For finance, operations and back-office teams

AI Automation Services

We automate repetitive business processes with AI: reading invoices and emails, updating your CRM or ERP and routing work to the right person.

Overview

AI automation services for the work nobody wants to do by hand

Typing invoices into the ERP, sorting the shared inbox, copying emails into the CRM: slow, dull and where mistakes creep in. We build automations that do the routine part, flag anything unclear and measure the hours saved.

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  • Invoices, orders, forms and emails turned into clean data your systems can use.

  • CRM, ERP, accounting software and email, with retries and alerts when something fails.

  • Low-confidence items wait in a review queue, and every correction makes the next run better.

Scope

What’s included in AI automation services

What an automation project covers, from mapping the process to monitoring it after launch. If you need something that isn’t listed, we’ll say so up front.

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Map and measure

  • The process followed as it runs today
  • Time and errors counted before we start
  • The step with the biggest payoff chosen
  • Target savings agreed with you

Build and connect

  • AI that reads your invoices, emails or forms
  • Connection to your CRM, ERP or accounting tool
  • Confidence checks and a review queue
  • Error handling and retries

Launch and monitor

  • A prototype tested on your real documents
  • Savings confirmed against the agreed target
  • Logs, alerts and a simple dashboard
  • Documentation, handover and support

Recognition

Recognized by the industry

Independent awards and client reviews, not just our own word.

5.0
Average rating on TechBehemoths & Clutch
30+
clients across the globe
7+
years of building digital products

Some of the companies we work with

Reliability

Automation you can rely on

An automation that is right most of the time and silent about the rest creates work. These are the safeguards we add.

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  • Confidence checks

    Every result carries a confidence score; low scores are never posted automatically.

  • A review queue for people

    Unclear items wait for a person, and each correction teaches the system.

  • Logs and alerts

    Every run is recorded, and you are alerted when something fails or drifts.

  • Your data stays private

    No training on your documents, GDPR-compliant processing and hosting on your servers when needed.

Processes

Processes we automate with AI

Good candidates are repeated, rule-based processes with messy input such as documents and emails, done by hand today. When the work needs judgement across many steps, look at AI agent development.

  • Invoice and document processing

    Invoices, orders and forms are read, checked and entered into your accounting software or ERP.

  • Email sorting and routing

    Incoming emails are classified and sent to the right person or system, without anyone retyping them.

  • Contract and document checks

    The AI checks documents against your rules, flags missing clauses or figures and shows where it found them.

  • Requests and approvals

    Requests are checked against policy and routed to the right approver, with the reasoning attached.

  • CRM and ERP updates

    Records are created and updated from emails, calls and forms, so nobody copies data between systems.

  • Reports on schedule

    Weekly and monthly reports are compiled from several systems and sent automatically.

Scope

Three levels of AI automation

Most companies start small, prove the savings and then expand. We recommend a level after we map your process.

  1. Fastest start

    One slow step automated

    AI takes over a single slow step, such as reading invoices, inside the tools you already use.

    • Savings in weeks
    • No change to how your team works
  2. Most common

    A complete workflow

    From the incoming document or email to the final record, with approvals, error handling and a review queue.

    • End to end, no retyping
    • Exceptions go to a person
  3. Biggest impact

    Automation across departments

    Several connected workflows with a shared dashboard, so you see volumes, errors and savings in one place.

    • One view of every process
    • Monitoring and alerts

How we work

How an AI automation project works with us

Not every process needs AI. If simple rules are enough, we say so and keep it simple.

  1. Map the process

    We follow the process as it runs today, count the time and errors, and choose the step with the best return.

  2. Prototype on real documents

    We run the AI on your own invoices, emails or forms so you see accuracy before anything is connected.

  3. Measure accuracy and savings

    We set the confidence thresholds and the review queue and confirm the savings against the agreed target.

  4. Launch and monitor

    The automation goes live in your systems. We monitor results and extend it to the next process.

Technology

Technology behind our AI automation

We choose per project. These are the tools we know well.

  • Language and vision models

    • OpenAI GPT
    • Anthropic Claude
    • Google Gemini
    • Azure Document Intelligence
    • Tesseract
  • Workflows and code

    • Python
    • n8n
    • Make
    • Zapier
    • custom integrations
  • Systems it connects to

    • SAP
    • Odoo
    • Salesforce
    • HubSpot
    • QuickBooks
    • Microsoft 365
    • Google Workspace
  • Data

    • PostgreSQL
    • SQL Server
    • Excel and CSV
    • PDFs and scans
  • Hosting

    • Azure
    • AWS
    • Google Cloud
    • your own servers

Engagement models

Ways to work with us on AI automation

Automate one process at a fixed price, extend it month by month and keep it running. You always talk to the people who build your automation.

  • Fixed-price automation project

    Most common

    One slow step automated and measured first, then the full workflow, in phases priced up front.

    Get a quote
    • Process mapped with the people who run it
    • Savings measured against the agreed target
    • Every next phase scoped and priced up front

    Best if you want proof of the savings first.

  • Ongoing automation development

    Monthly

    Monthly capacity to add steps, document types and connected systems, guided by the people who review exceptions.

    Get a quote
    • Next processes taken from a shared backlog
    • Exceptions reviewed and turned into rules
    • Scale up or down with notice

    Best once the first process shows the savings.

  • Automation maintenance and support

    After launch

    Monitoring, fixes and model updates, so the automation stays accurate as your documents and systems change.

    Get a quote
    • A monthly report on volume, errors and savings
    • Failed runs and broken connections fixed fast
    • Model updates without rebuilding

    Best for processes that already run every day.

Not sure which fits? Let’s talk

Testimonials

What our clients say

Reviews from founders and teams we have built products with, also published on Clutch and TechBehemoths.

  • TechBehemoths

    Softclaire is development company unlike (many) others. Friendly and flexible, good with deadlines and trustworthy. Experts in multiple fields. We are very happy to work with them as development partner. Very much recommended!

    Arno Bakker Co-owner at Mediascape
  • TechBehemoths

    We have been working with Softclaire for almost 2 years now, on our main product - an online gaming website, play-games.com. Being in the web games niche, things change fast so we need to adapt on the go - and we can trust them with this. They are easy to work with, proactive, and manage work flow very well. We value their transparency and their perseverance in every task they undertake.

    Stefan Naghi Co-founder at FIRST PIXEL SRL
  • TechBehemoths

    We approached Softclaire with nothing more than an idea and a few initial mockups for our SaaS product. Their team stepped in guiding us through strategic planning, development and devops. We are still working with them for ongoing maintenance and feature updates. If you're looking for a reliable, long-term technical partner, I highly recommend them.

    Alexandru Mihalache
  • Clutch

    Within 6 months of our app launch we have gained 750 users. We have had a huge boost in traffic on the platform since launch and have multiple 5 star ratings on the App Store. We have also had comments from other software developers commenting on how brilliant the app is structured.

    Nassouh Kabbani CFO at Pocketask Inc.
  • Clutch

    The team delivered everything on time and provided a mind map to showcase the progress. Overall, they were very flexible and committed to meeting expectations.

    Mihai Brebu Director at Puapi
  • TechBehemoths

    We had an idea for a tech startup in the medical niche, but we lacked the expertise to design and develop a product of this scale. Thankfully we found an amazing team that guided us through the process every step of the way.

    Aron Dumitrache Medtech Innovator
  • TechBehemoths

    A few months ago, I contacted them for a custom Perfex CRM module and the e-Invoice module. Their work is of exceptional quality, and I am extremely satisfied with both the quality and the budget. I highly recommend Softclaire to all businesses and investors!

    Mirela Marin
  • TechBehemoths

    Softclaire created a beautiful, functional website for us, exactly as we instructed.

    Paul Radovan CEO at Print Services

Good to know

Frequently asked questions

Let's talk
Which processes are worth automating with AI?
Processes that repeat often, follow clear rules and start from messy input such as invoices, emails or forms. A good test: if a person spends hours a week copying data between documents and systems, it is a candidate.
How accurate is AI at reading invoices and documents?
It depends on the documents, so we measure it on your own samples before building anything. Every result carries a confidence score, and anything below the threshold goes to a person instead of being posted.
What happens when the AI is not sure?
The item goes to a review queue where a person confirms or corrects it. The correction is stored, so the same case is handled better next time.
Which systems can you connect?
Email, accounting software, ERP and CRM systems, databases, spreadsheets, file storage and your own applications, through their APIs. We check what your systems offer before we promise an integration.
What is the difference between AI automation and regular automation?
Regular automation needs structured input: the same fields in the same place. AI automation can also read free text, scans and varied document layouts. For tasks that need decisions across many steps and systems, see AI agent development.
How do we measure the return?
Before we start we record the time, volume and error rate of the process. After launch we report the same numbers, so the saving is a measured figure and not an estimate.

Which process would you like to stop doing by hand?

Tell us what you want to build. We reply with the next steps.

Or email us at contact [at] softclaire.com