Document extractionInvoice & Document Extraction
Photos and PDFs of invoices, POs and delivery notes become clean rows in your accounting system. Nobody retypes anything.
Ingest → Extract → Review and post
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Client Reporting Automation
Recurring client and management reports assemble themselves from your data sources — branded, narrated and delivered on schedule.
- Time to value
- First automated cycle in 3–4 weeks.
- Deployment
- Hybrid — sensitive steps can stay on-prem
- Category
- AI & Intelligent Automation
The manual version of thisInvictt AI layer
Connect
Model
Compose
Narrate
Deliver
Once it's AI-assisted01/The problem
Reporting week: somebody exports from four dashboards, pastes into a deck, fixes the charts that broke on paste, rewrites last month's commentary, and then does it again for every client. It is a fixed tax on every account you win.
02/How it works
The operating model
What enters, what the system does with it, and what reaches you.
Input
Connect
Read-only connections to wherever the numbers already live — ad platforms, analytics, your database, a finance system, or a spreadsheet somebody maintains by hand.
System
Model
Metrics are defined once, in one place, so the same number means the same thing in every report. This step quietly fixes more reporting disputes than the automation does.
System
Compose
Your template, your typography, your charts — rendered to pixel-consistent PDF or a live link, per client, at whatever cadence you set.
System
Narrate
Commentary is drafted from what actually changed and why, with the movements called out. An account manager edits rather than writes from a blank page.
Outcome
Deliver
Sent on schedule, or held for approval, with every historical version archived and retrievable.
Read the detail behind each stage
01
Connect
Read-only connections to wherever the numbers already live — ad platforms, analytics, your database, a finance system, or a spreadsheet somebody maintains by hand.
02
Model
Metrics are defined once, in one place, so the same number means the same thing in every report. This step quietly fixes more reporting disputes than the automation does.
03
Compose
Your template, your typography, your charts — rendered to pixel-consistent PDF or a live link, per client, at whatever cadence you set.
04
Narrate
Commentary is drafted from what actually changed and why, with the movements called out. An account manager edits rather than writes from a blank page.
05
Deliver
Sent on schedule, or held for approval, with every historical version archived and retrievable.
03/What's included
What you actually receive
Concrete deliverables, not a statement of intent.
Read-only connectors to your data sources
A single metric definition layer shared across all reports
Branded PDF and web report templates
Drafted commentary grounded in the period's actual movements
Scheduled delivery with optional approval gate
Versioned archive of everything ever sent
Built with
- Python
- n8n
- Postgres
- Headless rendering
- Object storage
Tooling is chosen per engagement. This is what this kind of build typically uses, not a fixed stack we sell.
04/Also in this category
AI & Intelligent Automation
The repetitive, high-volume work that quietly eats a business's week.
TriggerProcessAct
Document extraction
Lead responseLead Response & CRM Automation
New enquiries get a researched, personalised reply in minutes — not whenever somebody next opens the shared inbox.
Capture → Qualify and route → Follow up
DetailsDiscuss this
Workflow automationWorkflow & Business Process Automation
The repetitive admin nobody owns — reconciliation, compliance checklists, screening, inbox triage — running as pipelines that hold up.
Map → Automate → Hand over
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Is this the problem you have?
Tell us what it looks like at your end. We will say honestly whether this is the right fit — including when it is not.