Built for back office teams

Robots for the routine, people for the rest

Rulefinch prepares the routine paperwork to your rules. The rest is judgment, and that stays with your people.

Bring a real case →See how it works
  • We set it up with you
  • Your rules
  • Your team makes the final call
Sample caseNew case, checked against your rules
Needs review
  • Client is on filePass
  • All required documents attachedPass
  • Names match the agreementPass
  • Total matches the agreed termsThe total is higher than the agreement allowsFlagged
  • Dates within the allowed windowPass
Sent to your team to decide.
How it works: the production line

Your files go in at one end, and work prepared to your rules comes off the other, ready for your team to review.

Hand drawn production line on one belt, nothing repeated. A stack of your files is loaded in. The finch stands beside a row of separate sheets, each with its own green tick. A single folder comes off bound with a green band, the work completed. At the end a person on your team lifts the folder at a desk, ready to send.
  1. Step 1: Loaded inThe quotes, orders, statements and policies your team already works from.
  2. Step 2: Your rules appliedEach job is checked against the rules your team set.
  3. Step 3: Under your controlReview the results, resolve flagged questions, and approve changes to your rules.
  4. Step 4: Ready for your teamWork prepared to your rules, ready for your team to review and use.

Your repeated work, prepared. Your team sends it.

Your line of work

See the routine in your work

Pick your industry to see examples of the files that go in and the work that comes back.

Hand drawn warehouse shelving and a pallet of cartons on a pallet jack. Most cartons carry a green tick, one carries a dark flag for follow up, and the Rulefinch finch sits on top. Above, a page arrives, picks up a dark flag, then a green tick.

Accepted quotes become sales orders

  1. Loaded in. The accepted quote, the customer’s purchase order and the customer agreement.
  2. Your rules applied. Each sales order is checked against the rules your team set.
  3. Under your control. Review the results, resolve flagged questions, and approve changes to your rules.
  4. Ready for your team. Sales order prepared to your rules, ready for your team to review and use.
See Distribution →

All industries →

Where the checking goes wrong

The rules are written down, the checking is still by hand

Your team knows exactly what a complete, correct case looks like. The trouble is holding every case to those rules the same careful way, every day.

  • Without RulefinchRepeated

    The same rules, applied by hand on every case

    Your team goes over the same points it has gone over many times before.

    With RulefinchPrepared

    Repeated work off your plate

    Hand the routine to the robot, and your people keep their attention for the work that needs them.

  • Without RulefinchRisky

    One missing document or wrong total gets through

    A small miss on a busy day becomes a correction, a redo or a difficult conversation with the client.

    With RulefinchVisible

    Rules you can inspect

    You can see why anything came out the way it did. When something changes, we update the rules with you.

  • Without RulefinchFragile

    Only one person knows the rules

    When that person is out, the work slows down or quietly changes.

    With RulefinchSteady

    The rules no longer live in one head

    Your rules are written down, so the work is prepared the same way when someone is out.

Prepared by Rulefinch. Sent by your team.

FAQ

Frequently asked questions

Can we use the files we already work with?

Yes. Bring an Excel workbook, PDF, VBA or unstructured data sample, even the spreadsheet nobody wants to touch. We’ll confirm the supported content and test the output with you. VBA conversion is in preview and can make mistakes.

Will Rulefinch work with our current systems?

Yes. Rulefinch works from what your systems already produce, so your team keeps the tools it knows. We set up the rules around how you already work.

Is our data kept safe?

Yes. Your documents are encrypted, never used to train models and never shared.

Can we see why something was flagged?

Yes. Each finished job shows the rules it was held to and what was flagged for your team.

Can our rules handle special cases for certain clients?

Yes. Today our team sets these up with you for each client, such as a special rate. Anything outside your rules is flagged for your team.

Can we set up rules for different jobs?

Yes. Each job follows its own rules, such as checking a file is ready to approve, preparing a quote or invoice draft, or comparing a renewal with the expiring policy. We start with one and add the next when your team is ready.

Does it work outside the industries listed?

Yes. If your team reviews paperwork against the same rules on every case, it fits. Contact us and we’ll tell you.

Do you set it up with us?

Yes. We will set it up together, using one of your real cases. You explain how the work is done, we write the rules down with you, and your team owns them. When something changes, we update the rules with you.

What do we need to get started?

Your written rules, or the checklist your team follows, and a real case your team handled well, redacted or as a sample. We set it up with you.

Show us a case your team does by hand

The files it starts from and the rules it follows. We set it up with you, and you see it come back ready for your team.

A redacted or sample copy of a real case is fine.

Bring a real case →