Concept ProjectCustom Software
Field Operations Platform
A concept for a service business that schedules technicians, tracks jobs and invoices customers, replacing a shared spreadsheet and group chats.
Concept ProjectAI Development
AI Document Intake Assistant
A concept for an assistant that reads incoming invoices and forms, extracts key fields and routes them for approval, with a person reviewing anything uncertain.
Concept illustration. Not a screenshot of a deployed product.
The problem
Operations teams often receive hundreds of PDFs and emails each month. Staff open each one, copy fields into a system and forward it for approval, which is slow and prone to typing errors.
Our proposed solution
An intake pipeline that classifies each document, extracts fields with a language model, checks them against business rules and sends confident results straight to the approval queue. Low-confidence extractions are flagged for a person to confirm.
Key features
- Email and upload intake for PDFs and scans
- Field extraction with confidence scores
- Validation against supplier and purchase-order records
- Review screen for flagged documents
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Consultative Sales CRM
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