THE PROBLEM
Your operations team is touching transactions they shouldn't be touching. Everyone knows it. Nobody's fixed it — because fixing it meant more than buying another software subscription.
You've tried the RPA tools. They broke the first time someone changed a form. You've tried the workflow platforms. They required a full-time admin and still couldn't handle exceptions. The work came back to people.
The problem isn't effort. It's that most automation doesn't account for how your process actually works. So the manual step stays. The hours don't come back. And the margin keeps eroding.
What We Automate
Purchase Order & Intake Automation
We automate the intake, validation, routing, and processing of purchase orders, work orders, and any structured intake process — handling exceptions, format variations, and edge cases without human intervention. For a mid-market specialty distributor, this work eliminated 20 minutes of manual processing per order and recovered 11 hours of administrative labor per week. That's the kind of result we're built for.
Document & Data Workflow Automation
We automate the extraction and movement of information from the documents your business runs on — invoices, contracts, packing slips, supplier confirmations, and internal reports. Connected directly to your ERP, your inbox, or your shared drives. The data gets where it needs to go without a person in the middle.
Approval & Routing Automation
Email chains are not an approval process. We build structured approval flows with real routing logic, escalation paths, and full audit trails — so decisions happen on schedule and nothing sits in someone's inbox waiting. When conditions change, the system adapts. When escalation is needed, it happens automatically.
Agentic Workflow Builds
Some processes require more than rules — they require judgment. We build agentic AI systems that can navigate multi-step workflows, evaluate conditions, make decisions, and escalate when appropriate, without a human in the loop for every step. This is where AI stops being a tool and starts functioning like a capable operator.
OUR APPROACH — LEAN BEFORE TECHNOLOGY
Before we touch the technology, we look at the process. That's not a platitude — it comes directly from Ed's Lean Six Sigma background, and it's the reason most automation projects fail without it. Automating a broken process doesn't fix the process; it just breaks it faster.
We map what's actually happening, identify what should be eliminated, simplify what remains, and only then build the automation. What gets deployed is clean, maintainable, and does what it's supposed to do.
This service is built for distributors, manufacturers, wholesalers, and service businesses with real operational volume — companies processing high-frequency, repetitive transactions where humans are still touching every one.
Specifically: mid-market operators with
50–500 employees
where administrative overhead is compressing margins and the fix keeps getting deprioritized.
If you're looking for a chatbot or a no-code tool you can manage yourself, we're not the right fit. This is for operators who want the manual work gone — permanently.
11 Hours Recovered
Eliminated 20 minutes of manual processing per purchase order for a mid-market specialty distributor — 11 hours of administrative labor recovered per week.
60% Time Reduction
Automated three-way invoice matching for a wholesale distributor, reducing accounts payable processing time by 60% and eliminating a recurring source of payment errors.
< 6 Hour Cycle
Built a structured approval routing system for a regional manufacturer that cut average approval cycle time from four days to under six hours, with full audit trail and automatic escalation on delays.