Finance
Alex
Invoice Processing
Reads invoices, captures fields, checks requirements, applies routing rules and sends exceptions to staff.
Read → Check → Route
Your people. A little extra help.
Meet your next
Digital Assistant.
Give repetitive work a capable assistant. Keep the decisions with your people.
Invoices to check. Documents to file. Requests to route. Start with one task your team knows all too well.
Your process. Your rules. Your people in control.
A place on your team Illustrative workflow
Meet Alex / Accounts payable
A second set of eyes
on every invoice.
INVOICE · SAMPLEOffice supplies
Invoice numberINV-1042
Purchase orderPO-2084
ApprovalNeeds a person
Alex prepares. Your team decides.
Missing approval → Accounts Payable Manager
We build it. We connect it. We manage it.Start with one task. Grow at your pace.
Meet the team
Real jobs.
Practical starting points.
Choose the work you need help with. We configure the assistant around your documents, systems, and approval rules.
Records
Max
Document Filing
Identifies document type, extracts metadata, applies classification and routes or files documents.
Classify → File → Flag
Government
Emma
Public Records Request
Reads and categorizes requests, identifies likely departments and prepares workflow information.
Read → Organize → Route
Service
Sophia
Customer Request
Reads incoming requests, identifies the need, extracts information and routes or prepares a response.
Understand → Prepare → Route
See the work, step by step
Watch Alex handle
the routine.
Follow a sample invoice from arrival to human review. Every implementation is configured and tested with your team.
- Invoice arrivesA sample invoice enters an approved intake queue.
- Alex captures the detailsVendor, invoice number, amount, and PO reference are prepared for checking.
- Alex checks the rulesRequired fields and approved purchase-order information are compared.
- An exception is flaggedThe required approval is missing. Alex does not approve payment.
- Your team takes overThe AP Manager receives the details and decides what happens next.
Alex's work queue
Invoice INV-1042
Office supplies · PO-2084
Ready to explore: follow the five steps to see how the handoff works.
Human approval stays human.
This example demonstrates a possible workflow, not a live integration or a processing-speed claim.
Where is your team losing time?
Start with the work on your desk.
Document reviewData entryRoutine requestsChasing missing informationEmail intakeMonitoring deadlines
Find possibilities for your industry →People remain in charge
Clear responsibilities.
Clear boundaries.
Your worker gets a defined job, access to approved information, and a clear point to hand work back to a person.
01 / Access
Only what the job needs.
Agree which sources the assistant can read and which actions it can take.
02 / Rules
Your process sets the limits.
Configure required checks, routing, and approval boundaries with your team.
03 / Judgment
People handle the exceptions.
Uncertainty and sensitive decisions return to an authorized employee.
From one task to a working assistant
We take care of the setup.
You help define success.
01
Show us the work
Walk us through a repetitive task and the exceptions.
02
We configure it
Connect approved information, instructions, and workflow steps.
03
Your team tests it
Review representative examples and agree the boundaries.
04
Put it to work
Start with an approved scope and review how it performs.
Already using SBS Portals?Explore assistance inside selected existing workflows.See the integration →
Let's find your first task
What would you take
off your team's desk?
Tell us what repeats. We’ll review where a Digital Assistant could help and what should stay with your people.
No need to choose an assistant or have a technical specification.