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.
Automation for a Southwest Florida metals business covers spot-linked pricing, compliance paperwork read and filed by an agent, settlement reconciliation and inventory that agrees with the books. A first engagement is scoped in writing, runs about three weeks, and lives in your own accounts.
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. The feed runs as a scheduled workflow on the platform that fits.
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. This is document extraction with a human check on every low-confidence read.
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. That is data sync between systems, with a nightly log of every record touched.
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?
- An AI reads a customer ID well enough for compliance because it scores its own confidence and sends every low-confidence extraction to a person. The audit trail that results is stronger than a manual one, because every check is logged.
- What about the spot feed?
- The spot feed is a live price 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
Other industries
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.