Get the details
out of your paperwork.
We build workflows that read invoices and forms, extract the details, and check them against your records. Your team reviews flagged items and approves the steps that need a person.
Reduce the typing between documents and systems.
Processing an invoice can involve reading a PDF, entering the figures, checking a purchase order, and finding the right approver. We look for repeated steps like these that software can help with.
The workflow extracts the fields you need and checks them against agreed rules. Missing details, mismatches, and unusual values go to a review queue before the record moves on.
Check each record before it moves on.
The workflow checks required fields, matches, and approval rules. Items that pass can move on automatically where you allow it. Exceptions pause for review.
Documents we can help process.
-
Invoice processing
Read vendor, amount, and line items; match against the PO before anything posts.
PDF in the inbox posted, coded, matched -
Onboarding & intake forms
Pull names, IDs, and details off the form and into the systems that need them.
handwritten or scanned clean records, no re-typing -
Approvals & sign-offs
Send each request to the right approver using rules for amount, type, or owner.
waiting in a queue on the right desk -
Reconciliations
Compare two sources line by line and surface only the rows that disagree.
a spreadsheet to eyeball just the exceptions -
Data extraction
Turn statements, contracts, and reports into structured fields you can query.
locked in a document fields you can use
Agree on what needs review.
We define the checks and approval rules with your team, then test them on representative documents. These figures are examples; the review rate depends on document quality and the rules you choose.
An example review rate to compare with the documents your team handles.
An example reduction target for manual entry and checking, measured after review time is included.
How we set it up.
- 01
Map one process
We walk through the forms, checks, and approvals with the people who handle them.
- 02
Build the workflow
We connect extraction and routing to your existing tools and send the records to the agreed destination.
- 03
Set the branch rules
We decide together what auto-approves and what pauses for a person.
- 04
Run, watch, hand off
Real documents, tuned to your team, with monitoring and a plain-English audit trail.
Related services.
- Automation solutions Connect your tools to route work and update records.
- AI strategy & consulting Compare possible AI projects and choose a useful first step.
- AI agent development Custom agents built to solve your specific business problems.
- CRM AI automation Automated follow-ups that keep customer relationships organized.
- AI content generation Draft content from your writing examples and approved facts.
Which documents take the most time?
Tell us which documents you process, what you enter from them, and where the records go. We'll discuss what could be automated and which checks your team would need.