Software solution

AI Business Automation for Document-Heavy, Repetitive Work

Automate the processes that eat your team's week — invoices, orders, applications, email requests — with AI that reads, decides within rules and asks a person when it is unsure.

• Explore features

What our AI business automation platform does

A large share of office work follows the same pattern: something arrives (an email, a PDF, a form), someone reads it, extracts the details, checks them against another system, makes a routine decision and types the result somewhere else. Traditional automation struggled because the inputs were unstructured. Large language models change that.

Syntrix AI Automation combines document understanding, classification and workflow orchestration. It reads incoming items, extracts the data, applies your business rules, updates your systems through their APIs and routes exceptions to a person for approval. Every step is logged, so you can see exactly what happened and why.

Typical processes we automate

• Accounts payable — capture supplier invoices, match to purchase orders and prepare them for approval in your accounting software.
• Order intake — turn emailed purchase orders and spreadsheets into sales orders in your ERP.
• Customer and applicant onboarding — check documents, extract details and flag missing items.
• Inbox triage — classify shared-mailbox emails, draft replies and create tasks or tickets.
• Reporting and reconciliation — gather data from several systems and prepare recurring reports.

How it works

Intake

Items arrive from email, upload, shared folders, forms or APIs.

Understand

AI models extract fields, classify the item and summarise it, returning a confidence score for each field.

Decide

Your business rules — tolerances, thresholds, approval limits — determine what happens next. The AI suggests; the rules decide.

Act

The workflow updates systems through APIs: creating records, sending messages, filing documents.

Human in the loop

Low-confidence extractions, rule exceptions and high-value items go to a review queue. Reviewers correct and approve, and those corrections improve future accuracy.

Where to start

We recommend starting with one high-volume, well-understood process and measuring baseline time and error rates first. Once the first workflow is stable, the same platform extends to others. For conversational use cases, such as answering customers, see our AI customer support solution; for broader process automation that does not need AI, see our business automation service. More complex, multi-step autonomous agents are delivered by our AI agent development team.

Next step

Request a demo and bring a few sample documents or emails — we will show them being extracted, checked and routed in a working workflow.

• At a glance

  • Platforms

  • Integrations

  • Pricing

• Built for

  • Finance

    Secure software for lenders, brokers, accountancy practices and fintech teams: client portals, workflow automation, reporting and integrations with financial systems.

  • Logistics

    Fleet tracking, driver apps, dispatch and warehouse software for logistics, courier and distribution companies that need live visibility and proof of delivery.

  • Professional Services

    Client portals, CRM, project and time tracking, billing and AI-assisted document workflows for consultancies, agencies, law and accountancy firms.

  • Manufacturing

    ERP, production planning, inventory and shop-floor software for manufacturers who want accurate costing, traceability and real-time visibility of production.

Features

AI Business Automation features

• Document understanding

  Extract data from invoices, forms, contracts and emails, including scans.

• Classification and routing

  Sort incoming items by type, urgency and team automatically.

• Rules-based decisions

  Your tolerances and approval limits decide outcomes, not the model.

• Human review queue

  Low-confidence and exception items go to people for approval.

• System integrations

  Create and update records in ERP, CRM, accounting and ticketing tools.

• Full audit trail

  Every extraction, decision and action is logged with its reason.

• Continuous improvement

  Reviewer corrections feed back to improve accuracy over time.

Modules

Modular by design — use what you need

Start with the core and switch on modules as you grow. Every module is configurable to your processes.

• Intake connectors

  Email, folders, uploads, forms and API inputs.

• AI extraction

  Field extraction, classification and summarisation with confidence scores.

• Workflow designer

  Visual workflows with rules, branches, approvals and timers.

• Action connectors

  Pre-built and custom connectors to business systems.

• Review workspace

  Queues for approvals and corrections with side-by-side document view.

• Monitoring

  Throughput, accuracy, exceptions and time saved.

Benefits

The difference it makes

• Hours returned to your team

  Repetitive reading and re-keying is handled automatically.

• Fewer errors

  Consistent extraction and rule checks reduce manual mistakes.

• Faster turnaround

  Items are processed as they arrive, not when someone has time.

• Control and transparency

  Human approval where needed and a full audit trail everywhere.

Who it's for

Designed for your team

• Finance operations

  Invoice capture, matching and reconciliation.

• Sales and order teams

  Order intake from emails and attachments.

• Operations and admin teams

  Onboarding checks, inbox triage and reporting.

• IT and transformation leaders

  A governed platform for AI automation across departments.

Integrations

Connects with your tools

• Email and file storage

  Microsoft 365, Google Workspace and shared folders.

• ERP and accounting

  Create orders, invoices and journals via API.

• CRM and help desk

  Create contacts, tasks and tickets from incoming items.

• LLM providers

  OpenAI, Azure OpenAI and Anthropic Claude models.

• Messaging

  Approval requests and alerts in Teams, Slack or email.

Documentation

Technical information & deployment

Deployment options

Deployed on Azure or AWS in our managed environment or your own subscription. Models are accessed through enterprise APIs — OpenAI, Azure OpenAI or Anthropic Claude — selected per workflow for accuracy, cost and data residency.

Data security

• Enterprise API terms exclude your data from third-party model training.
• Documents are encrypted in transit and at rest, with configurable retention and automatic deletion.
• Connectors use least-privilege service accounts; secrets are held in a managed vault.
• Role-based access to review queues and full audit logs of every automated action.

Accuracy and governance

Each workflow is tested against a labelled sample of your real documents before launch, with agreed accuracy thresholds per field. Confidence thresholds decide when a person must review. Changes to prompts, rules or models are versioned and re-tested before release.

Technical information

ASP.NET Core services, background workers and queues, PostgreSQL, a React workflow designer and review workspace, REST APIs and webhooks.

Onboarding

1. Select a process and measure the current baseline.
2. Collect sample documents and define rules and approval limits.
3. Build, test against samples and run in shadow mode alongside the team.
4. Go live with human review, then lower review thresholds as accuracy is proven.

• Technology stack

  • OpenAI

    We integrate OpenAI models into business software for assistants, document processing, search and content workflows, with grounding, evaluation and cost controls.

  • Anthropic Claude

    We build AI assistants, agents and document workflows on Anthropic's Claude models, known for long-context reasoning, careful instruction following and strong writing.

  • AI & Machine Learning

    Applied AI and machine learning for forecasting, classification, recommendations and document understanding, alongside large language models where they add value.

  • Microsoft Azure

    We design, build and run applications on Microsoft Azure: App Service, containers, Azure SQL, Functions and Azure OpenAI, with security and cost control built in.

Case studies

AI Business Automation in action

• AI Support Assistant for a B2B SaaS Company

  How a B2B SaaS company deployed a grounded AI support assistant that resolves 42% of conversations on its own and hands the rest to agents with full context.

• Retail Chain POS Modernisation

  How a 60-store retail chain replaced ageing on-premise tills with an offline-capable cloud POS, cutting checkout times by 35% and ending overnight price syncs.

Portfolio

Related projects

• AI Sales Assistant for B2B Teams

  An LLM-powered sales assistant that qualifies inbound leads, drafts tailored follow-ups and summarises accounts from CRM data for a B2B industrial supplier.

• Manufacturing ERP Rollout

  A custom ERP for a mid-sized metal fabrication manufacturer, connecting sales orders, production planning, inventory, purchasing and finance in one system.

• Fleet Logistics Tracking App

  A driver app and dispatch dashboard for a regional delivery company, with live vehicle tracking, digital proof of delivery and optimised route sequencing.

What our clients say

• We used to lose half a day's takings every time a store's broadband went down. Since the new tills went in, outages barely register, and head office can change a price at lunchtime and see it on every shelf-edge promotion by the afternoon.

• Parents now have one app instead of four, and our office teams have stopped spending Monday mornings chasing absence calls. The migration was the part we worried about most, and the trial runs meant there were no surprises on go-live day.

• The assistant resolves the repetitive how-do-I questions and hands everything else to us with a proper summary. Our agents spend their time on the tricky tickets now, and customers get answers at 2am without us adding a night shift.

Services

Services to tailor and extend it

• Business Process Automation

  Business process automation for finance, operations, HR and sales: workflow automation, system integrations and AI-assisted document handling that remove manual, repetitive tasks.

• AI Agent Development

  AI agent development for multi-step business tasks: agents that use your APIs and tools to research, update records and resolve requests, with approvals, audit logs and clear limits.

• AI Development

  AI development services from strategy to production: LLM-powered applications, AI agents, chatbots and automation built on OpenAI, Claude and Azure — with security and measurable ROI.

FAQ

Frequently asked questions

• Which processes are best suited to AI automation?

  High-volume, repetitive processes with unstructured inputs — invoices, purchase orders, application forms, shared-inbox emails — and clear rules for what should happen next. Processes that rely heavily on judgement or rare exceptions are better supported by AI assistance than fully automated.

• What happens when the AI is not sure?

  Every extracted field has a confidence score. Items below your thresholds, or that break a business rule, go to a review queue where a person checks the document side by side with the extracted data, corrects it and approves. Corrections improve future accuracy.

• How is this different from traditional RPA?

  Traditional RPA mimics clicks on screens and struggles with unstructured documents. Our platform uses AI to understand documents and emails, and integrates with systems through APIs rather than screen scraping, which makes workflows more robust when interfaces change.

• Can we start small?

  Yes, and we recommend it. Most clients begin with a single process, measure the time and error baseline, run the workflow in shadow mode, then go live with human review. The same platform then extends to further processes. Our business automation service can help identify candidates.

Guides

Helpful reading

• AI Web Application Development: A Practical Guide

  A practical guide to AI web application development: use cases, architecture, retrieval-augmented generation, choosing LLMs, security, evaluation, costs and delivery steps.

• How Much Does Custom Software Development Cost?

  What drives custom software development cost: scope, integrations, team, compliance and support, with indicative ranges by project type and tips for controlling your budget.

• ERP vs CRM: What's the Difference and Which Do You Need?

  ERP vs CRM explained: what each system does, how they differ, where they overlap, when you need one or both, and how to integrate them without duplicating data.

Bring your own documents

Request a demo and we will run a few of your sample documents through a working workflow.

Request a demo and we will run a few of your sample documents through a working workflow.

Contact

Ready to talk about your project?

Choose how you'd like to start — every enquiry gets a personal reply from a senior consultant within one business day.