SOLUTION 05

Documents & Back Office

Move records between systems or extract reliable fields from recurring documents.

THE OPERATIONAL PROBLEM

Routine re-entry and recurring documents create avoidable handling and review work.

WHO IT IS FOR

Operations teams that want to sync records between documented apps or capture fields from recurring, readable invoices.

BASELINE BUILD OPTIONS

Choose a scope to discuss.

These packages are practical starting points. We confirm feasibility and the final Order Summary before work begins.

For teams moving data between two apps

Custom App Sync

$950

Move mapped fields one way between two documented apps, with an exception alert. This is separate from invoice capture.

Why it helps: Reduce repeated entry between two existing apps.

Estimated delivery7–14 business days

Discuss this scope

For teams processing repeat invoice formats

Invoice Capture

$1,750

Capture agreed fields from up to two readable invoice layouts in one destination, with exception flags.

Why it helps: Prepare consistent invoice fields for a person to review.

Estimated delivery10–18 business days

Discuss this scope

For teams reviewing invoice data in a business system

Invoice-to-System Review

$3,100

Invoice Capture, plus one documented CRM or ERP route and a discrepancy alert for a reviewer.

Why it helps: Bring reviewed invoice data into the agreed business system.

Estimated delivery15–25 business days

Discuss this scope

Before you choose a package: Fees are one-time USD starting prices for the specified baseline, not automatic combined quotes. Agreed tests, one in-scope revision, handover and 30 days of correction for confirmed implementation defects are included. Hosting, model/API usage, third-party subscriptions, messaging and applicable taxes are separate unless agreed in writing. Payment: projects below $1,500 use 50% at kickoff and 50% at acceptance; projects of $1,500 or more use 40% at kickoff, 40% at a defined demonstrated test milestone and 20% at accepted handover. Final scope, supplier identity, delivery estimate, milestones and fees are agreed in a written Order Summary. Read full working terms.

WHAT'S INCLUDED & SCOPE LIMITS

Compare what each package delivers.

Each package has a defined scope. Compare the included work, test limits and exclusions to find the right fit. The written Order Summary confirms your exact project.

These are independent or partially overlapping offers, not an automatic basic-to-premium upgrade path. Choosing one does not include the others.

Swipe sideways to view and compare all three packages.

Scope	Custom App Sync	Invoice Capture	Invoice-to-System Review
Included in this package	Mapped one-way sync between two documented apps Field mapping One exception alert	Agreed field extraction from invoices One input channel and one destination Exception flags for review	Agreed field extraction from invoices One input channel and one destination Exception flags for review One documented CRM or ERP destination route Discrepancy alert for a reviewer
Scope and testing limit	15 agreed sample sync events	Up to two readable invoice layouts; 20 sample invoices	Up to two readable invoice layouts; 20 sample invoices
Outside this baseline	Invoice extraction, two-way synchronization or undocumented APIs	ERP/CRM posting, handwriting, damaged scans or accounting decisions	Undocumented ERP access or automated accounting/tax decisions

Included with every package

Agreed acceptance tests and one consolidated in-scope revision.
Handover notes and a walkthrough.
30 calendar days of corrections for confirmed implementation defects after accepted handover (not unlimited support).

Before work begins & what is excluded

Handwriting, damaged scans, multi-entity tax or accounting decisions and undocumented ERP access are excluded.
Authorized access and usable samples are needed before planning.
External AI replies, publishing and important write actions need human approval unless explicitly agreed otherwise in writing.
Extra sources, fields, languages, channels, integrations or material changes receive a written change quote.
Hosting, API/model usage, third-party subscriptions and applicable taxes are separate unless included in the Order Summary.

Prices are one-time USD baseline fees. Projects below $1,500: 50% kickoff / 50% acceptance. Projects of $1,500 or more: 40% kickoff / 40% at the agreed demonstrable test milestone / 20% at accepted handover. Full working terms.

START WITH ONE PROCESS

Let’s turn one operational bottleneck into a clear working system.

We will first confirm the process, tools, sample inputs, volume and feasibility—then recommend the smallest useful build.

Discuss your workflow Build Your Solution