Reference architectureDocument automation
Document-to-ledger pipeline
The routine majority posts without a human. Finance spends its time on genuine exceptions instead of on data entry.
- Vision + OCR
- Extraction
- Rules engine
- Accounting API
Reference architectureAI agent
Inbound qualification system
- 01 — The problem
- Enquiries arrive across a form, a shared inbox and a phone line. Whoever is free reads them, guesses at priority, and the rest wait. Nothing is scored the same way twice.
- 02 — What we built
- An agent captures every channel into one intake, enriches the company from public sources, scores fit and intent against written criteria, creates the CRM record, assigns an owner and drafts the first reply for approval.
- 03 — What changed
- Sales opens a ranked, enriched list instead of an inbox, and every enquiry is answered — including the ones that used to fall through.
Technology
Built with
- LLM agent
- CRM API
- Enrichment
- Queue
- Audit log
Related
Nearby work.
- Reference architectureKnowledge system
Answer engine over internal documents
Staff get a cited answer in seconds, and the cases where the system does not know are visible instead of invented.
- Vector database
- Embeddings
- Reranking
- Citations
- Reference architectureCustom software
Operations platform with an AI layer
One source of truth with roles, history and reporting — and a system the business owns and can extend.
- Next.js
- TypeScript
- Postgres
- Background jobs
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