Solutions

One task at a time, done properly

Each page describes a single stream of documents or enquiries: what breaks today, how the pipeline handles it, what the pilot measures, and what it plugs into.

Invoice & receipt OCR

Invoices and receipts posted into your accounting system automatically

Supplier invoices and staff-photographed receipts posted straight into Merit Aktiva, Xero, QuickBooks and more, with exceptions sent to a review queue.

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Enquiry handling

Customer enquiries answered and logged around the clock

Website, email, Telegram and WhatsApp enquiries classified, answered from your material, logged to your CRM, with unsure cases handed to a person.

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Payment reminders

Payment reminders that send themselves, safely

Automated payment reminders for overdue invoices, read from your accounting system, with escalation levels, safety limits and a Telegram pause switch.

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Client onboarding

Client onboarding with KYC and e-signature, done for you

Client onboarding built from a branded questionnaire, a generated PDF, Dokobit e-signature, and an automatic CRM record and notification.

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Order intake automation

Customer orders from email and chat into your ERP

Turn orders from email, Telegram and WhatsApp into checked, stock-matched entries in your ERP or inventory system, with exceptions sent to a human.

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Invoice reconciliation

Supplier documents reconciled before they hit the books

Match supplier invoices to purchase orders and delivery notes, check the arithmetic and VAT, flag duplicates, and post only clean documents.

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How every engagement runs

Step 1

Audit

We map one document or enquiry stream end-to-end, count volumes and name the systems it touches. You get a written scope and a fixed pilot price.

Free · 3 working days
Step 2

Pilot

One stream goes live on your real documents. Acceptance is measured, not felt: straight-through rate, minutes per document, exceptions.

About two weeks · fixed price
Step 3

Rollout

The remaining streams follow the proven pattern. Monthly report, support, and changes as your systems change.

Stream by stream

Not sure which stream to start with?

Book the free audit. We pick the stream with the best payback and put a fixed pilot price on it.

Get a free automation audit