AISOLUTIONSAn assistant that answers from your documents
Search approved files and business records, answer a defined set of questions and link back to the source. Each person sees only the material they can access.
View related workDevelopment services
AI assistants & document automation
Search company documents, extract invoice data and prepare replies with an assistant connected to approved sources.
Who it helpsFor accounting, service and operations teams that repeatedly search documents and explain the information inside them.
Planerix LEG
Typical projects
Choose the task you need to solve
These are starting points for a project. We agree the users, connections and first release before estimating the work.
Invoice scanning and document extraction
Read agreed fields from scans, PDFs or structured invoices. Classify the document, detect missing information and send uncertain values for review.
View related workReply drafts with conversation context
Use the relevant email or customer conversation to prepare a reply and suggest a follow-up task. The responsible person reviews the draft before sending.
View related work01 / The challenge
Where we start
The answer is somewhere in your documents, but finding it takes time. A generic chatbot cannot see the approved records or explain which source supports its answer.
02 / The result
What you receive
An assistant connected to a defined set of sources, tested on the questions your team actually asks.
Scope & next steps
Your first release
Begin with one document collection and a set of real questions. We define access, extraction fields and answer checks, then build a pilot your team can evaluate.
Discuss- 01Document classification and data extraction
- 02Search across approved company knowledge
- 03Chat with links to source documents
- 04Human review, access boundaries and evaluation
How we check the result
We use your agreed test questions and document sample to check source accuracy, access boundaries, missing information and the path to human review.
A working example
Planerix LEG
The LEG assistant sits beside the document library and accounting workspace. Users ask about available records, follow source links and return to the underlying document to check the answer.
Actual product interfaces, shown with demonstration data or existing public marketing content.
How we work
Understand the work
We map users, decisions, existing tools and one priority workflow. Together we define what a useful first release should achieve.
Design the first release
We prepare the user journey, interface and system architecture, with a clear scope, dependencies and acceptance criteria.
Build and verify
We connect the data, build the product and test real scenarios, permissions and failure cases before release.
Launch and improve
We deploy, document and review the result with your team. Monitoring, support and the next improvements are agreed explicitly.
Before we begin
How do you handle uncertain answers and private data?
Access follows the user’s role and approved sources. We test reference links, missing information and human review paths. Sensitive decisions stay with the responsible person; the assistant supports their work.
How do you estimate cost and timing?
We first agree the users, workflow, data sources and acceptance criteria. You then receive a phased scope with dependencies, an estimate and clear deliverables.
What happens after launch?
We agree documentation, hosting, monitoring, support and further development in the project agreement. Your team knows who is responsible for each part.
AI assistants & document automation
Tell us the priority
A few sentences are enough. We will clarify the scope, dependencies and estimate before development starts.