Document and finance agents
Intake, extraction, business rules, and a review queue before anything posts to the ledger or the next system.
Relevance AI
For teams that already chose Relevance AI and need the agent, the tools, and the exception path standing up in the live workflow.
Fixed-scope implementations. Scoped from the workflow, not a platform package.
Bounded agent workflows with a human on the true exception path.
Intake, extraction, business rules, and a review queue before anything posts to the ledger or the next system.
Triage, routing, and grounded replies where the knowledge base and the ticket system already exist.
The few integrations the agent needs, plus an owner for cases the model should not auto-act on.
I design and implement operational workflows, integrations, and the exception path a person still owns. That work includes production systems for accounts payable, inventory, customer support, and automotive service operations.
For a Relevance AI project I apply the same workflow design and integration experience. The platform is selected based on the project.
Send the workflow and the tools the agent has to use.
Discuss a Relevance AI project