See what goes in, what we prepare, and what your team gets back to review.
Sample catalog. These are built prototypes with synthetic examples, not finished client products. Final QA and scope approval remain open. A request starts a conversation; it is not a booking or a promise to process sensitive records.
Turnaround: for a qualified small batch, the planning target is 2 calendar days after complete requirements, agreed scope and release checks. Larger agreed batches are typically planned at 3–5 days. These are estimates, not measured processing speeds or guaranteed delivery dates. Parked workflows have no active delivery clock.
Processing: the sample tools shown here run deterministically on our own hardware without a cloud model. This describes these sample runs, not every proposed service. Any workflow using cloud AI will identify the tools and requires your written OK before your files are used. No cloud consent is inferred from an inquiry.
SAMPLE · QA pending
Bookkeeping CSV prep
1 · Document in
One exact-schema, non-confidential bookkeeping CSV.
2 · We prepare
Validate dates and amounts, keep source-record references, flag duplicates, and group totals by currency.
3 · Output for review
A review CSV, exceptions, summary and reviewer checklist. Your bookkeeper checks the result.
Scope today: Up to 100 rows. Current prototype accepts synthetic or public non-confidential rows only; no real financial, taxpayer or client records, ledger posting or tax advice.
Turnaround: Planning target: 2 calendar days for the small scope above, after qualification and QA release; confirm before booking.
Before · synthetic sample
Synthetic source register: 7 rows, including invalid dates and amounts.
Before: synthetic seven-row source and the actual command used to prepare the review packet. Sample only; open for full size.Actual synthetic CLI-output replay; sample, not a desktop application. Open the image for full size. No real client or personal data.
One exact-schema CSV of synthetic or public, non-confidential intake metadata.
2 · We prepare
Validate identifiers, dates and document types, group entries by intake, and flag duplicates without fetching source links.
3 · Output for review
An index CSV, exceptions, summary and reviewer checklist for office review.
Scope today: Up to 50 rows. Sample only: currently parked for documentation/review fixes; no delivery date is available until those gates clear. No actual case files, privileged material, discovery processing or legal advice.
Turnaround: No delivery estimate while parked. Ask about readiness and scope.
Before · synthetic sample
Synthetic register with repeated document identifiers and invalid metadata.
After · sample output
Index rows retain source references; unsupported rows are listed as exceptions.
Before: synthetic seven-row metadata register and indexing command. Parked sample only. Sample only; open for full size.Actual synthetic CLI-output replay; sample. Workflow remains parked. Open the image for full size. No real client or personal data.
One qualified, one-page blank PDF/DOCX template pair and approved non-confidential field values.
2 · We prepare
Map the agreed fields, validate the values, and produce a small batch of draft packets.
3 · Output for review
Draft PDF and DOCX packets, a field map, exceptions and a review checklist.
Scope today: Up to 5 fields and 5 records. Generic office forms only after template qualification; no signatures, filings, legal drafting or arbitrary forms. Clinic patient-record processing is not an available workflow.
Turnaround: Planning target: 2 calendar days for the small scope above, after qualification and QA release; confirm before booking.
Before · synthetic sample
A blank approved form plus a small set of synthetic field values.
After · sample output
Mapped draft forms and an exceptions checklist, ready for human comparison.
Marketplace sample concept illustration; not an application screenshot or finished client form. Open the image for full size. No real client or personal data.After: generic handover concept illustration. Not an actual finished form or application screenshot. Sample only; open for full size.
One CSV or XLSX file and an agreed column mapping.
2 · We prepare
Standardize agreed spaces, case, dates and numbers; preserve rows and flag possible duplicates for review.
3 · Output for review
Cleaned CSV, the column map, row audit and duplicate-review list; XLSX output when agreed.
Scope today: Up to 500 rows and 10 mapped columns. No silent row removal or automatic decision to merge duplicates.
Turnaround: Planning target: 2 calendar days for the small scope above, after qualification and QA release; confirm before booking.
Before · synthetic sample
Synthetic rows with extra spaces, mixed date styles and repeated entries.
After · sample output
Consistent values with source-row references; all source rows remain available.
Actual synthetic before/after output from the portfolio sample. Open the image for full size. No real client or personal data.After: synthetic duplicate-review sample. Possible duplicates are kept for a human decision. Sample only; open for full size.
One text-based PDF using the supported inventory-table layout.
2 · We prepare
Read item, description, quantity and unit columns; preserve literal values and reference source pages.
3 · Output for review
CSV and XLSX review tables, source-page references, exceptions and a run receipt.
Scope today: Up to 5 pages, one supported layout. Scans, OCR and changed layouts are excluded.
Turnaround: Planning target: 2 calendar days for the small scope above, after qualification and QA release; confirm before booking.
Before · synthetic sample
A synthetic native PDF inventory table.
After · sample output
Review tables preserve literal item numbers and formula-like text for comparison.
Before: actual synthetic source inventory PDF in the supported layout. Sample only; open for full size.Actual synthetic portfolio demo frame with source PDF; sample. Open the image for full size. No real client or personal data.
Up to 5 eligible, non-confidential invoices using one qualified supplier layout.
2 · We prepare
Extract the agreed fields into an explicit schema, retain source evidence, and flag ambiguous or missing values.
3 · Output for review
CSV and XLSX review sheets, source references, exceptions and a reviewer checklist.
Scope today: Layout qualification first. No payment, ledger posting, accounting approval or claim that arbitrary invoice layouts work.
Turnaround: Planning target: 2 calendar days for the small scope above, after qualification and QA release; confirm before booking.
Before · synthetic sample
Synthetic invoice PDFs in the supported layouts.
After · sample output
Review rows with page/line evidence and an exceptions packet; every row needs human review.
Before: invented ACME TEST ONLY invoice, one of the synthetic supported-layout examples. Sample only; open for full size.Synthetic offline-run summary: 3 PDFs, 4 invoice rows, 7 exceptions. Sample, not client results. Open the image for full size. No real client or personal data.
One synthetic or public, non-confidential statement CSV and an explicit schema.
2 · We prepare
Normalize mapped values, check balances and duplicates, and stop the import when checks fail.
3 · Output for review
A mapped review CSV when checks pass; otherwise an exceptions packet, mapping and source receipts.
Scope today: Up to 100 rows, one schema. No real bank/customer records, bank connection, ledger posting or accounting sign-off.
Turnaround: Planning target: 2 calendar days for the small scope above, after qualification and QA release; confirm before booking.
Before · synthetic sample
Synthetic closing balance differs from the calculated total by one cent.
After · sample output
A closing-balance exception blocks the import CSV so a reviewer can resolve it.
Before/output comparison: actual synthetic reconciled CSV replay. The other frame shows an exception-blocked batch. Sample only; open for full size.Actual synthetic CLI-output replay from the portfolio demo; sample. Open the image for full size. No real client or personal data.
Up to 2 CSV/XLSX supplier files with one agreed mapping for each.
2 · We prepare
Map columns into a master table, retain file/sheet/row references, and flag duplicates and exceptions.
3 · Output for review
Master CSV and XLSX, source references, exceptions and quantity/value review totals.
Scope today: Up to 500 rows total. No guessed mappings; duplicate rows remain for a person to decide what to keep.
Turnaround: Planning target: 2 calendar days for the small scope above, after qualification and QA release; confirm before booking.
Before · synthetic sample
Two synthetic supplier layouts contain the same item code.
After · sample output
The master retains both rows and groups them for duplicate review.
Before: two synthetic supplier layouts and their explicitly mapped columns. Sample only; open for full size.Actual synthetic portfolio demo frame; sample duplicate-review output. Open the image for full size. No real client or personal data.
The supplied synthetic inquiry batch in one manual n8n workflow.
2 · We prepare
Validate the batch against explicit rules, mark duplicates and review cases, and prepare reply drafts.
3 · Output for review
Workflow export, synthetic input/output, rules sheet and setup/handover guide.
Scope today: One manual workflow. No automatic sending, scheduled trigger, live CRM integration or hosted service; customer data needs separate qualification.
Turnaround: Planning target: 2 calendar days for the small scope above, after qualification and QA release; confirm before booking.
Before · synthetic sample
A synthetic inquiry batch with qualified, duplicate, review and do-not-contact cases.
After · sample output
A status for each entry and a reply draft only for the qualified case; nothing is sent.
Marketplace sample concept illustration; not a screenshot or evidence of live customer messages. Open the image for full size. No real client or personal data.After: generic draft-handover concept illustration. No real messages or automatic sending. Sample only; open for full size.
The fixed-template sample above covers qualified generic forms. Patient records, clinical decisions and medical workflows are not offered by these prototypes. Describe the form type only; we will discuss suitability before any transfer. Your people review and sign off. No tax, legal or medical advice.
BORDEN FORGE LLC
