Custom Software Development
Web apps, internal tools, APIs, and mobile back-ends designed to ship. We write code your team can actually read, test, and extend — in the stack you already support.
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Agentic AI · Built for the Enterprise
AI agents that think, decide, and act across your business.
PTAS AI builds production-grade agentic systems that reason over documents, finance, and operations — shipped as two flagship products and backed by end-to-end consulting and managed services.
Built on proven standards
98.7% Extraction Accuracy
ISO/IEC 27001-aligned
ISO 9001-aligned
Global support coverage
What is Agentic AI
More than automation. Autonomy, with guardrails.
Traditional AI answers questions. Agentic AI completes jobs — observing context, choosing the right action, using tools, and verifying results. PTAS AI brings this loop to document, finance, and operational workflows.
01 · PERCEIVE
◈
Understand the context
Read PDFs, emails, ledgers, spreadsheets, APIs — structured or not — and ground every decision in your actual data.
02 · REASON
✦
Plan the next step
Multi-step reasoning across policies, rules, and historical precedent, with explainable traces for every decision.
03 · ACT
⎔
Operate your tools
Post to ERPs, update ledgers, route approvals, send notifications — via safe, auditable tool calls.
04 · IMPROVE
↻
Learn from feedback
Human-in-the-loop checkpoints, evaluation suites, and continuous tuning keep agents sharp and compliant.
Our services
Engineering services built around the problem, not the buzzword
From a single extraction endpoint to a multi-year transformation roadmap — pick the engagement that fits where you are, and scale when it makes sense.
IT & Cloud Consulting
Architecture reviews, migration plans, vendor selection, and the unglamorous work of stitching twenty tools into one coherent stack. Strategy you can hand to delivery without rewriting it.
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Application Modernisation
We take the legacy systems nobody wants to touch and give them a second life — refactored, documented, tested, secure, and deployed on infrastructure built for today, not 2011.
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Machine Learning & Agent Engineering
Models and agents that leave the notebook and live in production. Forecasting, classification, document reasoning, computer vision — with MLOps and evals that don’t break on the next data drift.
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Data Analytics & BI
Warehouses that query fast, dashboards people actually open, and the metrics definitions your exec team has been arguing about for six quarters. From ingestion to insight.
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Cybersecurity & Compliance
ISO/IEC 27001-aligned practices, threat modelling, access reviews, and incident playbooks. We treat confidentiality, integrity, and availability as requirements — not checkboxes.
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Platform & products
Two agentic products. One platform.
DocPro handles the messy paperwork coming in. Finsuite handles what finance does next — paying vendors, onboarding new ones, and staying on the right side of tax. Pick one, or let them run together the way they were designed to.
Invoice Agent
Captures, validates, and posts invoices across any format, currency, or tax regime. Matches against POs, catches duplicates, and closes the books days earlier.
- Faster AP cycles and cleaner ledgers
- Duplicate & fraud-pattern detection
- Happier vendors, fewer escalations
Receipt & Expense Agent
Employees snap, the agent reads, policy engines approve. Expense reports go from two-hour chore to two-tap submission, with audit trails finance actually trusts.
- Real-time expense tracking
- Policy-based auto-approvals
- Faster, cleaner reimbursements
Bank Statement Agent
Transaction extraction, categorisation, and auto-reconciliation across thousands of bank templates worldwide. Ideal for lenders, fintechs, and finance teams tired of copy-pasting from PDFs.
- Accurate, auditable reconciliation
- Anomaly & fraud-pattern support
- Faster credit decisioning
KYC & Identity Agent
Passports, driving licences, national IDs, PAN, Aadhaar — extracted, validated, and tamper-checked with confidence scores you can audit. Onboarding windows shrink from days to minutes.
- Instant identity extraction
- Built-in tamper & liveness checks
- Lower compliance risk
Custom Document Agents
Insurance claims, bills of lading, lab reports, lease agreements, policy schedules — we train extraction agents on your documents, in your schema, with turnaround measured in weeks.
- Any document type, any language
- Output shaped to your data model
- Human-in-the-loop review when you want it
DocPro API & SDKs
The same agents, exposed as a clean REST API with SDKs in Python, Node.js, and Java. Drop extraction into your existing pipeline in an afternoon, not a quarter.
- REST + webhook delivery
- Async batch & real-time modes
- Audit logs and replay built in
AP Automation
End-to-end accounts payable: invoice intake, three-way matching, approvals routing, exception handling, and payment file generation — with a dashboard your CFO can actually read.
- Three-way match (PO · GRN · invoice)
- Rule-based approval workflows
- ERP-ready payment files & posting
- Full audit trail, per invoice
Vendor Management
A central vendor master with self-serve onboarding, document expiry tracking, tax-ID verification, and approval workflows that keep procurement and finance on the same page.
- Self-serve vendor onboarding portal
- Automated KYC & document collection
- Expiry alerts & re-verification
- One source of truth, organisation-wide
GST Compliance
India GST done without tears. Automated GSTR-1, GSTR-3B, and 2A/2B reconciliation, ITC matching against the portal, e-invoicing and e-way bill generation — all reconciled against your books.
- GSTR-1, 3B, and 2A/2B reconciliation
- ITC matching & mismatch reporting
- e-Invoicing & e-Way Bill support
- Direct GSTN integration
By the numbers
What the platform actually does, with the caveats attached
Every number on this page has a condition. We’d rather you see the condition than chase a percentage that breaks in your environment on day one.
Field-level accuracy
95–99%
On standard formats, once the agent is tuned to your documents. Custom and low-quality layouts start lower and climb during pilot.
Typical rollout window
4–12wks
From kick-off to production. Faster for clean document sets, longer when ERP integrations need work.
Document agents shipped
6+
Invoice, Receipt, Bank Statement, KYC/ID, Purchase Order, and Custom. Anything else, we train a new one in weeks.
Confidence score per field
1/field
Every value the agent returns ships with a score. You set the threshold for auto-post and the threshold for human review.
Numbers reflect production deployments across banking, healthcare, manufacturing, and logistics clients. Your mileage will vary — happy to walk through expected ranges for your document mix.
Inside DocPro
A messy PDF goes in. Audit-ready JSON comes out.
Here’s the round trip, drawn out. The middle column is where most platforms stop. Ours doesn’t.
Whatever your vendors send
PDFs, scans, photos, multi-page packets — including the ones that arrive upside down.
Read, reason, validate, route
1Perceive layout and structure
2Extract fields & line items
3Validate against your rules
4Score confidence per field
5Route low scores to a human
Structured data your ERP expects
Plus a full audit trail: source page, bounding box, and the rule that fired on each field.
OCR VS ICR VS ADE
What each one can — and can’t — do
Three states, not two. Real-world capability rarely lines up as a clean yes or no.
Capability
OCR
ICR
ADE
Printed textBooks, statements, forms
✓
✓
✓
HandwritingBlock letters, cursive
×
✓
✓
Layout & tablesMulti-column, line items
~
~
✓
Field-level validationTotals match, GSTIN valid
×
×
✓
Per-field confidenceAuto-post threshold
~
~
✓
Multi-languageLatin + non-Latin scripts
~
~
✓
Reasoning about content“Is this an invoice?”
×
×
✓
OutputWhat you actually get back
Text blob
Field strings
Structured JSON
Yes, by design
Partial, depends on input
Not the right tool
Industries
Sectors we know cold
We’ve spent years learning the rules, the vocabulary, and the failure modes of the industries we serve — so your team doesn’t have to teach us twice.
Banking & Finance
Healthcare
Manufacturing
Logistics
Retail & E-commerce
Education
Hospitality
Why teams choose us
Delivery that earns repeat work
We’re not the cheapest option in your inbox, and we’re not trying to be. Here’s what you get instead.
Engineering-led teams
The people scoping your project are the people shipping it. No handoffs to mystery subcontractors between the sales deck and the first sprint.
Security you can audit
ISO/IEC 27001-aligned practices covering access, encryption, logging, and incident response. DPAs, NDAs, and regional data residency on request.
Process that holds up
ISO 9001-aligned delivery with documented reviews, QA, and continuous improvement. Fewer surprises in UAT, fewer fires in production.
Agile by default
Scrum, Kanban, or whatever cadence your team already runs. We adapt to your rituals — we don’t impose ours.
Global support coverage
Clients across North America, Europe, the Middle East, and Asia-Pacific. Follow-the-sun support when release schedules demand it.
Blog
Field notes on agentic AI, automation, and shipping in the real world
Teardowns, opinions, and the occasional war story from the engineers and architects behind PTAS AI. No thought-leadership fluff — just what we actually learned on production projects.
Agentic AI vs. RPA: What's the Difference?
Both promise automation — but one follows scripts while the other rewrites them. Here's why the distinction matters for your operations.
The Real Cost of Manual Workflows in 2026
Every spreadsheet updated by hand, every approval routed through email, every report assembled copy-and-paste style — these aren't just inefficiencies. They are a slow, compounding financial bleed that most organisations don't fully account for until it's too late. In 2026, the bill has arrived.
How AI Agents Reduce Human Error in Operations
Every business runs on processes. And every process run by humans carries the weight of human fallibility — a miscalculated field, a skipped approval, a missed deadline. AI agents don't eliminate people. They quietly remove the conditions that make errors inevitable. Here's exactly how that works.
FAQ
Questions teams ask before they sign
If yours isn’t here, book a call. We’d rather answer it properly than paste a disclaimer.
What is agentic document extraction, and how is it different from OCR?
Traditional OCR converts pixels to characters and stops there. Agentic document extraction (ADE) adds a reasoning layer on top: the system understands document structure, validates fields against your business rules, cross-checks values across pages, and asks for human review only when its confidence is low. The result is structured, audit-ready data — not a pile of raw text your team still has to interpret.
How does PTAS Finsuite relate to DocPro?
Think of DocPro as the engine and Finsuite as the car. DocPro’s agents read whatever documents come in — invoices, vendor KYC packs, tax notices — and turn them into structured data. Finsuite picks up from there: AP Automation posts the invoice, Vendor Management keeps the vendor master clean, and GST Compliance files the returns. You can license either family on its own, but together they close the loop from paperwork to posting to filing.
How accurate is your document extraction?
Field-level accuracy typically sits between 95% and 99% on standard formats once the agent is tuned to your documents. Every extraction ships with a confidence score, so your team can decide what to auto-post and what to route for human review.
Can DocPro handle our custom document format?
Yes. Custom agents are part of standard onboarding — we define the target schema, show the agent a representative sample of your documents, and iterate with your team until the output matches your data model. No schema is too strange if it solves a real problem.
Where does our data live?
In the cloud region of your choice on AWS, Azure, or Google Cloud. On-premise and air-gapped deployments are available for regulated workloads, and we’ll co-sign a DPA before a single document leaves your environment.
How long does a typical engagement run?
A DocPro rollout usually lives between four and twelve weeks, depending on document complexity and integration targets. Custom software engagements vary with scope, but we always aim for a working first release in weeks, not months.
Do you sign NDAs and DPAs before discovery calls?
Always. Send us yours or use ours — either way, paperwork shouldn’t be the reason a good project stalls on day one.
What stacks and frameworks do you work with?
Python, Node.js, Go, .NET, Java, React, Vue, React Native, and Flutter on the build side; AWS, Azure, GCP, Kubernetes, and Terraform on the infra side; PostgreSQL, MongoDB, Snowflake, and BigQuery on the data side. If it’s commercially supported and widely adopted, we’ve probably shipped it.
Ready to see what agents can do to your documents?
Book a 30-minute discovery call. No deck, no fluff — just a working conversation about your highest-volume paperwork, and whether agentic document extraction can make it disappear.