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AI integration services: AI inside the systems you already run.

AI integration adds AI to the ERP (enterprise resource planning) or CRM (customer relationship management) system you already run, or to your inbox. It starts with one manual task, such as reading documents, answering on WhatsApp or finding answers in your files. Every AI step has a check, and anything the system is unsure of goes to a person.

AI pipeline · sample run

01 · Intake An invoice arrives by email. The PDF is split and each page labelled by type.

02 · Read AI reads the invoice into the fields your ERP needs, each linked to the page.

03 · Check Rules check the numbers, because a confident read can still be wrong.

04 · Route Every check passed, so a draft bill waits in your ERP for approval.

01 · Intake An invoice arrives by email. The PDF is split and each page labelled by type.

02 · Read AI reads the invoice into the fields your ERP needs, each linked to the page.

03 · Check Rules check the numbers. One fails: the bank account is not the one on file.

04 · Route The read was right, and it still goes to a person, with the scan alongside.

01 · Intake A customer writes on WhatsApp, in English and Malay in one message.

02 · Read AI reads what they want, the car, the branch and the time.

03 · Check Rules check the customer, the calendar and what you let the assistant handle.

04 · Route Booked in the workshop calendar, with a reply in their own mix of languages.

01 · Intake A customer writes on WhatsApp, in English and Malay in one message.

02 · Read AI reads the booking, and the brake noise they mention.

03 · Check Brakes are a safety issue. A rule says a person handles those.

04 · Route An advisor takes over with the full transcript, and the slot is held.

01 · Intake A site manager asks about the Tower B contract in the web assistant.

02 · Read AI searches only what Rina may open, and reads the passages it finds.

03 · Check Rules check access, the current wording and that every sentence has a source.

04 · Route The answer quotes the clause and links the page.

01 · Intake A site manager asks about the Tower B contract in the web assistant.

02 · Read AI searches the contract and its addenda. Nothing covers a bonus.

03 · Check No passage backs an answer, so the assistant may not give one.

04 · Route It says so, shows the closest passage and passes the question to Legal.

Packaging supplierBekasi, West JavaInvoice
No INV/24/1187Date 03/10/2026PO PO-0918
Carton box 40×301.500 pcs12.750.000Stretch film50 roll6.000.000
Subtotal18.750.000PPN2.062.500TotalRp 20.812.500,00

Transfer to A/C 527 039 1884
a.n. Packaging supplier

Drafted in ERP
Intake · labelled
Channel
Email to your AP inbox
File
INV-24-1187.pdf · 2 pages
Split
p. 1 invoice · p. 2 delivery order
Company
Indonesian entity, by tax ID
Read by AI · 6 fields
Supplier
Packaging suppliermatched to SUP-0147
Invoice
INV/24/1187
Date
3 Oct 202603/10/2026, day first
Order
PO-0918 · 2 lines
Total
IDR 20,812,500.00as Rp 20.812.500,00
Bank
A/C 527 039 1884
Checked by rules · 5 of 5 passed
  • Lines and tax add up to the total: passed
  • Tax rate valid on 3 Oct 2026: passed
  • Not a duplicate from this supplier: passed
  • Matches PO-0918 and receipt GR-0611: passed
  • Bank account matches the supplier record: passed
Straight through toDraft bill BILL-2291 in your ERP
Status
Draft, waiting for approval
Amount
IDR 20,812,500.00
Linked
PO-0918 · GR-0611 · the PDF
Trail
Source, checks and approver
Packaging supplierBekasi, West JavaInvoice
No INV/24/1187Date 03/10/2026PO PO-0918
Carton box 40×301.500 pcs12.750.000Stretch film50 roll6.000.000
Subtotal18.750.000PPN2.062.500TotalRp 20.812.500,00

Transfer to A/C 527 041 2291
a.n. Packaging supplier

To review
Intake · labelled
Channel
Email to your AP inbox
File
INV-24-1187.pdf · 2 pages
Split
p. 1 invoice · p. 2 delivery order
Company
Indonesian entity, by tax ID
Read by AI · 6 fields
Supplier
Packaging suppliermatched to SUP-0147
Invoice
INV/24/1187
Date
3 Oct 202603/10/2026, day first
Order
PO-0918 · 2 lines
Total
IDR 20,812,500.00as Rp 20.812.500,00
Bank
A/C 527 041 2291
Checked by rules · 4 of 5 passed
  • Lines and tax add up to the total: passed
  • Tax rate valid on 3 Oct 2026: passed
  • Not a duplicate from this supplier: passed
  • Matches PO-0918 and receipt GR-0611: passed
  • Bank account matches the supplier recordOn file: A/C 527 039 1884: failed
Sent to a personReview queue · AP team
Reason
Bank account not on file
Shown
Scan beside the fields
Next
Call the supplier to confirm
Posted
Nothing until a person decides
Aisyah+60 12-•••• 4402WhatsApp

Hi, nak book service for my car JQT 4821 this Sat morning at Skudai. Thanks.09:40

Reply waits for the checks

Booked for Sat 17 Oct, 9:00am at Skudai, JQT 4821. Jumpa nanti.09:41

Intake · labelled
Channel
WhatsApp · your business number
Customer
+60 12-•••• 4402
Language
English and Malay, mixed
Label
Service booking
Read by AI · 4 fields
Wants
Book a servicefrom “nak book service”
Vehicle
Car · JQT 4821
Slot asked
Sat 17 Oct, morning
Branch
Skudai
Checked by rules · 4 of 4 passed
  • Customer and vehicle on record: passed
  • Slot free in the Skudai calendar: passed
  • Reply inside WhatsApp’s 24-hour window: passed
  • A topic you let the assistant handle: passed
Straight through toBooked in the workshop calendar
Booking
WS-5531 · Sat 17 Oct, 9:00am
CRM
Visit added to the customer record
Reply
Sent in English and Malay
Trail
Conversation kept on the record
Aisyah+60 12-•••• 4402WhatsApp

Hi, nak book service for my car JQT 4821 this Sat morning at Skudai. Brake bunyi pelik bila tekan, boleh check sekali?09:40

Reply waits for the checks

Handed to a service advisor

Thanks. A service advisor will reply about the brakes shortly.09:41

Intake · labelled
Channel
WhatsApp · your business number
Customer
+60 12-•••• 4402
Language
English and Malay, mixed
Label
Service booking · issue
Read by AI · 5 fields
Wants
Book a servicefrom “nak book service”
Vehicle
Car · JQT 4821
Slot asked
Sat 17 Oct, morning
Branch
Skudai
Issue
Brake noise when brakingfrom “brake bunyi pelik”
Checked by rules · 3 of 4 passed
  • Customer and vehicle on record: passed
  • Slot free in the Skudai calendar: passed
  • Reply inside WhatsApp’s 24-hour window: passed
  • A topic you let the assistant handleBrakes are a safety issue: a person replies: failed
Sent to a personService advisor · Skudai
Handover
Full transcript attached
Slot
Held for Sat 17 Oct, 9:00am
Customer
Told a person will reply
Assistant
Stays out of this thread
Contract assistantTower B

What is the retention on Tower B, and when is it released?

Contract, 2 passagesAddendum 1Addendum 2, 1 passage

Answer waits for the checks

5% of each progress payment. Half is released at handover, half after the defects period, which Addendum 2 extends to 18 months.

Clause 14.2 · p. 31Addendum 2 · p. 2
Intake · labelled
Asked by
Rina, site manager
Channel
Web assistant
Can open
Tower B folder, as on the drive
Language
English
Read by AI · 3 passages
Clause 14.2
RetentionMain contract · p. 31
Addendum 2
Amends 14.2(b)§3 · p. 2
Clause 14.4
ReleaseMain contract · p. 32
Checked by rules · 3 of 3 passed
  • Rina can open every document used: passed
  • Current wording: Addendum 2 applies: passed
  • Every sentence backed by a passage: passed
Straight through toAnswered with two citations
Cited
Clause 14.2 · Addendum 2
Links
Open at the page
Logged
Question, sources and answer
Contract assistantTower B

Is there a bonus if we finish Tower B early?

ContractAddendum 1Addendum 2

Answer waits for the checks

I can’t find an early-completion bonus in the contract or its addenda. I’ve passed your question to Legal.

Closest: Clause 15.1 · p. 33
Intake · labelled
Asked by
Rina, site manager
Channel
Web assistant
Can open
Tower B folder, as on the drive
Language
English
Read by AI · no answering passage
Clause 15.1
Delay damagesclosest · p. 33
Clause 8.3
Completion dateclosest · p. 12
Early finish
No passage found
Checked by rules · 2 of 3 passed
  • Rina can open every document used: passed
  • Only current versions searched: passed
  • Every sentence backed by a passageNo passage covers a bonus: failed
Sent to a personNot in the documents · Legal
Rina sees
Not found, closest passage
Legal
Question logged to answer
Test set
Added as a new question

AI reads, rules check and a person decides.

The six deliverables, laid out as the pipeline above runs them. ✦ Explore use cases on any card shows where finance, sales, operations, HR and legal teams use it.

  1. 01 Intake

    Every input✦ AI

    Classification and routing of incoming documents

    InEmail, WhatsApp, uploads and scanner foldersOutSplit, labelled and in the right queue

    Invoices, credit notes and delivery orders that share one inbox, or one PDF, are split, labelled by type and routed before anything is read.

    • One address, number or folder per flow, sender recorded
    • Multi-page PDFs split into separate documents
    • Routing by type, sender and company entity
    • Anything that fits no type goes to a person
    ✦ Use cases by team
    • Finance · Shared AP inboxInvoices, credit notes and statements in the accounts payable (AP) inbox, split, labelled and sent to the right company and clerk.
    • Sales · Incoming messagesNew leads, repeat orders, payment confirmations and complaints routed to the right owner.
    • Operations · Fault reportsReports from a QR code or WhatsApp matched to the asset; a supervisor approves the work order.
    • Operations · Returns and damageDamage photos sorted by type with a proposed grade, such as resell or return. A supervisor decides.
    • Legal · Contracts and addendaEach addendum linked to the contract it amends, so later answers quote the current wording.
  2. 02 Read ✦ AI

    Documents✦ AI

    Invoice, receipt and claims extraction

    InPDFs, scans and phone photosOutFields and line items your system can post

    The fields your system needs, line items included, read from each document. Every value links to where it was found, so a person can check it at a glance.

    • English, Malay, Indonesian and Chinese, often on one page
    • Local formats by rule, such as Rp 1.250.000,00
    • Structured e-invoices read directly when a supplier sends one
    • Accuracy measured per field on your own documents
    ✦ Use cases by team
    • Finance · Supplier invoicesInvoices become draft bills, matched to the purchase order (PO) and goods receipt by rules before anyone approves.
    • Claims · Medical claimsHospital bills read and checked against the policy and member record, then queued for assessors.
    • HR · Expense claimsReceipt photos become claim drafts with vendor, date, amount and tax, checked against policy for a manager to approve.
    • Sales · Customer purchase ordersPOs sent as PDF, email or WhatsApp become sales order drafts with your item codes and prices.
    • Operations · DOs and certificatesDelivery orders (DOs) checked against the PO at the dock; certificates read into asset history once a supervisor confirms them.
    • HR · CVsCVs in any format become one standard profile; photo, age, religion and similar details stay out of screening.
    How extraction is checked →
    Conversations✦ AI

    Multilingual WhatsApp and web assistants

    InMessages on WhatsApp or your websiteOutAnswers, bookings and handovers

    Replies in the language the customer used, from your own price lists, policies and records. Complaints, and anything it is unsure of, go to a person with the full conversation.

    • English, Malay, Indonesian and Chinese, even in one message
    • Prices, stock and status read live, never from memory
    • Bookings and status checks inside the chat
    • Only the topics you switch on; the rest go to your team
    • Customers know it is an assistant, and how to reach a person
    ✦ Use cases by team
    • Customer service · BookingsCustomers book, reschedule and check repair or order status at any hour, on the topics you allow; complaints go to a person.
    • Sales · Reply draftsReplies drafted in the customer’s language, with prices and stock from your ERP, for the rep to send.
    • Sales · Chat summariesLong threads summarised, with quantities and dates proposed as deal updates the rep accepts.
    • Finance · Payment proofsTransfer screenshots matched to open invoices as draft receipts; the bank statement confirms.
    • Finance · Payment remindersReminders drafted from receivables ageing in each customer’s language, sent by your team.
    • HR · Candidate messagesInterview invitations, reschedules and respectful rejections drafted for HR to send.
    What WhatsApp messages cost →
    Questions✦ AI

    Q&A over manuals, contracts and SOPs, with citations

    InA question, in English, Malay or IndonesianOutAn answer that cites the page

    Answers from your own documents, with the clause or page linked. If the answer is not there, the assistant says so and passes the question on.

    • Scans read with their layout, so tables and clauses survive
    • Search by meaning and by exact clause numbers and codes
    • Amendments handled, so the current wording is quoted
    • Access follows the folder permissions you already have
    • Tested on a written set of real questions before launch
    What cited answers take →
  3. 03 Check Rules

    Every input✦ AI

    Review queue for low-confidence results

    InFailed checks and unsure resultsOutA person decides, with the source alongside

    Rules check every result: totals add up, the purchase order exists, the bank account matches, the answer has a source. Anything that fails, or that the model is unsure of, waits for a person.

    • Checks written with your team, run on every result
    • The source beside the fields, doubtful ones highlighted
    • Approve, correct or reject, with every decision logged
    • Straight through only where you have set the rule
    ✦ Use cases by team
    • Finance · Bill approvalThe AP clerk sees the invoice beside the draft bill, with any failed check in plain words.
    • Claims · Assessor queueClaims that fail a policy check arrive with the bill line and the failed rule highlighted.
    • HR · Screening reasonsEach criterion marked met or not, with the line from the CV as evidence. A person decides, and no one is rejected automatically.
    • Operations · Receiving differencesDifferences between a delivery order and its PO flagged at the dock; accepting one needs approval.
    • All teams · Corrections as hintsCorrections become hints for that supplier’s layout and formats, without retraining a model.
    • Management · Correction reportHow often each field is corrected, by document type and supplier, so you see where to improve.
    Photo-scanned exam questions, checked by a teacher →
  4. 04 Route

    Every input✦ AI

    Integration with ERP, CRM and email

    InChecked resultsOutRecords in your ERP, CRM and inbox

    Results go into the systems you already run, through their APIs: a draft bill in the ERP, a deal update in the CRM, a reply draft in your shared inbox.

    • Drafts follow the approval rules you already have
    • AI works with each user’s own permissions
    • Every AI step logged: source, model and approver
    • Each feature can be switched off; the manual path stays
    ✦ Use cases by team
    • Management · Ask your ERP or CRMQuestions in plain language answered with the figure, filters and period used, linked to the records.
    • Purchasing · Supplier repliesConfirmed dates, price changes and partial shipments in supplier emails, proposed as PO updates a buyer accepts.
    • Sales · Visit notesTyped or dictated notes drafted into a CRM visit report with next steps and dated tasks, for the rep to confirm.
    • Finance · Month-end checklistA scheduled job lists receipts without bills and unreconciled lines, and prepares draft journals. It never posts them.
    • Operations · Shift handoverBacklog, late orders and open exceptions, counted by the system and written up for the next supervisor.
    • All teams · Your own AI assistantUse your ERP or CRM from the AI assistant your team already uses, with each person’s permissions.
    No system yet? See custom web apps with optional AI →

Every deliverable starts from one task your team does by hand today. Tell us which one →

A 4-week sprint, from sample data to production.

For companies in Singapore, Malaysia and Indonesia, in English and Bahasa Indonesia. You talk to the technical lead throughout, from the first call to handover.

4 weeks · 3 steps
Week 1

Listen, understand & prototype

We listen to the people who do the work, map the problems to solve and deliver a prototype running on a sample of your own documents or messages by the end of the week.

Week 2–3 · 2 weeks

Core build

We build the core features and integrations on your real data, and demo them on a staging link every week.

Week 4

Live production & handover

We deploy to production and hand over the source code, documentation and admin access.

How we work

Start from the task

We pick one task people do by hand every day, such as keying in invoices or answering the same questions, and look at how it’s done today before adding AI.

A person checks what AI is unsure of

Every result goes through a check. Anything that fails it, or that the system is unsure of, waits in a review queue with the source document alongside.

Answers that cite their source

Assistants answer from your documents and link to the page they used. If the answer isn’t in your documents, they say so.

Your data, your accounts

Models run through accounts in your company’s name where possible, such as Azure OpenAI or the Claude API, and the pipelines, prompts and test sets are handed over with the code.

Have a task your team does by hand every day? Send our technical lead a sample.

Send us a sample →

Questions about AI integration

What is the difference between AI integration and a custom AI MVP?

An AI MVP (minimum viable product) is a new product built around AI. AI integration adds AI to the systems and workflows you already run, such as reading invoices into your ERP or answering customers on WhatsApp.

Is our data used to train AI models?

No. We use enterprise model APIs whose terms exclude training on customer data, run them through accounts in your company’s name where possible, and mask personal data the task doesn’t need.

What happens when the AI gets something wrong?

Rules check every result, for example that totals add up, that the purchase order exists or that an answer is backed by a passage. Anything that fails a check, or that the model is unsure of, goes to a person with the source alongside, so nothing is posted on a guess. Each correction is logged, which shows where accuracy needs work.

What do you need from us to start?

A sample of real documents or conversations, with personal data masked, and time with the people who do the work today. That’s enough to tell you what can be automated reliably and what still needs a person.

Do we own the source code?

Yes. You own 100% of the source code from the first commit, and at handover you receive the code, the documentation and admin access.

Who will we talk to?

The technical lead who does the work, with a domain specialist who has done this kind of work before. We reply within 24 hours, there’s no account manager in between, and we sign an NDA on request.

From the build

Book a call