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AGENTS AT WORK · DOCUMENT FLOWS

See your documents handled, end to end

Three SME document workflows — freight bills of lading, accounting receipts, and wealth-management KYC packets — turned into clean, structured data by purpose-built AI agents. Same pattern, different documents.

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ILLUSTRATIVE · NOT INTERACTIVE

Industry workflow examples

These before/after mockups show how the same four-step pattern applies across industries. For a live try, use the demos above.

LOGISTICS · FREIGHT Document Processor + Workflow Coordinator

Bills of Lading + Rate Confirmations → TMS

Carriers email PDFs in dozens of formats. The Document Processor extracts shipment details, validates against your rate sheets, and posts clean records to the TMS — with the Workflow Coordinator flagging exceptions for human review.

Before · what the inbox looks like
BILL OF LADING · #BL-49281
CARRIERXYZ Logistics Pte
ORIGINPSA Tuas Terminal
DESTINATIONPort Klang, MY
CONTAINERTGHU-394128-0
WEIGHT18,420 kg
RATESGD 2,840.00
URGENT
‼ rate disputed — call Tan
After · structured TMS record

SHIPMENT_RECORD

bol_refBL-49281✓
carrierXYZ Logistics Pte✓
originSG-TUAS✓
destinationMY-PKG✓
containerTGHU3941280✓
weight_kg18420✓
rate_sgd2840.00⚑ vs. sheet 2640.00
→ Posted to TMS · Exception queued for review
1
Ingest
Watch shared inbox · OCR attachments
2
Extract
Pull fields across BOL formats
3
Validate
Cross-check against rate sheet
4
Sync
Post to TMS · escalate exceptions
No re-keyingBOL fields land in the TMS directly Every loadwatched 24/7, not just office hours Exceptionsescalated to a human, never auto-resolved
ACCOUNTING · IRAS Document Processor + Proactive Assistant

Client receipts + statements → IRAS-ready filing

Receipts arrive as phone photos, statements as PDFs, supporting schedules as scanned bundles. The Document Processor extracts, categorises, and populates tax software; the Proactive Assistant tracks every filing deadline and chases missing items.

Before · what the bookkeeper inherits
GRAB · SGD 34.20 · 17 Apr
FAIRPRICE · SGD 182.30 · 17 Apr
DBS GIRO · SGD 1,240.00 · 18 Apr
TADA TAXI · SGD 14.80 · 18 Apr
SCHEDULES · 22 pages, scanned
After · ledger entries + deadline

LEDGER · APR_2026

transportSGD 49.00 · 2 entries✓
groceriesSGD 182.30 · 1 entry✓
payroll_giroSGD 1,240.00 · 1 entry✓
k1_imported22 pages parsed✓
iras_deadlineForm C-S · 30 Nov 2026⏱ tracked
→ Posted to tax software · 3 reminders scheduled
1
Capture
Phone photos · email · drive uploads
2
Categorise
Vendor lookup · GST category mapping
3
Populate
Push entries to tax software
4
Track
Watch every IRAS deadline 24/7
No re-keyingentries posted straight to tax software Every deadlinetracked with escalating reminders Human reviewrequired before anything is filed
WEALTH MGMT · PDPA Document Processor + Workflow Coordinator

KYC packet → Client onboarding (PDPA-safe)

Each new client arrives as a mixed packet: passport scans, address proof, source-of-funds letter, IPS form, suitability questionnaire. Agents extract and structure everything, redact PDPA-sensitive fields, and check against the regulatory onboarding checklist before pushing to your CRM.

Before · the onboarding packet
PASSPORT · scan · 2 pages
PROOF OF ADDRESS · SP utility bill
SOURCE OF FUNDS · letter · 4 pages
IPS FORM · 9 pages, signed
PDPA SENSITIVE · NRIC, DOB, FIN
After · Compliance-checked client profile

CLIENT_PROFILE

full_nameTan, J. (verified vs. passport)✓
nric●●●●5821X (masked)✓
addressverified · SP bill 21 Mar 2026✓
source_fundsemployment · letter on file✓
ips_scoreBalanced · risk band 3 of 5✓
compliance_checklist14 / 14 items satisfied✓
→ Created in CRM · audit trail logged · advisor notified
1
Receive
Inbound email / portal upload
2
Extract
OCR · redact PDPA-sensitive fields
3
Validate
Run regulatory onboarding checklist
4
Push
Create CRM record · log audit trail
<5 minper onboarding packet 14/14Checklist items auto-verified PDPAredaction built into the flow See wealth-management page →
SAME PATTERN, DIFFERENT DOCUMENTS

If your team handles documents on a deadline, it fits this shape

Three workflows above, four steps each: ingest → extract → validate → act. The agents and validation rules change per industry — but the operating leverage is the same. If you can describe what a junior member of your team does with a document on Monday morning, an agent can usually be configured to do it 24/7.

Workflows that fit the same four-step pattern include invoice reconciliation, contract redlines vs. playbooks, loan-application packets, claims triage, lease abstraction, and quarterly portfolio-review packs.

Want a taste of the pattern outside a specific industry? Try the live business card demo →

Bring us a stack of your own documents

A free 30-minute workflow audit will tell you which of your document flows fit the four-step pattern — and which agents would handle them.

Schedule Workflow Audit Meet the agent roles