See how our managed implementation model compares to DIY software and traditional consulting for document management workflows.
For document-centric workflow automation, our implementation-first model delivers results in weeks at a fraction of traditional consulting costs. You get a working solution — not a recommendation deck — backed by AI that doesn’t need templates or training.
Big Four or boutique consulting firms assess your processes, produce a recommendation, and help you select and implement software. The assessment alone takes 2-3 months. Implementation is a separate phase — often with a different team. You own the software license and maintenance going forward.
Best for: Complex, multi-system transformations involving 5+ enterprise platforms. Not ideal when the core problem is document data extraction.
You buy document extraction software, assign an internal team to implement it, build templates for each document type, integrate with your ERP, and maintain it ongoing. Total cost seems low until you factor in the 200-400 hours of internal labor for setup and maintenance.
Best for: Small teams with simple document types and IT resources to spare. Breaks down when document variety increases or the person who set it up leaves.
We assess, build, and manage the entire solution. Our AI platform requires no templates — it works on any document layout from day one. We handle ERP integration, validation rules, exception workflows, and ongoing optimization. You get a dedicated success manager.
Best for: Mid-market and enterprise teams processing 500-10,000+ documents/month who want results without the IT burden or consulting overhead.
| Dimension | Traditional Consulting | DIY Software | Our Model |
|---|---|---|---|
| Time to first result | 3-6 months | 2-8 weeks | 2-4 weeks |
| First-year investment | $150K-$500K | $5K-$15K + labor | $45K-$80K |
| Ongoing annual cost | $50K-$200K retainer | $5K-$15K + labor | $30K-$55K managed |
| Who implements | Consultants + your IT | Your team | Our team |
| Who maintains | Your team | Your team | Our team |
| Template/training needed | Usually yes | Usually yes | No — template-free AI |
| ERP integration | Separate workstream | DIY | Included |
| New document types | New engagement | New templates | We handle it |
| Extraction accuracy | Depends on vendor | Depends on templates | 95-99% — layout-agnostic |
| Risk | High (long timeline, cost overruns) | Medium (internal capacity) | Low (fixed scope, fast) |
Relay Healthcare needed to process insurance claims at scale. Previous solutions required templates for each form type. Our AI-powered platform handled every format from day one — CMS-1500s, EOBs, and remittance advice across hundreds of payer layouts. Their team now saves 100+ hours per week.
ACS Industries was spending 30+ hours per week processing 400 purchase orders with UiPath bots that broke whenever a vendor changed their format. Our template-free approach eliminated the maintenance burden entirely. The switch paid for itself in the first month.
Soldier Field tried ChatGPT and Power Automate for vendor invoice processing. Both failed on the variety of formats across 50+ vendors. Our solution handled every invoice layout from day one, saving 20 hours of manual data entry per week.
A financial services company processing thousands of documents monthly chose our implementation model over a 6-month consulting engagement from a Big Four firm. We were live in 2 weeks at a fraction of the quoted consulting cost.
Traditional consultants assess and recommend. We assess, build, and manage. You get a working automation solution in weeks, not a recommendation deck in months.
When you buy software, implementation is your problem. We handle the entire stack — configuration, integration, testing, and ongoing management. The software is part of the service, not a separate purchase.
Our managed service includes ongoing optimization. When you add new document types, change vendors, or update your ERP, we handle the adjustments. No new SOW required.
Yes. We typically start with a focused pilot — one document type, one workflow — so you can see real results before expanding. Most pilots take 1-2 weeks.
30-minute discovery call. We’ll map your current document workflow and show you exactly what we’d build.
Book a discovery call