AI Integration
AI Customer Support Agent
Claude-powered support handling 70% of tickets without humans
70% tickets auto-resolved
AI Automation
AI extraction from invoices and contracts, with a 12-person team reassigned to analysis work
Client screens stay private, so this shows how the system is put together.
Challenge
A mid-market finance team of 12 people spent their days re-keying data from PDF invoices, scanned contracts, and compliance forms into their ERP. It took an average of 15 minutes per document. Error rates hovered around 4%, good enough to pass most audits, expensive enough to cost real money when it failed. The CFO wanted to repurpose the team toward analysis work, but no off-the-shelf tool could handle the diversity of document formats they processed.
Approach
We built a document-processing pipeline that pairs OCR with GPT-4 for structured extraction. Documents drop into AWS S3 via email-to-inbox or direct upload; Celery workers process them asynchronously so burst uploads don't back up the API. GPT-4 extracts the fields that matter (vendor, amount, dates, parties, payment terms) with confidence scores per field. A React review UI shows extracted data next to the source document; operators can approve, correct, or flag. Every correction feeds back into the extraction prompts, so accuracy compounds over time.
Outcome
Under the hood
GPT-4 beat Claude for this narrow task because its structured-output mode was more reliable on deeply nested invoice schemas at the time we built this. Celery workers process documents asynchronously, which matters because finance teams upload in bursts (Friday end-of-week, month-end). AWS S3 with pre-signed URLs keeps document storage secure and scalable. The feedback loop is the quiet win: every correction is a free training signal, and accuracy has gone up every quarter without any model updates on our end.
AI Integration
Claude-powered support handling 70% of tickets without humans
70% tickets auto-resolved
AI Platform
Natural-language search across Confluence, Drive, and Notion
85% search time cut
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