Work area · back office
Back-office automation with AI: onboarding, approvals, documents, and payments.
We map the process as it really runs, then automate the repetitive parts while keeping human checkpoints where judgement matters. The result is less copying between systems, fewer handoffs, faster turnaround, and a clear record of every step.
Repetitive work this removes
- Chasing customers for documents and signatures
- Checking forms and files for missing information
- Copying data between email, spreadsheets, and systems
- Routing cases for approval and following up
- Confirming payments and updating records
What we build
- Customer onboarding with an AI intake agent and document checklist
- Approval flows with human checkpoints and an audit trail
- Document reading that extracts the fields you need
- Payment, identity, and third-party integrations
- Exception queues so people only see the cases that need them
Automate customer onboarding with AI
Onboarding is the most common place to start: it is repetitive, it touches customers directly, and delays cost money. In our credit onboarding case, an AI agent qualifies leads, collects documents, and takes payment before a consultant ever joins.
Case studies
Questions
How do you decide what is worth automating?
We start by sitting with the people who do the work and mapping the process. Then we rank each repetitive task by the time it takes, how often it happens, and what it costs to automate, and build the one with the clearest payback first. If AI is not the right answer for a task, we say so.
Will AI replace my team?
No. We target the repetitive, time-consuming tasks that fill people’s days: copying data between systems, chasing documents, answering the same questions, compiling reports. Your team keeps the work that needs judgement, relationships, and exceptions, and every system we build has checkpoints where a person approves or takes over.
Who owns the code and the data?
You do. We deploy into your cloud accounts, hand over the source code, prompts, and documentation, and you keep full ownership of the IP and the data.
Tell us where time goes today. We’ll show you what we’d automate first.
