Tailored automation

Back-office work, automated.

AI clears invoices, vendor paperwork and data entry inside your current software, with your sign-off.

Invoice matching Running
01: ARRIVES Invoice PDF, EMAIL, EDI 02: SOFTWARE Reads and matches PO ✓ RECEIVING ✓ PRICE ✓ QTY ✓ 03: A PERSON Approves ONE CLICK IN TEAMS OR EMAIL 04: POSTS Your ERP QUICKBOOKS, SAP MISMATCH: LINE 4 Billed 1,200 units, received 1,150
ArrivesYour usual inbox.
MatchedAgainst PO and receiving.
ApprovedOne click, or a flagged discrepancy.
PostedInto accounting, fully audited.
Process

Manual to automated in four stages.

STAGE 1

Map

Every manual step, handoff and spreadsheet.

STAGE 2

Price

Each step costed in hours and dollars. You pick priorities.

STAGE 3

Unify

One data source you own, feeding every report.

STAGE 4

Install

Runs on your servers, with human sign-off.

Automations

Six jobs we automate.

Built inside the systems you already run.

Invoice matching

Matched to PO and receiving, discrepancies flagged.

Accounts payable

Vendor onboarding

One form triggers W-9, insurance, sanctions check and ERP setup.

Purchasing

Customer email triage

Sorted, order history attached, reply drafted for approval.

Customer service

Document reading

Contracts, invoices and forms extracted and verified into your ERP or CRM.

Finance and admin

System sync

QuickBooks and HubSpot stay matched. No double entry.

Sales and finance

Daily ops report

Balance sheet, AR, AP and P&L, delivered at 9am.

Leadership
Ownership

Yours, end to end.

  • Your serversBehind your login and security rules.
  • You own itWorkflows, code and data stay yours.
  • Human sign-offNothing moves money or reaches customers unapproved.
Integrations

Your current software.

No replacements. We connect what you have.

HubSpotQuickBooksSalesforceSAPNetSuiteExcelOutlookGmailShopifyStripeDocuSignAirtableNotionMicrosoft Teams
First call

Your first call is free.

Show us where work stalls between people, inboxes and spreadsheets.

You leave with
01Your first automation
02Its savings in hours and dollars
03A yes or no on fit
Questions

Common questions.

Do we have to replace our software?

No. Same systems, same screens, now connected.

Where does our data go?

Nowhere. It stays in your cloud account.

What if the AI makes a mistake?

A person approves every consequential action. Anomalies arrive flagged with reasons.

Can our team run it?

Yes. We train every user.

What does it cost?

Quoted per project. You see price and savings before work starts.

Next step

Find your first automation.

We pinpoint your costliest manual task and price the savings.

Or email hello@datajockey.us