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.
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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.
- 01 / Ingest
Ingest
Documents arrive by email, upload, or scan — in whatever format they come.
- 02 / Extract
Extract fields
AI reads each one and pulls out the exact fields you care about.
- 03 / Validate
Match & validate
Values are checked against your records — POs, contracts, prior entries — and outliers flagged.
- 04 / Route
Route exceptions
Anything that doesn't add up is sent to a person to review; the rest sails through.
- 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?
How accurate is it?
What happens with errors or exceptions?
Where does the extracted data go?
How much does it cost?
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.