Order & invoice handling
Read incoming orders and invoices, match them to purchase orders and contracts, and post them or route exceptions.
Solutions · AI & Automation
Custom AI Agents
Much of the work in operations and finance is reading something, checking it against a system, and taking the next step. Symetriz builds AI agents that do that work across your existing systems, and stop for a person wherever a decision matters.
The problem
Skilled people doing copy-and-paste work
Repetitive work across too many systems
Teams re-key the same data between email, ERP, CRM, and spreadsheets every day.
How we fix it: Agents that read, check, and update across systems.
Rule-based automation keeps breaking
Scripts and RPA bots fail on the first email or document that doesn't match the template.
How we fix it: Agents that handle variation and flag what they can't.
Fear of letting AI act alone
Nobody wants software approving payments or replying to customers without a check.
How we fix it: Human approval built in where it matters.
The solution
Agents that do the routine and escalate the rest
- Agents designed around one process at a time, with clear limits on what they can do
- Connected to the systems you already use, through their APIs
- Human approval on the steps that matter, and a full log of every action
Where agents help
Good candidates are frequent, rule-heavy processes with clear inputs and a known right answer.
Support ticket triage
Classify, prioritise, and enrich tickets, draft replies from your knowledge base, and route them to the right team.
Reconciliation & reporting
Compare records across systems, explain the differences, and prepare the report for a person to sign off.
Built to be safe to run
An agent is only useful if your team trusts what it does when nobody is watching.
Scoped permissions
Each agent gets its own identity and only the access its process needs, managed through Entra ID.
Human in the loop
Approval steps for payments, customer replies, and anything above a threshold you set, in Teams or email.
Full audit trail & monitoring
Every input, decision, and action logged, with alerts when error rates or costs move outside agreed limits.
Ready when you are
Which process eats the most of your team's week?
Describe it to us. We will tell you whether an agent fits, what it would take to build, and where a person should stay in control.