An email comes in. The PDF is read. The data is prepared in the ERP. The person only gets what genuinely needs a decision. That is the kind of work we take off the team.
Recognise any of these?
| People copying data from emails and PDFs into the ERP or Excel | AI reads the document and prepares the entry; a person confirms it. | |
|---|---|---|
| Supplier invoices entered into accounting by hand | Extraction and classification run on their own; the accountant approves. | |
| Quotes that take days because they always start from zero | The quote arrives pre-filled; sales reviews it and sends it. | |
| Supplier orders forgotten until stock runs out | Stock below the minimum prepares the order, still pending approval. | |
| The same replies written dozens of times a week | Triage and draft happen automatically; whoever replies only adjusts. | |
| Processes that stop when one specific person is on holiday | The circuit is written into the system, not into one person’s head. |
The work before and after
Orders
Email with an order → AI reads the document · AI → Data validated · AI → ERP updated → Customer gets confirmation
Accounting
Invoice as PDF → AI extracts and classifies · AI → Entry prepared · AI → Accountant approves
Quotes
Quote request → AI drafts the proposal · AI → Sales reviews and adjusts → Customer gets it same day
Suppliers
Stock below minimum → AI prepares the order · AI → Manager approves → Sent and logged
The task changes, the logic is simple: the system handles the repetitive part and calls a person when an exception shows up.
What no longer has to go through hands
Document intake
PDFs, Excel, invoices and orders interpreted and entered into your systems.
Email and communication
Triage, replies to repetitive requests and the follow-ups that today go missing.
Flows between systems
ERP, CRM, spreadsheets, forms and WhatsApp in one circuit.
Reports and records
Data collected and reports prepared without manual work.
Starting without complicating it
One real task, 30 minutes, free. We work out where the repetitive work is and where decisions have to stay human.
We start with a clear part of the process and see what changes in the team’s work.
The next process only starts when the previous one already makes sense day to day.
Frequently asked questions
Do we have to change ERP or CRM?
No. The automation connects to what you already use. We only propose replacement when keeping a system clearly costs more than changing it — which is rare.
What about exceptions?
Exceptions go to a person, with the context already prepared. We automate the predictable; the rest becomes faster to decide.
How do we know it pays off?
We measure before building: runs per week, minutes per run, people involved. If it doesn’t pay off, we say so.
Which task should your team no longer be doing by hand?
Bring it to the AI Check-up. In 30 minutes we tell you whether it is worth taking that work off the team, testing a part of it, or leaving it as it is.
One connected set of services
Custom AI software
When the team works around the software, a piece is missing.
AI for industry and operations
Production can be finely tuned while the office is still stuck in email and Excel.
AI in Northern Portugal
The factory is finely tuned. The office still runs on email, Excel and the ERP.
AI Partner
New tools. New vendors. New ideas. And it all lands on the same person.
