Business Process Automation
If your team is doing it manually,
AI should be helping.
We build AI-powered automation that removes repetitive work, reduces errors, and gives your team capacity back - from intake and invoicing to compliance and reporting.
Know what to automate
before you build it.
Most automation initiatives target the wrong processes - or the right processes with the wrong approach. The BPA Discovery maps every manual workflow in your environment, scores it for automation potential, and hands you a prioritized roadmap of the builds worth funding. Done in 10 business days.
Start Your BPA DiscoveryHow it works
Week 1
Process Mapping
- →Inventory of manual, repetitive, and error-prone workflows
- →Time-on-task analysis across departments
- →System and integration landscape documentation
Week 1–2
Automation Candidate Assessment
- →Structured interviews with process owners across operations, finance, and compliance
- →Volume, frequency, and exception rate analysis
- →Data quality and system access assessment for each candidate
Week 2
Automation Roadmap
- →Top automation opportunities ranked by ROI and implementation complexity
- →Recommended automation approach per process
- →Clear path to your first build
What you walk away with
Process Inventory & Heat Map
Every manual workflow mapped, scored for automation potential, and prioritized by time savings and error rate.
Automation Candidate Scorecard
Each process scored against volume, error rate, data availability, and systems complexity.
Integration Architecture Guidance
How each automation candidate connects to your existing systems, APIs, and data sources.
Recommended First Build
A complete 90-day automation engineering plan with full pricing, ready to execute immediately.
Fixed scope. No open-ended retainer. No scope creep. The full $10K is credited back when you move to implementation.
Built to remove work.
Designed to stay removed.
Most automation projects fail at the last mile. The exception handling. The legacy integration. The process that was documented wrong. We build systems that handle all of it: Document AI that works on messy inputs, orchestrators that absorb exceptions without breaking, and human checkpoints that don't become new queues.
Talk to an Automation ExpertWhat We Build
Intelligent Process Orchestrators
Complex multi-step workflows automated start to finish: invoice matching, compliance screening, document routing, with cognitive error detection and human escalation logic when it matters.
An accounts payable team lifted straight-through invoice processing from 40% to 89% with zero headcount added.
Document AI & Extraction Pipelines
Contracts, invoices, clinical notes, regulatory filings: we turn unstructured documents into structured data your systems can actually use. AI extraction handles the volume while human-in-the-loop validation handles the stakes.
An AmLaw 100 firm reclaimed 70% of associate contract review time after deploying automated clause extraction and deviation detection.
Autonomous Lifecycle Engines
Customer onboarding, client lifecycle management, and fulfillment systems that adapt to changing inputs and resolve exceptions without manual intervention. Every handoff governed, every exception tracked.
A registered investment advisor reduced client onboarding from 14 business days to 2, with full FINRA and SEC compliance documentation generated automatically.
Legacy System Integration & Semantic Bridges
Unify disparate systems through AI-managed API integrations, real-time data synchronization, and intelligent transformation layers. Your legacy systems participate in modern workflows without a rip-and-replace.
A broker-dealer automated daily regulatory reporting across OMS, clearing, and compliance systems that had never shared data before.
AI Agents for Unstructured Decision-Making
Traditional RPA breaks when inputs vary. These agents don't. We build AI automation that handles unstructured data, fuzzy logic, and variable inputs, specifically for the workflows that rules-based systems have always failed at.
A health plan's prior auth process, previously requiring clinical nurses for every request, now auto-approves 60% of cases with AI-driven criteria matching.
Proof From Production
Intelligent Invoice Processing
Enterprise Finance Team
Multi-format invoice ingestion from email, portal, and EDI. Exception routing by vendor, amount, and department. SAP integration reduces manual entry to zero per invoice.
Client Onboarding Orchestration
Registered Investment Advisor
Identity verification via Jumio and WorldCheck screening. FINRA and SEC compliance flag routing. Account provisioning triggered automatically upon approval across four downstream systems.
Prior Authorization Automation
Regional Health Plan
Automated ingestion from provider portals and fax. Straight-through approval for standard cases meeting threshold confidence. Human queue populated only with edge cases.
Contract Review Pipeline
AmLaw 100 Firm
Deviation detection against firm standard playbooks. Risk score per contract routed to supervising partner. Full audit trail preserving privilege for litigation support.
Every build starts with Discovery.
Know which processes are worth automating before you fund the build. Fixed scope, 10 business days, $10K credited to your first build.