Intelligent document processing
Intelligent document processing: stop typing data by hand
We build AI that reads your invoices, contracts, claims, and forms, checks what it found, and sends clean data into your accounting software, CRM, or spreadsheet. Anything unclear goes to a person.
Upload 3 to 5 real documents with the form and black out anything private. We show you what AI gets right and what it misses, free, and delete your samples within 30 days.
Someone is still typing this in by hand
Somewhere in your business, a person opens a PDF, reads the numbers, and types them into another system. It's slow, it's easy to make mistakes, and it gets worse as you grow. Most teams have already tried a fix. Scanner apps that turn images into text (called OCR) work on clean pages, then fall apart on tables, odd layouts, or a vendor's new invoice format. Some have tried ChatGPT and gotten half the invoice wrong. So the work lands back on people.
How it works
Each document goes through four steps. Read: text-reading software (OCR) pulls the words off the page, and an AI model that can read images works out the layout, like which number is the total and which row belongs to which item. Check: your rules run on every result. Does the total match the line items? Is the PO number real? Is this a new vendor? Ask: anything the system isn't sure about goes to a person on your side to confirm. Send: clean data goes into your accounting software, CRM, or spreadsheet, and the original file is saved with a record of what was read. That's how it handles messy real-world invoices instead of only the clean ones.
Working with us, step by step
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Free sample test. Upload a few real documents with the form, with private details blacked out if you like. We show you what AI reads correctly, what it misses, and the error rate.
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Build. If the numbers make sense, you get a written scope and price first. Then we set up the reading, checking, and review steps for your documents and connect them to your systems.
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Run and improve. We run it on your real volume, fix the documents it struggles with, and keep an eye on it. Your people review only the unclear ones.
Where you end up
Documents get read and entered the day they arrive. Your staff checks the few unclear ones instead of typing all of them. And every document has a record of what was read, what was checked, and who approved it, so you can answer "where did this number come from?" in seconds.
Delivered work
Already reading real paperwork for a client
We've built and delivered a document processing system for a client, set up the way this page describes: documents are read, checked against the client's rules, and anything unclear goes to a person before it reaches their records. We keep client names and documents private. Your accuracy depends on your documents, so we measure it on your own files in the free sample test instead of quoting someone else's numbers.
Why it works for you
- Reads the hard ones too: tables, multi-page invoices, odd layouts
- Catches mistakes before they reach your books: your rules check every result
- People stay in charge: your staff confirms anything unclear
- Works with what you have: accounting software, CRM, business system, or a spreadsheet
- A record for every document: what was read, checked, and approved
- Runs where you choose: on your own systems or a private setup, not a public chatbot
Questions, answered
How accurate is it on our documents?
We measure it on your documents before we build anything. Clean, typed documents are read very accurately; handwriting and heavily damaged scans are lower and we tell you upfront. You get a real error rate, not a marketing number.
What document types does it handle?
Anything with structured information: invoices, purchase orders, contracts, claims, applications, medical intake forms, and shipping documents. If a person can read it well enough to type the data out, the system can usually be set up to read it.
Where does the extracted data go?
Wherever it needs to be: your accounting software, customer system (CRM), business management system (ERP), database, or spreadsheet. We build the connection as part of the project, so the data doesn't end up in a folder nobody opens.
Is our document data safe with an AI system?
We design it to keep your documents under your control. The system can run on your own servers or in a private cloud setup in your name, not a public chatbot. Access is limited to the people who need it and logged. Security is CISSP-led, and we walk you through where each document goes, in writing, before anything runs on real data.
Is it safe to send you sample documents?
You upload samples through the form on this site, and you decide what's in them. Black out names, account numbers, or anything else private; we only need the layout and the kinds of fields you care about. We use the samples for your test and delete them within 30 days.
What does it cost?
It depends on your document types, how many you process, and how messy they are. After the free sample test you get a written quote built around your documents. Project engagements start at $4,999, nonprofits and first-time clients get 20% off automatically, and ongoing monitoring can run on a monthly plan quoted to fit.
Which one do I need?
- Someone types data out of invoices, forms, or contracts. You're here: Document Processing.
- Work stalls between people and tools: approvals, follow-ups, handoffs. See AI Workflow Automation.
- You want AI to handle a multi-step job, with your approval on anything important. See AI Agent Development.
- You want AI features inside the software you already use. See LLM Integration.
- You tried ChatGPT on your documents and it got things wrong. See Can ChatGPT Do OCR? (guide).
Not sure? Send a sample anyway. We'll tell you which one fits, even if it's none of them.
See what AI reads from your own documents
Upload 3 to 5 real documents with the form. We'll show you what it gets right, what it misses, and whether it's worth building. Free, no contract. Black out anything private; we delete samples within 30 days.