Softment

AI Use Case

Automate Invoice Processing with AI

Turn invoice PDFs into structured data with validation rules and review queues—built for auditability and control.

Start smallFixed-scope pilot
Delivery1–2 weeks typical
IncludesSource + handoff
Schema-based invoice extractionValidation rules + review queueApproval routing and audit logsERP export or API syncMonitoring for failures and drift

Problems

What’s slowing teams down

Common bottlenecks we see before AI workflows are implemented.

Manual data entry

AP teams waste time entering fields and correcting errors.

Inconsistent formats

Vendor variance causes extraction drift without governance.

Approval bottlenecks

Routing is manual and exceptions get stuck.

Lack of traceability

Changes are hard to track end-to-end without structured logs.

Delivery

What we deliver

Implementation-ready modules designed for reliability, safety, and real operations.

Schema-based extraction

Extract fields into a schema with confidence thresholds.

Validation + review queue

Rules and human review for exceptions and low confidence.

Approval routing

Route approvals to the right owners and handle exceptions.

ERP-ready outputs

Export or sync to ERP with audit-friendly logs.

Deliverables

What you’ll get

Concrete outputs designed for predictable handoff and measurable improvements.

Extraction schema + mapping rules

PDF ingestion and processing pipeline

Validation rules and review UX

Approval routing workflows

ERP/CRM export or API integration

Logs + handoff documentation

Process

How we work

A pilot-first approach, with the quality and governance needed for production rollouts.

1
1–2 days

Model fields

Define schema, rules, and edge cases.

2
3–7 days

Extract

Ingestion + extraction + confidence scoring.

3
2–5 days

Validate

Rules, approvals, and human review workflows.

4
2–5 days

Integrate

ERP sync and audit-friendly outputs.

Stack

Suggested implementation stack

A practical stack we can adapt to your constraints and existing systems.

Document AI / OCRSchema-based extractionQueues + retriesPostgreSQL audit logsWebhooks + automationMonitoring + alerts

Automations

Example automations

A few workflows that usually deliver ROI quickly.

Invoice ingestion from email/upload

Field extraction + validation checks

Approval routing and exception handling

ERP sync and reconciliation checks

Standard

AI delivery standard

Quality and safety practices we ship with AI builds so the system stays measurable, maintainable, and production-ready.

Logging + tracing

Conversation and tool traces with request IDs, error visibility, and debug-friendly runbooks.

Guardrails + safety

Tool allowlists, PII-safe patterns, refusal behavior, and escalation routes for edge cases.

Evals + regression tests

Golden queries, scorecards, and regression checks so quality improves over time instead of drifting.

Cost + latency controls

Caching, prompt discipline, retrieval tuning, and routing so your app stays fast and predictable at scale.

Documentation + handoff

Architecture notes, environment setup, and next-step roadmap so your team can iterate safely after launch.

Security-first integration

Secrets isolation, role-based access, audit-friendly actions, and minimal data retention by design.

Pricing

Typical pricing ranges

We confirm scope before starting. These ranges help you plan a pilot versus a full rollout.

Pilot (1–2 formats): $900–$3,500

Multi-format + ERP sync: $2,500–$9,500

Timelines

Delivery timelines

Common timelines for pilots and production hardening, depending on integrations and governance.

Pilot: 1–2 weeks

Expanded rollout: 2–4 weeks

Risks

Risks & mitigation

The failure modes we design for so reliability and trust stay high.

Extraction errors

We use validation rules, thresholds, and review queues for low-confidence outputs.

Audit requirements

We design structured logs, approvals, and retention controls early.

AI Case Examples

Micro case studies (anonymous)

A few safe examples of outcomes we build for real operations—no client names, just results.

Secure Mobile Solution in Australian Defence Ecosystem

Problem: Secure data workflows were required in a regulated environment with strict access controls.

Solution: Hardened architecture with strict auth, encrypted storage, and audit-friendly engineering patterns.

Outcome: Deployed securely within a regulated ecosystem with clear handoff and operational guidance.

AI Knowledge Base Across 2,000+ Pages

Problem: Teams needed fast answers across long PDFs, but search was slow and results were inconsistent.

Solution: RAG with hybrid retrieval and reranking, plus grounded answers and safer fallback behavior.

Outcome: Reliable answers with <10s response times and measurable improvements on real queries.

Ops Automation with AI + n8n

Problem: Manual approvals and CRM syncing created delays and data inconsistencies across tools.

Solution: Event-driven automation with validation gates and AI-assisted classification where it improved routing.

Outcome: Reduced manual workload significantly with more reliable workflows and operator visibility.

Compare

Decision guides

Quick comparisons to help you choose the right approach before building.

FAQ

Frequently asked questions

Can it handle different invoice formats?

Yes. We start with a defined set of formats, then expand with validation and review workflows to manage edge cases.

Do you support human review?

Yes. Review queues are included for low-confidence extractions and exceptions.

Can it sync to our ERP?

Often yes, depending on your ERP APIs and permissions. We can also export structured CSV/JSON outputs.

How do you ensure auditability?

We log inputs, approvals, changes, and outputs with request IDs and retention controls.

How quickly can we pilot this?

A pilot for 1–2 formats typically ships in 1–2 weeks once sample invoices are available.

Do we own the pipeline code?

Yes. Source code and handoff documentation are included.

Ready to start?

Want an AI pilot for your workflow?

Start with a fixed-scope gig or request a tailored implementation plan for your systems.