Document Automation

Quotes, invoices and contracts generated in seconds

Stop building the same documents by hand. We generate quotes, invoices, contracts and reports from your data, and use AI to read incoming invoices and forms so the details land where they belong.

  • Part ofBusiness Automations
  • Starting priceFrom R6 500 per workflow
  • CoverageNationwide

What is included

Everything you need

A

Quote generation

Branded quotes from a form, CRM deal or WhatsApp chat.

B

Invoice automation

Invoices created and pushed into Sage or Xero.

C

Contracts

Agreements prefilled and sent for e signature.

D

Data extraction

AI reads supplier invoices and forms.

E

Approvals

Documents routed for sign off before sending.

F

Filing

Everything saved to the right folder automatically.

Who it is for

Made for

  • Businesses quoting every day
  • Finance teams capturing invoices by hand
  • Firms producing standard agreements
  • Operations teams drowning in paperwork

FAQ

Document Automation questions

Can documents use our branding?

Yes. Templates match your brand exactly.

Does it work with Sage and Xero?

Yes. Invoices and bills can be created directly in both.

How accurate is AI extraction?

Very accurate on structured documents, with a review step for anything uncertain.

Related

Also from business automations

Start a project

Let's talk about document automation

Tell us what you need. You’ll get a clear, fixed quote within one business day.