Book a free call
AI & Automation

AI document processing and data extraction

Turn invoices, forms and PDFs into clean data. Documents are read as they arrive, the details are extracted and checked against your rules, entered into the systems you use, and anything unusual is flagged for a person.

Book a free call See our work Fixed quote after a free call

What you get

  • Intake
  • Extraction
  • Checks
  • Entry
  • Review queue
  • Audit trail

Sound familiar?

  • Staff type details from invoices and forms into your systems by hand.
  • Documents arrive by email in every layout imaginable.
  • Typing mistakes cause wrong orders, payments or reports.
  • A busy week creates a backlog of paperwork.

Who it helps

  • Finance teams

    Supplier invoices, receipts and statements entered into accounting.

  • Operations and sales

    Purchase orders and order forms turned into orders.

  • Services and admissions

    Applications, claims and intake forms checked and filed.

What is included

  • Intake Documents collected from email, uploads or a shared folder
  • Extraction The fields you need read from PDFs, scans and photos
  • Checks Totals, dates and reference numbers checked against your rules and records
  • Entry Clean data sent to your accounting, CRM, store or database
  • Review queue Unusual or uncertain documents shown to a person with the fields highlighted
  • Audit trail The original document kept next to the data taken from it

Not included

  • AI and document service usage fees (billed to your own account)
  • Replacing your accounting or ERP system

Reading, then checking

Modern AI models read documents far better than older template-based OCR, including layouts they have not seen before. But reading is only half the job. Every extracted invoice is checked: do the line items add up to the total, does the supplier exist, is the invoice number new? A document that fails a check goes to a person with the questionable fields highlighted.

Starting with your documents

We test on a sample of your real documents before quoting, so you see what can be read reliably and what needs a person, rather than trusting a demo built on perfect examples.

Your data, handled carefully

Documents often contain personal or financial details. We send only what is needed to providers whose terms suit you, keep the originals in your own storage and can run parts of the process on your own server when required.

How it works

  1. Free call

    We look at the documents you receive and where the data has to go.

    From you: Ten or twenty example documents, with private details hidden if needed.

  2. Test and quote

    A test on your sample documents shows what can be read reliably, with a fixed quote.

  3. Build

    Intake, extraction, checks and entry built and tested on real documents.

    From you: Access to the target system.

  4. Run with review

    At first every document is checked by a person; reviews are reduced as accuracy is proven.

  5. Improve

    New layouts and rules added as they appear.

What affects the price

Every project gets a fixed quote after a free call, so you know the total before anything starts. These are the things that move it.

  • Types and layouts of documents
  • Number of documents per month
  • Fields to extract and checks to apply
  • Target systems
  • Handwriting or poor-quality scans

Questions about AI document processing and data extraction.

How accurate is it?

It depends on your documents. Clear PDFs are read very reliably; poor scans and handwriting less so. We measure accuracy on your own samples before you commit, and every document that fails a check goes to a person.

What documents can it handle?

Invoices, receipts, purchase orders, forms, applications, contracts and most PDFs, scans and photos that follow a consistent purpose.

Where does the data go?

Into the systems you already use, such as your accounting software, CRM, store or a spreadsheet, through their APIs or imports.

Do we still need people?

Yes, for the exceptions. The goal is that people check the unusual documents instead of typing the ordinary ones.

Is our data used to train AI models?

We use AI services whose terms do not use your data for training, and send only the fields a step needs.

Tell us your goal. We'll show you the plan.

Book a free 30-minute call. You'll leave with a clear plan and a fixed quote, whether you hire us or not.

Book my free call
Free call, no obligationBook my call