AI Document Processing
Stop retyping paperwork. AI extracts the data and sends it to your systems, with a human check where needed.
The problem we solve
- Staff spend hours keying data from PDFs, scans and email attachments into accounting, ERP or case systems.
- Typing errors on amounts, dates or policy numbers cause payment mistakes and compliance headaches later.
- Paperwork arrives in every format and layout, so simple template-based tools break whenever a vendor changes its invoice.
What you get with AI Document Processing
Ideal for: Businesses handling lots of forms, invoices or applications.
- Document intake by email, upload or scan
- AI extraction and validation
- Export to your accounting, ERP or CRM
- Human review queue
An insurance agency speeds up policy intake
Illustrative example with a fictional business.
Kessling Insurance Partners, a fictional independent agency, receives declarations pages, loss runs and signed applications from carriers and clients in every format. Now each document sent to a dedicated inbox is classified, and key fields such as named insured, policy number, effective dates, coverage limits and premium are extracted. The system checks that dates make sense and that the policy number matches the client record in the agency management system. Fields with high confidence are filled in automatically. Anything below the threshold, or any mismatch, goes to a review queue where an account manager sees the original document beside the extracted values and confirms or corrects them with one click.
From kickoff to live
Collect samples
We gather real examples of each document type, including the messy ones, and agree on which fields matter.
Define rules
We set validation checks, such as totals that must add up or IDs that must match a record, and confidence thresholds for review.
Build the pipeline
Intake, extraction, checks and export to your system, with a review screen for anything uncertain.
Review and tune
We watch what reviewers correct and refine the extraction so fewer documents need a second look over time.
What you receive
- Document intake by email, upload, scanner or shared folder
- Extraction for your agreed document types and fields
- Validation rules and confidence thresholds you can adjust
- A human review queue showing the source next to extracted data
- Export to your accounting, ERP, CRM or case management system
- An audit trail of who reviewed and approved each record
When we’re not the right fit
- Very low volumes where manual entry takes only minutes a week
- Handwritten documents of poor quality where even a person struggles to read the content
AI Document Processing connects with
- QuickBooks Online
- Xero
- NetSuite
- Sage Intacct
- Bill.com
- Salesforce
- SharePoint
- Google Drive
- Dropbox
- DocuSign
Plus most tools with an API. We connect where the vendor provides API access; names are trademarks of their owners.
Frequently asked questions
Which documents work?
Invoices, purchase orders, bills of lading, intake forms, receipts, applications and most structured paperwork.
What happens when the AI isn't sure about a field?
It doesn't guess. Any field below the confidence threshold, or any value that fails a validation rule, goes to a person in the review queue. Only checked data is written to your systems.
Can it handle documents from many different vendors?
Yes. Modern AI extraction reads documents by meaning rather than fixed positions, so a new invoice layout usually works without a new template. We still test with your real samples before going live.
How is sensitive information protected?
We use business AI plans whose terms exclude training on your data, restrict access to the pipeline and review screen, and can set retention rules so source files are deleted or archived on your schedule.
Does it work with scanned paper?
Yes, as long as scans are reasonably clear. We can recommend scanner settings, and blurry or skewed pages are flagged for review instead of producing bad data.
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Tell us what you want to automate. We’ll show you a live demo built for a business like yours and send a tailored proposal.