Six task types. Sample-based execution. Written reporting.

01

Document Checks

Reviewing documents against a defined sample or template.

We check submitted documents for completeness and consistency against the reference you provide.

Covered aspects

• Checking document completion
• Checking typos in documents
• Checking required fields
• Checking missing attachments
• Checking whether the document follows the given sample or template

02

Invoice Matching

Matching invoices against supporting documents and flagging mismatches.

We compare invoice line items against purchase orders, contracts, or delivery notes and surface any discrepancies.

Covered aspects

• Matching invoices with supporting documents
• Checking invoice number, amount, date, customer/vendor name, item/service description, quantity, and payment information
• Identifying mismatches between invoice details and reference documents

03

Data Reconciliation

Comparing two data sources and surfacing differences.

We line up two datasets and report mismatched numbers, missing rows, and duplicate entries.

Covered aspects

• Comparing two data sources
• Checking mismatched numbers
• Checking missing rows
• Checking duplicate entries
• Checking whether uploaded data matches reference data

04

Data Entry Review

Reviewing entered data against a provided example.

We review entered records for spelling, format, and field-level accuracy against your reference example.

Covered aspects

• Checking spelling in entered data
• Checking wrong names, numbers, or codes
• Checking empty fields
• Checking incorrect formats
• Checking whether data input follows the provided example

05

Report Formatting

Formatting reports to follow a required structure.

We clean up reports so tables, titles, and layout match the format you require.

Covered aspects

• Arranging tables
• Cleaning layout
• Fixing inconsistent formatting
• Aligning titles and labels
• Making the report follow the required format

06

Written Follow-Up

Sending and tracking written follow-ups on your behalf.

We send written follow-ups to your customers, partners, or internal teams and record the response status.

Covered aspects

• Sending written follow-ups to customers, clients, partners, or internal teams
• Requesting missing documents
• Confirming data
• Reminding next steps
• Recording follow-up status