SERVICE APPLICATIONS
Document Processing
We build document processing workflows that extract information from incoming files, check it against your rules, and prepare records for the next system. Invoices, purchase orders, and job sheets each need different validation. Missing values and uncertain matches go to a reviewer with the source document attached.
Find a practical starting point for your business.
Describe the process and the systems you use. We’ll discuss where automation could help and what a useful first project would involve.
ENGAGEMENT SCOPE
Document data ready for review and transfer
These deliverables form the starting point for your proposal. We agree the systems, responsibilities, and acceptance criteria before work begins.
- Extraction specification
- Defined document types, required fields, formatting rules, and examples of incomplete or unsupported submissions.
- Review workflow
- An intake and extraction process with validation checks, duplicate detection rules, and an exception queue.
- Approved output connection
- A structured export or system integration that transfers checked records and records the outcome of each submission.
How we deliver the work
We test representative documents, including poor scans and unusual layouts, before selecting the extraction approach. Your team checks field accuracy and exception handling. Production transfer is introduced after the agreed validation and approval checks are working.
Can extracted invoices go straight into accounting?
We can connect an approved destination where an integration is available. Whether a record is created as a draft or posted automatically depends on your validation and approval rules. Extraction alone does not authorize payment.
Application examples
Explore a workflow below to see the proposed process and where your team stays involved.
Roof repair estimates from inspection notes
Turn a roofer’s documented findings into a repair scope, priced draft, and customer explanation.
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Invoice and paperwork cleanup
Reduce the pile of supplier invoices, receipts, job sheets, purchase orders, and approval emails that slow down billing and bookkeeping.
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Freight documents and delivery exceptions
Match shipment documents and delivery notes, then prepare an exception summary for the operations desk.
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Construction document control assistant
Help teams find the right spec, draft cleaner RFIs, track submittals, and keep project issues from getting buried in drawings, PDFs, and email threads.
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Submittal register drafts
Find required product submissions in specifications and assemble a reviewable register.
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Voice notes that become job paperwork
Dictate what you did on site and get a structured job summary, parts list, and invoice draft.
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Vehicle inspection summaries
Turn completed inspection notes into a readable explanation of the technician’s findings.
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Expense exception reviews
Prepare a review queue for receipts that do not match an expense claim or policy rule.
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Contract obligations and renewal tracking
Build a reviewable register of renewal dates, notice periods, and operational obligations from approved contracts.
Explore workflowYou’ve reached all 9 matching applications.