Automation & Tool Integration
Automation returns hours to the week by removing the work that should never have required a person: routing, extraction, reconciliation, and status tracking. Built on the stack you already own.
The Problem
The cost is not just hours. It is what those hours displace.
Invoices matched one at a time. Records re-keyed from one platform into another. Status updates chased by email. The person doing this work knows a system should be doing it.
Each system gets updated separately, so no one is sure which number is current. Accuracy depends on the last person who typed, and “did anyone update the tracker” becomes a standing question.
A mismatch entered in week one is found in month two, after it has spread to three other systems. By then the fix costs more than the original task ever did.
The Solution
An operations team was spending 12 hours a week manually matching invoices to purchase orders, entering data into their ERP, and following up on mismatches. Here is what we built.
The flow triggers the moment a PDF hits the inbox. No manual sorting, no folder moves, no “I’ll get to it”.
Vendor name, invoice number, line items, totals, and due date are extracted and structured, even from inconsistent layouts.
Extracted data is compared to open purchase orders. Clean matches route automatically. Mismatches flag for human review with a diff already prepared.
Every invoice, matched or flagged, is logged to a tracker, routed to the right approver, and generates an automatic status notification to the vendor.
Stack used
Power Automate, SharePoint, M365 mailbox, Azure Document Intelligence, and an ERP API connector. All tools the client already had.
Time to build
Seven weeks from discovery call to go-live. The first three invoices ran through the system before the formal handoff meeting.
What changed
A 12-hour weekly task became a 45-minute review of flagged exceptions. The team stopped doing data entry and started doing the work they were hired for.
From Clients
“This gave us time back immediately. It’s exciting to watch the business modernize in real time.”
“We’re growing without exhausting the people we already have.”
“It didn’t just streamline work. It freed our team to be more innovative.”
Automation returns hours to the week by removing the work that should never have required a person.
| Manual workflows | Byers Automation |
|---|---|
| Repetitive tasks handled per transaction, by hand | Triggered, extracted, and logged automatically |
| Data accuracy only as good as the last person who entered it | Consistent from the source document, every time |
| Staff time spent tracking, routing, and chasing updates | Freed for decisions and the work people were hired for |
| Errors caught late, or not at all | Flagged the moment a mismatch occurs, with context prepared |
| Each platform updated one at a time | Connected once, kept in sync across all systems |
| Growing output means growing headcount | Better systems let the same team carry more |
We build to your existing stack. No new platforms required.
Investment
Enterprise builds start at $40,000, scoped separately. Maintenance retainer available at $750–$1,500/month. Hourly covers calls, email, research, advice while you build it yourself, and hands-on build time, and it always starts with a free conversation.
Questions
No. We build to your existing stack: M365, SharePoint, Power Automate, Notion, Google Workspace, and the systems you already run. No new platforms required.
The repetitive middle of a workflow: intake, data extraction, matching against records, routing to the right approver, logging, reconciliation, and status notifications. AI-assisted extraction reads documents, invoices, and records as they arrive, even from inconsistent layouts.
Exceptions are flagged the moment a mismatch occurs, with context already prepared for human review. Clean matches route automatically. Your team reviews the exceptions instead of processing every transaction by hand.
Scoping runs 1 to 2 weeks. A standard single-flow build runs 6 to 8 weeks. Complex multi-system builds with AI extraction run 8 to 12 weeks.
Scoping is $1,500, credited toward your build. Standard builds run $8,000 to $15,000. Complex multi-system builds run $18,000 to $35,000. Enterprise builds start at $40,000 and are scoped separately. A maintenance retainer is available at $750 to $1,500 per month.
Yes. Freelance work runs $150 per hour: advice while you build it yourself, research, calls, email, or hands-on build time. Hours are billed weekly, and every invoice includes a summary of the work it covers. It starts with a free conversation so we can scope what fits before you spend anything.
One operations team was spending 12 hours a week manually matching invoices to purchase orders. After the build, that work became a 45-minute review of flagged exceptions. Same team, same stack, no new software.
Ready to modernize the work?
Tell us what's manual, what's stuck, or what's scaling faster than your team can support. We'll reply within 2 business days.