Phase 1
Discover
We shadow the people doing the work. The real process — including the workarounds — is rarely the one written in the SOP.
RPA is not glamorous and we are not going to pretend otherwise. It is the discipline of taking the most repetitive twenty percent of someone's job — the part with rules they could recite in their sleep — and giving it to a bot that does not get tired or sloppy at four on a Friday.
We build automations that integrate cleanly with the systems you already pay for, with logs an auditor can read and a human-in-the-loop dashboard for the cases the bot is not confident enough to clear. The goal is not headcount cuts. The goal is letting your accountants do accounting instead of retyping invoice numbers.
If the answer to "how do you do this today" involves a screenshot and a sigh, it is probably on this list.
Capture from email or portal, OCR with table extraction, three-way match against POs and receipts, queue the exceptions to AP.
Provision the accounts, send the welcome packet, schedule the day-one meetings — or revoke all of it within minutes on the way out.
Nightly compare between bank, ERP, and sub-ledger. Matches close themselves. Breaks land in a tidy queue with the context attached.
Structured and unstructured documents — claims forms, KYC packets, lab reports — extracted, validated, and pushed into the system of record.
Confidence thresholds, business rules, and routing logic — so the bot only ever clears the cases it should, and a human gets the rest.
A single queue where reviewers see the document, the bot's call, the confidence, and an approve-or-correct button. Two-minute decisions.
A loop, not a waterfall. The bot learns more about the edge cases every week it runs.
We shadow the people doing the work. The real process — including the workarounds — is rarely the one written in the SOP.
Process map, exception taxonomy, integration points, and a ROI sheet that says honestly whether to automate or to leave it alone.
Build, test on a quarter of real volume, ramp to full. Logs and dashboards are in production from day one — not bolted on later.
We tune for the exceptions the bot kept punting. Most automations clear another fifteen percent of cases by month three.
Walk us through it for thirty minutes. We will tell you whether a bot is the answer — and roughly what it would cost to find out.