Stop typing. Start automating.

Challenge: All web sales from Custom Box flowed into a single account in their ERP, making it impossible to track individual customers, identify trends, or target high-value buyers for rep follow-up.

Solution: AI scrapes order confirmation emails as they arrive, extracts customer details, order values, product types, and frequency. Creates individual customer records, generates reporting dashboards showing trends and high-value customers, and builds a fresh marketing database.

Result: Unlocked visibility into web customer behaviour, identified high-value customers for rep outreach, enabled targeted marketing campaigns, and provided trend analysis that was previously impossible.

Challenge: Hundreds of supplier invoices a month across multiple clients, all typed into Xero by hand.

Solution: AI extracts invoice data (supplier, date, amounts, line items, GST) from emailed PDFs, validates against client rules, and creates draft bills in Xero for approval.

Result: Invoice entry becomes a review-and-approve step instead of retyping, freeing staff for advisory work.

Challenge: New patient forms filled out on paper, then manually typed into practice management system - creating delays and errors.

Solution: Patients complete forms on tablets or paper (scanned). AI extracts patient details, medical history, contact information, and consent. Data flows directly to practice management system.

Result: Less retyping of patient details, fewer transcription errors and faster patient onboarding.

Challenge: Field staff submit hundreds of receipts monthly (fuel, materials, meals). Manual processing takes days and often has missing or incorrect information.

Solution: Staff snap photos of receipts via mobile app. AI extracts merchant, date, amount, GST, and category. Creates expense records in Xero with receipt images attached.

Result: Expenses tracked as they happen, with receipt images and GST captured for each claim and faster reimbursements for staff.