Good fit when you need
- ERP steps that stall on unstructured documents
- Approval backlogs that need ranking, not rubber stamps
- A human gate before anything posts to finance or inventory
Track A · AI Products
Intelligent Process Automation (IPA)
AI-assisted ERP workflows, automated document intelligence, and smart approval triage—with humans still owning the high-impact step.
Overview
Automation that sits on processes you already run
IPA here means extracting, classifying, and routing work that today sits in email, PDFs, and ERP queues—not a generic RPA bot farm. We connect document intelligence and agent tools to the same scope lock as the rest of the Zettai Framework.
Typical paths: invoice or claims packets into ERP, exception queues with suggested next actions, and approval triage that surfaces risk instead of auto-posting.
Capabilities
What we implement
Document intelligence
Classify and extract fields from PDFs and scans into structured payloads.
ERP-assisted workflows
Draft ERP updates from extracted data; post only after review when the risk is high.
Smart approval triage
Rank queues by exception, amount, or policy so people spend time where it matters.
Agent handoffs
Use agentic tools for lookup and draft; keep writes behind the same human gates.
Audit trail
Show what was extracted, suggested, and approved—so finance and QA can reconstruct a case.
System connectors
REST into ERP, document stores, and your existing web or mobile work queues.
Benefits
Why teams choose this path
- Less re-keying from PDFs into ERP screens
- Approvers see exceptions first, not every routine item
- Automation does not silently post high-risk transactions
- Reuses RAG and agent layers instead of a parallel bot stack
Process
How We Deliver
01
Map the queue
Pick one process with volume and a clear exception path.
02
Extract
Stand up document intelligence on a bounded sample.
03
Draft
Write suggested ERP actions, never silent posts first.
04
Triage
Score and route approvals with a human gate.
05
Expand
Add the next document type once quality holds.
Technologies
Tools We Work With
AI layer
PythonLangChainAzure OpenAI
Systems
ERPREST APIsPostgreSQL
Delivery
Human gatesAudit logsQA Automation
FAQ
Common Questions
We prefer APIs and document pipelines. UI automation is only used when a system has no integration path and the risk is understood.
Not as a default. High-impact posts stay behind human approval until the document class and exception rate are proven.
Have a queue that should not stay in email?
Bring one process and a sample packet—we’ll outline extract, draft, and approval gates.