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ProfitOptics

AI Document Processing Tool

ProfitOptics

Agency
Company Type
Richmond , United States
Location
Project work
Engagement Model
6 - 10 people
Team Size
Ongoing
Duration
$250K - $500K
Budget

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.

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.

How we built

AI & ML Solutions
Conversational AI
ChatGPT
Web Apps
ERP
Databases

Testimonials

Anonymous

Diligent Solutions DOO

Verified Testimonial

Being part of this project was amazing. We built an AI-powered system that processes documents 10x faster, automates client interactions, and seamlessly connects with any ERP. Seeing its real-world impact on efficiency and accuracy makes me proud to have contributed.

Team structure

Client team

Nick P's avatar

Nick P

Product Owner

Project stakeholder

Felicia H's avatar

Felicia H

Project Manager

Daily point of contact

The client stakeholders at ProfitOptics were working closely with the team at Diligent Solutions

Agency team

3 x Fullstack Developer's avatar

3 x Fullstack Developer

Production

1 x Frontend Developer's avatar

1 x Frontend Developer

Production

2 x QA Engineer's avatar

2 x QA Engineer

Production

1 x Tech Lead's avatar

1 x Tech Lead

Governance

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