We make companiesAI-native.
We connect your inbox, accounts and files into one system, put agents to work on the jobs that eat your week, and train your team to run it.
Your team copies data between tools all day.We connect the tools, put agents on the repetitive work, cancel what you no longer need and train your people to run it.
Example: the invoice agent.
Outlook or Gmail
An invoice arrives
As a PDF, from any supplier, in any format.
In your inbox
The agent reads it
Supplier, lines, prices and totals.
Step one
Check it
- Find the purchase orderXero
- Find the delivery noteFiles
- Compare the linesAgent
Step two
Post it
- Post the billXero
- File the PDFFiles
- Mark it ready to payXero
Step three
Query the supplier
- Draft the queryAgent
- Ask for the credit noteEmail
- Chase until it arrivesEmail
Every Friday
Report to you
- Invoices postedXero
- Overcharges foundAgent
- Credits receivedEmail
Anything over your limit
Your finance lead approves
What it catches
Price above the order
billed at more than the agreed rate
Short deliveries
charged for goods that never arrived
Duplicates
the same invoice sent twice
Missing credits
promised by the supplier, never received
Outlook or Gmail
An invoice arrives
As a PDF, from any supplier, in any format.
In your inbox
The agent reads it
Supplier, lines, prices and totals.
Step one
Check it
- Find the purchase orderXero
- Find the delivery noteFiles
- Compare the linesAgent
Step two
Post it
- Post the billXero
- File the PDFFiles
- Mark it ready to payXero
Step three
Query the supplier
- Draft the queryAgent
- Ask for the credit noteEmail
- Chase until it arrivesEmail
Every Friday
Report to you
- Invoices postedXero
- Overcharges foundAgent
- Credits receivedEmail
Anything over your limit
Your finance lead approves
What it catches
Price above the order
billed at more than the agreed rate
Short deliveries
charged for goods that never arrived
Duplicates
the same invoice sent twice
Missing credits
promised by the supplier, never received
We test it on your last three months of invoices first.
You see every overcharge, duplicate and missing credit it finds, on your own data, before you decide anything.
How we work together
We sit with the people who do the work and list every job still done by hand.
We understand
We build the first agent on the tools and files you already use.
We build
Your team runs it on real invoices, emails and files, and approves it before it goes live.
We test
We connect the next tool, add the next agent and cancel the software it replaces.
We grow
Start with a free assessment.
Tell us where your team’s time goes. We’ll name the job we would start with, what it involves and how long it takes.
- On site or remote, as you prefer
- Built on your own files and tools
- We do the setup and the testing
- Your team approves what goes live
Questions.
Something else? Email deploy@cavalerie.ai.
Which tools do you connect?
The ones you already use: Xero, Sage or QuickBooks, Microsoft 365 or Google Workspace, Gmail or Outlook, and the spreadsheets and files you keep.
What can an agent do without asking?
Only what you sign off. Anything over your limit, such as a payment or an email to a supplier, waits for a person on your team to approve it.
What does my team need to do?
Show us the job once, then test the agent on real work before it goes live. We do the setup.
Will we still need our current software?
Some of it. Where a connection or an agent does the job of a paid tool, we show you the overlap and you decide what to cancel.
What happens to our data?
We work on your own files, with the access you give us. We agree how your data is handled before we start, and we work under NDA as standard once engaged.
Who runs it once it is live?
Your team. We train them to check it, adjust it and add to it, and we can stay on to build the next agent.
Do we need an IT team?
No. We build on the tools you already have, and we work alongside your IT provider if you have one.
What if AI is not a good fit for us?
We will say so in the assessment.