Solution
Document Processing
Every document someone opens, reads, and retypes by hand is an hour you paid for twice. We pull the data straight out of your invoices, packing slips, applications, and contracts, and eliminate the manual entry and the errors that come with it.
Example, not a client case study
What this can look like
This is an example, not a promise of results. Every project starts with your own workflow.
Document Processing
Before
Someone opens each PDF or scan, finds the fields that matter, types them into the business system by hand, and double-checks the totals before filing it.
After
Incoming documents are read automatically. Key fields are pulled out and checked against known values, and clean records land right in the business system. A person only looks at the ones that fail the check.
Approach
How it works
- 01
Capture
Documents arrive by email, upload, scan, or an existing inbox, and get pulled into the pipeline automatically.
- 02
Extract & validate
Key fields get pulled out and checked against known values, formats, and business rules before anything moves forward.
- 03
Route exceptions
Anything that fails the check, or isn't confident enough, goes to a person with the document and the flagged fields attached.
- 04
Sync to your system
Checked records get written into your CRM, ERP, accounting, or internal system. No re-typing needed.
Where this shows up
Signs this is your problem
- Invoices, packing slips, or POs that arrive by email or fax and get re-typed into your system by hand
- Contracts, COIs, or applications where someone manually pulls out the two or three fields that matter
- A shared inbox where documents pile up faster than someone can file them
- The same document getting checked twice because no one trusts the first pass
Get started
Show us the documents your team processes by hand.
A sample of what you're currently typing in by hand is usually enough for us to scope this.
We'll reach out at a time that works for you. No cost, no obligation.