Document & Data Automation
Documents arrive, data comes out structured—with review where accuracy matters.
Invoices, forms, orders and contracts arrive as PDFs, scans and photographs. Someone reads each one and types the contents into another system, every day.
- Extraction from PDFs, scans and images into structured records
- Validation rules that catch inconsistencies before they enter your systems
- Human review queues for low-confidence or high-value items
- Direct delivery into your accounting, ERP or database
Manual data entry largely removed, with fewer transcription errors and a clear audit trail.
If volume is genuinely low—a handful of documents a week—the setup will cost more than the time it saves. Volume is the deciding factor.
How it works
Real invoices, forms and contracts are collected, and the fields to extract—amount, date, party names and so on—are defined.
Extraction logic matching the document type is built and tested across varying formats and quality levels.
Rules are added to catch inconsistencies, such as totals that do not add up.
High-confidence results go straight into your systems; low-confidence cases go to a review queue.
Use cases
Supplier invoices are read automatically and delivered into accounting software as structured records.
Party names, dates and key terms are pulled automatically from contract text into a spreadsheet.
Paper or PDF order forms enter your warehouse or CRM system directly as structured data.
Uploaded documents are checked automatically for required fields, with missing ones flagged.
Frequently asked questions
Depending on quality, yes—though accuracy is typically lower than with printed documents. Testing on a sample is recommended first.
Validation rules catch inconsistencies, and low-confidence cases go to human review automatically—bad data does not silently enter your systems.
Generally, tens of documents a week or more shows a clear return. At lower volumes, manual work can be cheaper, as noted in the "not for" section.
In most cases yes, provided a suitable integration point exists. This is checked during discovery.
All solution groups
Repetitive operational steps run without a person triggering them—while exceptions still reach a human.
An assistant that answers real customer questions, qualifies the enquiry, and hands over cleanly when a person is needed.
Every enquiry is captured, routed and followed up—without depending on someone remembering.
Have a process that could work better?
Describe it in a few sentences. You will get an honest view of whether it is worth automating—before any proposal.
Discuss your business problem