Integration & automation

AI in the systems you already run.

The tools are not the bottleneck any more. Billions have gone into models that are, for most business problems, already good enough. What is stopping you is that your data sits in an ERP from 2011, a shared drive of PDFs and a process nobody has written down.

That gap is the work. It is unglamorous, it does not demo well, and it is where the return actually is.

Tell us what you're running
DOCUMENTEXTRACTEDSUPPLIERNorthwind LtdINVOICE NO.INV-40912TOTAL£12,480.00PO MATCHNeeds a look?
SYSTEMS YOU ALREADY RUNERPdocumented APILegacy databaseread-only accessFile sharescheduled SFTP dropThick clientno interface at allWHAT WE BUILDExtractValidateDecideEvaluations · Monitoring · Model boundarythe part that keeps working in month fourConfident resultBelow thresholdWHERE IT LANDSYour system of recordA personexceptions only, not everything
The model is one box in the middle. Nearly all the engineering is getting data out of the left column and making the whole thing survive being ignored for six months.

The hard part

Getting at your data, whatever shape it is in.

Most automation work stops at the first rung, because it is the only one that does not require writing software. The systems worth automating are rarely on the first rung.

01

A documented API

Modern SaaS and anything built this decade. Straightforward, well-trodden, and the only rung most automation shops can reach.

Rarely where the valuable data actually lives.

02

Database access only

No API, but the schema is reachable. We read directly, with change-data-capture so we are not polling a production database into the ground.

Read-only by default. We do not write into a system we did not build unless there is a supported path.

03

File exchange

Scheduled CSV, XML or fixed-width drops over SFTP or a network share. Common in ERP estates that predate REST entirely.

Unglamorous and completely reliable once the edge cases in the format are pinned down.

04

No programmatic interface at all

Terminal emulators, thick clients, vendor-locked systems. Driven at the interface level, or via whatever export the vendor grudgingly supports.

Fragile by nature. We say so up front, isolate it behind a boundary, and monitor it closely — or advise against it.

What we automate

Work that already happens, just slowly.

Each of these has a tell. If you recognise the tell, the work is probably worth automating.

TODAYInvoice arrivesSits in a queueRead and retypedKeyed into ERPTypos foundweeks laterAUTOMATEDInvoice arrivesValues extractedChecked vs POMatches → straight into the ERPno one touches itUnsure → a person, values pre-filledreviewing, not retyping
The exception path is the design. A system that writes uncertain values into your ledger is worse than the retyping it replaced.

Documents into systems

Invoices, purchase orders, delivery notes, claims, applications. Extracted, validated against your existing records, and written where they belong — with anything uncertain routed to a person rather than guessed.

The tell

Someone is currently retyping these.

Triage and routing

Inbound email, tickets, forms and requests classified and sent to the right queue on arrival, by the same criteria every time regardless of who is on shift.

The tell

Urgent things sit unnoticed in a shared inbox.

Reconciliation and exception handling

Matching records across systems that disagree, and surfacing only the ones that genuinely need a human decision instead of a full manual review.

The tell

Someone reconciles two exports in a spreadsheet monthly.

Making legacy data answerable

Years of documents and records turned into something staff can query in plain language, with the source attached so the answer can be checked.

The tell

The knowledge exists but nobody can find it quickly.

Report and summary generation

Pulling from the systems of record and drafting the recurring reports, with a person approving rather than assembling.

The tell

A skilled person spends a day a week producing the same document.

Why these die

Anyone can wire a webhook.

Automation projects rarely fail at launch. They fail in month four, when a provider deprecates a model, a document format shifts slightly, or an overnight job stops running and nobody notices for a fortnight.

The difference between a demo and something you can depend on is entirely in what gets built around the model.

What we build around it

  • An evaluation set over your real documents, run on every change, so a model swap or prompt edit cannot silently degrade extraction accuracy.
  • Explicit confidence thresholds, with low-confidence items routed to a person instead of written into your system of record.
  • Monitoring on the integration itself — the overnight job that stops running is a more common failure than the model being wrong.
  • A boundary around every model call, so a deprecated provider version is a contained change rather than a rebuild.
  • Documentation and handover, so your team can run and extend it without us.

Tell us what you're running.

Name the systems and describe the process that is eating time. We will tell you which rung it sits on, roughly what it takes, and whether it is worth doing — including when the answer is that a rule would serve you better than a model.

Worth reading first: what AI can actually do, and how we work.

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