How do you handle exceptions and edge cases?

Every automated workflow has an explicit human-in-the-loop UI for exceptions. Stuck jobs get clear ownership and a one-click resolve path. We track exception rate as a first-class SLA.

Do we need to replace our existing systems?

Almost never. We integrate with your CRM, ERP, ticketing, and finance systems via their APIs. The orchestrator sits in front, your systems of record stay where they are.

What's the typical ROI timeline?

Most clients see operating-cost payback within 90–120 days post-launch. We track cycle time, exception rate, and FTE-equivalent savings on a shared dashboard from day one.

How do you cut over without disrupting operations?

Shadow mode first (automation runs alongside humans, we compare outputs), then parallel run, then graduated cutover by segment. We sit on calls during cutover windows.

Automation Systems

For operations leaders drowning in claims, invoices, onboarding and approvals

Workflows that run themselves — and know when to ask

Intake, classification, routing and approvals running 24/7 with retries, audit trails and an operator console your team actually uses.

Scope a project

See the proof

Workflow: back-office intake

1,204 todaySimulated

Intake

INV-2291Invoice

Classify

CLM-0417Claim

Validate

ONB-118Onboarding

Route

INV-2288Invoice

Approve

Exception lane

empty

Approve stage: ops lead signs off on anything over $5K or below 0.9 confidence.

Manual review saved

80%

Cycle time

Hours

was days

Waiting on a person

Audit events logged

100%

A human approves every change the AI proposes.

80%
Less manual claims review
P&C carrier case
95%
Classification accuracy
P&C carrier case
5,000+
Documents a month
P&C carrier case
3 wk
Delivery timeline

Numbers link to the case study they come from. Company-level numbers are across all engagements.

What we build

Automation Systems, in three parts

Operations leaders eliminating manual processing across claims, invoices, onboarding, approvals, and back-office workflows.

01Orchestration
02Document processing
03Monitoring & compliance

01Orchestration AI does this

Multi-step workflows without the manual hand-offs

Event-driven engines that pick up work from webhooks, uploads, email or schedules and carry it through every step.

Event-driven executionWebhooks, files, emails and schedules start workflows automatically.
Smart routingRules and ML assign work to the right queue with full context attached.

02Document processing AI does this

Documents in, structured data out

Classification, extraction, validation and routing — from invoice capture to claims intake — replacing manual data entry.

Classify & extractAI classification and field extraction across document types.
ValidateMulti-stage checks against business rules and reference data before anything moves.

03Monitoring & compliance

Every process visible, every step logged

Live status, SLA tracking, bottleneck detection and audit trails ready for regulatory review.

Real-time dashboardsThroughput, SLA and exception queues at a glance.
Audit trailEvery action and decision recorded for compliance.

How it runs

Scope in a week, ship in sprints

Every stage produces something you can hand to procurement, audit or your board. Violet is AI-assisted; orange is a human gate.

Stage 01

Workflow audit & process map

We sit with the team doing the work. Map every step, exception, hand-off, and decision rule. Identify which steps can fully automate vs. need human-in-the-loop.

Process map
Exception inventory
Volume & cost analysis
Automation tier matrix

run.log · engagement

A human approves every change the AI proposes.

Workflow orchestrator. Event-driven, durable, observable — built with Temporal, n8n, or custom Python orchestration depending on fit.

System integrations. Idempotent connectors to your CRM, ERP, document store, ticketing, and finance systems with retry and reconciliation.

Operator console. Web UI for exception handling, manual overrides, and audit review. Your team never has to SSH into a server to fix a stuck job.

Document processing. OCR + LLM extraction pipelines with confidence scoring, redaction, and human-review queues.

Audit trail. Every decision and action timestamped, traceable, and exportable for SOC 2, regulator, or internal audit.

Monitoring & alerts. SLA dashboards, exception-rate alerts, and cycle-time tracking wired into your existing on-call.

Stack

Boring, durable tools by default

Cutting-edge only where it earns its keep. What typically ships in this kind of engagement.

Orchestration
Temporaln8nApache AirflowPrefectCustom Python/TypeScript
Document & OCR
AWS TextractAzure Document IntelligenceGoogle Document AITesseractUnstructured.io
Integration
REST/GraphQL APIsSalesforceHubSpotNetSuiteSnowflakeS3 / Azure Blob
Queue & event
AWS SQS / EventBridgeKafkaRabbitMQRedis Streams
Observability
DatadogGrafanaSentryOpenTelemetry

Case study

InsuranceRegional P&C carrier

Claims processing automation for a mid-size P&C carrier

Document intake, AI classification, extraction, routing and compliance logging for a carrier processing 10,000+ claims a month.

80%

Less manual review

Read the case

“Their automation expertise transformed our internal processes. What used to take hours now runs in minutes — flawlessly.”

Erik Paulson

CEO, Vendisys

Pairs with

What usually ships alongside automation systems

Questions

Before you email us

The things buyers ask on the first call.

High-volume, rule-based, multi-system workflows with clear exception paths: claims processing, invoice approval, customer onboarding, document classification, KYC, refund routing. We assess fit in the first week.

Scope your Automation Systems project with a senior engineer.

Projects start at $25,000. Typical timeline 4–10 weeks. Reply within 24 hours.

Scope a project

See the case studies

50+
Production systems shipped
97%
Client retention
4–8 wk
Typical time to production
24h
Reply from a senior engineer