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Paperwork that does itself

The office work that eats your evenings.

Nobody started a business to retype invoice numbers. Yet the paperwork is what fills the hours after the real work is done, and it is the first thing to slip when things get busy, which is exactly when slipping is expensive.

What we build

AI automation for the office work that eats your evenings, running on its own.

Invoice follow-up

Invoices that follow up themselves

The awkward part of getting paid, handled. Polite reminders go out on your schedule with a payment link attached. You see who opened, who paid, who needs a call, and only step in when it matters.

For:anyone who sends invoices

AR automation
Invoice chasing, payment-plan monitoring, collections agents with human approval before anything sends.

Automatic bookkeeping

Books that keep themselves

Bank activity sorts itself into a real set of books and never overwrites your corrections. Month-end arrives already done: what came in, what went out, what's coming, and which subscriptions you forgot you pay for.

For:every business that dreads month-end

Bookkeeping copilot
Bank-feed categorization that never overwrites your edits, plus AI month-end narratives and anomaly flags.
Accounting & bank-feed integration
Plaid connections, auto-categorization that never overwrites user edits, deposit→invoice matching, P&L / Balance Sheet / Cash Flow with drill-down.
Cash-flow forecasting
Projections from live bank history, synced and categorized continuously rather than rebuilt by hand each month.
Subscription & spend audit
Recurring charges auto-detected from bank activity: active vs. lapsed, and what the whole stack is costing you every month.

Paperwork reader

A reader for your paperwork

Bills, forms, warranty claims, registrations: it reads them, pulls out what matters, files it where it belongs, and queues anything odd for a person to check. The stack on the desk stops being a stack.

For:offices drowning in documents

AP & document AI
Receipts, vendor invoices, contracts, permits, insurance paperwork extracted into structured records.
Warranty, registration & claims automation
Registrations and claims flow into the CRM and trigger the follow-through: customer nurture, service scheduling, review requests.

Smart dispatch

Scheduling that thinks ahead

Jobs slot themselves to the right crew at the right time, conflicts flag before they happen, and tomorrow is planned before you sit down with your coffee. The whiteboard retires.

For:trades and field teams that roll trucks

Scheduling, dispatch & capacity planning
Crews, routes, and calendars optimized against real job data.
Field service & dispatch
Jobs, crews, schedules, routes, mobile check-ins, photo documentation.

Inventory autopilot

Inventory that reorders itself

It watches what's selling, catches what's running low, and drafts the reorder before you're out. You learn what's moving from a report, not from an empty shelf.

For:shops, showrooms, and anyone who stocks product, whether that's one stockroom or thirty

Inventory intelligence
Forecasting, reorder points, shrink detection layered on the inventory systems of pillar 1.
Inventory tracking systems
SKUs, stock levels, purchasing, receiving, barcode/photo intake, cycle counts, reorder automation, demand forecasting.

Shrink watch

Shrink caught weekly, not yearly

Purchases, sales and counts get reconciled every week instead of once a year. You see what came in short, what was priced wrong, and what walked out the door, with the paperwork behind each number. Fuel variance gets flagged while it's still small.

For:stores that dread the annual count

Shrink reconciliation
Purchased, sold and counted reconciled weekly, with the gap split into received short, priced wrong and unaccounted, each tied to its document.
Delivery & invoice reconciliation
Delivery tickets matched line by line against vendor invoices, so short shipments surface at receiving instead of at the annual count.
Fuel variance monitoring
Fuel delivered, sold and measured compared daily and trended by tank, with alerts that go out while a variance is still small.

Shift command

Hours that make it to payroll

Crews clock in from a phone in seconds. Schedules follow the hours customers actually show up. Certifications get flagged before they lapse, and missing punches get fixed before payroll runs, not after the checks are wrong.

For:multi-site teams running on hourly crews

Mobile time clock
Clock-ins from a phone in seconds, tied to the store and the shift, with missing punches queued for a person before payroll runs.
Daypart scheduling
Schedules built against the traffic curve of each store's day, so the busy stretches are covered and the dead hours aren't overstaffed.
Certification & compliance tracking
Food-manager certificates, licenses and permits tracked by store and escalated before they lapse.

Why this is the highest-return work to automate

Back office tasks share a shape that suits software perfectly: they are repetitive, rule-shaped, high volume, and boring enough that people make mistakes on them. Chasing a payment is the same seven emails every time. Coding an expense is the same judgement made a thousand times. Reading a purchase order is a task with one right answer.

So the return here is unusually clean. It is measured in hours nobody wanted to spend and in money that arrives sooner because somebody actually followed up. It also tends to be the first thing owners feel, which is why we often start here even when something else looks more impressive.

Careful where care matters

Money and records are the wrong place for a system that guesses confidently. So the design is deliberately conservative: the AI does the reading, the matching and the drafting, and anything it is not sure about is set aside for a person rather than pushed through. Confidence thresholds are yours to set, and they start strict.

Everything it does is logged in a way you can inspect: what it read, what it concluded, what it changed. When something looks wrong you can see exactly where it came from, which is the difference between a tool you can trust with the books and one you have to double-check anyway.

It has to fit the tools you have

This work sits on top of accounting software, bank feeds, inventory systems and document stores that already exist and are not going anywhere. So integration is most of the job, and we scope it honestly at the audit rather than discovering it later.

Where a system genuinely cannot be connected, we say so before anyone commits, and we would rather replace one stubborn piece than rebuild a working stack around a limitation.

Questions

Paperwork that does itself, answered.

Does this replace our accountant or bookkeeper?

No, and the ones we work with tend to like it. It removes the data entry, the chasing and the sorting, which is the part they charge you for and enjoy least. What is left is the judgement: the treatment questions, the planning, the review. The books arrive cleaner and closer to current than they were.

What happens when the AI reads a document wrong?

It is built to expect that. Anything below the confidence threshold you set goes to a person instead of into the ledger, and every extraction keeps a link to the original so a number can always be traced to the page it came from. Corrections feed back in, so the same misread stops recurring.

Can it work with the accounting software we already run?

In most cases yes, and that is deliberate: replacing a working accounting system to enable automation is a bad trade. We check the specific connections at the audit and tell you plainly what is straightforward, what is awkward, and what is not possible before there is any commitment.

The point is not a tidier office. It is your evenings back.

Built in Grand Rapids, Michigan, and put to work wherever your business is.

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