Data entry
Type it once, and have every system agree
One system becomes the record everyone trusts and feeds the rest, with alerts when they drift.
Built forQopia FinancialJSI Systems
Sound familiar?
“We type the same information twice”
Today
- An emailed order is typed into the ERP.
- Then it’s typed again for shipping.
- Later the 2 disagree, and someone has to dig.
With Milo Works
- You pick the system that wins.
- It feeds the others, so details go in once.
- Mismatches come to a person to settle.
A few minutes for each record, many times a day.
Work out your hours
How it works
One record your whole team trusts
- A personDecides which system winswhen the 2 disagree
- The systemReads the entry or the document once
- The systemFills in the second system from the first
- A personConfirms what changed or didn’t match
- Decides which system winswhen the 2 disagreeA person
- Reads the entry or the document onceSystem
- Fills in the second system from the firstSystem
- Confirms what changed or didn’t matchA person
Proof
Already running at another firm
A wealth advisory firm kept client details in 4 tools that disagreed. Now the CRM is the record everyone trusts, fed from the back office each morning, with call notes and email attached.
Your options
Data entry automation: 3 ways to do it
Option 1
Buy software
Best whenYour 2 systems already link, or a connector exists.
Option 2
Build it in-house
Best whenSomeone can build the link in an integration tool.
Where we fit
Bring in a partner
Best whenDocuments need reading, or a rule for which record wins.
Software worth looking at first
Zapier, Make and Workato move records between systems, and Rossum, Nanonets and Docparser read invoices and forms into fields. Check for a built-in link first.
What each one costs, and who keeps it running
- Buy software
- CostA subscription per seat, plus setup time.
- UpkeepThe vendor, and whoever owns it on your side.
- Build it in-house
- CostTheir time now, and each time something changes.
- UpkeepThat person.
- Bring in a partner
- CostA monthly retainer.
- UpkeepThe partner, with a named owner on your side.
Questions about data entry automation
Which system should be the one that wins?
The one where the information starts and people already trust it. Where the 2 already disagree, we settle each difference before anything is built.
Can it read PDFs and scanned forms?
Typed documents, reliably. Handwriting and poor scans go to a person.
What happens when a field changes in one system?
The link is monitored, so a break raises an alert before records drift.
Often fixed alongside this
- Month-end closeOnly the exceptions reach your controller.
- CRM updatesA CRM that keeps itself current.
- Process automationThe routine work runs on its own every day, and we keep it running.
- Manufacturers and distributorsOrders into the ERP without the re-typing.
- Wealth advisory firmsReviews prepared and every client call on the record.
- IT services and MSPsTickets triaged, QBRs prepared and documentation kept current.
Your brief · 1 of 3
What brings you here?
See what we’d build first at a firm like yours.
Start with one process.
In one working session, we map how this runs at your firm and show you what it’s worth to fix.