INSIGHT
Data, Documents & Reporting
Intro
Valuable information sits locked in PDFs, scans, spreadsheets and systems that don’t talk to each other. These services get the data out, clean it up and present it so you can see how the business is doing without building a report by hand.
Who it’s for
Businesses that capture data manually from documents, run on spreadsheets nobody fully trusts, or wait until month-end to find out how they are doing.
What’s included
What you get
Clean, structured data, a live dashboard or scheduled reports, and documentation of where every number comes from.
What's included
- Data extraction — Information pulled from PDFs, forms, catalogues and scans into structured data.
- Data cleaning and migration — Duplicates removed, errors fixed and data moved safely between systems.
- Document classification and search — Documents sorted, filed and made searchable.
- Contract and long-document summaries — Key points, dates and obligations extracted from lengthy documents.
- Dashboards and automated reports — Your key numbers on one page, with weekly or monthly reports sent automatically.
- Customer feedback and sentiment analysis — What customers are really saying, across reviews, surveys and messages.
- Demand and sales forecasting — Simple forecasts built from your own history.
Your customer and company data is handled in line with POPIA. We agree in writing what data is used, where it is stored and who can access it before any work begins.
How we work
- Understand — A conversation about your business and the problem you want solved.
- Propose — A fixed quote per job, with a clear scope and what you will receive.
- Build — The work is built and tested with you, with a person reviewing anything the AI produces before it reaches your customers.
- Hand over and support — You get training and documentation, with optional ongoing support.
Work is priced per job, with a fixed quote before anything starts.