Document processing
Extract, classify, organise, compare and structure information buried in PDFs and business documents.
What we automate
Where is your team losing time?
Most small businesses have a handful of jobs that eat hours every week and never get easier: the same documents, the same spreadsheets, the same copying and checking. Those are the jobs worth looking at first.
Spreadsheet-heavy workflows
Reduce repetitive copying, checking, consolidation and reporting work.
Document review
Review large sets of documents, identify important information and flag exceptions for human review.
Business reporting
Turn documents, spreadsheets and operational data into structured reports.
Quotes and tenders
Extract requirements, compare submissions, identify missing information and prepare structured outputs.
Compliance and inspection
Compare evidence against requirements, identify gaps and prepare reports for human review.
Internal knowledge
Make company documents, policies, procedures and historical information easier to search and use.
Repetitive administration
Automate repeatable information-processing tasks involving email, documents, spreadsheets and business systems.
Not sure which of yours would qualify? That is exactly what the workflow review is for.
Fits your existing tools
We work with the files and systems you already use
No new platform for your team to learn, and no rebuild of how you work. Automation sits alongside the documents, spreadsheets and systems already in use — and a person still signs off the result.
PDFs
Excel
Word documents
Email
SharePoint
Microsoft 365
Databases
Web applications
APIs
Business systems
Inputs
Documents, spreadsheets & systems
- PDFs and Word documents
- Excel and CSV files
- Email, SharePoint, databases
Zapwiser automation
Read, check and structure
- Pulls out the information that matters
- Applies your rules and checks
- Flags anything uncertain
Human review
Your team stays in control
- Approve, correct or reject
- Exceptions go to a person
- Judgement calls stay with you
Output
Work that is ready to use
- A structured spreadsheet or report
- An updated business system
- In the format you already use
How it works
Start with one workflow.
We do not begin with a strategy document or a platform rollout. We begin with one process your team already runs, and we work out whether AI can genuinely take part of it off their hands.
01
Show us the process
We learn how the task works today, what information it uses, who is involved and where the team spends time.
02
Identify what AI should automate
We separate repetitive machine-suitable work from decisions and checks that should remain with people.
03
Build a focused pilot
We create a working automation around one clearly defined workflow — something you can run on real work, not a demo.
04
Measure, improve and scale
If the pilot creates value, we improve it, integrate it and expand into additional workflows. If it does not, you have lost very little.
Today
Current process
Manual, repetitive, time-consuming.
Step 1
Workflow review
What could realistically be automated.
Step 2
Automation pilot
One scoped workflow, built and tested.
Always
Human review
People approve the output.
Step 3
Production workflow
Running as part of the business.
Free AI Workflow Review
Have a repetitive process that takes your team hours every week?
Show us how it works. In a short initial session, we will help identify:
- What parts of the process could realistically be automated
- Where AI could add value — and where it would not
- Which decisions should remain under human control
- What documents, data and systems are involved
- Whether the process is suitable for a small pilot
- What a practical next step could look like
You do not need to understand AI before getting in touch. Telling us about your workflow is enough.
What you bring
- A process that repeats every week
- The files and systems it touches
- Roughly how long it takes today
- The person who actually does it
- We handle the rest
How we work together
One workflow at a time
We prefer proving the value of one workflow before attempting large AI transformation programmes. Each stage earns the next one.
Stage 01
Workflow Review
Identify one meaningful automation opportunity and confirm it is worth doing.
Stage 02
Automation Pilot
Build and test one clearly scoped workflow against real work.
Stage 03
Deployment
Integrate the successful automation into the business and the systems around it.
Stage 04
Improve and Expand
Refine what is running, or move on to the next process worth automating.
Example workflows
What this looks like in practice
These are illustrative examples of the kind of work we automate, not descriptions of specific customers. They show the shape of a typical before-and-after.
Document review
Example WorkflowA batch of documents has to be read, understood and turned into a structured list someone can actually work from.
Before
- 100 documents
- Manual reading
- Copying information into Excel
- Repeated checking
- Several hours of work
After
- Documents
- Information extraction
- Validation
- Human review
- Structured output
Recurring business report
Example WorkflowThe same report goes out every month, assembled by hand from the same sources each time.
Before
- Collect spreadsheets
- Copy figures
- Read supporting documents
- Write commentary
- Format report
After
- Data + documents
- Automated preparation
- AI-supported analysis
- Human approval
- Finished report
Supplier comparison
Example WorkflowSeveral suppliers respond in different formats, and the gaps between them are hard to see until late.
Before
- Multiple supplier documents
- Different formats
- Manual comparison
- Missing information discovered late
After
- Supplier documents
- Structured extraction
- Comparison
- Missing-item detection
- Human decision
Trust and control
Automation with control
Automating a task does not mean handing over the decision. We design workflows so the business keeps the judgement and the accountability.
People approve the output
Anything that matters is reviewed before it is used, sent or acted on. The workflow stops and waits.
You can see how it got there
Each step is traceable back to the source document or figure, so an output can be checked rather than trusted blindly.
Controlled access to data
A workflow only reaches the files and systems it needs for the job it does, agreed with you before anything is built.
Clear boundaries
We define what the automation does and what it never does. Uncertain cases are flagged, not guessed at.
Powered by QMerse
The technology underneath
We build our AI automations using QMerse, our visual workflow platform for connecting documents, data, AI models, business tools and human decision points.
You don't need to learn or operate the platform yourself. Zapwiser can design, build and support the workflow for you — QMerse is simply what we build it on, and what keeps every step inspectable.
Partners
Help your customers adopt practical AI.
We work with IT providers, Microsoft 365 specialists, business consultants and other SME advisers that want to offer practical AI automation without building their own AI engineering capability.
- Managed IT providers
- Microsoft 365 consultants
- Business consultants
- Process-improvement consultants
- Digital transformation specialists
- Software providers
- Accountants and SME advisers
Get started
What would you like to automate?
Tell us about one process that takes your team too long. We will tell you honestly whether AI can help with it.