Production system
Running the back office of Holistic K9 Solutions, a working US business. Document intake, government and vendor portal filings, customer communications, and resource management — handled by software, checked by people.
What the system does, exactly.
Ingests bills, invoices, PDFs, and photos from email, upload, and scan sources. Extracts structured fields such as vendor, amount, due date, line items, and account references.
Browser-driving agents that operate government and vendor portals on behalf of the business, filing forms and tracking status.
Automated customer follow-ups, reminders, and status updates across SMS and email, with a compliant multilingual AI voice-agent capability for phone workflows.
Pools identifiers, credentials, and registrations, assigning each to the correct record and tracking lifecycle state.
The system is built to operate under constraints, not beyond them.
A typical operational cycle for the flagship deployment.
Invoices, bills, and photos arrive via email and scan. The system extracts structure and queues exceptions.
Portal agents file forms, upload documents, and record confirmation numbers while staff handle higher-value work.
Humans review flagged records, approve checkpoints, and correct low-confidence extractions.
Operators receive a summary of completed work, pending approvals, and tomorrow's scheduled actions.
We design, build, and operate automation suites for businesses that need reliable back-office infrastructure.
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