AI & Automation

Invoice matching, claims processing, data cleanup. The repetitive steps that slow your team down, running on their own, with fewer errors.

Invoice matching, claims processing, data cleanup. The repetitive steps that slow your team down, running on their own, with fewer errors.

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Del-Mar Solutions' AI Automation practice gives mid-size companies the operational leverage that's usually reserved for enterprises with in-house data science teams. It works across industries, wherever a process is manual, repeatable, and taking up hours a team could spend on higher-value work. The goal is straightforward: lower operating cost, protect margin, and give leadership a clear picture of what's running automatically and where a person still makes the call.

Every process is different, so every engagement starts with the same question: which parts of the task are truly repeatable, and which parts need judgment? Rule-based automation handles the first category. AI steps in for the second: the exceptions, the missing fields, the two systems using different codes for the same thing.

Discovery & Process Mapping

A realistic scope is the foundation of any automation project, even when the process itself only exists as tribal knowledge inside a team. Del-Mar starts by mapping how the work actually happens today.

  • A short discovery workshop to understand the process as it's actually run

  • Live walkthroughs of agents already built for comparable cases

  • A first project scoped around one concrete, contained task

  • Works from existing documentation, or builds the map from scratch

What We Automate

Del-Mar takes on the manual, rule-based work that quietly eats a team's day:

  • Invoice registration and ERP matching

  • Insurance claim submission and code reconciliation

  • Data cleanup in legacy databases

  • Certified payroll processing

Implementation & Integration

Automation only creates value if it fits into the systems a client already runs. Agents are designed to work inside existing ERP, claims, or database platforms rather than requiring a change to how the team operates around them. Deployment includes monitoring from day one, so clients can see what the automation is doing and how often it's handing a case to a person.

FAQ

Have more questions? Our team is happy to help.

Frequently asked
questions

What kind of tasks can you actually automate?

The manual, rule-based work that quietly eats a team’s day: invoice registration and ERP matching, insurance claim submission and code reconciliation, data cleanup in legacy databases, certified payroll processing. Automation handles the repeatable steps; AI steps in for the exceptions, like a missing field on an invoice or two systems using different codes for the same procedure.

What happens when the agent hits something it doesn’t know how to handle?

It doesn’t guess, and it doesn’t fail silently. When something falls outside the rules, the AI either resolves it the way a person would (for example, emailing a vendor for a missing field) or flags it clearly for your team with exactly what’s needed. We design for the exception path from day one, not as an afterthought.

How do we know this will still work reliably six months from now, not just in the demo?

A good demo is easy. What’s hard is an agent that still runs correctly on day four hundred, after the edge cases have piled up and someone new is running the process. We’ve been building automation to survive that since 2017, and it’s the standard we hold every engagement to.

We don’t even have our processes fully documented. Can we still start?

Yes — that’s more common than not. We start with a short discovery workshop to map how the process actually works today, show live examples of agents we’ve already built for similar cases, and scope a first project around one concrete, contained task. Small and proven beats big and vague.

What kind of tasks can you actually automate?

The manual, rule-based work that quietly eats a team’s day: invoice registration and ERP matching, insurance claim submission and code reconciliation, data cleanup in legacy databases, certified payroll processing. Automation handles the repeatable steps; AI steps in for the exceptions, like a missing field on an invoice or two systems using different codes for the same procedure.

What happens when the agent hits something it doesn’t know how to handle?

It doesn’t guess, and it doesn’t fail silently. When something falls outside the rules, the AI either resolves it the way a person would (for example, emailing a vendor for a missing field) or flags it clearly for your team with exactly what’s needed. We design for the exception path from day one, not as an afterthought.

How do we know this will still work reliably six months from now, not just in the demo?

A good demo is easy. What’s hard is an agent that still runs correctly on day four hundred, after the edge cases have piled up and someone new is running the process. We’ve been building automation to survive that since 2017, and it’s the standard we hold every engagement to.

We don’t even have our processes fully documented. Can we still start?

Yes — that’s more common than not. We start with a short discovery workshop to map how the process actually works today, show live examples of agents we’ve already built for similar cases, and scope a first project around one concrete, contained task. Small and proven beats big and vague.