Automation that finishes the job.
Workloop builds AI systems that take over the hardest work in your company, from invoices and insurance claims to contracts and customer onboarding. A person approves anything that matters. Everything else just gets done.
- Free 30-minute Loop Audit
- Fixed scope, fixed price
- A person approves every irreversible action
It arrives
An invoice from Northfield Steel lands in the shared inbox as a scanned PDF.
Works inside the tools you already run.
- Salesforce
- HubSpot
- NetSuite
- SAP
- QuickBooks
- Microsoft 365
- Google Workspace
- Slack
- Stripe
- Shopify
- Zendesk
- Jira
- Snowflake
- Postgres
- Your own APIs
- Portals with no API
How it feels in practice
One email in. One finished job out.
An invoice is one of the plainest examples of work that should not need a person. Here is the whole path, one step at a time.
It arrives the way work always does.
A supplier replies to an old thread with a photo of an invoice. No form, no template, nothing for them to integrate.
RE: RE: invoice?? 4471 (resending)
From: billing@northfield-steel.example
Hi, sorry, sending again. The attached is the right one. Also, our bank details changed this month, new ones are on the invoice.
It arrives the way work always does.
A supplier replies to an old thread with a photo of an invoice. No form, no template, nothing for them to integrate.
RE: RE: invoice?? 4471 (resending)
From: billing@northfield-steel.example
Hi, sorry, sending again. The attached is the right one. Also, our bank details changed this month, new ones are on the invoice.
Workloop reads it like an analyst.
Every field is extracted with a confidence score and a link to where it sat on the page. A changed bank account is caught on sight.
It checks before it acts.
The invoice is matched to the purchase order and the receipt using your own tolerance rules, not a guess.
| Line | PO | Received | Invoiced | Result |
|---|---|---|---|---|
| Steel plate 6mm | 120 | 120 | 120 | Match |
| Angle bar 40x40 | 300 | 280 | 280 | Partial, open 20 |
| Freight | $640 | n/a | $648 | 1.3% variance |
Then it does the work.
Posted to your ERP once and only once. Payment scheduled. Supplier told. Anything unusual waits for a person.
And it leaves a paper trail.
Each decision records its source, the rule and the approver. An auditor can follow any invoice from inbox to bank.
Six ways we put AI to work.
From the back office to the front door. Pick one, or let us find where the hours are hiding.
AI automation
Custom systems that take repetitive work from intake to finished, so your team produces more without hiring.
Learn more ›AI lead generation
Done-for-you outbound and inbound systems that find qualified buyers and put them in front of your sales team.
Learn more ›Custom AI agents
Agents that research, reach out, support customers and run internal workflows, with guardrails and monitoring.
Learn more ›CRM and sales automation
Lead routing, enrichment, follow-up and reporting, so deals move faster and nothing is dropped.
Learn more ›Web design and SEO
Fast, accessible, search-ready websites, wired into the automations that follow every enquiry.
Learn more ›AI workshops
Hands-on training that gets your team using AI in their daily work, on your own use cases.
Learn more ›Some of our work.
Anyone can automate a welcome email. These are processes with exceptions, regulation and real money attached. Each blueprint shows how we would build it, where the traps are and what a person still decides.
Accounts payable
Every invoice read, matched against the PO and the receipt, coded, posted and scheduled. Exceptions reach a person with the evidence already attached.
Insurance claims
Every claim arrives complete, coverage-checked, scored for fraud signals and summarised, so adjusters spend their day deciding, not collecting.
Prior authorization
Requests assembled from the chart, matched to the payer’s criteria with citations, submitted, tracked and appealed, with a clinician approving every submission.
Freight and logistics
Quote requests become priced quotes in minutes. Booked loads are tracked, exceptions are caught early, and carrier invoices are audited against what was agreed.
Questionnaires and RFPs
A 300-question questionnaire drafted in an afternoon, every answer cited to your own policy or report, with the risky ones routed to the person who owns them.
KYC and KYB onboarding
Identity, ownership, sanctions and risk checks done in minutes, with a complete case file for the compliance officer on the cases that need a human.
Contract review and obligations
Every incoming contract compared to your positions, redlined in Word with tracked changes, and every obligation turned into a reminder before it can be missed.
Events and hospitality
Enquiries quoted fast, event orders generated from your menus, suppliers ordered, staff scheduled to labour rules, and every event reconciled afterward.
Revenue operations
The right accounts found from real buying signals, researched, contacted in your voice within the rules, and every reply, meeting and update recorded.
Blueprints are representative designs with modeled targets, not results from named clients.
What is this process costing you?
Move the sliders to match one process in your business. We will turn the estimate into a measured number on the call.
Estimated value of time given back, per year
A rough estimate from your own inputs, before the cost of the project and ignoring quality gains. In a Loop Audit we replace these guesses with measured numbers from your real work.
Measure it properlyWe don’t just advise. We build.
Rules decide. AI reads.
Models read documents, draft messages and spot patterns. Explicit rules you can inspect make the decisions, so every outcome can be explained.
Fixed scope, agreed up front.
You know what you are getting, when, and what a person still decides, before anything is built.
People keep the keys.
Payments, contracts and adverse decisions wait for a named person. Everything runs in shadow mode first, until the numbers earn trust.
You own what we build.
Workflows, prompts, rules and integrations are documented and handed over. No lock-in, no black box.
Security is not a page we added later.
AI that can act needs tighter controls than software that only displays. Here is what is built into every workflow before it touches your data.
Prompt injection defence
Content from emails, files and websites is treated as untrusted data. It can never change an instruction or unlock a tool.
Least-privilege access
Every workflow gets its own credentials with the narrowest permissions it needs, rotated and stored in a secrets vault.
Human approval gates
Payments, contracts, adverse decisions and anything irreversible wait for a named person.
Full audit trail
Source, rule, model output and approver recorded together for every action, and exportable.
Your data stays yours
Redacted before it reaches a model, never used for training, isolated per client, held in Canada on request.
Kill switch and limits
Pause any workflow in one click. Spend, volume and sending limits are enforced outside the model.
From first call to launch.
Loop Audit
Free, 30 minutes. We map one process, find where the hours go and tell you honestly whether it is worth automating.
Blueprint
A fixed scope, price and timeline, with the risks and the human checkpoints written down before anything is built.
Build in shadow mode
Weekly demos. The system runs beside your team and reports its accuracy until the numbers earn the right to act.
Run and improve
Monitoring, tuning and new workflows for as long as you want them. You can take it in-house at any point.
Questions we get asked
What actually happens on the free call?
Will AI make decisions that I would not want it to make?
What if the AI gets something wrong?
Is my data used to train AI models?
Do I need to replace the software I already use?
How is pricing structured?
Who owns what gets built?
Do you build websites too?
Ready to scale with AI?
Thirty minutes. One process. An honest answer about whether automating it is worth it.