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04 · Automation

Less typing, more done

AI reads your old reports and titles, workflows move each job on by themselves, and your data goes wherever you need it. Both services are on this page.

Automation and AIData and exports
Get startedSee the 2 services
A man celebrating good news on his phone
Old report read in 12 s
14 fields found · 2 to check
Reminder sent
Report due tomorrow
X
Monthly export ready
valuations_sep_2026.xlsx
What is inside

Two ways to save time

Each service below starts with the problem it solves, then shows the screen that solves it, explained.

01 · ServiceAutomation and AITake the typing out of land work.02 · ServiceData and exportsYour data, wherever you need it.
On this pageAutomation and AIData and exports
Service 01 of 02

Automation and AI

Take the typing out of land work.

AI reads your old reports, titles and sale agreements and turns them into records. Workflows move each instruction on by themselves, with reminders, alerts and scheduled reports.

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The problem it solves
Twelve years of reports in filing cabinets, and every new job starts with retyping.
✕Old reports cannot be searched for evidence
✕Staff retype figures from scans and spreadsheets
✕Evidence sits in files no one can find
Drop in your old files and every one becomes a searchable record, automatically.
Dropped in
1
AI extracts the dataLocationLand useValueDate
2
Your table
New records
Filling live
RecordFieldFieldField
Record 1
Record 2
Record 3
Record 4
Record 5
3
How to read it
1
Drop in any filePDFs, scans, photos, Word and Excel files, one at a time or in bulk.
2
AI extracts the data you needIt finds the location, land use, value and date on every page and pulls them out for you.
3
Your table fills itselfEach file lands as a new row, ready to search and use as evidence.
See it in a demo
How it works
1
UploadDrop in reports, titles or spreadsheets in bulk.
2
ExtractAI reads each document and fills the fields.
3
ReviewA person checks and approves each record.
4
UseRecords become searchable comparables and history.
What is included
AI document extractionUpload PDFs and scans of past valuation reports, titles and agreements. Property, values, dates and parties are pulled out for you to check.
Workflow stagesDefine your stages and target days once. Every instruction follows them, and late work is flagged automatically.
Reminders and alertsEmail and SMS reminders for due dates, overdue stages, unpaid invoices and expiring documents.
Record and dataset importsBring in spreadsheets of clients, comparables or PAPs with column matching and row-by-row checks.
Scheduled reportsTurnaround, revenue and pipeline reports delivered to your inbox weekly or monthly.
Review before savingNothing extracted goes live until a person approves it, with the source page shown side by side.
Service 02 of 02

Data and exports

Your data, wherever you need it.

Export any register to Excel or PDF, schedule exports by email, and import datasets with column matching and checks. Your data is always yours.

Get startedBook a demo
The problem it solves
Asking for a report, then reformatting it by hand every month.
✕Data locked inside the system
✕Every export needs cleaning before use
✕The same file is rebuilt each month
Pick the columns, see the file before you download it, and schedule it if you need it again.
Columns
Instruction no.
Client
Property
Market value
Valuer
Date of report
Filters
Sep 2026Kampala
1
X
valuations_sep_2026.xlsx
53 rows · 5 columns
Preview
InstructionClientPropertyMarket valueDate
INS/0412Stanbic BankNakawa412,000,00030 Sep
INS/0409dfcu BankNtinda286,500,00028 Sep
INS/0405Nakasero HldgsMukono198,000,00026 Sep
INS/0401Wakiso DLBKira410,000,00024 Sep
INS/0398Centenary BankNajjera372,000,00023 Sep
Download ExcelCSVEvery month3
2
How to read it
1
Only what you needTick the columns and filter by period, branch or client.
2
See the file firstThe preview shows exactly what the spreadsheet will contain.
3
Your data, any timeDownload Excel or CSV now, or have it sent every month.
See it in a demo
How it works
1
ChoosePick the register and columns.
2
FilterNarrow by dates and status.
3
ExportDownload or schedule.
4
AuditEvery export is logged.
What is included
Excel and PDF exportsEvery register exports with the columns you choose.
Scheduled exportsExports delivered by email on a schedule.
Dataset importsImport spreadsheets with column matching and row checks.
PermissionsExports follow each person’s role and access.
Audit trailSee who exported what and when.
Full backupDownload a full backup of your institution’s data.
FAQ

Questions, answered

Still unsure? Talk to our team.

Which documents can it read?

Valuation reports, title copies, sale agreements and similar PDFs, Word files and clear scans or photos.

Can I leave with my data?

Yes. Download a full backup at any time.

Ready when you are

Start with one toolkit or bring the whole firm. We will help you set it up.

Get startedBook a demo