Document Processing
Extracts the data you need from invoices, statements, forms, and scanned PDFs.
The problem
Invoices arrive as PDFs. Forms get filled out by hand. Statements come in as scans. Someone on your team re-types all of it into your systems, and every re-typed field is a chance for an error that costs more to fix later.
Documents come in
Invoices, receipts, forms, and scanned PDFs arrive by email, upload, or a shared folder — however they already reach you.
The AI extracts the data
Key fields — amounts, dates, line items, names, account numbers — are extracted automatically, even from inconsistent formats and scans.
A human reviews exceptions
Anything unclear, mismatched, or unusual is flagged for a quick human review instead of being pushed through silently.
Clean data lands where it belongs
Verified data flows directly into your accounting platform, CRM, or spreadsheet — no manual re-typing.
Features
- Handles PDFs, scans, and photos of physical documents
- Extracts line-item detail, not just header totals
- Flags mismatches and unusual values for human review
- Connects to common accounting and business systems
- Cuts manual data-entry time significantly
Integrations
Built for
Document Processing FAQ
Invoices, receipts, statements, intake forms, and scanned or photographed paperwork — including inconsistent formats from different vendors or clients.
See Document Processing in action
Book a free demo and we'll show you exactly how it would work for your business.
Book a Demo