Turn financial PDFs into clean line items in hours—not weeks
AI-enabled invoice and estimate intake and standardization with built-in QA, audit trail, and one-click export to your system.
Weeks → hours turnaround
Higher KPI confidence
Cleaner data, fewer re-entries
Less advisor spend on relabeling
How It Works
Four simple steps to transform your invoice and estimate workflow
Ingest
Drop invoices, estimates, or vendor bids (PDF, XLSX, email). Our system automatically processes multiple formats.
Normalize
Map line items to your industry template with versioned mapping tables for consistency.
QA & Audit
Missing-field checks, variance rules, review queue, and full audit trail ensure data integrity.
Export & Compare
Push to your accounting or estimate system/BI tools; side-by-side multi-document compare for informed decisions.
Solutions
Fixed-fee pilots and ongoing automation services for invoices and estimates tailored to your workflow
Invoice & Estimate Intake Accelerator
Outcome: Go from manually wrangling invoices and estimates to a working intake → normalize → QA → export flow.
Includes:
- Source mapping for 2–3 vendor formats
- Schema + required fields
- Missing-data checks and review queue
- Export to CSV/your system
- Mini-dashboard of throughput & errors
$9k–$15k fixed fee
Book a scoping callDocument Normalization Pilot
Outcome: Production-ready standardization and compare view for invoices and estimates.
Includes:
- Versioned mapping tables + bulk mapper
- Side-by-side compare across vendors
- Audit trail & acceptance tests
- Onboarding playbook for new vendors
$15k–$30k fixed fee
Book a scoping callAutomation-as-a-Service
Outcome: Ongoing accuracy improvements, monitoring, and schema updates.
Includes:
- Drift monitoring & monthly accuracy reports
- Quarterly schema/version updates
- SLA & support
Pricing varies with volume/SLA
Book a scoping callReady to Transform Your Invoice & Estimate Workflow?
Book a 20-minute scoping call and we'll map your current workflow, leaving you with a mini-backlog and ROI estimate
Book a 20-minute scoping callCase Study
How an Agency Cut Estimate Turnaround from Weeks to Hours
The Problem
- Email handoffs to a data-entry firm added days/weeks and fractured workflows
- Expensive advisor time to correct labels to industry templates
- PMs re-entered data and lost confidence in KPIs
The Solution
- Automated intake of estimate PDFs → normalized to template
- QA checks for missing data; review queue; audit trail
- Export to internal system and a compare view for bids
The Results
"Convoluted process → simple"
Days/weeks saved per estimate batch
PMs focus on insights
Higher KPI confidence, more timely data
Less downtime between phases
Fewer re-entries
Pricing
Fixed-fee pilots and monthly automation services for invoices and estimates with transparent pricing
Frequently Asked Questions
See the ROI for Yourself
Calculate your potential savings and efficiency gains
PM Hours Saved
Per invoice/estimate processed
Advisor Cleanup
Reduced significantly
Turnaround Time
Faster by days
Let's Map Your Invoice & Estimate Workflow
Book a 20-minute scoping call and get a mini-backlog with ROI estimate
Ready to Transform Your Workflow?
We use your info only to respond to your inquiry
Book a Call
Schedule a 20-minute scoping call to discuss your invoice and estimate workflow and get a mini-backlog with ROI estimate.
What Our Clients Say
Real results from program management teams using our automation platform
"It took a convoluted process and made it simple… we're no longer losing days or weeks."
"Reduced time for data entry was a game-changer… higher KPI confidence and cleaner data."
"Eliminating downtime between phases removed fractured workflows."