AI Productivity Suite
Process PDFs faster, reduce manual data entry, convert reports into cleaner Excel-ready spreadsheets, and uncover useful insights from your reports, notes, and day-to-day business activity. The AI Productivity addon brings practical AI tools into ProfiitPlus to help your team work smarter every day.
Less Manual Entry
Use AI to interpret incoming PDF documents and help your team spend less time re-keying information by hand.
Faster Workflows
Move through purchasing, receiving, invoicing, reporting and Excel conversion tasks faster with AI assistance built into ProfiitPlus.
Sharper Insights
Analyse reports and notes more effectively, and surface the information that matters without digging through pages of data or history manually.
Available now in the AI Productivity Suite
These five AI-powered features are ready to help your team save time and get more value from documents, reports, spreadsheets, and notes across your business.
Supplier Invoices
AI PDF processing for receiving stock lines on supplier invoices.
Delivery Dockets
AI PDF processing for delivery dockets and receiving paperwork.
Sales Invoices
AI PDF processing for reading PDF purchase order lines into sales invoices.
AI Insights
AI-assisted analysis of reports and notes to surface patterns, context, and opportunities faster.
AI Convert to Excel
Convert standard reports into clean Excel-ready spreadsheets with AI-assisted formatting.
AI built into real business workflows
The AI Productivity Suite is designed to help teams do everyday work faster inside ProfiitPlus. Instead of using separate AI tools and copying information between systems, your team can apply AI where it actually helps – in the documents, reports and notes they already work with every day.
- Process stock line items on incoming purchase invoices, delivery dockets and sales invoices with AI PDF handling
- Reduce repetitive admin work and help staff move through document-heavy tasks more efficiently
- Use AI to analyse reports and surface meaningful insight from customer, prospect and supplier notes
- Convert supported reports into cleaner Excel-ready spreadsheets with AI-assisted cleanup, formatting and filterable headings
- Give your team quicker access to context that might otherwise stay buried in the system
The result is simple: less time spent on repetitive handling, faster access to useful information, cleaner Excel-ready report outputs, and more confidence that your team can keep work moving without unnecessary bottlenecks. AI can help turn reports, spreadsheets and system notes into something more useful and actionable.
AI functionality that keeps growing
The AI Productivity Suite already includes practical tools for PDF processing, AI Convert to Excel, and AI Insights across reports and notes, with additional AI functionality planned to expand the value of ProfiitPlus over time.
How it works
The AI Productivity Suite connects ProfiitPlus to the OpenAI API using your own OpenAI account. Your business controls its own API access, usage, and billing, while ProfiitPlus provides the workflows that make AI useful inside your day-to-day operations. This keeps the setup flexible and gives you direct control over how the service is used.
From report to Excel in one click
Many business reports contain the information you need, but still take time to clean up before they are useful in Excel. AI Convert to Excel is designed to make that process faster.
From the ProfiitPlus print dialog, users can select an AI-powered Excel conversion option for supported reports. AI helps interpret the report output, remove unnecessary headers and divider lines, apply more useful formatting for currency and numeric fields, and create a cleaner spreadsheet with filterable column headings.
That means less manual cleanup, faster reporting, and an easier path from ProfiitPlus reports to useful Excel analysis.
Cleaner Excel-ready output
AI-assisted cleanup helps remove report noise, format numeric fields, and prepare filterable headings for faster analysis.
How the AI Productivity Suite helps your team
From admin teams to business owners, AI can help different people across the business get through work faster, uncover useful context, and see important information more clearly.
For admin and accounts teams
Use AI PDF processing to reduce repetitive handling of stock receipts, delivery dockets and sales invoices. That means less copying and pasting, less manual re-entry, and a smoother path from incoming documents to action.
Admin & Accounts
Reduce repetitive document handling.
Purchasing & Receiving
Move through incoming paperwork faster.
For purchasing and receiving teams
When supplier paperwork arrives in PDF form, AI can help staff interpret the document and keep work moving. That reduces friction at the point where stock, deliveries and follow-up actions need attention.
For sales and service teams
Faster access to processed information means your team can respond more quickly and with better context. AI Insights can also help surface useful history and context from customer and prospect notes, so staff spend less time searching records and more time helping customers and progressing opportunities.
Sales & Service
Respond faster with better context.
Managers & Owners
Turn reports and Excel outputs into clearer business insight.
For managers and business owners
AI Convert to Excel helps managers spend less time cleaning up report exports before analysis, while AI Insights makes reports and system notes easier to interrogate. That makes it quicker to spot trends, exceptions, risks, opportunities and important context across the business. Instead of just storing information, ProfiitPlus can help make it more actionable.
Ready to see AI in action inside ProfiitPlus?
Book a demo to see how the AI Productivity Suite can help your business process documents faster, convert reports into cleaner Excel-ready spreadsheets, reduce manual work, and get more value from the information already inside ProfiitPlus.