Documents and text to data

• Job

  Add company size and sector to each new lead, with a source for every value

  For new leads with a business email, named company fields are written with a source and date, or marked unknown. Free-mail addresses and personal data are left alone.

  £395 · untested offer price

• Job

  Fill your blank industry, country and lead-source fields, but only the changes you approve

  For up to three blank fields you name, you get a change file with a proposed value and source per row. Only the rows or bands you tick are applied, with a rollback file.

  £295 · untested offer price

• Job

  Read handwritten and faded receipts into rows, with every doubtful field held for you

  Handwritten or faded receipts become rows of merchant, date, currency and total, but any field the system is not sure of is held for you to read. Held fields are counted, never guessed.

  £195 · untested offer price

• Job

  Turn a folder of receipts into expense lines and see which card payments have no receipt

  Each receipt becomes one row paired to a line on your card or bank statement, with two separate lists: receipts with no payment, and payments with no receipt.

  £195 · untested offer price

• Job

  Find every renewal date and notice period in your contracts, each with the clause quoted

  From up to 25 contracts, a register of parties, terms, renewal rules and notice deadlines: every field except the calculated deadline has its page number and exact clause. More are quoted separately.

  £249 · untested offer price

• Job

  Turn customers' parts-list requests into quote drafts priced from your own price list

  Each customer request in one agreed format becomes an Excel quote draft: code, description, quantity, unit and price from your list, with uncertain matches flagged and no substitutions made.

  £395 · untested offer price

• Job

  Get a due-diligence pack on each new business customer, for your person to decide

  For each new business customer, one page of registry details, a VAT-number check, a sanctions-list name search and a document tick-list, with flags. Your responsible person decides.

  £295 · untested offer price

• Job

  Turn supplier invoices in your accounts inbox into draft bills, holding the doubtful ones

  Each supplier invoice arriving in one agreed mailbox becomes a draft bill with its PDF attached only if it passes the checks; the rest wait on a held list with the reason.

  £495 · untested offer price

• Job

  Match what customers paid to your open invoices and get a proposed allocation to check

  For each bank receipt and remittance notice you get a proposed allocation to open invoices (full, part, short or unmatched) with the quoted evidence. Nothing is posted.

  £195 · untested offer price

• Job

  Code your own win-loss interviews into reasons, with the quotes behind each

  Interview notes you collected yourself are coded to reasons you approve, with the verbatim quote behind each code. We never contact your buyers.

  £249 · untested offer price

• Job

  Find out why you win and lose deals, from what your reps wrote

  Closed deals in a period are tagged to a reason list you approve, each with the note excerpt behind the tag, and counts that reconcile. Labelled "as recorded by reps".

  £249 · untested offer price

• Job

  Turn meeting notes into a task list where every owner and date is quoted from the text

  From notes or a transcript you provide, you get a task list in which an owner or due date appears only if the text states it, each task with its quoted sentence.

  £99 · untested offer price

All back office and finance outcomes