AI automation · operations and documents

Operations and documents. No more copy-paste

A supplier invoice arrives by email. Someone opens it, reads it, types it into the ERP, sends it for approval, files it. A hundred times a month. We make that whole chain run on its own, so your people step in only where a decision is needed.

The problem. The same data, entered twice

One document passes through three systems and four pairs of hands. Every step costs time and adds a possible error. At month end, the report is still built by hand, from data that already exists somewhere.

What we deliver. Workflows that run themselves

01

Incoming documents.

Invoices, orders, contracts, job sheets, forms: extracted, validated against your rules, entered into the ERP, CRM or accounting.

02

E-invoicing.

Issuing, submission to Romania’s e-Factura and SPV, and the receipt read back, for the invoices you send. The paid audit sets the scope, and the implementation is quoted after it.

03

Flows between systems.

What is entered once reaches everywhere it is needed: CRM, ERP, invoicing, email, WhatsApp.

04

Automatic reports.

Daily, weekly, monthly, sent at a set time, from real data.

05

Approvals with an audit trail.

Who approved, when, on what basis, with no lost emails.

Typical workflows. Five examples

01

Supplier invoices from email → validation → ERP → approval → archive.

02

Orders from WhatsApp and email → ERP → confirmation to the customer.

03

Job sheets from the field → quote → invoice → e-invoice.

04

Quote requests → CRM → standard offer ready for the salesperson.

05

Data from three systems → one report, at 18:00, every day.

Integrations. With what you already have

ERPs and platforms used in Romania and across Europe, accounting and invoicing, CRMs, email, WhatsApp Business, Google Workspace, Microsoft 365. Where there is an API, we use it. Where there is none, we build software robots that work the interface, like an operator.

How we work

01

We map the current workflow

With its timings and its errors.

02

We build the new workflow

With validations and exceptions defined together.

03

We run both in parallel

For a set period: we compare and adjust.
04

We hand over

With monitoring and monthly support.

Documents enter on their own. Your people do what matters

no obligation · bring three of your workflows and we tell you which is worth automating first