There’s a category of work that’s pure friction: a document arrives, a person reads it, and types what it says into a system. Invoices, timesheets, referral forms, applications, compliance certificates, remittance advices.
It’s slow, it’s boring, it’s error-prone, and until recently it was genuinely hard to automate because the documents were never quite consistent enough for template-based extraction. That’s the part that’s changed. Models now read messy, variable documents about as well as a person skimming them.
What we build:
- Intake — monitored inbox, upload portal, scanner folder or API endpoint, so documents arrive without being chased.
- Extraction — the fields you care about pulled out as structured data, whatever layout the sender used.
- Validation — cross-checks against your existing records, arithmetic checks on totals, and confidence thresholds.
- Exception handling — anything uncertain routed to a person with the document and the extracted values side by side, so review takes seconds.
- Write-back — clean records created or updated in your CRM, finance system or database.
The exception queue is the piece that makes this safe. We tune the threshold so the system is conservative early on, and tighten it as the accuracy record builds. You get the volume benefit immediately without betting your data quality on it.