Document and data extraction
Many teams read reports, forms, and PDFs and re-type the numbers by hand. Extraction tools pull the key information out and put it where it is needed, such as a calculation or an order.
Service
Custom AI development
Marlex AI builds custom AI tools and platforms scoped from a Business Process Assessment. Typical builds include document and data extraction from reports and PDFs, quoting and calculation tools that capture pricing logic held by one person, and internal platforms that an operation runs on.
Quoting and calculation tools
When pricing logic lives in one person's head, quotes wait on that person. A quoting tool turns the logic into something sales reps, and in some cases customers, can use directly.
From focused app to internal platform
Some clients need one well-built tool. Others need a platform that ties several steps of the operation together. Scope is set in the assessment, with pricing, before the build begins.
Should you buy existing software or build a custom AI tool?
An existing product may be enough when its standard workflow matches the job. A custom tool is worth considering when your document formats, calculations, or handoffs do not fit available software well. Custom development also brings maintenance responsibilities, so the assessment should compare fit, integration constraints, and the work involved before recommending a build.
Existing software versus custom AI: questions to compare
- Workflow fit
- Existing softwareCompare the product’s supported workflow with the task you need to complete.Custom AI toolDefine the specific documents, calculations or handoffs the tool must support.
- Integration
- Existing softwareCheck supported connectors, exports and any plan or access restrictions.Custom AI toolConfirm that the systems involved provide the access needed. Custom software cannot remove every integration constraint.
- Cost and scope
- Existing softwareConsider subscriptions, setup, configuration and any integration work.Custom AI toolConsider the scoped build, integrations, review requirements and ongoing maintenance. Marlex provides implementation pricing through the assessment.
- Accuracy and review
- Existing softwareCheck how outputs can be verified and how exceptions are handled.Custom AI toolDefine acceptable outputs, review points and responsibility for corrections. A custom build is not a guarantee of zero errors.
- Maintenance
- Existing softwareUnderstand vendor updates, support terms and who manages configuration.Custom AI toolAgree who handles changes and support. Marlex’s post-launch support is arranged case by case.
When is custom AI not the right answer?
Custom AI is not automatically the best choice. A standard product, a rules-based automation or a clearer process may solve the problem with less work. Unclear requirements, inaccessible data or no agreed way to review important outputs are reasons to resolve those issues before committing to a build.
Marlex AI starts with how the business operates rather than assuming it needs new software. The assessment defines opportunities, scope and pricing so you can decide whether to proceed.
Who builds it
Marc Dupuis leads client strategy, AI development, and systems integration. Marlo Toews leads the work of understanding how the business operates.
Questions
Frequently asked
What kinds of AI tools does Marlex AI build?
Document and data extraction, quoting and calculation tools, systems integrations, and internal platforms. Two published examples are a roof report extraction and material calculation app and a security panel self-quoting app.
Is support available after launch?
Yes. Post-launch support is arranged case by case, based on what the tool needs and what your team wants.
How is a custom AI build priced?
Pricing is scoped during the assessment rather than taken from a fixed package. The workflow, number of systems to connect, input-document variation, calculation rules, and review requirements help define the work involved. You receive an implementation scope with pricing before deciding on a build; the assessment deposit is credited toward it.