Sort and route

• Job

  File your scanned and emailed documents in the right folders with sensible names

  Each new file in an inbox folder is copied to one of up to ten classes and renamed to your pattern; doubtful files go to "Check", originals are kept. Saved attachments count; mailboxes are not read.

  £295 · untested offer price

• Job

  Sort incoming enquiries and have a reply draft ready for you to send

  Each new enquiry from the form or mailbox you name is labelled, routed by your table and given a reply draft built only from your answer sheet. Nothing is sent.

  £395 · untested offer price

• Job

  Put the best inbound leads at the top of the queue, and see why

  Each new lead gets a fit band and a one-line reason, tested against 100 past leads you label. The band only orders the queue: no lead is declined or auto-answered.

  From £495 · untested offer price

• Job

  Get a suggested account for each uncoded bank line, for your bookkeeper to approve

  Each uncoded bank line gets a suggested account from your chart, the evidence and a confidence band; unseen payees get "no suggestion". Your bookkeeper decides and nothing is posted.

  £195 · untested offer price

• Job

  Sort card narratives or supplier names into your categories, unsure rows left to you

  Each row of one column, up to 5,000 rows, gets exactly one category from your list or "unsure", with the words that decided it. Unsure rows are never guessed.

  £149 · untested offer price

• Job

  Sort your accounts mailbox so invoices, statements and queries reach the right person

  Each new email in one shared mailbox gets one label from your list of up to eight and the label or folder set for that person; unsure ones go to "Unsorted". Nothing is forwarded, sent or deleted.

  £395 · untested offer price

• Job

  Route staff purchase requests to the right approver by amount, with an approval log

  A purchase-request form routes each request to the approver for its amount, records the decision in a log and reminds the approver. Rules do the routing; a model is optional.

  £295 · untested offer price

All back office and finance outcomes