• AI-ASSISTED AUTOMATION

Are you drowning in manual workarounds for your legacy system?

Are your staff still retyping information from PDFs, invoices, forms and receipts? Copying data between systems? Cleaning up Excel files before they can be imported?

Do you need a practical, cost-effective way to connect existing ERP, document management, CRM, project, and operational systems? We wrap private AI agents around existing legacy, open-source or SaaS system and bridge the islands into one. And it’s 100% yours in perpetuity.

Manual data entry takes hours. Reclaim your time.

If one staff member transfers and retypes data between applications for just 4 hours per week, that’s

0
hours wasted per year in your business
The average human error rate for retyping is
0

Building bridges between business silos.

Turn disconnected systems into a workflow that moves between your ERP, your accounts, your documents, your projects, emails, tasks and people.  We connect what you already have, automate the handoffs, and put AI to work.

“Evolutionize” your business with AI-assisted process automation.

AI-Assisted interpretation

Context-aware AI interprets different document types, layouts, terminology and data formats. Consistent results every time.

Private, on-site processing 

The software runs on your hardware, under your roof. No cloud. No internet access. Your AI is secure and private, no expensive tokens.

ERP-agnostic and flexible

If your system can import a CSV file, we can connect to it. Alternative formats available. Or let us advise you on open-source solutions.

Human review &  validation

You’re in control. “Check-and-Click” verification on a friendly dashboard. Pre-set parameters ensure your ERP gets the right data.

Click on the AI weakness to see how we handle it.

AI escapes it’s boundaries AI uses your data for “training” AI quality is unpredictable AI has zero accountability AI vendors hold you hostage AI is a black box – no audit trail

We use a Defined Scope

The risk

AI is curious by nature. It reads data it shouldn’t, transforms and deletes data in bulk instantly, and writes into systems without being aware of the consequences.

How we handle it

We define exactly what AI may access and what it may do. Data moves between systems through a staged, human-managed process — not an unsupervised algorithm.

Data Sovereignty.

The risk

Even in enterprise systems, your customer data, your pricing, your contracts — at risk of leaking into training datasets. Even the AI vendor does not know what it’s AI is doing. 

How we handle it

We map every workflow to the right environment: cloud where it’s safe, on-premises where it’s not. Data sensitivity, cost, infrastructure, regulation — all considered.

Reliability by controlling randomness

The risk

Ask AI the same question twice, get two different answers. That’s fine for brainstorming. It’s unacceptable for processing your purchase orders.

How we handle it

Corporate AI controls the randomness. Same data in, same result out, every single time. Deterministic outputs you can build processes around.

The Human Accountability step

The risk

AI has zero accountability. When something goes wrong, “the AI did it” isn’t an answer your board or your regulator will accept.

How we handle it

A clear dashboard requires human sign-off on every outcome before data moves. A person is responsible. Always.

We build systems that are AI vendor agnostic

The risk

AI economics are in flux. Every AI vendor is struggling to find a business model to pay for spiralling costs. If your AI vendor doubles their price tomorrow, or disappears entirely — what’s your Plan B?

How we handle it

Our framework isolates every AI step. Switch providers, change infrastructure, swap software — without rebuilding anything. You’re never locked in.Our framework isolates AI steps, so clients can switch AI providers, infrastructure and software without rebuilding.

Transparency through an audit trail

The risk

If you’re audited tomorrow, can you explain how AI reached its conclusions? “It’s a black box” won’t satisfy a regulator.

How we handle it

Every AI decision has an audit trail. Notifications, tracking, and documentation you can defend — to auditors, to your board, to your clients.

Slide 1 – Line Items Approved

The PDFs are triaged and managed on the left – quarantine, skip or reject if the PDF is not relevant or valid. Move between PDFs.

Slide 2- Line Items Flagged

Approve line items quickly (mouse or keystroke. Flags line that are not relevant. The AI assistant suggests, but a human confirms.

Slide 3 – Invoice Rejected (Duplicate)

The systems keeps track of what has already been done to reduce duplicates and rework and sends notifications when done.

Secure your data, empower your staff, save time, and get more out of the ERP you already own.

Request a Discovery Call
  • convert pdf documents into data

Here’s HOW docs2data works.

Extract data from supplier pdfs and convert it to an import-ready CSV In minutes.The core product never writes to ERP systems. CSV handoff is the boundary. Zero Risk.

Our Docs2Data engine aligns with your existing processes, folder structures, and software. If you have a legacy systems (MS NAV, Sage, Syspro, QuickBooks, WorldDocs, Clio) we work with you to identify the right importable format.

1. Easy, Human-friendly Process

Dozens of PDFs at once. Email it, drop it in a folder, or manual import. Built to be user friendly, in a normal office environment. If a last-minute document arrives, just upload it through the interface.

The engine processes documents that most companies end up typing like quotes, invoices, delivery notes, financial fund sheets, BOMs, product specs and orders with multiple line items

2. Context-Aware, Validated AI

Unlike standard OCR, your private, localized AI will distinguish the difference between Your Order Number and Our Order Number. Key fields are identified in a structured way across multi-page documents. The system deals with complex line items including, taxes, duties, discounts and part deliveries.

Suppliers, clients, projects and products must match lookups exported from your ERP and accounts systems.

3. The Triage Dashboard – Human Review

Your quality control checkpoint. Checks document readability, document type, duplicates and completeness.

Use the dashboard to verify the AI’s work. Compare each line to the original PDF. Click a cell to correct an error.

Once the data is verified, the row is “ticked” and locked. This creates a permanent audit trail.

4. Export
  • Your ERP Pre-set
  • Other presets like CSV, JSON, or XML
  • Custom columns to be imported into Excel
  • Audit logs, alerts and notifications

Our solutions are priced to make financial sense.

  • Strategic Assessment for fit
  • Custom configuration for your document types, data, schedule and needs
  • Clean and intuitive dashboard with keyboard shortcuts
  • Ongoing support and accuracy improvements