AI-powered operations
Pelmont implements AI into the systems your business already runs — invoicing, approvals, timekeeping, document tracking, etc.
The friction
The work commercial software never automated falls to your people managing spreadsheets, email inboxes, and working additional hours. Across the finance and operations teams we work with, the challenges are similar.
Representative of what we measure in a workflow audit.
Workflow Examples
We don’t replace your ERP, CRM, or document store. We implement AI workflows on top of the systems you already run, starting with the processes that take the most time and carry the most risk.
Every build ships with single sign-on, role-based access, and a complete audit trail.
Someone re-keys vendor invoices into the ERP, matches them against purchase orders by eye, and chases the exceptions by email.
Invoices are read on arrival, matched three ways, allocated to the right project, and posted with an audit trail. Only genuine exceptions reach a person.
Hours back every week and a clean audit trail on every invoice.
A monthly spreadsheet pulls from the CRM and the ledger, breaks when the plan changes, and takes days to reconcile with sales.
Plans live in an application with the rules written down. Statements generate on schedule with an audittrail.
Statements out on time, disputes settled by the record.
Timesheet problems surface during an audit or a review, after the charging has already happened.
A daily sweep flags late entries, missing comments, and improper charging, routes corrections to the right manager, and keeps the audit trail current.
Problems caught the same day, not at audit time.
Renewals, amendments, deadlines, and deliverables live across inboxes, folders, and one person’s memory.
One searchable record extracted from the source documents, with deadline alerts and a current status for every obligation across the portfolio.
Nothing slips, and anyone can find the current record.
Beyond time saved
Automating the work gives you hours back on day one. But a workflow keeps paying off for years because it does two things a spreadsheet never could — it keeps the process running no matter who’s out, and it turns the data you already create into something the whole business can use.
Right now your most important processes live in one employee’s head and their spreadsheet. When they’re on leave (or they leave), the work stalls and the knowledge walks out the door. A systematized workflow encodes the steps, business rules, and approvals so it runs the same way every time.
Every manual step of your business produces valuable data. Our workflows capture that data in a consistent, structured form, consolidate it in one managed place, and make it available to your business and the reporting and AI tools that run on your corporate information.
How it works
You see a working result in weeks. Start small, scale what proves out.
A two-week diagnostic. We map your three highest-friction workflows and deliver a written report with showing where time and money are lost and a target-state design.
Week 1–2We design the AI workflow around how your team works, scoped to your systems and compliance realities.
Week 3–4We implement the workflow into your existing systems and train your team on it. Purpose-fit and fast to deploy.
Week 5–10On a monthly retainer, we keep it running, refine it as your business changes, and move to the next workflow in your priority stack.
Ongoing retainerBuilt on your systems
The two questions every operator asks: will this disrupt what already works, and is it safe. Here’s our answer to both.
No rip-and-replace
Secure & audit-ready
Get started
Tell us which process is costing you the most time. We’ll map your three highest-friction operational workflows, and show you exactly where time and money are lost and what automation looks like on your existing systems.