✦AI Document Processing

Stop retyping invoices, orders and forms.

AI reads the documents that arrive every day, pulls out the data, checks it against your rules and puts it where it belongs, with a person reviewing exceptions.

Focused sprints $5,000Larger builds quoted separatelyYou own the custom build
An invoice, entered for you
  1. Invoice received by emailsupplier-invoice-20481.pdf
  2. Read by AIAcme Supply · $4,812.50 · Net 30
  3. Checked against the orderPO 7731 · amounts match
  4. Entered in QuickBooksBill created · ready for approval
No retyping, no typos
Illustration with sample data

Before you buy

Is this the right next step?

A good fit when

Your team processes repeated documents in meaningful volume and spends time extracting or checking the same fields.

Start smaller if

A built-in importer or accounting feature handles the files. Very low volume may not justify a custom system.

What we check first

Representative documents, extraction accuracy, required fields, exception handling, and approved data access.

How to judge the result: Compare field accuracy, review time, and completed records using real samples before relying on automated entry.

Interactive walkthrough

See how AI Document Processing works.

Follow one realistic example from the first input to the result your team receives.

Product simulation · sample data
AI Document Processing · workflow preview
INPUTInvoice, order, form or PDFSTEP 1Map the ai document processingOUTPUTBuilding…
1
NOW HAPPENING

Map the ai document processing

You show us the process. We ask where it breaks.

Input receivedMap the ai document processingFixed quote in 24 hoursBuild and testLive and handed over
Step 1 of 4

The problem

Sound familiar?

01

Hours of data entry

Invoices, orders and forms typed in by hand.

02

Mistakes cost money

A wrong number on a PO or invoice.

03

Documents arrive everywhere

Email, uploads, scans and photos.

What you get

What we build for you.

Built on your tools and your data, tested on real cases, and handed over so you own it.

Reads PDFs, scans and photos

Invoices, POs, receipts, applications and contracts.

Checks against your rules

Totals, required fields and matching records.

Review queue for exceptions

People only look at what needs a person.

Enters data into your systems

Accounting, ERP, CRM or a spreadsheet.

Audit trail

The original file linked to every record.

Email inbox processing

Reads attachments from a shared inbox automatically.

How you buy it

Agree the scope before you build.

A focused workflow may fit a $5,000 sprint. Full applications and larger integrations need a separate Custom Build quote from $15,000. Ongoing support is optional. Live by the agreed date, or the final scheduled installment is waived.

Start here

2–3 weeks

AI Sprint

$5,000

One document type, for example supplier invoices, read, checked and entered into your system. Live in 2–3 weeks.

  • Written scope and launch date
  • Built, tested and live
  • Training for your team
  • 30 days of fixes
See the AI Sprint

Month to month

AI Build Team

from $3,500/mo

More document types, better accuracy from the review queue and a monthly report on hours saved.

  • Same builder every week
  • Slack requests in 48–72 hours
  • Monitoring and fixes
  • Monthly report
See the AI Build Team

How it works

A focused sprint takes 2–3 weeks after scope and access are agreed.

01

30-minute call

You show us the process. We ask where it breaks.

02

Fixed quote in 24 hours

Written scope, price and launch date.

03

Build and test

Weekly demo, on your real data.

04

Live and handed over

Your team uses it. We fix anything for 30 days.

Person working through a pile of paperwork

Who it's for

Built for businesses like yours.

Every build is shaped around your tools, your data and how your team works.

  • Finance and admin teams
  • Distributors and manufacturers
  • Logistics
  • Property management

Built before

Similar workflows we've built for clients.

Real screenshots, client names kept private.

Make workflow: Etsy receipt processing and task list Full workflow

MakeDocuments & data

Etsy receipt processing and task list

Order receipts arrived as files and were read and logged by hand.

  • Watches a Drive folder for new receipts
  • Converts each file and pulls out order number and total
  • Adds a next step such as “mark as shipped”
  • Logs everything in a tracking sheet

MakeGoogle DrivePDF toolsOpenAIGoogle Sheets

Make workflow: Uploaded files into Asana tasks Full workflow

MakeDocuments & data

Uploaded files into Asana tasks

Audio files and documents were uploaded and then never acted on.

  • Watches Dropbox for new files
  • AI reads or transcribes each one
  • Pulls out the action items
  • Creates the tasks in Asana

MakeDropboxOpenAIAsana

Questions

Before you start.

How accurate is it?

Accurate on clean documents, and anything uncertain goes to a review queue instead of straight into your system. We measure accuracy on your own files before launch.

Is our data safe?

We use business AI accounts that don't train on your data, keep files in your own storage and limit access to what the workflow needs.

Which systems can it enter data into?

Most accounting, ERP and CRM tools with an API, plus spreadsheets and databases.

What if the document layouts vary?

That's where AI beats old template tools. It reads the meaning, not fixed positions on the page.

✦AI Document Processing

Stop retyping invoices, orders and forms.

Request a free consultation. You get a fixed, written quote within 24 hours.