ServicesAzure AI / OpenAI-readyERP-safe data flowsAudit-friendly outputs

AI & machine learning services for finance and procurement

Practical AI that integrates cleanly with your ERP and workflows — from document intelligence to secure LLM features.

X3 · QB · Xero
Supported ERPs
API-first
Integration design
2–4 wks
Typical rollout
UK-based
Support & delivery
Document intelligence — invoice extraction
AI processing
Supplier
Acme Technology Ltd
99%
Invoice No.
INV-2024-08841
100%
Invoice Date
12 May 2026
98%
Net Amount
£ 14,250.00
100%
PO Reference
PO-7712
94%
Cost Centre
IT-INFRA
87%
Docs today
312
Avg confidence
96.3%
Auto-routed
89%
Processing pipeline
Ingest & OCRDone
Field extractionDone
ERP validationDone
Approval routingActive
Governance
Audit trail on every extraction
PII controls & retention policy
ERP-safe posting only
Human review for low confidence
What we do

AI that solves real operational problems

We focus on value you can measure: fewer exceptions, faster cycle times, cleaner master data, and better visibility — without breaking controls.

Document & contract intelligence

Extract key terms, obligations, renewal dates and evidence from PDFs/DOCX — and keep everything searchable.

Automation & workflows

Route tasks, approvals and exceptions using rules that fit your finance/procurement processes.

LLM integrations

Bring conversational search and summarisation into your systems with guardrails and auditability.

Data pipelines & reporting

Build reliable datasets for analytics and compliance (including ERP-safe posting and traceability).

Monitoring & quality

Measure accuracy, drift and exceptions — and continuously improve model performance.

Security & governance

Roles, retention, PII controls, and clear ownership — designed for business stakeholders and IT.

How we work

A delivery approach that’s supportable

Fast iterations with clear acceptance criteria — and a path to production that IT and Finance can sign off.

01
Discover

Define outcomes, risk boundaries, and what “good” looks like for your users and auditors.

02
Prototype

A fast proof-of-concept on representative documents/data — with real success metrics.

03
Integrate

Connect to Sage X3 workflows, data structures and controls.

04
Operate

Monitoring, exceptions, change control and support — so it stays stable over time.

Typical use-cases we implement
Contracts, AP, procurement and integrations — with measurable controls.
Discuss your use-case
Contract term extraction + renewal reminders + obligations tracking
Invoice & PO exceptions classification + smarter routing
ERP data validation + anomaly detection for cleaner posting
Next step

Want to add AI to your ERP workflows — safely?

We’ll propose a small, paid proof-of-concept with clear success criteria and a route to production.

Sage X3QuickBooksXeroApprovalsAudit trail