Managed solution 04 · Back-Office Automation
Managed document intake, data extraction, approvals, invoicing handoffs, and accounting synchronization for recurring administrative work.
Best for teams processing the same documents every weekThree complete packages
Each package defines the workflow, workload, and configuration included. Upgrade when the added volume or capability has a clear return.
Configured around your business and supported as an ongoing managed service.
Configured around your business and supported as an ongoing managed service.
Configured around your business and supported as an ongoing managed service.
Package boundary: Standard digital documents within the included volume and agreed formats. Handwritten records, low-quality scans, regulated decisions, complex accounting judgment, and new document types may require custom scope.
Common industry fits
Common connections
Connection availability and API limitations are confirmed during launch. A listed platform is a common fit, not a guarantee that every account tier exposes the required access.
Defined service
Unreadable, incomplete, duplicated, or unusual documents route to a human queue.
The system prepares and routes; financial or regulated approvals stay with authorized people.
Launch includes agreed document types and fields, not every file that may arrive.
Processing status, exceptions, and system handoffs are logged for review.
When the package stops fitting
If the operation spans unusual rules, several teams, inaccessible systems, or custom interfaces, we map it separately and provide one written implementation scope.
Explore custom systems →Buying questions
The monthly price covers the configured managed service, routine monitoring, standard support, and agreed operational updates within the package limits. External software licenses and material third-party usage costs are not included unless stated in writing.
Light configuration around your hours, wording, routing, users, and supported connections is included at launch. New workflows, custom software, unusual integrations, or expanded business logic move to a separate scope.
These packages are managed services, so the monthly fee covers the live operation and support. If you need client-owned code, infrastructure, or a unique operating system, use the Custom Systems path and define ownership in the written scope.