DOCUMENT PROCESSING
WHO THIS IS FOR
✓
Your finance team processes hundreds or thousands of invoices a month, mostly by hand.
✓
Contracts arrive by email and somebody has to read them, summarize them, and file them.
✓
Supplier forms come in 14 different formats and one person knows how to handle all of them.
✓
Your ERP is the source of truth, but the data takes days to get there.
If two of these sound familiar, keep reading.
WHAT WE AUTOMATE
Invoice → ERP row
Invoices
AP invoices, supplier invoices, recurring billing, multi-currency. Header data, line items, tax, payment terms. Posted to your ERP with the right GL coding.
Contract → key terms
Contracts & agreements
NDAs, vendor contracts, service agreements, lease documents. Extract key terms, dates, obligations, counterparty data. Route for review where required.
PO → structured order
Orders & forms
Purchase orders, order confirmations, shipping documents, supplier intake forms. Structured, validated, pushed into the right downstream system.
Form → reviewer queue
Submissions & filings
Loan applications, claims forms, compliance submissions, customer paperwork. Captured, verified, routed to the right reviewer.
HOW IT WORKS
STEP 1
Ingest
Documents come in however they already do - shared mailbox, SFTP drop, vendor portal upload, scanner output, API.
STEP 2
Extract
Headers, line items, tables, signatures, stamps, handwritten amounts. Multi-language. Multi-format. We don’t ask you to standardize anything first.
STEP 3
Validate
Cross-check against your business rules: PO numbers match, amounts within tolerance, vendor exists, GL coding is sane, duplicates flagged. Wrong things stop. Right things flow.
STEP 4
Post
Into your ERP, accounting tool, CRM, or internal database. With audit trail. With human-in-the-loop wherever your policy demands it.
Same model whether you process 200 documents a month or 200,000.
THE NUMBERS THAT MATTER
No-touch
90%+
of documents processed without human touch
Cycle time
60-80%
reduction in cycle time per document
Time to prod
< 30d
from kickoff to running in production
Numbers vary by document type and complexity. We commit to specific targets in writing, scoped to your data, before we start.
INTEGRATIONS
ERP
SAP
Oracle
NetSuite
MS Dynamics
Sage
Infor
Accounting
QuickBooks
Xero
Regional tools
Document sources
Shared mailboxes
SFTP
Vendor portals
Scanners
APIs
Storage
SharePoint
Google Drive
S3
On-prem shares
Custom
If it has an API or a database, we connect to it.
RELIABILITY
After deployment
Every document logged with an audit trail
Confidence scores on every extracted field
Anything below your threshold routed to a human
Drift monitoring with alerts when accuracy degrades
PRE-DEPLOY VALIDATION
Invoice Processing v2.1
Passed threshold
Vendor name extraction
98.4%
Line items
96.1%
Total amount
99.2%
Tax codes
87.0%
Below threshold - human review enabled
Duplicate detection
97.8%
DEPLOYMENT & SECURITY
On-prem deployment
When documents can’t leave your perimeter.
EU data residency
When GDPR makes that non-negotiable.
SOC 2 controls
Encryption in transit and at rest, role-based access, full audit log.
Your data stays yours
No data used to train external models.
