Operations Agent
The back office, minus the copy and paste
Somewhere in your company, a capable person spends the day moving numbers from a PDF into a system. This agent does that part. It reads the document, checks it against your records and enters it. Anything odd waits for a human.
- Reads
- PDFs, scans, photos, spreadsheets, emails and web forms
- Checks
- Purchase orders, delivery notes, price lists, your own rules
- Writes to
- Xero, QuickBooks, SAP Business One, Odoo, spreadsheets
- Approvals
- Anything that moves money, at limits you choose
What it handles
Work that follows rules, done the same way every time
If a new hire could do it from a written checklist, an agent can usually do it faster and without the end-of-month typos.
Supplier invoices
Captured from the inbox, matched to the purchase order and delivery note, then posted.
Sales orders
Orders that arrive by email, WhatsApp or PDF turned into clean entries in your ERP.
Onboarding
New customers, suppliers or staff: documents collected, checked and filed, with reminders for gaps.
Reconciliation
Statements matched to ledgers, with the unmatched lines explained rather than just listed.
Reporting
The weekly numbers pulled from three systems and sent as one tidy summary.
System sync
Records kept consistent between tools that were never designed to talk to each other.
Three-way match
It catches the discrepancy before you pay for it
An invoice arrives by email. The agent reads it, lines it up against the purchase order and what the warehouse actually received, and holds the one line that doesn't add up.
- Supplier
- Ceylon Packaging (Pvt) Ltd
- Invoice
- INV-30982 · 4 Nov 2026
- PO ref
- PO-7716
- Lines
- 3 items · LKR 412,800
- Terms
- 30 days · due 4 Dec
Confidence 99.2% · read in 3.1s
| Item | PO | Received | Invoiced | Status |
|---|---|---|---|---|
| Corrugated box A4 | 2,000 | 2,000 | 2,000 | MATCH |
| Bubble wrap roll | 120 | 120 | 120 | MATCH |
| Pallet wrap 23mic | 50 | 48 | 50 | HOLD |
Guardrails
Money moves only when a person says so
- Never releases a payment. It prepares, a human approves.
- Holds anything below its confidence threshold for review
- Writes only to the fields and systems it has been given
- Keeps the original document linked to every entry it makes
- Logs each step, so your auditors can follow the trail
What we measure
The numbers on your monthly report
- Hours
- Team time returned, based on a before and after time study
- Straight-through
- Share of documents processed with no human touch
- Errors
- Mistakes caught in review or audit, compared with the old process
- Cycle time
- From document received to entry posted
Rollout
One document type first, then the next
WEEKS 1 TO 2
Time the work
We watch the process as it runs today, measure it and collect a few hundred real examples.
WEEKS 3 TO 6
Run in parallel
The agent processes the same documents as your team, and we compare every result.
FROM WEEK 7
Hand it over
Your team moves to reviewing exceptions. New document types follow once the first one is stable.
Your move
Bring us the job nobody wants.
Thirty minutes, one process, and a straight answer on whether an agent should take it on. No slides and no obligation.