Fewer manual steps and easier-to-find information. Delivery notes, invoices, certificates, photos and statements named, filed, matched and converted by rule.
The business result, not file manipulation
PDFs, statements, invoices, CSV files, spreadsheets, reports, certificates, photos and emails all follow rules that a person currently applies by hand. Software can organise, rename, categorise, archive or route documents according to those rules and produce output files for the next system.
Typical jobs we automate
- Rename incoming documents consistently and move them into the correct folders
- Create customer and job folders automatically
- Convert structured files into required formats and archive processed inputs
- Generate standard documents from data
- Check whether expected files arrived and match files to customers or jobs
What changes for you
Find it in seconds
Consistent names and folders.
Nothing slips
Expected documents are checked for, not assumed.
Less rework
Formats corrected before an import, not after it fails.
