Real client workflows

Real AI use cases.
Real cost cut.

We only build AI that is useful for your business. Nothing fancy.
Realistic. Practical. AI that really helps your business.

01 Real business case study
Industry:Retail Business: Electrical Product and Service
What we do for this client
Customised AI OCR integrated with AutoCount Cloud
Customised AI RAG system
Customised ERP System AI OCR / Vision AI RAG AutoCount Integration
Before

Old method

Time lost every cycle 2–4 days of admin
Source
30–50 service notes
Every day the salesmen come back with another stack of handwritten notes.
View notes3
Manual typing1–2 days into Excel
Manual typing to Excel
2 staff
Someone has to sit down and type it all out. Every field, line by line, into a spreadsheet.
Double workanother 1–2 days into AutoCount
Manual typing again
AutoCount
Accounting system
Then the same numbers get typed all over again into accounting. Same work, done twice.
Manual file searchminutes each time, often longer
File search
Excel / folders
Need a document from last year? Start digging. Folder by folder, file by file.
After

AI implementation method

Same job, now takes Under 1 hour
Source
30–50 service notes
Nothing changes for the salesmen. Same notes, same stack, handed in as usual.
View notes3
Under 30 minutesstart to finish
AI OCR + staff review
AI + 1 staff
AI does the typing. Your staff just checks it.
Watch OCR demo
No double workentries post themselves
INTEGRATION
AutoCount
Accounting system
No more double work. Entries flow in live from the AI OCR data.
View integration2
Seconds per searchjust ask the AI
AI file search
FOUND
AI RAG
Looking for a file from 3 to 5 years ago? Just ask AI.
AI finds it for you in seconds.
Watch RAG demo
0%
Admin time saved per cycle
2–4 days → under 1 hour
0%
Less manual typing
Staff only fix AI misreads
Boosted company workflow efficiency
Full demo

Watch the full workflow demo

From a handwritten service note to an invoice in AutoCount, recorded end to end.

02 Real business case study
Industry:Logistics Business: Freight Forwarding, Import and Export
What we do for this client
Customised ERP system for import and export jobs
Customised AI OCR for shipping and customs documents
Customised ERP System AI OCR / Vision Driver Mobile App Customer Portal
Before

Running on Google Sheets

Time lost every cycle 2–4 days of admin
Source
Multiple documents per job
BL, K1, NOA, tax invoices, ocean freight. Each one shows up at a different stage of the job.
View documents10
Manual typing5–10 min per document
Typed into Sheets
Every department
Each team types into its own tab, then copies the shared columns to the next team's tab. One row off, and the data lands on the wrong job.
View documents2
Phone callsto chase every stage
Haulage by phone
Port, customer, depot
Every stage time is chased by phone and typed in later. Delays only show up when the demurrage bill arrives.
Manual matchingrow by row, every bill
Billing by hand
1 invoice, many jobs
One invoice covers many jobs, and customers pay whenever they like. Every invoice number, amount and balance gets updated on each job row by hand.
After

One system, AI does the typing

Same job, now takes 10–20 sec per document
Source
Multiple documents per job
Nothing changes for the team. The same documents come in, at the same stages.
View documents10
10–20 secondsper document
AI OCR + staff review
JOB 0412 MATCHED
Filed to the right job
AI reads each document and matches it to its job by job, container or BL number. Your staff just checks it.
Watch OCR demo
Live trackingphoto proof at every stage
Driver app
See which stage drags
Drivers snap a photo at each stage, stamped with time and GPS. Managers see where time is lost, and customers get a live tracking link.
Watch driver app
No copy-pasteevery team, one record
ERP system
Jobs, invoices, payments
Each team works in its own tab, and shared details sit on top for all. One invoice covers many jobs, and outstanding balances update live.
Watch ERP demo
0%
Admin time saved per job
1–2 hours → about 15 minutes
0%
Less manual typing
5–10 min → 10–20 sec per document
No copy-paste between teams. Every haulage stage on record.
Full demo

Watch the full workflow demo

From a Bill of Lading to an issued invoice, recorded end to end.

03 Real business case study
Industry:Manufacturing Business: Precision Machining and Engineering
What we do for this client
Customised AI OCR for customer purchase orders
AI that reads the title block on engineering drawings
Customer CRM with each customer's own AI reading rules
AI OCR / Vision Engineering Drawings Customer CRM Staff Review
Before

Every PO and drawing retyped by hand

Before every job sheet each PO and drawing keyed in
Source
Every customer, a different layout
Purchase orders come as scans, multi-page PDFs and even phone photos. Each customer's drawings put the title block somewhere else.
View documents5
Read by eyeone title block at a time
Engineering drawings
Title block copied by hand
Drawing no, description and material are read off each drawing and typed into the quotation sheet. Every customer lays them out differently.
Manual typingevery line, every page
Purchase orders
Retyped into the job sheet
PO no, part numbers, quantities, prices and delivery dates are typed into the Excel job sheet. Long POs run over several pages.
Easy to misslines on later pages
Checking
Mistakes found late
A line on page 2 or a total on page 3 is easy to skip. A wrong part number or quantity only shows up when the job is checked.
After

Upload the PDF, the record fills itself

Staff now only check and save
Source
Every customer, a different layout
Nothing changes for their customers. The same PO and drawing PDFs keep coming in.
View documents5
Title block readwhatever the layout
AI OCR · drawings
Drawing no, description, material
The AI finds the title block on each drawing and reads its identity, even when every customer uses a different layout. Measurements stay with the team.
Watch drawing demo
Every line readacross every page
AI OCR · purchase orders
3 LINES FILLED
Each customer's PO read right
The AI spots which customer sent the PO and uses that customer's own reading rules from the CRM, so lines on later pages are not missed.
Watch PO demo
Saved as recordsno retyping
Staff review
Checked, then saved
Staff check each result next to the PDF and save. POs land in Purchase Orders, drawings in Drawings, and every PO is linked to its customer.
Watch save demo
0%
Faster drawing entry
3–5 min → under 1 min per drawing
0%
Less PO key-in time
10–15 min → about 2 min per PO
Staff upload the PDFs, check what the AI read, and save. Purchase orders and drawings become searchable records, each PO linked to its customer.
Estimated times
Full demo

Watch the full workflow demo

A three-page purchase order and two engineering drawings, read by AI, checked by staff and saved as records in Purchase Orders and Drawings.

04 Real business case study
Industry:Accounting Business: Bookkeeping firm with about 50 clients
What we do for this client
Customer portal where each client uploads and downloads its own documents
Customised AI OCR for supplier invoices, bank statements, claims and more
Bank payments matched to invoices, offset in full or in part
Integration that syncs every record into each client's SQL account
Customer Portal AI OCR / Vision SQL Integration Payment Matching
Before

Paper chased, typed and ticked by hand

Every month, every client 50 clients to chase
Source
Paper from 50 clients
Most clients still hand over hardcopy bills, bank statements and receipts every month.
View documents4
Collected by handtrips or Lalamove
Document collection
Collected, then scanned
Staff travel to collect or wait for a Lalamove. Students are hired to scan, and no one sees at a glance who sent what.
Typed into SQLone invoice at a time
Supplier invoices
Keyed into 50 SQL accounts
Every supplier invoice is typed into that client's own SQL account to record what they owe.
Ticked off by eyebank line vs invoice
Payments
Matched by hand
Staff compare the bank statement with each invoice, then create a payment voucher by hand to clear what was paid.
After

Clients upload, AI reads, SQL stays in sync

Same month-end, now about 1 min per invoice
Source
Each client uploads its own
Every client gets its own portal login. Uploads arrive tagged to that client, and reports go back the same way.
Read in secondsthen checked and saved
AI OCR + SQL integration
SQL Accounting
Read, checked, synced
AI reads each supplier invoice. Staff check and save, and our integration syncs it into that client's SQL account.
Watch OCR demo
Payments foundstraight from the bank
Bank statement matching
Payments picked from the bank
Bank statements are read too. Each payment out goes to PV Pending in one click and becomes a payment voucher.
Watch bank demo
Always up to datefull or partial offsets
Offset & outstanding
Bills offset, balance updated
Each payment offsets one or more invoices, in full or in part. What is owed and what was paid update at once.
Watch offset demo
0%
Less SQL key-in time
5–8 min → about 1 min per invoice
0%
Faster payment matching
10–15 min → 2–3 min per payment
Clients upload their own documents. Every saved invoice and payment voucher syncs to their SQL account.
Estimated times
Full demo

Watch the full workflow demo

From client uploads to SQL-synced invoices and bank payments offset against bills.

05 Real business case study
Industry:Logistics Business: Freight Forwarding, Haulage and Customs
What we do for this client
Customised AI OCR for shipping and customs documents
Integration that opens jobs in their existing logistics system
Supplier invoice export in SQL Accounting's import format
AI OCR / Vision System Integration SQL Accounting Import Container Number Check
Before

Every document typed in by hand

Before every job opens 5 documents keyed in
Source
Multiple documents per job
Invoice, packing list, BL, Form E / B / C3 and CIPL. All of it has to be read before the job can open.
View documents6
Manual typingevery field, every document
Job opening
Keyed into the logistics system
Shipper, consignee, vessel, ports, containers and cargo are typed in from each document. The job cannot open until it is done.
Retyped to Excelone charge line at a time
Supplier invoices
Into a fixed Excel format
Every supplier invoice is copied into a predefined Excel template, line by line, before it can be imported into SQL Accounting.
Easy to mistype11 characters each
Container numbers
Picked out by eye
Container numbers are found and copied from each document by eye. One wrong letter breaks tracking, billing and reports.
After

Documents in, the job opens itself

Same job, now takes 10–20 sec per document
Source
Multiple documents per job
Nothing changes for the team. The same PDFs and scans come in from shippers and carriers.
View documents6
10–20 secondsper document
AI OCR + staff review
20 FIELDS FILLED
Every field read for you
AI reads all 5 document types and fills in each field it finds, containers included. Staff only check and confirm.
Watch OCR demo
Job openedno retyping
System integration
Pushed into their system
Our integration pushes the checked data into the logistics system they already use. The job opens, and its Job No is pulled back.
Watch integration demo
SQL import readyno line-by-line retyping
SQL Accounting import
SQL Accounting
Invoices ready for SQL
Each charge line gets its Charge Code from SQL Accounting. Staff export the file in SQL's import format and import it to create the invoices.
Watch export demo
0%
Faster job opening
30–45 min → about 5 min per job
0%
Less supplier invoice retyping
10–15 min → 1–2 min per invoice
Jobs open in their logistics system once staff check the data. Supplier invoices export ready to import into SQL.
Full demo

Watch the full workflow demo

From five shipping documents to a job in their logistics system, and from supplier invoices to an import file for SQL Accounting.

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All data shown here is dummy data. Names, job numbers, containers and amounts are made up. The layout follows how the team tracked jobs in spreadsheets before the system.
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