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AI ON REAL WORK

Applied AI Integration & Enterprise Workflow Automation

If a person is copying invoices, hunting SOPs or answering the same ticket, we put AI on that job. Structured output, a human check when confidence is low, and privacy defaults that keep your data out of shared models.

Hours saved on a named workflow, not a demo chatbot
Schema checks so invoices and records cannot invent totals
Your data stays in your account, or on your own machines
HOW WE BUILD THIS

AI that has to be right, or it waits for a person

A model that is 90 percent right on invoices is still dangerous. We validate output against a schema, log every decision, and send low-confidence work to a person.

What this looks like in the codebase

After the workflow is clear, we lock the technical choices that keep the product maintainable. These are the ones we use here:

  • Structured output generation enforced via Zod and JSON Schema validation
  • Hybrid vector search combining dense embeddings with BM25 full-text keyword indexing
  • Asynchronous background execution using distributed state machines
  • Strict data privacy with zero data training retention policies

Stack we ship with

Chosen because we have run it in production, not because it is fashionable.

OpenAI / Anthropic APIspgvector / QdrantPython / FastAPILangChain / LlamaIndexTemporal.ioRedisDocker
WHAT YOU GET

The work inside this service

From the first data model to a production deploy. Here is what we hand over.

01 / APPLIED AI & AUTOMATION

Intelligent Document & Data Processing

PDFs, invoices, contracts and receipts become database rows, with a person in the loop when the numbers do not add up.

  • OCR and multi-modal entity extraction
  • Automated invoice and ledger reconciliation
  • Confidence scoring and human-in-the-loop review queues
  • Direct integration into ERPs and accounting systems
02 / APPLIED AI & AUTOMATION

Custom Internal Copilots & Knowledge RAG

Answers from your SOPs, tickets and docs, with citations. Sales, ops and support stop hunting through folders.

  • Enterprise knowledge base vector search
  • Role-based document permission filtering
  • Source attribution and exact citation links
  • Slack, Discord, and Web client embeds
03 / APPLIED AI & AUTOMATION

Operational Workflow Automation

Connect the CRM, billing and fulfilment so a new order or a failed payment moves without someone copying it by hand.

  • Event-triggered automation pipelines
  • Automated customer intake and lead qualification
  • Data sync between CRM, billing, and fulfillment
  • Automated anomaly detection and team alerts
WHY THIS HOLDS UP

A call we made in production

Eliminating Hallucinations in Multi-Branch Financial Invoice Ingestion

A CALL WE MADE IN PRODUCTION

Eliminating Hallucinations in Multi-Branch Financial Invoice Ingestion

For multi-branch retail operations processing thousands of vendor invoices weekly, statistical LLM extraction alone introduces dangerous error rates. We designed a dual-pass verification pipeline. The first stage uses specialized OCR to parse text coordinates and bounding boxes into structured tokens. The second stage executes structured schema extraction with strict numerical checksum validation. If line items do not balance with invoice totals to the exact cent, the task routes to an expedited human review queue with pre-highlighted bounding boxes.

WHAT CHANGED

Products we built this way

View all case studies
Ledgerly multi-branch admin panel and reconciliation dashboard
Operations · Business Management16 Weeks

Ledgerly

Strata Retail spent 35 hours a week reconciling supplier invoices by spreadsheet. We built one ops portal for 24 branches.

Northbeam Ops dispatch and fleet logistics dashboard
Logistics · Internal Tooling14 Weeks

Northbeam Ops

Dispatchers were refreshing a 50-column spreadsheet while 350 trucks pinged GPS. We built a live dispatch board that keeps up.

Forge CRM deal pipeline interface
B2B · Custom SaaS8 Weeks

Forge CRM

Forgeworks reps were fighting a bloated CRM instead of talking to buyers. We built a pipeline they update in seconds.

FREQUENTLY ASKED QUESTIONS

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