Your back office is full of work a machine should be doing.
Reconciliation, document processing, compliance reporting — the repetitive, high-volume work eating your team’s hours. We build AI pipelines that run it 24/7, more accurately than manual processing, on infrastructure you control.
The work that eats whole teams.
Four kinds of back-office work we have built pipelines for. Each one plugs into the systems you already run — no new platform for your team to learn.
Reconciliation
Multi-system transaction matching — policy admin, billing, claims, banking. Confidence scoring routes the edge cases to your people and automates the rest.
Document processing
Classification, data extraction, and routing for the documents flooding your inboxes and queues — invoices, applications, claims, correspondence.
Compliance & reporting
Regulatory reports, audit prep, and the quarterly scrambles that consume whole teams. Automated ETL, generated narratives, full audit trail.
Dashboards & analytics
Automated pipelines feeding live Power BI dashboards. Your leadership gets current numbers without anyone pulling data or building slides.
Automated reconciliation saves $3M, frees 13 employees
The problem
Over $1M a year spent on manual reconciliation across policy admin, billing, and claims systems. 13 full-time employees matching transactions by hand. Error rates climbing, and a process that couldn’t scale.
What we did
Audited the full workflow. Deployed a locally hosted LLM fine-tuned on two years of historical reconciliation data. Built an end-to-end pipeline: ingest, classify, match, resolve, report. Confidence scoring routes edge cases to human review.
projected 3-year savings
FTEs reallocated to work that needs judgment
automated accuracy, checked against their own records
time to positive ROI
Discovery to handoff, documented at every step.
Discovery
We audit your workflows and estimate the ROI. If we don’t see a clear return, we’ll tell you.
Architecture
Data sources, model selection, integration points, deployment plan. Everything documented before we build.
Deployment
We build on your infrastructure. Full testing, validation against your data, documentation.
Handoff
We train your team and step back. Ongoing support available but not required.
Embedded in how you already work.
We don’t hand you a tool and a login. We build the pipeline into your existing operations, run it against your real data until it holds, train the people who will own it, and then step back.
- Built on your infrastructure and the systems you already run — policy admin, billing, claims, banking
- Confidence scoring routes the edge cases to your people and automates the rest
- Full testing and validation against your own data before anything goes live
- Locally hosted models where your data can’t leave the building
- Documentation and training included; ongoing support available but not required
What’s your version of 13 people matching transactions?
Every automation we’ve built started with a 30-minute conversation about where the hours actually go.
Book a free 30-minute consultation