High-volume processing. Done accurately. At scale.
Unprocessed invoices. CRM records three weeks out of date. Spreadsheets nobody has cleaned since last quarter. Data that was entered fast and entered wrong. Savari Operations Processing Agents handle the high-volume, high-accuracy back-office work that quietly drags on every business — so your team doesn't have to.
Book a 20-minute callThe test: 100 records, 20 deliberate errors.
Back-office work isn't glamorous — but a 3% error rate on 10,000 records is 300 mistakes. Each one takes time to find and time to fix. We recruit for the people who find that unacceptable.
Accuracy target
Slower and near-perfect beats fast with errors. A 94% accuracy rate on 10,000 records produces 600 mistakes — each one costs time and money to trace and correct.
Records in the test
20 deliberate errors planted at random. Speed, accuracy, error detection and instruction compliance all measured independently.
Built into every workflow
Quality checks are part of the process — sample or full-batch depending on risk level — not an afterthought at the end.
Five stages from raw data to clean output
Every back-office task follows the same quality pipeline regardless of volume or complexity. Nothing leaves the team until it has passed a defined QA step.
Receive
Data arrives — digital file, scanned document, system export or live feed
Validate
Format, completeness and accuracy checked against agreed rules before processing begins
Process
Entry, migration, cleansing, categorisation or reconciliation carried out to documented standards
QA check
Sample or full-batch quality review before output is approved for release
Deliver
Clean output in your required format — CRM update, database entry, spreadsheet or report
Every task explained, with real-world examples.
These aren't job titles — they're specific activities your Savari team carries out every day. Here's exactly what each one means in practice.
📄 Data Entry & CRM Updates
Accurately entering new information into your systems from source documents, emails, forms or imported files — and keeping existing records current as things change.
- New customer or contact records created from enquiry forms
- Deal and pipeline stages updated after sales team interactions
- Product or service changes reflected across all affected records
- Merge and deduplication of duplicate entries
- Notes and interaction history logged against the right records
A recruitment agency receives 80 new candidate applications per day via email. Savari creates each profile in the CRM, tags with role type, availability and location, and flags any incomplete submissions — so consultants open their day with a clean, searchable pipeline instead of an inbox.
📋 Invoice Processing
Receiving, checking, coding and processing supplier invoices through to approval — including matching against purchase orders, flagging discrepancies and managing the approval workflow.
- Invoice receipt and logging against the correct supplier account
- PO matching — checking invoice value and description against the original order
- GL coding against the correct cost centre or project code
- Discrepancy flagging for approval or supplier query
- Upload to accounting system (Xero, QuickBooks, Sage, NetSuite)
- Payment run preparation and remittance advice
A construction company receives 150+ supplier invoices per month across materials, plant hire and subcontractors. Savari processes each one: checks against the PO, applies the correct project code, flags mismatches for the PM to approve and uploads to Xero — turning a week-end pile into a daily process that's always up to date.
🔄 Reconciliation
Comparing two sets of data to identify differences — bank statements against ledger entries, sales records against payment receipts, inventory counts against system records — and investigating or resolving any gaps.
- Bank reconciliation — matching transactions line by line
- Supplier statement reconciliation — confirming balances match
- Sales and payment reconciliation — every order matched to a receipt
- Inventory reconciliation — physical count vs system record
- Exception reporting for items that can't be matched automatically
An e-commerce business processes 2,000 orders per month across Shopify, Amazon and their own website. At month-end, Savari reconciles every sale against the payment gateway records, flags any unmatched transactions and produces a clean exception report — what used to take the finance team two days takes Savari half a day.
🔍 Data Validation & Cleansing
Reviewing existing datasets for errors, inconsistencies, duplicates and gaps — then correcting, standardising or flagging each issue so the data you rely on is actually reliable.
- Format standardisation — phone numbers, postcodes, date formats, capitalisation
- Duplicate detection and merge across large contact databases
- Missing field identification and chase for completion
- Outlier and anomaly flagging for human review
- Cross-reference checking against a master data source
- Segmentation tagging based on agreed categorisation rules
A financial services firm migrating CRM systems discovers their 15,000-contact database has 3,200 duplicate entries, inconsistent address formats and 800 records with missing compliance fields. Savari runs a structured cleanse over two weeks: merges duplicates, standardises formats and flags the records requiring a compliance re-check — delivering a database the new system can actually use.
📄 Order Processing
Managing the administrative lifecycle of an order from receipt to fulfilment — ensuring the right information is in the right place for delivery, finance and customer service teams to do their jobs without chasing each other.
- Order receipt and entry into OMS, ERP or manual system
- Stock availability check and flag if backordered
- Customer confirmation and order acknowledgement
- Picking list or works order generation
- Invoice generation and dispatch on shipment
- Exception handling — amendments, cancellations, failed deliveries
A B2B wholesale supplier receives 60–90 orders per day by email, phone and EDI. Savari processes each order into the ERP, checks stock levels, raises the picking list and sends the customer a confirmation — all before the warehouse opens. Exceptions are flagged to the account manager with full context.
🗃 Document Processing & Digitisation
Converting physical or scanned documents into usable digital records — indexed, named correctly and stored where the right people can find them, with the relevant data extracted and entered into your systems.
- Data extraction from PDFs into structured spreadsheet or database format
- Document naming, tagging and digital filing to an agreed taxonomy
- Legacy paper record digitisation projects
- Compliance document indexing with expiry date tracking
- Document version control and superseded file management
A property management company holds 12 years of tenancy agreements, inspection reports and correspondence in physical files. Savari digitises the archive, names every document to an agreed convention, tags by property and tenant, and uploads to SharePoint — making the entire archive searchable in under six weeks.
📊 Operational Reporting
Compiling, formatting and distributing the regular reports your management team needs — pulling data from multiple sources, applying the agreed calculations and delivering on schedule without a manager spending an hour on it each morning.
- Daily sales and order volume reports
- Weekly KPI dashboards compiled from multiple system exports
- Monthly management information packs
- Exception reports highlighting figures outside agreed tolerances
- Pipeline and forecast reports from CRM data
- Compliance reporting data compilation
A logistics company needs a daily operations report by 7am covering vehicle utilisation, on-time delivery rate and exceptions from the previous day. Savari pulls the data from the TMS at 5am, compiles the report to the agreed template and has it in six inboxes before the first shift briefing — without a manager spending 45 minutes on it each morning.
🔎 Database Management
Maintaining the ongoing accuracy, completeness and structure of your databases — not just entering data but managing it as a live asset that the rest of the business depends on.
- Regular audit cycles to identify stale, incomplete or incorrect records
- Bulk update projects — pricing changes, address updates, re-segmentation
- Archive management — retiring old records without losing the data
- Database health reporting on completion rates and error frequencies
A SaaS company's HubSpot CRM has grown to 22,000 contacts over four years, but a third have no industry tag, lifecycle stage or last activity date. Savari runs a four-week remediation: enriches records, applies consistent tagging and documents the field completion standards for the sales team to maintain going forward.
📄 Application Processing
Managing high-volume application or form intake — checking completeness, chasing missing information, recording decisions and progressing cases through a defined workflow without bottlenecks.
- Application receipt, logging and acknowledgement
- Completeness checking against a defined criteria list
- Missing document or information chasing
- Application routing to the correct decision-maker or team
- Status updates to applicants at agreed milestones
- Decision recording and outcome notification
A financial services firm receives 300 loan applications per month. Each one requires six documents and sign-off from a credit analyst. Savari handles intake, completeness checking and chasing, routing each complete application to the analyst queue with a summary sheet — so analysts spend their time on credit decisions, not document chasing.
📦 Data Migration Support
Moving data from one system to another cleanly — the export, cleansing, formatting, mapping and import stages that determine whether a system migration goes smoothly or produces a mess in the new platform.
- Source data export and audit before migration begins
- Field mapping from old system structure to new system requirements
- Data cleansing and standardisation to the new system's rules
- Batch import and validation in the destination system
- Post-migration reconciliation — confirming every record arrived correctly
- Exception reporting on records that failed to import
A professional services firm migrates from an old practice management system to a new one. Their 8,000 client records, 15,000 matter files and three years of billing history need to transfer without loss. Savari runs the pre-migration audit, cleanses the data, maps it to the new schema and validates every record post-import — the migration goes live on schedule with a clean reconciliation report signed off by the finance director.
What back-office operations looks like in your sector
The tasks are the same. The systems, documents and workflows are different.
Running the paperwork behind the build
A housebuilder or contractor has purchase orders from 40+ suppliers, subcontractor invoices weekly, site compliance certificates to track and materials deliveries to confirm. None of it is done well when the project manager is also doing it from a van.
Keeping operations accurate at volume
A growing retailer selling on Shopify, Amazon and their own site processes hundreds of orders daily. Inventory needs updating. Returns need processing. Supplier invoices need matching. Catalogue data needs keeping current.
Compliance admin that has to be right
A financial services firm processes loan applications, onboards new clients with KYC documentation, reconciles trade confirmations and produces regulatory reporting. Inaccuracy here is not just inconvenient — it's a compliance exposure.
Administrative load off clinical shoulders
A private clinic or GP practice handles referral paperwork, patient records, insurance claims and compliance documentation alongside clinical work. When the admin team is stretched, clinical staff fill the gap — which is expensive and unsustainable.
Operational data that keeps the fleet moving
A haulage or courier operation runs on data — job sheets, PODs, carrier invoices, driver records, vehicle compliance documentation and daily performance reports. When the back-office is behind, the operations team spends its day firefighting instead of planning.
CRM hygiene and billing operations
A SaaS business with 5,000+ accounts in HubSpot needs lifecycle stages updated, usage data processed, renewal dates tracked, billing discrepancies investigated and churned accounts properly closed.
Any business running high-volume back-office processes.
Financial services
Application processing, KYC documentation, reconciliation and compliance reporting.
Healthcare
Patient record processing, referral administration and insurance claim management.
E-commerce & retail
Order processing, returns management, inventory updates and supplier data entry.
Logistics
Shipment data, proof of delivery, driver records and operational reporting.
Construction
Purchase orders, subcontractor records, site reports and compliance documentation.
Agencies & SaaS
CRM hygiene, usage data processing, billing reconciliation and renewal tracking.
One flat rate. No employment on-costs.
In-house back-office teams carry full employment costs, office overhead and the management time required to keep quality consistent. Savari removes all of that.
You pay one agreed rate. Everything above sits with us.
Speed matters. But a 94% accuracy rate on 10,000 records is 600 errors — and errors cost more to find and fix than the processing cost in the first place.
Savari recruits for accuracy first. Speed follows once quality is established.Questions worth asking first
What systems do your agents work in?
Most major CRM, ERP, accounting and database platforms — Salesforce, HubSpot, SAP, NetSuite, Xero, QuickBooks, Sage, Dynamics and others. Specific system access is configured during onboarding.
How do you ensure accuracy?
Every workflow has a defined QA step — either sample checking or full-batch review depending on the risk level of the data. Error rates are tracked and reported. Where errors are found, they're investigated for root cause, not just corrected individually.
Can you handle scanned or paper-based documents?
Yes — digitisation, indexing and data extraction from scanned documents is a standard service. We can work from PDFs, image files or physical documents that have been scanned by your team.
Can you handle a large backlog as well as ongoing processing?
Yes — many engagements start with a backlog clearance project before moving into a steady-state processing model. Both are scoped and priced separately.
Can you migrate data between systems?
Yes — export, cleansing, field mapping, reformatting, import and post-migration reconciliation. We discuss the source and destination systems during scoping and agree the validation criteria before migration begins.
What volume can you handle?
Scalable from small regular batches to continuous high-volume processing. Team size is agreed based on your throughput requirements and can be adjusted as volume changes.
What output formats do you deliver in?
Whatever your downstream system requires — CSV, Excel, direct CRM or database entry, formatted reports, or system-specific import files.
Can agents handle confidential or sensitive data?
Yes — data handling protocols, NDAs and access controls are agreed before any work begins. GDPR compliance is standard. For financial services or healthcare, additional data handling agreements are in place from day one.
What's the degree background of data operations agents?
Business Administration, Accounting, Information Technology, Statistics, Mathematics, Commerce and Information Systems — matched to the complexity and nature of the processing work.
How quickly can a team be operational?
Typically two to three weeks from agreement — including system access configuration, process documentation, a training run and a quality baseline before full production begins.
Ready to clear the backlog and keep it clear?
Tell us your volume, your systems and what's piling up. We'll tell you what a team costs and how quickly we can start.