From paperwork to record.Approved by your people.
Jip Automation builds and runs document automation for small finance and operations teams. Documents arrive, Claude reads them, the numbers are checked, your reviewer approves, and the record files itself. Then the paperwork that used to be typed from that record writes itself.
One reply · within one business day · no newsletter
Documents in. Records out.
Nothing written without your approval.
Every system is built from the same five components, proven in production. They are why a client can trust the numbers from the first day.
Fictional documents. Real ones are yours, and stay yours.
Any business that retypes
what a supplier already wrote.
Teams of two to twenty where documents arrive from outside, someone keys them in, and someone else builds paperwork from the result.
Equipment & asset financiers
InSupplier orders, invoices, delivery confirmations
OutApproval notices, lease schedules, lender requests, signature packets
Wineries & producers
InCooperage and packaging orders, grower contracts, distributor invoices
OutPurchase records, delivery schedules, payment approvals
Importers & distributors
InSupplier invoices, packing lists, customs documents
OutLanded-cost records, customer confirmations, exception reports
Property & leasing
InVendor invoices, lease agreements, insurance certificates
OutRent rolls, renewal notices, owner statements
Construction & trades
InSubcontractor invoices, change orders, lien waivers
OutPay applications, job-cost records, compliance packets
Professional services
InEngagement letters, intake forms, expense receipts
OutClient records, billing summaries, renewal reminders
Not on the list? If documents come in and paperwork goes out, it fits.
Four hundred and eighty-one orders,
typed by hand.
A barrel-financing company in Napa. Their back office retyped every supplier order and invoice into spreadsheets, then hand-built lease paperwork from those spreadsheets.
A clear path from first call
to a running system.
You work directly with the person who builds it. Every step has something you can see and check before the next one starts.
Start with one document type
One document type, one team, one measurable cost. We pick the workflow that consumes the most hours and leave the rest for later.
See it work on your documents
A working slice on your real documents before you commit to a phase. You watch it run and check the numbers yourself.
Agree a fixed price
Each phase is a fixed price with a written exit test: half at the start, half when the test passes. Then a monthly plan to run it.
Measure and hand over
Metrics you can check in your workspace, and every decision documented, so the system could be handed to anyone tomorrow.
Your back office,
out of spreadsheets for good.
Build and run are never mixed on an invoice. A fixed price builds each phase; a monthly plan runs it, monitors it and covers the software subscriptions, so there is one bill and one person to call.
- Build: half at the start, half when the written exit test passes
- Run: monitoring, fixes within one business day, a monthly health note
- Change hours included; the tools' subscriptions included
- Your data exports on request. You can leave with it.
Plan · Run + Improve
ActiveFair questions.
Who is this for?+
What if the AI reads a number wrong?+
Do you need access to our systems?+
What does it cost?+
Who owns the workflows and the data?+
How long does a first slice take?+
Three tools you can look at,
in accounts you own.
n8n
Every step runs here: watch the folder, read the document, run the checks, send the review, write the rows. Exportable as plain JSON.
The recordsAirtable
Where approved data lands: suppliers, orders, invoices, lines. A database you can open, filter and export any day.
The readingClaude
Reads scanned PDFs and messy layouts into fields, with a confidence score on each. Nothing it reads is written until a person approves.
Independent of all three. Names and marks belong to their owners.
Start with
one document type.
Tell me which documents you handle and roughly how many a month. You'll get one reply within a business day: whether it's a fit, and what a first slice would look like.