Document Intelligence

Turn piles of documents into clean, structured data.

Invoices, contracts, forms, PDFs — AI reads them, pulls out exactly the fields you need, checks them against your records, and files the data where it belongs. The manual data entry just stops. Humans stay in control: AI extracts, your team approves the exceptions.

Looking for AI that decides on its own? Meet AI Agents →

The workflow

One messy document, five steps to filed.

Every document runs the same path — ingested, extracted, validated, exceptions routed, and posted. AI does the lifting; a human handles the edge cases.

  1. 01 / Ingest

    Ingest

    Documents arrive by email, upload, or scan — in whatever format they come.

  2. 02 / Extract

    Extract fields

    AI reads each one and pulls out the exact fields you care about.

  3. 03 / Validate

    Match & validate

    Values are checked against your records — POs, contracts, prior entries — and outliers flagged.

  4. 04 / Route

    Route exceptions

    Anything that doesn't add up is sent to a person to review; the rest sails through.

  5. 05 / Post

    Post & file

    Clean data is written to your system with a full audit trail of what came from where.

What it does

Read it, check it, file it — at any volume

From a single tricky contract to a backlog of thousands of invoices.

Read any document

PDFs, scans, photos, emails, forms — typed or handwritten, structured or not.

Field extraction

Line items, totals, dates, terms, parties — exactly the fields you specify.

Match against records

Cross-checks each document against your POs, contracts, and prior data.

Exception routing

Mismatches and low-confidence reads go to a human, not into your database.

Audit trail

Every extracted value is traceable back to the source document and page.

Bulk processing

Backlogs of thousands of documents handled without an army of temps.

Use cases

Sound familiar?

A few of the document workflows we automate most. If yours isn't here, it probably still fits.

Invoice extraction & matching

Pull invoice data, match it to the PO, and flag the discrepancies.

Contract clause review

Surface key clauses and risks against your playbook before signing.

Form & application intake

Turn submitted forms into clean records the instant they arrive.

Expense & receipt processing

Categorize and log expenses straight from photos of receipts.

Records digitization

Convert paper or scanned archives into searchable, structured data.

Claims & intake

Route incoming claims or requests into the right downstream workflow.

Works with your stack

It runs on the tools you already use

A few of the platforms we build on — plus hundreds more, and anything with an API.

Questions

Before you ask

What document types can it handle?
Just about any — PDFs, scans, photos, emails, and forms, including handwritten and low-quality scans.
How accurate is it?
Very, on the fields that matter — and where it's unsure it flags the document for a human rather than guessing. You set the confidence threshold.
What happens with errors or exceptions?
They're routed to a person to review with the source document side-by-side, so nothing bad slips into your records.
Where does the extracted data go?
Wherever you need it — your accounting system, CRM, database, or a spreadsheet — with an audit trail.
How much does it cost?
A single document workflow is an Automation Build ($1,000–$3,000); high-volume or multi-document-type systems are a Full Implementation ($5,000–$10,000). We scope it on your free call. See pricing →

Let's end the manual data entry for good.

A free 30-minute call. We'll find the work worth automating and hand you a plan — yours to keep.

No prep needed — we work it out live on the call.