AI Document Processing

Stop manually sorting, reading, and re-entering data.

We build systems that extract, classify, and route your paperwork automatically - so your team can stop being a human OCR machine.

Your team is buried in documents.

Invoices, contracts, applications, onboarding forms, compliance paperwork - it all lands in someone's inbox or on someone's desk, and from there it's a manual grind. Someone reads it, types the key info into a spreadsheet or CRM, maybe renames the file, maybe forwards it to the right person. Maybe.

This isn't a minor annoyance. It's a bottleneck that slows down approvals, delays payments, creates data entry errors, and eats hours every single week. The worst part? Most businesses don't even realize how much time they're losing because it's spread across so many people doing "just a few minutes" of document handling throughout the day.

We fix that. Permanently.

What we build

End-to-end document intelligence - from intake to archive.

Intelligent Data Extraction

We set up AI models that read your documents - PDFs, scanned images, emails, attachments - and pull out the data you actually need. Line items from invoices. Clause details from contracts. Contact info from applications. No more manual re-entry.

Automatic Document Classification

Documents get identified and categorized the moment they arrive. Invoices go one direction, signed contracts go another, support docs get tagged and filed. Your team stops playing traffic cop with their inbox.

Smart Routing & Workflows

Once a document is classified and its data is extracted, it gets routed to the right person, system, or folder automatically. Invoices go to accounting. Signed agreements go to your CRM. Applications trigger an onboarding workflow. Everything moves without someone pushing it.

Validation & Error Flagging

The system checks extracted data against your existing records and flags mismatches, missing fields, or anomalies before they become problems downstream. Catches things humans miss at 4pm on a Friday.

Searchable Document Archives

Every document that passes through gets indexed and made searchable. Need to find a specific vendor invoice from eight months ago? Search by vendor name, amount, date, or any extracted field - instead of digging through folders.

How it works

From paper chaos to automated pipeline in weeks.

01

Document Flow Audit

We audit your current document flow - what types of documents you handle, where they come from, where the data needs to go, and where the bottlenecks are. No assumptions, just a clear picture of what's costing you the most time.

02

Model Training & Configuration

We build and train extraction models on your actual documents. Not generic templates - models tuned to your specific invoices, contracts, forms, whatever you're dealing with. Accuracy starts high and improves as the system processes more of your real data.

03

System Integration

We connect the pipeline to your existing tools. Data flows directly into your CRM, ERP, accounting software, project management platform, or wherever it needs to live. No rip-and-replace - we plug into what you already use.

04

Testing & Handoff

We test with real documents, refine accuracy, and hand it off to your team with clear documentation and training. You'll know exactly how the system works, what it handles, and what gets flagged for human review.

05

Ongoing Support & Tuning

Document formats change, vendors update their invoices, new form types show up. We keep the system accurate as your business evolves - so extraction quality improves over time, not degrades.

Technology stack

We use whatever gets the job done for your setup.

Every document pipeline is different. We pick the right tools based on your document types, volume, accuracy requirements, and the systems you're already running.

OCR & Extraction

AWS Textract, Google Document AI, Azure AI Document Intelligence

AI Models

Custom-trained extraction models, Claude, OpenAI, Gemini

Integration Platforms

Make, n8n, Zapier - connecting pipelines to your existing systems

Storage & Search

Google Drive, Dropbox, SharePoint, S3, indexed archives

Business Systems

QuickBooks, Xero, HubSpot, Salesforce, Airtable, Notion

Data & Databases

PostgreSQL, MySQL, custom databases, Google Sheets, Excel

Custom: When off-the-shelf extraction doesn't cut it, we build custom models trained specifically on your document formats - tuned for the fields and layouts you actually deal with.

Industry applications

Document processing that fits your industry.

Accounting & Finance

Automate invoice processing, receipt capture, and expense categorization. Extract line items, match against POs, and push approved invoices directly to your accounting software.

Legal & Compliance

Process contracts, NDAs, and regulatory filings. Extract key dates, party names, clause types, and obligation details. Flag documents that need human review.

Healthcare & Insurance

Handle intake forms, claims documents, and authorization paperwork. Extract patient or policyholder data and route to the appropriate department or system without manual handoff.

Who this is for

This is a good fit if...

  • You handle more than a handful of documents per day and someone is re-typing data from them
  • You need to find specific documents or data points quickly but everything lives in folders
  • Your team is spending time routing paperwork instead of doing their actual job

This probably isn't the right service if you only process a few documents a week or your documents are entirely unstructured with no repeating fields. We're built for businesses with consistent document types arriving at a volume where manual processing is a real bottleneck.

What clients typically see

The numbers after the first 90 days.

95%+

extraction accuracy on cleanly formatted digital documents - right out of the gate, improving over time as models learn your formats.

80%

reduction in manual data entry. The system handles the extraction and validation - your team only touches exceptions.

Minutes

to process what used to take hours. Documents are extracted, classified, and routed the moment they arrive.

100%

of documents indexed and searchable. Find any invoice, contract, or form by any field - vendor name, amount, date, or keyword.

These are representative ranges based on typical engagements, not guarantees. Every business is different - we'll give you honest projections during discovery.

FAQ

Common questions about document processing.

What types of documents can you process?

Pretty much anything - invoices, contracts, purchase orders, applications, intake forms, receipts, compliance docs, insurance claims, and more. If it has structured or semi-structured data on it, we can extract it.

Can it handle handwritten documents or poor-quality scans?

To a degree, yes. Modern OCR and AI extraction models handle mediocre scans reasonably well. Handwriting is trickier and depends on legibility, but we'll be upfront about what accuracy to expect during the audit phase.

How accurate is the extraction?

For cleanly formatted digital documents, we typically see 95%+ accuracy out of the gate. Scanned or inconsistent documents may start lower but improve as we tune the models on your specific formats. We always build in validation steps so nothing slips through unchecked.

Does this integrate with our existing software?

Yes. We connect to whatever you're already using - QuickBooks, Xero, HubSpot, Salesforce, Google Drive, Dropbox, SharePoint, Notion, Airtable, custom databases, you name it.

How long does setup take?

A straightforward single-document-type pipeline can be live in two to three weeks. More complex setups with multiple document types, custom validation rules, and multi-system integrations typically take four to eight weeks.

What happens when a document can't be processed?

It gets flagged and routed to a human for manual review. The system learns from these exceptions over time, so the number of flagged documents decreases as it gets smarter.

Do we need to change how we receive documents?

Usually not. We build around your current intake - email, file uploads, scanned copies, cloud folders, whatever. The goal is to plug into your existing flow, not overhaul it.

Your team has better things to do than data entry.

Let's talk about what document processing looks like for your business. We'll map out your current flow, identify the biggest time sinks, and show you exactly what we can automate. No pitch deck. No pressure.