Industries We Serve

We’re process-first, not industry-locked

Most "industry expertise" pages list buzzwords. We automate repeatable operations: A/P, A/R, approvals, data entry, reconciliations, document handling, and field-to-back-office workflows. If your team moves the same data 100 times a week, we can make that faster, safer, and traceable.

Where we typically start (and expand)

  • Finance Operations (A/P & A/R): invoice capture, 3-way match, approvals, GL coding, statement recs, payment runs, audit trails.
  • Sales-to-Cash: quotes, order entry, pricing checks, credit holds, billing, collections nudges.
  • Ops & Admin: PO creation, vendor onboarding, contract meta-data, inventory counts, daily logs, dispatch updates.
  • Data Hygiene & Reporting: master-data cleanup, exception queues, month-end packs, KPI dashboards.

Representative Sectors

Distribution & Wholesale

  • PO/invoice automation, freight allocation, price file updates, customer credit workflows.

Construction & Field Services

  • Ticket/dispatch capture, materials logs, job cost coding, daily reports → accounting.
  • Recent example: automated pick-ticket handling for a regional concrete supplier to speed billing and reduce errors.

Manufacturing

  • Work orders, BOM/price updates, vendor ASN capture, receiving → 3-way match, QC exceptions.

Professional Services

  • Time/expense capture, WIP → invoice prep, collections nudges, engagement docs with e-sign + filing.

Retail & eCommerce

  • Order ingestion, tax/ship rules, returns/RMA handling, payout reconciliation.

Real Estate & Property

  • Lease abstraction, rent rolls, maintenance tickets, vendor pay cycles, escrow reconciliations.

Healthcare (Admin/Back Office)

  • Referral/authorization routing, claims attachments, EOB posting, payor variance flags. (Admin only.)

Education & Nonprofit

  • Grant spend tracking, donor receipts, vendor vetting, purchasing approvals, compliance logs.

Energy & Utilities

  • Field tickets, meter reads, vendor day sheets, unit-based billing, audit trails.

Public Sector (Admin)

  • Procurement packets, records requests, board packets, policy/contract indexing.

How we de-risk new industries

  • Discovery in days, not months: we diagram your workflow, identify 5–10 repetitive steps, and build an exception-first design (humans handle edge cases; bots handle the rest).
  • Pilot first: small surface area, measurable ROI (cycle time, error rate, dollars avoided).
  • Data-safe by default: least-privilege access, audit logs, and role-based controls.
  • Your stack, not ours: we integrate with what you already use (ERP, email, spreadsheets, shared drives).

Let’s map your process.

Send us one workflow that eats your week. We’ll outline a pilot with projected savings and a go/no-go checkpoint.