Solutions
Operational Efficiency
AI systems for the routine work inside the business: documents read and matched, records kept in step across your systems, and the reports assembled without anyone building them.
What changes
Remove manual work from every week
Invoices, orders and documents are read, matched and moved on without a person typing them in, and the exceptions go to someone who can decide.
Keep records in step across systems
When something changes in one system it changes in the others, so your CRM, accounting and project tools agree with each other.
See the numbers without building the report
The measures your team pulls together by hand arrive on their own, from the sources you already have.
What we build
The systems we most often build in this area. Each one connects to the tools you already run and keeps a person on the decisions that need one.
Invoice and document processing
Read, matched to the order, and queued for approval, with anything unusual flagged.
Approvals with exception routing
Routine approvals handled against your rules; the rest routed to a named person.
Operations and finance reporting
Assembled from your systems on the measures you agree.
Systems kept in sync
Customers, jobs and invoices consistent across the tools you run.
What we measure
Agreed before anything is built, taken before anything changes, and reported against after launch.
- Hours of manual work removed each week
- Cost per order, invoice or job processed
- Errors and re-work in your records
- Time to produce the weekly report
How it is delivered
Three phases, the same for every solution: agree what to build first and how it will be measured, build and test it with your team on real cases, then bring it into daily use and extend it.
See how an engagement runs- 01Audit and StrategyAn automation roadmap
- 02Design and BuildA working system, tested on your cases
- 03Optimize and ScaleA review and improvement plan
Scale your operations, not your overhead.
A short call about where the hours go in your operation, your current systems, and whether Clearmatic is the right fit for the work.
Book a Call