Marketing & Media Agencies
Half the agency's real financial data arrives as a document, dense platform billing statements, vendor and freelancer invoices, client POs and SOWs, and never cleanly reaches a system, so the reconciliation, the budget match and the dashboards run short of the inputs they need or wait on someone to re-key them by hand, slowly and with errors.
Who has it
Digital, performance and production-house agencies most, for platform statements, vendor and freelancer bills and client POs; and every segment for the documents the data layer needs.
What we build
Turning the documents the data layer depends on into clean structured rows: platform statements, vendor and freelancer bills, client POs and SOWs, read into the fields the media reconciliation, the budget match and the dashboards need. The quiet prerequisite that makes the media reconciliation and the budget control actually run in a document-heavy agency.
What is automated, where AI helps, who signs off
The reliable spine
The reliable spine is validation and routing: every extracted figure checked against the totals on the document and against the source system, with anything that does not tie held in an exception queue rather than passed through. A clean row only lands when it reconciles.
Where AI helps
AI does the reading itself, lifting line items and totals off dense platform statements and varied vendor and freelancer invoices into the fields the reconciliation and the budget match need. It proposes the rows; the validation rules and a person catch what it gets wrong.
Who signs off
A named person signs off anything touching money, stock, a customer promise, a regulated filing, a payment, a price, a credit decision or a people decision.
What changes day to day
Documents become data automatically, feeding the media reconciliation, the budget match and the dashboards instead of choking them; re-keying hours disappear; the data layer's coverage jumps.
Illustrative outcome
Re-keying hours removed and the reconciliation and budget match running on complete, current data.
Illustrative; final numbers come from your own data.
Path to the build
Book a free 60-minute call, then a free Blueprint on the firm's own records. Deep-dive and build, followed by run and govern so the workflow keeps paying back.
Related builds
A free 60-minute call. No cost, no obligation, just a clear read on what is worth building.