Home / AI automation / Document processing
Use caseMost businesses have a stack of documents that someone has to read and retype: applications, contracts, claims, certificates, order forms, invoices. We build automations that read them, check them and enter them where they belong, and leave the judgment calls to your team.
Parties, dates, amounts and key terms, with the clause each value came from.
Typed or scanned forms turned into structured records.
Customer orders read from email or PDF and created in your ERP or CRM.
Expiry dates and reference numbers tracked so nothing lapses.
Several files about one job, combined into one record with conflicts flagged.
Vendor, totals, tax and line items, matched to purchase orders.
The same shape works for most document types. What changes is which fields matter, which records they’re checked against and where the result goes.
Where a fixed rule can read a field reliably, we use the rule. It’s cheaper, faster and easier to check.
Reviewers see the page and the exact words each value came from, so checking takes seconds.
Dates, totals and deadlines are worked out by the software, never by the AI model.
We test on a set of your real past documents and share the results field by field.
Users describe a job in plain words or drop in contracts, invoices and scans. The assistant reads them, asks for what’s missing and builds a draft case against a checklist. Rules do most of the reading, an LLM fills only what they can’t, and nothing is saved until a person confirms it.
Read the case studyPDFs, Word and Excel files, images and scans, and text pasted into an email or form. Handwriting is possible in some cases; we test it on your samples first.
The record waits for a person, with the uncertain fields highlighted. You decide how strict that threshold is.
Usually, yes. We connect through the system’s API or import format. The assessment confirms what your system allows.
A working prototype on your own documents takes 2 weeks. Connecting it to your systems and rolling it out usually takes a few more weeks.
On the free assessment call we’ll look at your documents and tell you what could be automated. Written summary within 3 business days.
