AI Agent for Data Entry — Built for Better Proposals

Automate Data Entry for teams using Better Proposals. Arahi AI agents handle the workflow end-to-end — no code, set up in minutes.

Benefits

Eliminate Manual Input
AI extracts, validates, and enters data from documents, emails, and forms automatically.
High Accuracy
Machine learning models catch errors that humans miss, ensuring data integrity across systems.
Process Any Format
Handle PDFs, images, spreadsheets, and handwritten forms with intelligent document processing.
Real-Time Sync
Data flows into your systems instantly — no batching delays or end-of-day processing.

Capabilities

Workflow Orchestration
AI coordinates multi-step business processes across departments — approvals, handoffs, and status updates flow automatically.
Resource Allocation
Assign team members, budgets, and assets to projects based on AI analysis of capacity and priority.
Financial Data Sync
Keep invoices, expenses, and revenue data synchronized between your business management platform and accounting tools.
Client Portal Automation
AI manages client-facing portals — updating project status, sharing deliverables, and collecting feedback without manual effort.
Operational Reporting
Generate profit-and-loss summaries, utilization reports, and project health dashboards on any schedule.
Compliance & Document Control
Enforce document retention policies, track regulatory deadlines, and maintain audit-ready records automatically.

How it works

  1. Connect Better Proposals

    Authorize Better Proposals in your Arahi AI dashboard. Projects, clients, and financial data sync instantly.

  2. Define Business Workflows

    Set up automation rules for Better Proposals — project milestones, invoice events, or client status changes trigger AI actions.

  3. Run Your Business on Autopilot

    AI handles the operational work inside Better Proposals while you focus on growth. Track efficiency gains live.

Use cases

Workflow Orchestration
AI coordinates handoffs across approvals, document routing, and project milestones in your business platform — eliminating the email follow-ups that hold processes together today.
Client Portal Automation
AI updates client-facing portals with project status, deliverable links, and feedback prompts so clients stay informed without your team manually communicating each step.
Resource Allocation
AI matches team members to projects based on skills, availability, and utilization targets — surfacing conflicts before they cascade into delivery issues.

Frequently asked questions

Can the Better Proposals data entry agent also work with other tools in my stack?
Yes. The data entry agent connected to Better Proposals simultaneously interacts with 1,500+ other apps — CRMs, databases, email platforms, and more. A single data entry workflow can pull data from Better Proposals, process it, and push results to multiple destinations.
How does Arahi AI automate data entry directly inside Better Proposals?
Arahi AI connects natively with Better Proposals to handle the full data entry workflow. The AI agent monitors Better Proposals events, processes data entry tasks automatically, and writes results back to Better Proposals — no copy-pasting or tab-switching required.
What specific data entry tasks can the Better Proposals integration automate?
The Better Proposals integration automates end-to-end data entry — including data capture from Better Proposals, validation, routing, follow-up actions, and status updates. Every data entry step that touches Better Proposals can be handled by the AI agent.
Do I need technical skills to connect Better Proposals for data entry automation?
No coding required. The no-code builder walks you through connecting Better Proposals and configuring data entry rules visually. Your team can set up, modify, and manage Better Proposals-based data entry workflows without any developer involvement.
What document formats can the data entry agent process for Better Proposals?
The agent reads PDFs, scanned images, emails, spreadsheets, and structured forms — extracting data fields and writing them to your systems. Even handwritten forms common in better proposals (intake, work orders, inspection reports) are processed accurately.
How accurate is the data entry agent versus manual entry in Better Proposals?
Validated extraction accuracy typically exceeds 98% on standardized documents — significantly better than the 4-5% error rates common with manual data entry in better proposals environments. Edge cases below the confidence threshold are flagged for human review instead of guessed.
Can I customize which Better Proposals events trigger data entry actions?
Yes. You define exactly which Better Proposals events start data entry workflows — new records, status changes, messages, or custom triggers. Each trigger can have conditions so data entry actions only fire when your specific criteria are met in Better Proposals.
How does Better Proposals data stay secure during data entry automation?
All data exchanged between Better Proposals and Arahi AI during data entry processing is encrypted in transit and at rest. We use OAuth tokens for Better Proposals access, never store raw credentials, and maintain full audit logs of every data entry action.
What ROI can I expect from automating data entry with Better Proposals?
Teams automating data entry through Better Proposals typically save 10-20 hours per week on manual processing. The ROI dashboard tracks time saved, tasks completed, and error reduction so you can quantify exactly what Better Proposals-powered data entry automation delivers.
How long does it take to set up data entry automation with Better Proposals?
Most users connect Better Proposals and launch their first data entry automation within 10 minutes. The guided wizard handles OAuth authorization, and you configure data entry-specific rules through a visual no-code builder.