Less invoice chasing
Review exceptions, not every line.
Document and invoice automation
Extract information from invoices, contracts, forms and purchase orders. Check it against your rules and flag discrepancies before they become expensive.
AI & automation
Less manual work. More room to think.
Practical AI that takes repetitive work off your team, inside your existing tools, with a person approving what matters.
Customers get an answer
Organize requests and prepare replies for approval.
Email and customer-service workflows
Sort incoming requests, identify urgency, retrieve verified information and prepare accurate replies for staff approval.
Sales and quotation automation
Capture new inquiries, organize customer requirements, prepare draft quotes and create follow-up tasks so opportunities don't disappear into an inbox.
A clearer operating picture
Bring overdue work and unusual trends into view.
AI-powered reporting
Bring operational information together into useful management summaries that highlight overdue work, unusual trends and issues needing attention.
Knowledge within reach
Find approved answers without interrupting a manager.
Internal knowledge assistants
Make your approved procedures, training materials and policies easy for employees to find and use, without interrupting a manager.
Sometimes the right answer is a better process. Sometimes it's a setting in software you already own. And sometimes AI can take hours of repetitive work off your team's plate. The goal is always the same: less manual work, fewer mistakes and better business performance.
Fictional example / not deployed client software
From an invoice to a clear decision.
AI interprets the document. Fixed business rules check it. A person approves the exceptions. Everything is logged.
Intake
Invoice received
AI extraction
Key details extracted
Business rules
Rules compare rates
Exception
Flag discrepancy
Human approval
Human reviews
Fictional supplier
Sample invoice
- Invoice
- DEMO-1042
- Service
- Equipment inspection
10 units × CAD $125
CAD $1,250
Invented demonstration figures, not a fee or client result.
Deterministic rate check
One rate needs a second look.
- Agreed unit rate
- CAD $100
- Invoiced unit rate
- CAD $125
Flagged: CAD $250 above agreed rates.
10 × (CAD $125 − CAD $100). No automatic payment approval.
Human approval
An authorized person checks the source invoice and agreement before deciding what happens next.
Awaiting human review.
01 / Capture
An invoice PDF arrives in an approved accounting inbox.
02 / Extract
AI identifies the vendor, amounts, invoice number, service period and line items.
03 / Validate
Business rules compare those values to approved contracts, purchase orders and past invoices to catch duplicates.
04 / Escalate
Uncertain or nonmatching records become review tasks, with the source evidence attached.
05 / Approve + measure
Authorized staff resolve exceptions; turnaround time and discrepancies are logged.
What AI does, and what it doesn't
AI reads, sorts and drafts. Ordinary automation moves data between the tools you already use. Business rules make the checks. I don't set up autonomous decisions for refunds, financial approvals, employee issues or regulated work.
Permissions and integration
Before anything runs in production I confirm access controls, security, quality checks, exception handling and how it connects to your systems. Software licences are separate, and complex integrations are scoped on their own.
Every solution is designed around your existing processes, software, permissions and business requirements. Human approval stays in place where the risk warrants it.
Explore a workflow with meFree 20-minute introductory call.
Let's talk
What's eating up your time?
The tasks that keep piling up. The processes that never quite work. The things you keep meaning to fix. Tell me what's slowing your business down, and let's talk about what could be easier.
Ottawa–Gatineau · Working with businesses across Canada