Operations AI

AI that reads your documents, reconciles your records, and answers from your data. It holds up in production because we build the context first: the definitions, codes, and exceptions specific to your business.

The review queue: proposed assumptions with approve and correct actions
The system proposes what it thinks is true; your team approves or corrects, one assumption at a time.
The data wiki: metric definitions with approval status
Approved definitions collect into a data wiki: what the AI understands, written where you can read it.
Conversational reporting: a chart answer with its sources and calculation
Ask in plain language. The answer carries its range, filters, and calculation.
Invoice reconciliation: a purchase order matched against a confirmation, one line flagged
Reconciliation at work: one drifted line, held until purchasing signs it.
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Problem

Pilots don’t fail on the model. They fail on context.

The model can already read an invoice. It doesn’t know that your vendor writes one product under two codes, that net sales means after returns, or which of three revenue columns is the one you report. That knowledge lives with your people, in no system a model can see.

So the demo impresses, and the first week of real work stalls it. The fix is not a better model. It is a place where your business’s knowledge is written down, checked, and kept current, so the AI can stand on it.

Context

We build the context first.

What your business knows

Databases and spreadsheets, and the definitions that make the numbers mean something.

What your business reads

Contracts, invoices, records, and the procedures written around them.

How your business works

Who checks what, what counts as done, and where the exceptions go.

Context is not a prompt. The system proposes what it thinks is true about your business, one assumption at a time, and your team approves or corrects each one in a review queue. What’s approved collects into a data wiki your people can open and read: the ground the workflows run on, and the audit trail for every answer they give.

Method

How we work.

Build the context

We connect to your systems read-only and seed the layer with what already exists: schemas, past reports, procedures. Your team verifies what the system proposes.

Put it to work

On verified context we release workflows that do the job: reconciling, matching, reporting, answering with sources. Where a decision matters, a person signs it.

Let it compound

Every correction becomes context. New workflows start from everything already proved, so each release lands faster than the last.

Workflows

What we deploy.

Invoice reconciliation

Order, confirmation, and invoice compared line by line. Mismatches flagged for sign-off.

Record matching

The same product under different codes, matched across systems.

Document Q&A

Answers from contracts and procedures, each one citing its source.

Records intake

Paper and PDF read into structured records, checked before they land.

Conversational reporting

Ask in plain language. The answer shows the calculation behind it.

Report generation

The weekly pack assembled from live data, on schedule.

Data definitions

Your metrics in one wiki, approved by your team, shared by every workflow.

Classic automation

Scripted steps where no model is needed, run in the same harness.

Once the context exists, the next workflow is scoped in days.

Trust

Nothing ships without a signature.

Your team signs

Assumptions are approved before AI acts on them, and decisions are logged, so every output can be traced.

Where it runs

Cloud, on-prem, or hybrid. Deployment follows data residency, existing systems, and IT policy.

Models are interchangeable

Chosen per task across vendors. Switching one is a configuration change; the context stays.

What you own

The source, the data, and the context layer itself.

Start

The first workflow is scoped small and goes live in weeks. By the time it runs, the context underneath it is built, and the second workflow starts from everything the first one proved.

For operations and finance teams with document-heavy back offices, and owner-led businesses at a digitization moment.

Contact

Tell us the challenge.