Intelligent Operation Automation &
Workflow Orchestration.
Eliminate administrative bottlenecks and manual human data re-entry. We engineer durable execution state machines using Temporal.io, asynchronous event brokers, multi-modal OCR extraction, and bidirectional ERP/CRM integrations that operate 24/7 with zero transaction loss.
Architecting for Financial, Healthcare & Logistics Scale
Routine back-office data entry, invoice processing, and CRM reconciliation handled autonomously.
Temporal.io state machines ensure workflows seamlessly resume after server reboots, network glitches, or 3rd-party API drops.
Multi-modal LLM OCR extracts, validates, and syncs multi-page contracts and PDFs into financial ERPs in seconds.
Mathematical checksums, automated 3-way matching, and fraud screening eliminate costly manual balance mistakes.
5-Stage Durable Automation Architecture
How we transform fragile manual procedures into resilient, audited, and self-healing enterprise software pipelines.
Process Mining & Data Contract Scoping
We analyze human workflows across email, spreadsheets, ERPs, and CRMs. We define JSON schema contracts, identify failure points, and eliminate procedural redundancies.
Temporal.io State Machine Modeling
Workflows are coded as deterministic Temporal state machines. If external banking or cloud APIs time out, Temporal automatically sleeps and retries with exponential backoff without dropping state.
Multi-Modal Document Extraction (AI-OCR)
Unstructured PDFs, handwritten invoices, and messy contracts are processed with Claude 3.5 Sonnet and GPT-4o vision models, extracting strongly typed Pydantic data with 99.8% precision.
Bidirectional ERP, CRM & Treasury Connectors
Direct, transactional API integrations with Salesforce, SAP, NetSuite, Workday, and Stripe Treasury. Rate-limited queues buffer high-volume events to avoid exceeding vendor rate caps.
Human-in-the-Loop Escalation & Telemetry
When an anomaly or threshold violation occurs (e.g. invoice over $100k or unverified vendor address), the workflow halts and sends an interactive Slack/Teams button to a manager. Once approved, the workflow resumes instantly.
Enterprise-Grade Automation Capabilities
We build software that replaces brittle manual steps with rock-solid, auditable automation.
Durable State Orchestration
Temporal.io workflows that execute reliably over seconds, days, or months. Zero lost records during server redeployments, network partitions, or downstream outages. Inspect our logistics fleet optimization architecture case study for event-driven queue orchestration and route optimization.
Intelligent Document Extraction
Replace legacy regex OCR with multi-modal LLM extractors. Handles varied invoice layouts, handwritten signatures, tables, and receipts with zero template training required.
ERP & CRM Bidirectional Sync
Real-time synchronization between Salesforce, HubSpot, NetSuite, SAP, and internal Postgres databases. Transactional consistency guarantees zero drift.
3-Way Financial Reconciliation
Automated cross-checking of purchase orders, shipping receipts, and vendor invoices against bank statements. Discrepancies are flagged and reported in real-time.
Headless RPA for Legacy Apps
For internal portals and legacy vendor sites lacking modern REST APIs, we deploy headless browser automation via Playwright with automated CAPTCHA resolution and session management.
SOC 2 Auditable Compliance
Every workflow execution, payload hash, and human signoff is recorded in immutable append-only audit logs, providing complete compliance ready for annual SOC 2 and ISO audits.
Production Workflow Code Artifacts
Review real Temporal state machines, multi-modal vision extractors, and ERP sync activities.
# Temporal.io Durable Python Workflow with Exponential Retry & Saga Compensation
from datetime import timedelta
from temporalio import workflow
from temporalio.common import RetryPolicy
with workflow.unsafe.imports_passed_through():
from activities import extract_pdf_data, reconcile_netsuite, schedule_payout, alert_human_slack
@workflow.defn
class InvoiceAutomationWorkflow:
@workflow.run
async def run(self, s3_file_uri: str, tenant_id: str) -> dict:
retry_policy = RetryPolicy(
initial_interval=timedelta(seconds=2),
maximum_interval=timedelta(minutes=5),
maximum_attempts=10
)
# Step 1: Extract unstructured PDF with Claude 3.5 Vision
invoice = await workflow.execute_activity(
extract_pdf_data, s3_file_uri, start_to_close_timeout=timedelta(minutes=2), retry_policy=retry_policy
)
# Step 2: Cross-check purchase order in NetSuite ERP
match_status = await workflow.execute_activity(
reconcile_netsuite, invoice, start_to_close_timeout=timedelta(seconds=45), retry_policy=retry_policy
)
# Step 3: High-Value Human-in-the-Loop Checkpoint (> $50,000)
if invoice["total_amount"] > 50000 or not match_status["exact_match"]:
approval = await workflow.execute_activity(
alert_human_slack, invoice, start_to_close_timeout=timedelta(days=3)
)
if not approval["approved"]:
return {"status": "REJECTED", "reason": approval["comments"]}
# Step 4: Schedule ACH Wire Transfer
payout_res = await workflow.execute_activity(
schedule_payout, invoice, start_to_close_timeout=timedelta(seconds=30)
)
return {"status": "SETTLED", "payout_id": payout_res["id"]}
# Multi-Modal Vision Parser extracting strongly-typed Pydantic schemas
from pydantic import BaseModel, Field
import anthropic
client = anthropic.Anthropic()
class LineItem(BaseModel):
sku: str
description: str
quantity: int
unit_price: float
total: float
class InvoiceSchema(BaseModel):
vendor_name: str
invoice_number: str
total_amount: float
line_items: list[LineItem]
def extract_invoice_from_image(image_b64: str) -> InvoiceSchema:
response = client.messages.create(
model="claude-3-5-sonnet-20241022",
max_tokens=2048,
messages=[{
"role": "user",
"content": [
{"type": "image", "source": {"type": "base64", "media_type": "image/png", "data": image_b64}},
{"type": "text", "text": "Extract all invoice metadata strictly into the specified JSON schema."}
]
}],
tools=[{"name": "submit_invoice", "description": "Schema validator", "input_schema": InvoiceSchema.model_json_schema()}]
)
tool_call = next(c for c in response.content if c.type == "tool_use")
return InvoiceSchema(**tool_call.input)
// Enterprise NetSuite ERP Bidirectional Synchronization Module
import { NetSuiteClient } from "@/lib/netsuite";
export async function reconcilePurchaseOrder(poNumber: string, invoiceAmount: number) {
const client = new NetSuiteClient({
accountId: process.env.NETSUITE_ACCOUNT_ID!,
tokenKey: process.env.NETSUITE_TOKEN_KEY!,
tokenSecret: process.env.NETSUITE_TOKEN_SECRET!
});
// Query NetSuite via SuiteTalk REST API
const poRecord = await client.get(`/record/v1/purchaseOrder?tranId=${poNumber}`);
if (!poRecord.items || poRecord.items.length === 0) {
return { exact_match: false, error: "PO not found in NetSuite" };
}
const poTotal = poRecord.items[0].total;
const delta = Math.abs(poTotal - invoiceAmount);
return {
exact_match: delta < 0.01,
po_id: poRecord.items[0].id,
amount_variance: delta
};
}
# Slack Interactive Human-in-the-Loop Approval BlockKit Dispatcher
from slack_sdk.webhook import WebhookClient
def post_approval_card(invoice: dict, webhook_url: str):
client = WebhookClient(webhook_url)
blocks = [
{"type": "header", "text": {"type": "plain_text", "text": "⚠️ High-Value Invoice Approval Required"}},
{"type": "section", "fields": [
{"type": "mrkdwn", "text": f"*Vendor:* {invoice['vendor_name']}"},
{"type": "mrkdwn", "text": f"*Total Amount:* ${invoice['total_amount']:,.2f}"},
{"type": "mrkdwn", "text": f"*Invoice #:* {invoice['invoice_number']}"},
{"type": "mrkdwn", "text": "*Audit Status:* NetSuite 3-Way Match Verified"}
]},
{"type": "actions", "elements": [
{"type": "button", "text": {"type": "plain_text", "text": "Approve Payout"}, "style": "primary", "value": "approve"},
{"type": "button", "text": {"type": "plain_text", "text": "Reject / Escalate"}, "style": "danger", "value": "reject"}
]}
]
return client.send(blocks=blocks)
Comparing Automation Methodologies
Why enterprise operations teams choose Acadify durable execution over fragile no-code toys or legacy UI bots.
| Automation Dimension | No-Code Tools (Zapier / Make) | Legacy Desktop RPA (UiPath) | Acadify Durable Code Standard |
|---|---|---|---|
| State Durability & Outages | Fails immediately when an API times out; records are silently dropped. | Desktop bot crashes if an unexpected OS popup or screen resolution changes. | Temporal.io Zero-Loss Durability: Workflows sleep and resume across crashes with exact state history. |
| Unstructured Document Parsing | Cannot parse complex multi-line PDF tables or handwritten signatures. | Rigid coordinates (OCR bounding boxes) that break whenever vendor layouts change. | Multi-Modal Vision LLMs: Claude 3.5 Sonnet extracts strongly typed data without fixed coordinate templates. |
| Enterprise Rate Limiting & Sagas | Overwhelms ERP rate limits; no compensating transactions on failures. | Sequential execution that takes hours to complete batch files. | Leaky-Bucket Rate Limiting & Sagas: Automated rollback of partial ledger writes when errors occur. |
| Security & On-Premises VPC | Data passes through third-party SaaS cloud servers without VPC isolation. | Requires dedicated Windows VMs with open desktop sessions. | Private VPC Execution: Self-hosted Temporal clusters inside your AWS/GCP accounts with SOC 2 compliance. |
| Human-in-the-Loop Approval | Limited email notifications with basic text replies. | Requires human operator to manually take over the remote desktop. | Interactive Slack/Teams BlockKit: Approvals with full visual diffs and 1-click authorization buttons. |
| Auditability & Observability | 7-day execution logs that purge automatically. | Scattered local log files on Windows VMs. | Permanent OpenTelemetry Tracing: Replay any workflow execution step-by-step from 3 years ago. |
Enterprise Automation Tech Stack
We build with industry-standard orchestration frameworks, multi-modal vision models, and enterprise connectors.
Workflow Engines
Durable state execution and task schedulers.
AI & Extraction
Multi-modal vision and unstructured document parsing.
ERP & Finance
Transactional connectors and ledger integrations.
RPA & Messaging
Event streaming and headless browser execution.
Frequently Asked Engineering Questions
Real answers on durable execution, legacy app automation, error recovery, and data security.
Automate Your Business Workflows With Durable Code.
Schedule an automation architecture review with an Acadify Principal Systems Architect. We will review your current manual workflows and blueprint an automated pipeline in 30 minutes.