Example engagementDistribution

AI invoice processing for a finance team

An AI intake agent reads vendor invoices, matches them to purchase orders and posts drafts to accounting, leaving staff to review only the exceptions.

Weeks → daystarget month-end close

The challenge

A 40-person distributor's AP team keys about 1,200 vendor invoices a month into QuickBooks by hand, and month-end close takes around two weeks.

What we built

1Invoices collected automatically from a shared inbox
2AI extracts vendor, line items and totals, then checks them against POs
3Clean matches post as drafts to QuickBooks
4Mismatches land in a review dashboard with the reason flagged

What it's designed to change

Designed to cut manual keying down to exception review and shorten the close from weeks to days.

This is an example engagement that illustrates a typical project and target outcomes. It is not a specific client result.

More work

Field operations

Client project

1 platform

for intake, scheduling, status and reporting

One operations platform instead of a dozen spreadsheets

A growing operations team ran on spreadsheets, group texts and email. We built a central platform with AI-assisted intake that gave everyone one live view of the work.

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