Document Intelligence
AI-powered document processing that extracts, validates, and routes data from invoices, contracts, forms, and PDFs — eliminating manual data entry and connecting directly to your ERP, CRM, or approval workflows.
Why Manual Document Processing Breaks at Scale
Copy-pasting data from PDFs into spreadsheets is slow, error-prone, and scales linearly with headcount. At 500+ documents a month, it becomes a dedicated job. At 2,000+, it becomes a department.
Every vendor, client, and government form uses a different layout. Template-matching tools fail the moment a new format appears. Manual handling is the fallback — every time.
Manual data entry from documents averages a 1–4% error rate. On invoices, that means wrong amounts hitting your books. On contracts, missed renewal clauses. On forms, bad data downstream.
Documents sit in queues waiting for someone to process them. Invoices get paid late. Contracts miss review windows. Forms pile up. Every delay has a downstream cost.
When someone manually keys in data, there's no record of what was extracted, when, or who approved it. Compliance audits become archaeology projects.
When AI handles extraction, validation, and routing — humans only see the exceptions. That 10% of edge cases gets their full attention. The 90% that was routine runs automatically, faster and more accurately than before.
How Document Intelligence Works
Not a template matcher. An AI extraction engine that reads documents the way a trained analyst would — understanding context, validating logic, and routing to the right destination.
Documents arrive from email, upload, or shared drive. File type converted, pages normalized, duplicates detected before any AI processing begins.
Multi-model extraction reads every field — line items, dates, totals, parties, clauses — and outputs structured JSON with confidence scores per field.
Mathematical checks, referential lookups, format validation, and business logic rules run against every extracted field before data is trusted.
Validated documents dispatched to ERP, CRM, approval workflow, or calendar system based on document type, value, and routing rules.
Every extraction logged with confidence scores. Validation failures tracked and reviewed weekly. Extraction accuracy improves continuously.
Handles PDFs, scanned images, Word docs, and spreadsheets — including handwritten annotations and low-resolution scans.
Math checks, PO cross-references, duplicate detection, date logic, and custom business rules — catches errors before they hit downstream systems.
Connects to SAP, Xero, QuickBooks, Salesforce, and custom systems via API. Data lands where it belongs automatically.
Every extraction decision logged with model version, confidence score, and reviewer action. Compliance-ready from day one.
What Teams Deploy Document Intelligence For
All use cases live in production. Metrics are 90-day averages from active deployments.
Invoices extracted, validated against purchase orders, and posted to ERP automatically. Only invoices with mismatches or values above threshold go to human review. AP team processing time cut by 88%.
Key terms, renewal dates, liability caps, and termination clauses extracted and structured. Auto-renewal alerts created. Risk flags surface non-standard clauses before legal review begins.
Intake forms, applications, and survey responses processed and structured automatically. Missing fields flagged and bounced back to sender. Clean data lands in CRM without manual entry.
Bills of lading, customs forms, and compliance certificates processed and cross-checked against shipment records. Discrepancies flagged before goods are released. Ops team handling 3× previous document volume.
Document Intelligence Results Across Deployments
Aggregated from 50+ document processing deployments. Measured 90 days post-launch.
Where Document Intelligence Delivers the Most ROI
By document type, 90-day average across active clients.
Average ROI across all client types
Everything Included in Document Intelligence
Full-stack delivery — ingestion pipeline, extraction models, validation rules, integrations, and ongoing accuracy improvement.
Every workflow, configuration, and script is yours — with full documentation and Loom walkthroughs. Zero lock-in
We use a context-aware extraction model rather than template matching. The AI reads the document the way a human would — understanding field labels, positions, and context — rather than looking for data at a fixed coordinate. When new vendors are added, the model handles them without reconfiguration in most cases.
On standard structured documents (invoices, forms), we benchmark above 99% on high-confidence outputs. Complex semi-structured documents (varied contracts, scanned handwriting) typically run at 94–97%. The validation layer is designed to catch low-confidence extractions before they reach downstream systems.
Low-confidence fields and validation failures are routed to a human review queue with the extracted values pre-populated for correction. Reviewers fix the exception — they don't reprocess the whole document. Correction data feeds back into monthly model improvement cycles.
Yes, with appropriate accuracy expectations. Typed PDFs and digital-native documents achieve the highest accuracy. Good-quality scans (300 DPI+) perform well with our OCR pre-processing layer. Handwritten fields are supported but accuracy varies by handwriting quality — we benchmark this specifically during discovery.
We integrate with SAP, Xero, QuickBooks, NetSuite, Salesforce, HubSpot, Notion, Google Drive, SharePoint, and custom systems via REST API. The routing layer is built in n8n, making new integrations straightforward to add.
For 2–3 document types with standard integrations: 7–10 days to production. For complex environments with custom validation rules and legacy ERP integrations: 14–21 days. Shadow mode testing (parallel to manual process) is always included before full handoff.
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