Fully Managed Teams

Blockchain & Smart Contracts

Cross-Platform Development

AI Document Processing Tool

ProfitOptics

About

We built an AI-powered document automation platform designed to streamline operations and workflows. Using advanced AI algorithms, the tool extracts data from documents, integrates seamlessly with any ERP system, and analyzes data for intelligent matching.

industry

Information Technology

duration

Ongoing

team location

Richmond, United States

team size

6-10 people

project work

Project Work

Challenge, approach, and impact

Handling Diverse Document Formats

Ensuring accurate data extraction from various document types, including invoices, orders, and contracts.

Seamless Data Integration

Building a universal connector to integrate with any Data or ERP system, enabling smooth data exchange.

Intelligent Data Matching

Developing AI algorithms to analyze and suggest the best matches between extracted data and ERP records.

Automating Client Conversations

Creating an AI-powered chatbot that can interpret document content and generate meaningful client interactions.

White-Label Customization

Designing a flexible and brandable solution that can be customized for different clients without compromising functionality.

End-to-End AI Automation

Leveraged advanced machine learning and NLP to extract, analyze, and process document data with high accuracy.

ERP-Agnostic Integration

Developed a versatile integration layer that enables seamless connectivity with any ERP system, ensuring real-time data exchange.

AI-Driven Data Matching

Implemented intelligent algorithms to compare extracted data with ERP records and provide automated matching suggestions.

Conversational AI for Client Interactions

Designed an AI chatbot capable of summarizing document content, answering queries, and generating context-based questions.

White-Label Architecture

Created a fully customizable and brandable platform that adapts to different business needs without additional development.

Security & Compliance Framework

Integrated role-based access control, encryption, and compliance measures to protect sensitive data.

Scalable Cloud Deployment

Built a highly scalable, cloud-native infrastructure that supports large-scale document processing with minimal latency.

Bussines Impact

10x Faster Document Processing

AI-driven automation reduced manual effort, significantly increasing processing speed and efficiency.

Improved Accuracy & Reduced Errors

AI-powered data extraction and matching minimized human errors, ensuring reliable data entry.

Seamless ERP Integration

Eliminated data silos by enabling real-time synchronization between documents and ERP systems.

Enhanced Client Communication

Automated responses and AI-generated summaries streamlined interactions, improving customer satisfaction.

Cost Savings & Higher Productivity

Reduced manual labor and administrative overhead, allowing teams to focus on higher-value tasks.

Scalability for Business Growth

The cloud-based solution efficiently handled increasing document volumes without performance issues.

White-Label Flexibility

Enabled businesses to adopt and customize the platform for their specific needs, expanding market opportunities.

How we built

Domains

AI & ML Solutions

Conversational AI

Web Apps

Databases

ChatGPT

ERP

services

backend development

Digital Transformation

frontend development

MVP Development

QA & Testing

API Development & Integration

Machine Learning Services

Data Engineering

Prototyping & POCs

Bespoke Systems

roles

Product Owner

project manager

Full Stack Developer

Frontend Developer

QA Engineer

Tech Lead

tech stack

.net

react.js

sql

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