Documents in. Decisions out.
Accounting firms, law offices, brokers, consultancies: the product is judgment, but the day is consumed by documents. We automate extraction, checking, and reporting so billable hours go to actual expertise.
What we keep hearing
If any of these sound familiar, they are exactly the problems this practice was built around.
Every engagement starts with re-typing
Invoices, contracts, statements, IDs: data arrives as PDFs and photos, and someone types it into your systems, line by line.
Compliance is a second full-time job
KYC checks, deadlines, filings, document trails: high stakes, zero tolerance for error, and it all runs on checklists and memory.
Reporting eats the month's end
Client reports assembled by hand from three systems and a dozen spreadsheets. Days of copy-paste, every single month.
Slow onboarding loses clients
Chasing documents over email for weeks makes a bad first impression, and incomplete files stall everything downstream.
The right tech, per problem
Not one tool for everything. Each problem gets the technology that actually solves it. Nothing more.
Document processing with human review
OCR plus LLM extraction reads invoices, contracts, and statements (including scanned Greek documents) and posts structured data into your systems. Confidence scoring routes anything uncertain to a person; nothing enters your books unreviewed.
Workflows with built-in audit trails
Deadlines, checks, and approvals become explicit workflows: every step logged, every document versioned, every deadline monitored, with escalation before something slips, not after.
Reports that assemble themselves
Live pipelines pull from your practice systems into templated client reports and internal dashboards: reviewed and sent, not built from scratch.
An agent on your team
An onboarding agent runs intake end to end: it requests documents from the client, checks completeness and validity as they arrive, extracts the data, runs the standard checks, and assembles a ready-for-review file, chasing politely and persistently so your staff doesn't have to.
Day 1 · sends the client a checklist and secure upload link. Day 2 · verifies the ID and two of five documents, requests the missing three with specific instructions. Day 4 · flags a mismatch between the contract name and registry entry for human review. Day 5 · hands your team a complete, pre-checked file.
Every agent runs with defined permissions, full action logs, and human approval on anything consequential.
Ready to get your billable hours back?
A free discovery call: we map your highest-value opportunity and tell you honestly whether it's worth building.