Operations · measured, built and run
The team that fixes operations, not the team that ships demos.
Your back office still runs on people re-keying invoices, claims and case files from email into your systems. We redesign that workflow end to end, run it in your cloud or in our US datacenter, and stay accountable for the measured cost per document.
We don't sell AI. We improve operations using AI.
Delivered with Digisoft Corp·years of US operating history·staffed support desk·its own US datacenter·A new practice. Not a new company.
Where the paperwork piles up
Find your row. The pain is specific; the engine behind it is the same. Each section links directly — send yours to your CFO.
Pick the document on your desk — these are drawn specimens, not client data
Specimen · drawn, not real client data
Construction & buildingFor the CFO and controller of a general contractor, subcontractor or builder
The pain
Invoices re-keyed into Sage, Viewpoint or QuickBooks run $9–$22 each processed by hand versus $3–$8 automated (industry benchmarks). Contractors lose about 65 hours a month to payment administration, and slow payments cost US construction an estimated $299B in 2025 (Rabbet 2025 payments survey, both figures).
What we run
Supplier and subcontractor invoices checked against commitments and budgets before posting; the monthly billing package — pay applications, lien waivers, insurance certificates — assembled and verified days before the deadline. No payment is released and no waiver is deemed sufficient by software.
Why now: about 80% of construction firms have unfilled office roles and 84% say they're getting harder to fill (AGC 2025 workforce survey). Bring one pay application →
RoofingFor the owner of a retail, commercial or insurance-restoration contractor
The pain
After a storm, every insurance job starts with the carrier's damage report — a long PDF your estimator re-types line by line into AccuLynx or JobNimbus. Estimators are the hardest hire in the trade, and this is data entry. Supplier invoices land in QuickBooks with wrong job codes, so per-job margin reports arrive late and wrong.
What we run
Carrier reports extracted and checked against the job and the roof measurement, handed to your estimator as a ready starting worksheet — the estimator owns every estimate and every dollar figure. Supplier invoices posted with correct job coding and price-variance flags. Bring one carrier report →
FinanceFor the COO or chief lending officer of a community bank, credit union, lender or insurer
The pain
A loan file is dozens of documents checked by hand against a checklist; missing items surface late and push close dates. Broker insurance submissions get re-typed before an underwriter can even triage the risk — and the first credible response usually wins the account.
What we run
Each document checked against the loan system and the stipulation list, discrepancies named precisely; submissions arriving triaged in the underwriter's queue. Every credit, quote and coverage decision stays with your people. Your customers' data runs in your cloud or a US facility we operate — never a public AI service — and we expect to go through your vendor-review process before touching a single file. Bring one loan file checklist →
LegalFor the administrator or managing partner of a 10–100 attorney firm, and corporate legal teams
The pain
Court notices arrive by email all day; a clerk works out the deadlines and types them into the calendar — and a missed deadline is the classic malpractice trigger. 86% of mid-size firms have adopted some AI, almost entirely for drafting (Clio 2025); the operational risk is untouched.
What we run
Notices matched to matters with deadlines proposed for confirmation — a person confirms every date before it reaches the calendar, no exceptions — and correspondence filed to the right matter in your document system with a full audit trail. Privileged material never leaves a controlled environment. Bring one court notice →
Growing mid-size companiesFor the CFO of a $10M–$500M company in any industry — and startups that outgrew their automations
The pain
Invoices and customer orders re-keyed into QuickBooks, NetSuite or Intacct; order-entry headcount scaling one-to-one with volume; a web of Zapier and spreadsheet automations carrying real load with no monitoring, no rollback, and no alarm when they fail silently.
What we run
Invoice and order intake matched against purchase orders and price lists; the brittle do-it-yourself chain rebuilt with an exception queue and a named person on call. Every bank-detail change is verified by a human before anything moves — payment-redirect fraud is real. Bring one customer order →
Six checks between inbox and approved
Every row above is the same problem: documents arrive by email, PDF and portal, and people re-type them into the system of record. We run one proven pipeline against it — only the documents change. Click any step, or watch the specimen go through.
Capture
Watched inboxes, portals and folders. Every document logged, nothing lost, duplicates caught.
Extract
Vendors, amounts, dates, line items, references — read from the document, with a confidence score on every field.
Validate
Checked against your own system of record: the contract value, the price list, the checklist, the calendar. Your rules, encoded — and the totals must foot.
Human review
Anything uncertain, unusual, or carrying legal or dollar exposure goes to a queue where your person decides. The system assembles; people judge. Always.
Write back
Clean results posted into the system you already run — with the source document attached and a full audit trail.
Measure
Cost per document, days to process, share handled without a touch — reported monthly against the baseline we took before building anything.
Try the review queue — you decide
Specimen dataThree exceptions the engine would never decide alone. The facts are assembled; the judgment is yours.
INV-2041 · supplier invoice
Line 3 is $412 over the purchase order. Vendor says fuel surcharge; PO-118 has no surcharge clause.
VND-118 · bank detail change
Email requests a new bank account for payments. Domain matches, tone is right — exactly how payment fraud looks. Out-of-band verification required.
WVR-77 · lien waiver
Waiver amount matches, but the through-date is 30 days earlier than the payment it releases.
Three decisions. All yours. The engine assembled the facts, flagged the risk, and waited — that's the design, on every workflow, at any volume.
What the re-keying costs you
Your numbers, computed on your screen. Nothing is sent anywhere — this is the arithmetic your assessment starts from.
Specimen figures — set your own. The assessment replaces these sliders with your measured numbers. Bring one document →
Three stages, two exit gates
Fixed scope, fixed price quoted in writing before each stage, one workflow at a time — and success defined before anything is built, in your numbers, not ours. Each gate is a real exit.
Assess · 2–3 weeks
Baseline first
- Fixed price, quoted in writing before we start
- Your real cost per document, cycle time and error rate — measured on one or two workflows, from your own data
- Can your systems be connected? Where should it run?
- Ends in a written go / no-go
- Needs from you: an NDA, a sample of real documents, an hour with the person who does this today, read-only access — nothing changes in your systems
Build · 8 weeks
One workflow, live
- In production, in your cloud or ours
- Human review on everything above your thresholds
- Measured against the assessment baseline
- Written go / no-go at week 8
Run · monthly
We operate it
- Monitoring, a named person on call, rollback ready
- Accuracy and cost tracked continuously
- A monthly report you can read in five minutes
- Quarterly review against the baseline
The honest outcome
The assessment can conclude "do not proceed" — your data isn't ready, the return is too small, or an off-the-shelf product wins and we say so. We are paid to tell you the truth, not to sell the next phase. The assessment fee is the only thing you'll have spent to find that out.
Every figure is fixed and in writing before its stage starts. No hourly billing, no open-ended retainers, no unpaid discovery. We publish the model, not the numbers — a pay-application workflow at a 40-person contractor and a loan-file operation at a community bank are different jobs.
The assessment is a bounded, fixed-fee diagnostic. The build is a fixed fee quoted only after the assessment, against the baseline it produced. The run is a flat monthly amount tied to the workflow.
Three drivers, disclosed in every quote: document volume, number of workflows, and integration depth into your systems.
The first go/no-go gate caps what you can spend before any larger commitment — and you'll leave the first conversation with a specific range for your case.
Your cloud, or ours
Chosen during the assessment. Both are first-class options.
Your own cloud
AWS, Azure or Google Cloud — your account, your controls.
- Built with infrastructure as code: automated, rebuildable, never hand-configured
- Kill switch and documented rollback for every workflow
- You own the code, the infrastructure definitions and the runbooks after handover
Our US datacenter
A facility we operate, on hardware inside it — for data that shouldn't leave a controlled environment.
- Your data is never used to train any model
- Nothing retained — zero-retention by architecture, deletion certificate on request
- No third-party AI providers touch your documents
Every proposal discloses the models used, the retention setting on each, and the share of cases routed to a human reviewer.
How we handle your documents
Answers your security reviewer will ask for anyway — on the page, not behind a call.
Where documents live
In your cloud under your access controls, or in the US facility we operate. Never on laptops, never in a public AI service, never in a third party's hands.
Who can see them
Least-privilege access, named individuals only, logged. Regulated material is handled only by personnel your contract permits.
Retention and destruction
The private tenant retains nothing by architecture; assessment samples are destroyed or returned at close-out, with a deletion certificate on request.
Paper before access
NDA before any document moves — ours or yours. Your vendor-security questionnaire answered as part of the process, not as a favor.
What backs it
Every proposal ships with a controls pack: data-flow diagram, model and retention disclosure, subprocessor list, rollback plan and insurance certificates — verifiable against Digisoft Corp, the operator behind our facility and support desk.
What we hold ourselves to
The rules we won't bend — they're why our numbers can be trusted.
- Measure before we build. No build without a signed baseline and a data sample in hand.
- People decide. Anything with legal or dollar exposure — payments, waivers, deadlines, credit — is a human decision, by design.
- No claim without a named client. Industry statistics frame the problem; only your own measured results describe our work.
- Buy before build. When an existing product wins, we recommend it and build only the integration and the process around it.
- One workflow at a time. The second workflow is earned by the first one's measured result, not pitched.
- Fixed prices, in writing. No hourly billing, no open-ended engagements, no unpaid discovery.
- You keep the keys. Your repository, your infrastructure, your runbooks — ours only while we run them for you.
- Plain words. If we can't explain it to your examiner, your counsel or your controller in two sentences, we're not done.
Three owners, one team
Every engagement has three named owners — the same three people, start to finish.
Operations lead
Signs the baseline, redesigns the process end to end, writes the exception playbooks, runs the quarterly review. Their name is on the numbers.
Design authority
Architecture, security, the review queue, the kill switch and the rollback plan. Their name is on the production guarantee.
Account & run-state owner
The contract, the support desk, the monthly report, the datacenter. Their name is on the contract and the phone.
You meet all three before you sign anything. The people in the assessment are the people in the build and the people on call — we don't sell with partners and deliver with juniors.
Behind the team: Digisoft Corp, a US IT provider with years of operating history, a staffed support desk, and its own datacenter — so the "run" in what we build and run is not a promise, it's an existing operation.
Before you email
The questions we'd ask in your seat, answered straight.
700What does it cost?
▸
See how pricing works: every number is fixed and in writing before any work starts, the assessment is a bounded diagnostic, the build is quoted against your measured baseline, and the run is a flat monthly amount. We don't publish figures because the jobs differ — but you'll leave the first conversation with a specific range for yours, and a written go/no-go gate before every stage.
710Can we talk to your references?
▸
Not yet — this practice is new, and our own rule is no claim without a named client. We won't dress that up. What you can verify instead: Digisoft Corp, which operates our support desk and datacenter, has years of client history. What replaces references until we earn them: the assessment is small, paid, and ends in a written go/no-go you can act on without us; every workflow ships with a kill switch and rollback; and you own the code, the infrastructure and the runbooks — if we disappoint you, leaving is an export, not a negotiation. Our first public reference will be a measured result with a client's name on it, used with permission. It could be yours.
720What do you need from us to start?
▸
For the first conversation: one document. For the assessment: an NDA (ours or yours), a sample of real documents, about an hour with the person who actually does this work today, and read-only access to your system of record. We change nothing during the assessment — it's measurement, not surgery.
730Is this going to replace our people?
▸
We automate the re-keying, not the judgment. Every workflow routes decisions — payments, waivers, deadlines, credit — to your staff, by design. Most clients come to us because they can't hire for this work, not because they want fewer people: the same team handles more volume, and the hours come back from data entry, not from headcount.
740How do you handle our data?
▸
The short version is on this page: your cloud or our US facility, least-privilege access, zero retention in the private tenant, NDA before anything moves, and a controls pack with every proposal. Send us your security questionnaire — we expect it.
750What if it breaks — or you go away?
▸
Every workflow ships with a kill switch, a documented rollback, and the manual process it replaced left intact — your team can revert the same day. You hold the repository, the infrastructure definitions and the runbooks from day one, so any competent engineer can run what we built. And the run-state sits on an existing operations company with a staffed support desk, not a promise.
Bring one document.
An invoice, a pay application, a carrier report, a court notice. We'll tell you — live, on your document — what we'd measure, what we'd check it against, and whether it's worth doing. That conversation costs nothing and sells nothing.