Documents Assistant
Reads your documents, reconciles invoices.
Explore ↗PartnAir InsightData, reporting & management
Understand variances before deciding. Insight reconciles operational data and prepares performance reviews.
Work your team can delegate
Counter, Flow and Studio are business modules. Each coordinates several digital workers and their skills on Found·AI·tion.
- 01
Check and reconcile business sources
- 02
Calculate metrics using approved definitions and document variances
- 03
Prepare summaries, recurring reports and management reviews
Starting data
ERP and CRM exports, tracking tables, documents, KPI definitions and reconciliation rules.
Decisions stay with the right owner
Owners approve definitions and interpretations. Each figure must be traceable to its source and calculation.
What we measure together
Reporting preparation time, explained variances and data corrections.
Four essential roles. A team to configure.
Choose the roles useful to your operations. We configure sources, connections, skills and approvals with you. These roles describe the target team; available native workers are listed separately.
- 01 / Role to configure
Data quality
Skills & deliverable
Detect duplicates, missing fields and inconsistencies; produce proposed corrections.
- 02 / Role to configure
Metrics
Skills & deliverable
Apply approved definitions to selected sources; prepare traceable dashboards.
- 03 / Role to configure
Analysis
Skills & deliverable
Compare periods and segments; explain changes with sources and limitations.
- 04 / Role to configure
Management
Skills & deliverable
Gather figures, analysis and open issues; prepare review summaries and proposed actions.
Sources and connections
ERP and CRM exports, tracking tables, documents, KPI definitions and reconciliation rules.
Approval and control
Owners approve definitions and interpretations. Each figure must be traceable to its source and calculation.
Workers from the PartnAir foundation
These roles exist in the native catalogue. Activation depends on your workspace, available data and selected connections.
Documents Assistant
Reads and interprets the supplier's return conditions.
Explore ↗Applications & capabilities
Concrete tools to retrieve, reconcile, prepare, check and deliver. One capability can serve several modules.
Documents & matching ↗
Extract useful information and match the documents in a case.
- Extract references, amounts and quantities
- Match orders, deliveries and invoices
- Flag discrepancies and missing evidence
Fieldwork & meetings ↗
Turn field notes and discussions into actionable reports.
- Capture voice notes and conversations
- Separate decisions, actions and open questions
- Prepare minutes and next steps for review
Reporting & management ↗
Reconcile indicators and prepare an analysis of gaps to investigate.
- Define indicators and calculation rules
- Reconcile data and check discrepancies
- Prepare recurring, versioned reporting
Found·AI·tion
Found·AI·tion connects authorised data, business ontology, RAG retrieval, models and orchestration.
Found·AI·tion Knowledge
Document knowledge, RAG retrieval and governed access.
Explore this capability ↗PartnAir Pocket
Voice notes, field captures and meeting summaries.
Explore this capability ↗PartnAir Reporting
Recurring reporting: reusable calculation rules, checks and versions.
Explore this capability ↗Capabilities are activated according to the scope, data access and connections agreed with your teams.
A real stack. Built around your business. ↗Where to start
One recurring report and two sources to reconcile.
Scope, sources, connections and acceptance criteria are agreed for every deployment.
Let’s talk about your business ↗External incubation. Your business keeps running.
A non-intrusive way to start without changing your ERP or working habits. You provide an initial corpus; our engineers prepare and refine digital workers outside your production systems. Integration follows business validation.
01Scope the corpus02Incubate outside production03Learn with your experts04Connect progressively05Build and extend
External incubation. Your business keeps running. ↗Continue with
One business context moves across functions. Each team retains its responsibility; handoffs avoid entering everything again.
Let’s discuss your next AI project.
A specific need or a broader programme: start with your business.
Let’s talk about your business ↗