AI Agents & Automation

Document & invoice processing

Stop retyping documents: read PDFs and scans, extract and check the fields, have a person review uncertain values, export to your systems.

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The problem

Typing data from documents

Invoices, orders and forms are read and re-typed by hand.

Errors slip through

Manual entry leads to wrong amounts, dates or references.

What is included

Collecting documents

From an inbox, a folder or an upload.

Reading PDFs and scans

Text extraction, with OCR where a document is scanned.

Extracting and checking fields

Fields such as supplier, amount and date read and validated against rules.

Human review

Uncertain values flagged for a person before export.

An example, step by step

Example · synthetic data A supplier invoice read, checked and exported

Input

A scanned invoice

A PDF invoice from a packaging supplier: supplier name, invoice number, date, VAT number, net amount, VAT and total.

Read the fields from the PDF, including the scanned parts.
Check them: the totals add up, the VAT number matches the supplier, the invoice is not a duplicate.
Send uncertain fields to a person; export the checked record.

Output

A validated record

One row ready for the bookkeeping export, each field marked checked or reviewed, with a link to the original file.

How it works

A document comes in

It is picked up from the agreed source.

Fields are extracted and checked

AI reads the document; rules check the values.

Review and export

Uncertain fields are reviewed; data goes to a spreadsheet or your system.

What you receive

A document workflow

From incoming document to checked, structured data.

An audit trail

What was extracted, what was changed and by whom.

Handover notes

How it works, how to change it and what to watch.

What it works with

Where documents arrive

An inbox, a folder or an upload, agreed with you.

Your reference data

Supplier list, cost centres and booking rules.

Your accounting or ERP system

Where checked records go; named once its import has been confirmed with you.

How we check it works

Field-level accuracy

Measured per field on a sample of your past documents, not as one overall score.

Uncertainty sent to review

Low-confidence fields go to a person instead of the export.

Reconciliation

Exported records are checked against the source totals.

What to keep in mind

Extraction can be wrong, especially on poor scans; uncertain values are always reviewed.
Export works to systems that accept an import or offer an API; we name supported systems only after checking yours.

What shapes the scope and quote

The number of document types and layouts.
Volume per month and how fast results are needed.
The system the data goes to and how its import works.

Frequently asked questions

Does this work with our accounting software?

If it offers an API or an import format, usually yes. We check it in the discover step before promising a connection.

What happens when a value is uncertain?

It is flagged for a person to check before the data is exported.

How accurate is it?

It depends on your documents. We measure accuracy per field on a sample of your own files before go-live and agree what goes to review.

Do you keep our documents?

Only as long as the agreed workflow needs them, in the location agreed in writing; see the security page for how data is handled.