Sample-File Intake
Send a small batch from one recurring workflow.
Send real files your team deals with now. We review the output the same day, then decide whether to open a short free pilot.
What To Send
File mix
Invoices, service PDFs, receipts, or statements. Mixed files are okay if they belong to one workflow.
Batch size
Send 1 to 5 recent files from one recurring workflow.
Turnaround
Same day.
Out Of Scope
- No Word docs, email files, ZIP bundles, HEIC, or TIFF in this intake.
- No password-protected PDFs.
- No ERP replacement or direct Yardi, MRI, AppFolio, Sage, or QuickBooks integration in this stage.
- No broad AP automation rollout from the first pilot.
CPM Intake Form
Send the files and tell us what the team does by hand.
Keep it simple. We only need enough context to review the files and return the first proof step.