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The paperwork of a metals trade, done by the system

Every metals transaction produces paperwork: the ID, the form, the threshold check, the settlement, the record that has to be kept for years. Most dealers do it by hand and file it in a cabinet, which works until an auditor or a regulator asks for one specific transaction from two years ago.

Send me the situationHow it works

Read and answered by me, usually within the day. If a spreadsheet and a checklist would do, that is the answer you get.

  • For bullion dealers, coin shops, refiners, gold buyers and private vaults.
  • An operator who has automated this trade from the inside
  • The workflows that sector actually runs on
  • Scoped in writing, priced before work starts

Twelve

companies operated, six of them his own, on automations he built

15,868

records synced between two systems every run, zero failures

3,984

recorded calls transcribed and graded by an agent, not a person

1,350

pages produced by one 24-agent workflow, every one reviewed

What gets automated in precious metals

Spot-linked pricing that updates itself

Buy and sell prices recalculated from spot on a schedule, published to your website and your counter screen, with the premium rules written down. No one types a price at 9am.

Compliance forms extracted and filed

ID and transaction documents read by an agent, the required fields checked, the record filed with the original attached and the retention clock started. The audit answer becomes a search.

Settlement and reconciliation

Payouts, deposits and refinery settlements matched against the ledger automatically, with the exceptions, and only the exceptions, put in front of a person.

Inventory that agrees with the books

Stock counts, purchases and sales synced between the point of sale, the inventory list and accounting, so the number on the shelf and the number in the books are the same number.

What precious metals owners ask

Do you know the metals business?
I run a gold-buying company and serve as COO of a private vault. The workflows here are ones I have built for my own operations.
Can an AI read an ID reliably enough for compliance?
It reads well and it scores its own confidence. Low-confidence extractions go to a person. The audit trail that results is stronger than a manual one, because every check is logged.
What about the spot feed?
A live spot price is fetched on a schedule from a data provider you subscribe to, cached, and used by the pricing rules. Your website and your counter show the same number at the same time.

Where to start

Workflow automationThe map of how work flows, then the automation that runs it. On n8n, Zapier, Make or code.Quote and invoice automationQuotes generated from a form, invoices raised on a stage change, reminders on a schedule.Reporting automationThe numbers you actually run the business on, built and sent every Monday without anyone opening a spreadsheet.AI agent developmentA custom agent with one defined job, a defined place a person checks, and a log of everything it did.

Other industries

Luxury retailFine jewelers, watch dealers, art galleries and luxury boutiques.ConstructionBuilders, roofers, pool and seawall crews, remodelers and the specialty trades.Legal servicesSolo practitioners, small firms, practice groups and legal referral networks.Real estateBrokerages, agent teams, apartment locators and property managers.

Tell me what is in the way.

One form, read by the person who would build it. If the honest answer is a checklist and no software, that is what you will hear.

Send me the situationEmail instead