Subject Matter Experts
Your expertise. Without the manual busywork.
Less copying, reconciling, and chasing updates. We automate the routine work; you provide the expertise and make the decisions.
Today vs. with JotVision
You stop being the connection between systems.
Illustrative · synthetic data
With JotVision: inputs connected, routine steps automated, exceptions routed to you.
Supplier emailprice changes
Price spreadsheetyour working copy
Contract termsPDFs and notes
Homemade macroonly you can fix it
ERPupdated by handupdated and verified
Your rulescontract and margin terms
Operated by JotVisionAutomated stepsMatchValidateUpdate
YouYour approvalcopying, checking, chasingonly what needs judgment
Exception reviewIllustrative screen
Every decision is recorded with who made it and why. Synthetic data.
Automated, within your rulesRouted to youYour rules · Automated steps · Your approval
Who does what
You bring the expertise. We take on the software.
You provide
- Examples of the work, including the messy ones.
- The rules you apply today.
- The difficult cases and how you decide them.
- A definition of success.
handles
- Implementation across your files, email, and systems.
- Validation against representative historical work.
- Day-to-day operation and monitoring.
- Maintenance, as agreed in your service terms.
They helped us validate the data. They discovered many inconsistencies in our processes and data that they identified and helped us resolve.
Walk us through the process you know best.
Bring a few real examples and the exceptions that make it hard.
Walk us through your process →