AI & Automation · Houston, TX

AI that reads the paperwork so your team doesn't have to.

Every operation we walk into has the same job hiding in it: a person reading a document and typing what it says into a system. Invoices, BOLs, POs, emails. That job is now automatable — reliably, affordably, and if it has to be, entirely on your own hardware. That's the AI we build. The rest is mostly demos.

Sound familiar?

Six symptoms, and what they actually mean

None of these need a moonshot. Most of them need a model, a review queue, and some plumbing.

Drowning in manual data entry

Somebody's whole job is reading a document and typing it into a system. That job can now be checked by a person instead of done by one.

Documents get typed twice

The PO arrives as a PDF, gets keyed into the ERP, then keyed again into a portal. Every retype is another chance to be wrong.

Tribal knowledge trapped in inboxes

The answer exists — in a 2019 email thread, a shared drive, or the head of the one person who has been here twenty years. Nobody can search any of it.

You can't send data to the cloud

Contracts, compliance, or common sense say your documents stay in-house. That rules out the SaaS tools — not AI itself.

You tried ChatGPT. Now what?

Copy-paste into a chat window proved the concept. Wiring it into your real systems, with controls and an audit trail, is the part that pays.

Everyone wants an AI strategy

The board wants an answer and vendors want a signature — before anyone has checked whether the data can support any of it. Start there instead.

Capabilities

Practical AI, wired into real systems

Every build ships with validation rules, a human veto where it matters, and documentation your team can run without us.

Document & Email Automation

LLMs reading the paperwork your team currently retypes.

  • Extraction from invoices, BOLs, POs, rate confirmations, and packing slips
  • Email triage: classify, route, and draft replies for a human to approve
  • Structured output validated against your business rules before it touches a system
  • Confidence thresholds — the ambiguous ones go to a person, not into the database
  • Works on PDFs, scans, and the odd formats your partners actually send

Private & On-Prem LLM Deployments

Self-hosted open-weight models for data that can't leave the building.

  • Llama- and Qwen-class open-weight models running on your hardware via Ollama
  • No per-token fees, no data leaving your network, no vendor reading your documents
  • Sized honestly — a workstation-class GPU covers more than most vendors admit
  • Same automation patterns as the cloud APIs, minus the compliance conversation
  • We run local models in our own operation — this is practice, not a brochure page

AI Inside Your Existing Systems

Copilots and answers wired into the ERP, WMS, and CRM you already run.

  • Retrieval-augmented generation over your SOPs, contracts, and manuals — with citations
  • Copilots in Power Platform, Teams, or wherever the work already happens
  • API-level integration with ERP, WMS, TMS, and CRM systems
  • Vector search over company documents that respects who is allowed to see what
  • Legacy systems included — if it has a screen or a database, we can reach it

Process Automation with AI in the Loop

Automation where the model does the reading and a human keeps the veto.

  • Triage queues: AI sorts, drafts, and flags; people approve
  • QA gates that catch the model's mistakes before your customers do
  • Human-review workflows with an audit trail of who approved what
  • Escalation rules for the cases the model should not decide
  • Accuracy measured over time, so trust is earned rather than assumed

AI Readiness & Data Foundation

What Lean Six Sigma is to process, this is to your data.

  • An honest inventory of what data you have and what state it is in
  • The gap between the AI use case you want and the data it needs
  • Quick wins ranked by payback, not by demo appeal
  • Data cleanup and plumbing before the model, not after the disappointment
  • A pilot scoped in weeks, with a measured baseline to judge it against

What AI won't do

It won't fix a broken process — automating a mess just gives you a faster mess, which is why we sometimes recommend a process improvement pass before any model gets involved. It won't be right 100% of the time, which is why everything we ship has validation rules and a human veto on the calls that matter. And it won't replace your team: the goal is that people stop retyping and start reviewing.

It also isn't a strategy. "We need AI" is not a project; "stop hand-keying 400 invoices a month" is. We scope the second kind — small, measurable, and honest about the cases where the right answer is a boring script rather than a model.

Where it pairs well

  • Extraction for the trading partners who won't do EDI — the fax-and-PDF crowd
  • A Power BI dashboard tracking extraction accuracy and queue health
  • A legacy system that needs a modern front door before AI can reach it
  • The Control phase of a Lean Six Sigma project — automation that holds the gain

Pilot first

One document type, one queue, a few weeks. A measured pilot beats a platform contract you're stuck with for three years.

Already on Microsoft?

AI Builder and Power Automate can carry the first workload inside the Power Platform licences you already pay for.

Needs an app around it

Review screens, queues, and audit trails are custom software — we build that side too, so the model isn't an orphan.

Fastest payback: logistics

BOLs, PODs, rate confirmations, and status emails all day long — 3PLs and distributors are where this earns its keep first.

Toolkit

What we work in

Claude API OpenAI / GPT API Azure OpenAI Ollama (self-hosted) Llama (open-weight) Qwen (open-weight) Python Retrieval-augmented generation Vector search & embeddings Structured extraction OCR & document parsing Power Platform AI Builder Power Automate + AI Human-review workflows
Questions we get

Straight answers

Our data can't leave the building. Does that rule out AI?

No — it rules out the SaaS tools, which is a different thing. We deploy open-weight models like Llama and Qwen on your own hardware via Ollama: no per-token fees, no data crossing your network boundary, no vendor terms to renegotiate. We run local models in our own operation, so this is a setup we maintain daily, not a slide.

What does this cost, and where do we start?

Start with a pilot: one document type or one queue, fixed scope, a few weeks, and a measured baseline so you can judge it honestly. That is a fraction of what a platform contract costs, and it tells you whether the bigger build is worth doing before you commit to it.

How long before something actually works?

A document-extraction pilot typically shows real results in two to four weeks. The model is rarely the slow part — the plumbing into your systems, the validation rules, and the review workflow are where the engineering lives, and that is ordinary software work with ordinary timelines.

Do we need to hire an ML team?

No. Practical AI in 2026 is systems integration, not research — the models are built; the work is wiring them safely into your processes. What you keep is normal software: readable code, documentation, and monitoring your existing people or a modest support arrangement can run.

Our systems are old. Does that rule this out?

Old systems are our home turf. AI usually sits alongside the legacy core rather than inside it — reading the documents, files, and emails around it, and talking to it through the database, an API layer we add, or the same interfaces your staff use today. No rip-and-replace required.

What about hallucinations?

Real, and managed like any other failure mode. We constrain the model to extraction and drafting rather than open-ended answers, validate output against your business rules, route low-confidence cases to a person, and measure accuracy over time. Nothing we ship answers your customers unsupervised on day one.

Send us the document your team retypes the most.

We'll tell you whether AI can read it reliably, what a pilot costs, and when the honest answer is a plain script.

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