The back office runs on repetitive work that AI is finally good enough to do.
Most back offices are held together by manual effort. Someone keys invoice data into the finance system. Someone reads a supplier document and copies fields into a spreadsheet. Someone reconciles two reports that never quite match. The work is necessary, repetitive, and expensive, and it scales only by hiring.
AI changed what is automatable. Tasks that need reading, classifying, extracting, or matching, the work that defeated traditional rule-based automation, are now within reach. Document understanding, structured extraction, reconciliation, triage, and routing can run with AI in the loop, with audit trails and human review at the steps that need them.
That is the work we automate. We find the back-office tasks worth automating, build production-grade AI against them, integrate it with your finance and operations systems, and hand over something your team can run. Not a recommendation about what to automate. A working automation that reduces manual back-office work measurably.
AI across the back-office tasks that drain time
The repetitive, language-heavy, judgement-light tasks where AI automation pays back fastest. Built production-grade, integrated with your stack.
Document processing and data entry
Invoices, purchase orders, contracts, forms, and statements read and extracted into your systems. AI data entry automation that replaces manual keying, with a reviewer queue for low-confidence cases.
Finance and accounting operations
Invoice processing, reconciliation, expense classification, supplier onboarding, and anomaly review. Audit trails on every automated decision so finance keeps full control.
Inbox and request triage
Inbound email, tickets, and internal requests classified, prioritised, and routed automatically. Draft responses prepared for the repetitive cases, escalation preserved for the rest.
Reporting and data consolidation
Pulling figures from multiple systems, reconciling mismatches, and assembling the recurring reports your team rebuilds by hand every week or month.
Records, compliance, and admin
Filing, tagging, status updates, and record-keeping across CRM, ERP, and internal tools. The administrative glue work that nobody owns and everybody does.
Integration with your back-office stack
Wiring AI into the systems you already run. Xero, QuickBooks, Sage, NetSuite, Salesforce, HubSpot, and internal databases. We automate inside your stack, not alongside it.
Find it, build it, roll it out
Productized phases with named deliverables. The same shape every engagement so you know what to expect and where the exit ramps are.
One to two weeks. We map your back-office workflows, score automation candidates against time saved, complexity, and risk, and produce a phased plan. You finish with a clear list of what to automate first and the expected payback.
Four to eight weeks. Working automation built and integrated with your finance and operations systems. Extraction accuracy measured against real documents, reviewer queues for low-confidence cases, audit trails throughout.
Two to four weeks. Phased rollout alongside your team, accuracy and exception monitoring, alert thresholds, runbook walk-through, and a measured baseline against the eval harness.
Full handover with documented architecture and runbooks, or a retainer where we automate the next task in the queue while your team learns the patterns.
Less manual work, measured
Every engagement ends with a working back-office automation in production and the artifacts your team needs to run it.
Back-office automation that holds up under audit
AI-first delivery, productized engagements, and a team built around automation that finance and operations can actually trust.
Accuracy you can measure
We baseline your current process in Discovery and measure the automation against it. Extraction accuracy, exception rate, and time saved are tracked, not assumed. You see the numbers before and after.
Audit trails by default
Every automated decision is logged with its inputs, the model output, and the outcome. Reviewer queues sit on top for the steps that need a human. The back office stays auditable and in control.
Built into your systems
We integrate with the finance and operations tools you already run rather than asking you to adopt a new platform. The automation feels like a capability inside your back office, not another system to maintain.
Augmentation, not just headcount cuts
Most automations take repetitive load off your team so they spend time on the work that needs judgement. We automate the tasks that are safe to automate, and keep humans on the rest.
Where to look next
Deeper detail on the engagements and approach behind this work.
Common questions
What is AI back office automation?
AI back office automation uses AI to handle the repetitive administrative work behind a business: reading and extracting documents, entering data, reconciling figures, classifying and routing requests, and maintaining records. Unlike traditional rule-based automation, AI handles tasks that involve reading, judgement, or unstructured inputs, with human review on the steps that need it.
Which back-office tasks are worth automating first?
The best first candidates are high-volume, repetitive, and language-heavy: invoice and document processing, data entry, inbox triage, and recurring report assembly. The Discovery Sprint scores your specific workflows against time saved, complexity, and risk so you automate the tasks with the fastest, safest payback first.
How is this different from RPA?
Traditional RPA follows fixed rules and breaks when a document layout changes or an input is unstructured. AI back office automation reads and understands the content, so it handles variation that defeats rule-based bots. The two often work together: AI for the reading and judgement, deterministic automation for the structured steps.
Will we lose control or auditability?
No. Audit trails are part of every automation we build. Each automated decision is logged with its inputs and output, and reviewer queues catch low-confidence cases before they ship. Finance and operations keep full visibility and control over what the automation does.
Does AI back office automation work for small businesses?
Yes. Smaller operations often see the fastest payback because manual back-office work is a larger share of their time. We scope engagements to the size of the operation, starting with one or two high-volume tasks rather than a full transformation.
Do you publish pricing?
No. Every engagement is bespoke and the scope drives the cost. Our packages publish week-by-week cadence, named deliverables, and exit ramps so you can compare scope transparently. Pricing is set per project against the agreed scope.
Ready to reduce the manual work in your back office?
Book a free 15-minute feasibility triage. We will find the back-office tasks worth automating, estimate the time you could save, and give you an honest read on what shipping looks like.