Custom AI system runs a warehousing client's paperwork and billing
high specificsAdded 2026-10-14
Business
Warehousing company (ops agency client), 450 active projects
Task
AI reads inbound receipts, estimates and invoices and structures the data; one-click SOWs; billing across three rate models; 28 background automations for reminders, emails and documents
Result
SOW creation went from an afternoon to instant; billing and routine tasks run without manual effort
Tools
Custom-built system (130k lines, 41 screens, 50 tables)
Setup
Mapped every workflow with staff, removed unneeded processes, wireframed the full flow, then built
LA boutique accounting/business management firm (entertainment clients + restaurants/medical); 35+ years
~25 hours/week saved on bill entry; managing partner saves 10–15 hours/week on review; grew client base same headcount; "cleanest statements" for tax prep (as stated)