Frequently Asked Questions

Answers to the critical questions CTOs, CFOs, and Partners ask about security, ownership, risk, and value.

💰 CFO & Financial Concerns

Questions about investment, ROI, and financial risk.

The online demo proves the technology can work with data similar to yours. However, the Feasibility Sprint proves it works on your specific, messy documents.

The $1,500 is a fixed-fee diagnostic investment for risk assessment, purchasing the certainty of the ≥90% Validated Benchmark, saving you from a larger, failed implementation.

We share the risk. The Performance Retention clause allows you to hold 15% of the fee until the Phase 2 success metrics are verifiably met. While initial setup cost is necessary for readiness, this guarantee ensures our fee is contingent on your measurable realization of value.

The Curam-Ai Protocol™ is fundamentally opposed to open-ended experimentation. Investment is incremental and contingent on success. Every subsequent phase is a fixed-scope sprint, preventing scope creep and guaranteeing cost certainty.

Phase 1 & 2 are fixed prices, and we provide indicative pricing for additional phases. Should we engage with you, we will provide fixed prices for the project based on an agreed outcome.

We move beyond simple integration into Tier 2 Risk Mitigation. Our solution is custom-tuned to your unique invoice variance and integrates governance, such as the ABN fraud validation logic. This approach adds a critical financial control layer that generic tools cannot match.

🛡️ Security & Compliance

Questions about data security, compliance, and data residency.

For Phase 1 & 2, we work within our own environments with sample data you provide. You may choose to redact some content.

However, should we move to Phase 3, we enforce the Phase 3 Compliance Shield. The solution is built exclusively using tools within your existing M365/Azure tenant. We specifically configure logic to prevent any data egress, eliminating 'Shadow IT' risk and meeting compliance requirements upfront.

Phase 3 (Compliance Shield) is dedicated to this. We map the deployment against ISO 27001 controls, ensuring the solution is built exclusively within your Azure tenant. This architecture provides governance, control over keys, and zero data egress, meeting the highest compliance standard.

All processing occurs exclusively within your Azure/M365 cloud tenancy. We configure logic traces to prevent data from being routed outside your secure environment (no egress). The solution is architected to utilize your existing secure cloud tenant (Azure, AWS, or GCP) to guarantee data residency and zero-egress compliance.

No. The solution is designed for minimal network impact. Integration relies solely on outbound communication via secure M365/Azure APIs that are already authorized. No new firewall ports or inbound external traffic is required, drastically simplifying IT security approval.

🔓 Ownership & Vendor Lock-in

Questions about IP ownership, licensing, and long-term control.

No. The long-term advantage is Full IP Ownership. We transfer 100% of the source code and flows to your tenant. This eliminates vendor lock-in, avoids any ongoing licensing fees from Curam-Ai, and ensures the solution becomes a self-sustaining asset managed by your internal IT team.

You own the system. We provide full source code, documentation, and video walkthroughs of maintenance tasks.

Maintenance: Routine tasks (adding vendors, adjusting low-code rules, managing permissions) can be handled by any IT admin familiar with M365. No coding is required.

Enhancements: Your team can build additional workflows using the low-code foundation we deliver, or re-engage us for new, complex workflows priced as a fixed Phase 4 sprint (typically starting from ~$15k).

Tier 2 Support (Optional): We offer an optional Tier 2 retainer (covering AI model retraining, complex troubleshooting) for $500/month (up to 2 hours support) with a 24-hour response SLA.

Per our Commercial Guarantee, you receive 100% full ownership of the source code and workflows at the conclusion of the implementation.

🎯 Accuracy & Risk Management

Questions about AI accuracy, error prevention, and risk mitigation.

We use a three-layer validation system, targeting 99%+ production accuracy:

  • Grounding: The AI only extracts data from your documents—it is incapable of generating or guessing information from the internet.
  • Confidence Scoring: If the AI scores <90% confident on any item, it flags the record for human review by YOUR staff through a simple approval queue.
  • ERP Cross-Checks: We validate extracted data against your existing vendor master lists, project codes, and approval thresholds for hard-coded correctness.

When rare errors occur (usually edge cases like damaged scans), they route to your team within seconds for quick correction, maintaining high automation efficiency.

The concern about failure concentrating on critical documents is precisely why Phase 1 (Feasibility Sprint) is mandatory: we eliminate this risk upfront.

We first work with your team to identify and verify the perfect, correct answer for the most important data points on your structural plans—we call this the 'answer key' or Ground Truth. Our ≥90% pass/fail guarantee is then measured only against that critical, verified answer key.

This means a successful test on simple documents cannot mask a failure on a critical document; if the AI cannot reliably handle the most complex, high-stakes information you submitted, we issue a full refund and stop the project immediately.

Our validation layers are designed to flag errors before they reach your ERP. If an error does bypass the system (e.g., a critical field is misread):

  • Workflow: The human review process ensures the data is corrected and re-entered quickly.
  • Feedback Loop: The incorrect document/data immediately enters a feedback loop to retrain the AI model for that specific edge case.
  • Professional Indemnity: We carry Professional Indemnity insurance which covers errors made by the AI implementation. Details of our policy are provided during the contract phase.

Our Phase 1 Time Saved figures are deliberately conservative because they already account for the minimal human intervention required for the 'Fail Safe' review process. This is not cleanup; it is a high-value risk mitigation step that affects <10% of documents, ensuring the overall efficiency gain and the ROI remain verifiably intact.

📋 Phase 1 & 2 Process

Questions about the Feasibility Sprint and Readiness Roadmap.

Phase 1 is $1,500 and comes with a 100% money-back guarantee based on objective performance:

  • Failure Criteria: If we cannot extract your target data with >90% accuracy from your sample set (minimum 10 documents).
  • Measurement: You verify the extracted data against your ground truth. Even one field wrong on a document means that document is a failure.
  • Refund: If the 90% accuracy is not met, you receive a full $1,500 refund within 5 business days.

We pride ourselves on transparency: 43 of our last 47 Feasibility Sprints passed. The 4 failures were due to poor source material (e.g., 100% handwritten forms) and all received a full refund.

To maintain the fixed 48-hour timeline and guarantee a meaningful result, we require a limited, pre-screened subset, typically 5–10 documents total.

This set must represent the key variability (messy, clean, old style) of the three core routines you want validated (Invoices, Schedules, and Drawing Registers). This is critical to control our diagnostic time and ensure the test is objective.

The Protocol is designed for low friction. The total time commitment is ~15 hours spread over 8–10 weeks:

  • Phase 1 (Feasibility): 30 minutes to send us 5-10 sample PDFs. Zero staff time after that.
  • Phase 2 (Roadmap): 2 hours from Leadership (kick-off/review) and 3 hours from SMEs (Finance/Project Mgmt) over 3 weeks.
  • Phase 3 (Compliance): 1 hour for IT Admin kick-off and 2 hours for policy review/approval.
  • Phase 4 (Deployment): 4 hours for User Training and 2 hours for UAT testing with 2-3 end users.

We provide all agendas in advance and work around your project deadlines.

⚙️ Technical & Implementation

Questions about integration, infrastructure, and technical requirements.

The solution is built on Microsoft Power Platform. If you have on-premise file storage, we use Microsoft's Power Platform Data Gateway—a secure, Microsoft-certified connector that:

  • Runs inside your firewall (no inbound ports need to be opened).
  • Only sends encrypted data to your M365 tenant for processing.
  • Is maintained by Microsoft, not Curam AI.

Limitations: On-premise setups are slightly slower (file retrieval adds 2-5 seconds). During Phase 2, we will assess the infrastructure and recommend the optimal integration architecture.

The solution is built using standard Power Platform tools. It integrates directly with your existing M365 infrastructure and leverages existing licensing. No proprietary licensing from Curam-Ai is required.

🏗️ Industry-Specific Questions

Questions specific to engineering and construction firms.

Yes. Our models are pre-trained on engineering-specific formats, not just generic invoices. We can handle documents like:

  • Concrete Test Reports (Extracting lot numbers, slump, and compressive strength)
  • Beam Schedules (Extracting dimensions, steel grade, and placement notes)
  • Drawing Registers (Auto-extracting revision numbers, issue dates, and file paths)

During a live demonstration, we can use redacted samples from previous deployments to show how our models handle these specific documents compared to off-the-shelf solutions.

Proof of Source: The solution is designed to eliminate Transcription Error by copying exactly what is in the PDF. The final CSV will include the source filename and an audit trail confirming the successful extraction of the critical data fields (like Member Size and Grade) that passed the ≥90% integrity check.

Still Have Questions?

Get in touch with our team to discuss your specific requirements and see how the Curam-Ai Protocol™ can work for your firm.

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