AI & Automation
Invoices, applications, intake forms, contracts and emailed PDFs are read by AI, checked against your rules and entered into your systems, with people reviewing only the exceptions.
The short version
Teams spend hours copying details from PDFs and emails into other systems: invoice totals into accounting, applicant details into a CRM, policy numbers into spreadsheets. It’s tedious work, and mistakes are easy to make and hard to spot.
AI document processing reads each document, extracts the fields you define, checks them against rules such as totals adding up or required fields being present, and writes them where they belong. Anything uncertain lands in a short review queue instead of slipping through.
What's included
Capabilities
Automation where it’s safe, human review where it matters.
Handles varying invoice and form layouts without rigid templates.
Process attachments as they arrive in a shared inbox.
Check totals, dates, IDs and required fields automatically.
Low-confidence documents go to a simple review screen.
Write results to QuickBooks, Xero, your CRM or a database.
Access controls, retention rules and audit logs for sensitive documents.
How it works
We gather real examples of each document type and the fields you need.
Extraction and validation are built and tested on your samples.
Results flow into your tools, with a review queue for exceptions.
Accuracy is tracked and more document types are added.
Best fit
Popular in
No rip-and-replace. We integrate with what you already run.
FAQ
Straight answers to what buyers ask us most. Don't see yours? Ask on a free call.
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