ERP → alerts
overnightruns unattended
exceptions onlyreach a human
The problem

Automated pieces, manual glue

Each piece is automated somewhere - mail rules, ERP macros, report schedules - but a person still carries the work between them: forwarding, exporting, re-keying, checking. That person is the bottleneck, and the single point of failure. When they are away, the back office slows to their return date.

What we built

Wire the pieces into one system

We wire the pieces into one workflow: mail is read as it arrives, documents are extracted and booked into the ERP, reports are built and validated on schedule, and the right person is alerted when - and only when - something needs judgement.

The building blocks are the systems on this page: the invoice reader, the reconciliation engine, the reporting layer, the briefings. The autopilot is what happens when they stop being separate tools and start being one process. Humans stay at the decision points; the shuffling between systems disappears.

What changed

The outcomes, in plain numbers

  • Mail, documents, ERP, reporting and alerts run as one system
  • The between-systems shuffling disappears
  • Exceptions - not everything - reach a human
  • The back office keeps working overnight, unattended
Where it fits

The back-office work we automate

Wherever documents, decisions, checks or follow-up slow a team down, the same engine applies. A few of the shapes it takes:

Stock, costs and margins

Situation. Costs, stock and margins are spread across ERP, spreadsheets and supplier data.

What we build. Live cost intelligence, large catalogues and reports that open in seconds.

Finance and admin teams

Situation. Invoices, statements and ledger checks still need too much manual handling.

What we build. AI reads, matches and flags what needs review, while people approve key steps.

Scattered reporting data

Situation. The numbers exist, but not in one place your team can trust.

What we build. We connect the sources and make reporting askable in plain English.

Documents, forms and deadlines

Situation. Staff lose time copying details, checking forms and tracking due dates.

What we build. Systems extract, check, draft and remind, with approval before submission.

Payments and customer follow-up

Situation. Unpaid invoices, promises and customer notes sit across too many places.

What we build. Follow-up can be tracked, drafted and escalated without losing context.

Operations, support and QA

Situation. Teams repeat the same checks across systems, chats, tickets and files.

What we build. AI systems handle the routine steps and wait where judgement is needed.

Spreadsheets and legacy tools

Situation. The business runs on ageing software, macros and workarounds that only one person understands.

What we build. Custom software built around your process, with AI added where it pays.

Why it matters

Could this be your workflow?

If your back office is a chain of small automations held together by one busy person, we can wire it into a workflow that runs itself - and keeps your people where judgement matters.

Best for · SMEs with a lean back office, multi-entity groups, operators drowning in glue work

Have a similar workflow? Let's map it.

We start with a fixed-scope AI Opportunity Audit: we map where the hours and the risk actually are, then show you the one or two systems worth building first.

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