AI Automation · Build with PTAS AI
Build with PTAS AI
Need something built around your business? Product engineering, agents, workflows and enterprise integration from one team.
What this is
Engineering for the work a product does not cover
DocPro and FinSuite handle a lot of document and finance work as they come. When the work is wider, stranger or yours alone, the team that built them builds what is missing.
Build with PTAS AI is our engineering capability: product development, agent development, integration, modernization and the data work underneath all of it. We do sell it as a service. The difference from hiring a development firm is where the work starts. An agency opens an empty repository. We start from the platform DocPro and FinSuite already run on, which reads documents, scores confidence, runs review queues, keeps an audit trail and posts to ERPs.
That changes what a project costs and how long it takes. Confidence scores, human review, audit and integration are already built and maintained, so the engineering goes into the part that is specific to your business. On most projects that part is smaller than the platform underneath it.
We also say no. If a product already does the job, configuring it is cheaper than building around it, and we will tell you that in discovery. If the work has no document, no decision and no system to act on, it is probably not a fit for us, and we would rather point you elsewhere than build something we would not run ourselves.
How we decide
Configure first, build last
Every engagement starts at the top of this stack and stops as early as the work allows. Anything built for one customer has to be maintained for that customer, so we build as little as we can.
Three depths of work, checked in this order
DocPro and FinSuite set up with your fields, rules, approval bands and ERP mapping. The shortest route, and the first one we check.
A new document type, a custom agent, or a workflow that crosses three systems, assembled from parts the platform already has. Most custom work lands here.
A new product, a modernized application or a longer AI program. Engineered on the same platform, so review queues, the audit trail and integration come with it.
Most projects mix the three: a configured product, a couple of custom agents and one integration nobody has built before.
Capabilities
Nine things the team builds
Grouped by what you end up with. Where a capability has a fuller page, the card links to it.
Product
AI Product Development
Internal tools, or products your own customers use, built around reading documents, deciding under rules and acting in business systems.
Read the full pageAgents
AI Agent Development
New agents for a document type or decision nobody ships. Each owns one narrow job and is tested against your past cases before it goes live.
How our agents workSystems
Enterprise AI Development
AI inside the ERP, CRM and applications you already run, reading and writing through interfaces your IT team releases.
Enterprise AutomationWorkflows
Custom AI Solutions
A process that exists only in your business, assembled from agents, rules and integrations that already exist. New code goes only into the step that is yours.
Custom enterprise automationProduct
AI-Native Software Development
Applications designed around an agent from day one. We design the exception screen first, because the routine case should not need a screen at all.
Systems
Application Modernization
An older system, or a set of scripts nobody dares touch, rebuilt so its decisions can be seen and are logged. The old one keeps running until the new one has proved itself.
Data
Data & ML Engineering
The pipelines, reference data and evaluation sets that agents depend on, plus model training or tuning where a domain needs it.
Document AISystems
Enterprise Integration
Connections between PTAS AI and your systems, each one labelled native, API, file or custom before it is built.
Example: the SAP routeProgram
AI Transformation
A sequence of workflows ranked by value and readiness. Each is proved in production before the next one starts.
Readiness guideWays to start
Four ways to start, by size
Each one ends with something you can use, whether or not the next one follows.
Engagement shapes, with indicative timelines
Discovery is useful on its own. Some teams take the scope and build it themselves, and that is a perfectly good outcome.
How an engagement runs
Understand, decide, act, verify, applied to a build
The four moves our products run, used to run the project itself. Nothing gets built until everyone has agreed what it is allowed to decide.
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01
Understand
Sit with the people who do the work. Map the documents, the decisions, the systems and the exceptions, and measure the process as it runs today.
A baseline before anything is built
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02
Decide
Agree what the system decides alone, what it only recommends and what stays with a person, along with the numbers it will be judged on.
A boundary and a measure, written down
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03
Act
Configure first, extend second, build whatever is left. Each release runs on your own documents and a test copy of your systems.
Short releases, tested on your cases
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04
Verify
Go live with one team, compare against the baseline, and improve from the record of what the agents saw and decided.
Judged on the numbers agreed in week one
Where we draw lines
Four things we will not do
These come up in most first conversations, so they are written down here.
Build what a product already does
If DocPro or FinSuite covers the work once configured, that is what we recommend, even though a build would be a bigger contract.
Promise a return before measuring
We quote numbers after discovery has measured the process as it runs today. Timelines are given as indicative ranges, and we say what moves them.
Take people out of decisions you want to keep
You choose which value bands, document types and counterparties always go to a person. The system enforces that boundary and logs it.
Claim what we do not have
Our security practices are ISO/IEC 27001-aligned, and we do not claim certification. A connector is called native only when it exists. Ask us for the evidence behind anything on this site.
Product connection
What every build runs on
Whatever gets built sits on the Agentic AI Platform, and uses DocPro and FinSuite wherever it touches documents or finance.
FAQ
Questions CTOs and operations leaders ask
Is this outsourced software development?
Not in the usual sense. We take on work that involves documents, decisions and business systems, and we build it on our own platform, the one DocPro and FinSuite run on. Work with none of those parts is usually a better fit for a general development firm, and we will tell you so.
Do we have to buy DocPro or FinSuite?
Only if the work needs them. Where documents or finance are involved they are usually the cheapest place to start, because they are already built and maintained. Every build does run on the Agentic AI Platform underneath, and that is licensed.
Who owns what you build?
Code written specifically for you is yours, and so is your data. The platform is licensed, like any runtime a system depends on. What you own, what is licensed and what happens if you later take the work in-house are agreed in writing before the build starts.
Can you work alongside our own engineers?
Yes, and plenty of teams prefer it. Your engineers can own the rules, the mappings or whole agents, while ours pair with them on the platform parts and hand over with documentation once things are stable.
How does an engagement start?
With a call to agree the process, then a two to three week discovery on it. Discovery ends with a scope and a number, whether or not you build with us.
Keep reading
Related capabilities
AI Product Development
When the outcome is a product with its own users and roadmap.
Read more →AI Agents
The agents most builds are assembled from.
Read more →Custom Enterprise Automation
The solution page for processes no product describes.
Read more →Enterprise Automation
Getting AI into the ERP and CRM you already run.
Read more →Next step
Bring the process nobody sells a product for
Discovery maps it, says whether to configure, extend or build, and ends with a scope and a number either way.