If Someone Reads It and Types It, We Can Automate It
Invoices, purchase orders, intake forms, insurance claims, emails with attachments — we build systems that extract the data, validate it, and put it exactly where it needs to go.
Someone on your team shouldn’t be doing this.
“We have someone whose entire job is opening emails and typing numbers into our system.” Invoices arrive by email. Someone opens the PDF, reads the vendor name, the line items, the totals, and types every field into your accounting software. They do this dozens of times a day. It is tedious, error-prone, and expensive.
“Every form that comes in looks a little different.” Your clients, vendors, or patients send documents in different formats — handwritten forms, scanned PDFs, Word documents, photos from a phone. Someone has to decipher each one and figure out where the data goes.
“We are always behind on data entry, and mistakes keep slipping through.” When humans process hundreds of documents a week, errors are inevitable. A transposed number on an invoice, a missed line item, a wrong account code — these mistakes compound and show up as reconciliation nightmares at month-end.
“We need the data fast, but it takes days to process the backlog.” A stack of unprocessed documents means decisions are being made on stale information. You cannot act on what you cannot see, and you cannot see it until someone types it in.
What we build
We build systems that read documents the way a person would — but faster, more accurately, and without getting tired at 3pm on a Friday.
Invoice & PO processing
Invoices and purchase orders arrive by email, upload, or scanner. Our system extracts vendor details, line items, quantities, prices, tax, and totals — then routes the data to your accounting software, ERP, or approval workflow.
- Handles PDFs, scanned images, and email attachments
- Matches invoices to POs and flags discrepancies
- Syncs directly to QuickBooks, Xero, NetSuite, or your ERP
Email & attachment extraction
Monitor a shared inbox or specific email addresses. When a message arrives with an attachment or structured data in the body, extract the relevant fields and push them to the right system — CRM, ticketing, database, or spreadsheet.
- Parses email body text and attached documents
- Classifies and routes by type (order, complaint, inquiry)
- Creates records, assigns tasks, or triggers workflows automatically
Form & intake processing
Patient intake forms, application paperwork, onboarding documents, compliance checklists — extract data from paper or digital forms and load it into your systems. No more retyping what someone already wrote down.
- Handles handwritten, typed, and digital forms
- Validates required fields and flags incomplete submissions
- Populates EHR, CRM, or case management systems directly
Document classification & routing
When a mix of document types arrives — contracts, invoices, certificates, correspondence — the system identifies what each one is, extracts the relevant data, and routes it to the correct team, folder, or workflow without human sorting.
- Automatic classification by document type
- Rules-based routing to teams, folders, or systems
- Confidence scoring with human review for edge cases
Who this is for
If your team spends significant time reading documents and entering data into systems, this solution pays for itself fast.
Accounts payable teams
Processing dozens or hundreds of vendor invoices a week manually is a full-time job. Automated extraction gets invoices into your system in seconds, not hours.
Healthcare practices
Patient intake forms, insurance paperwork, referral letters, and lab results all need to get into your EHR. Automated processing cuts front-desk data entry and reduces errors in patient records.
Legal firms
Contracts, discovery documents, court filings, and client correspondence need to be cataloged, searched, and routed. Automated classification and extraction eliminates hours of paralegal sorting.
Logistics & supply chain
Bills of lading, packing slips, customs declarations, and shipping documents flow constantly. Automated processing keeps your tracking systems current without manual keying.
Insurance & financial services
Claims forms, applications, supporting documentation, and correspondence all follow predictable patterns. Extraction and routing automation dramatically speeds up processing times.
Property management
Lease agreements, maintenance requests, vendor invoices, and tenant applications all require data entry. Automated extraction keeps your property management software current without the backlog.
What to expect
Document processing automation delivers fast, measurable impact. Here is what our clients typically see.
reduction in manual data entry time for documents that follow consistent formats
extraction accuracy on structured documents like invoices and standard forms
from document receipt to data in your system — instead of hours or days in a processing queue
to deploy a production-ready system trained on your actual document types and workflows
Your documents stay secure
All our solutions are built with encrypted connections and follow your industry’s compliance requirements. Documents are processed securely, access is logged, and sensitive data is handled according to HIPAA, SOC 2, or whatever standards your industry demands. We never store documents longer than required for processing.
Frequently asked questions
What types of documents can you automate?
Invoices, purchase orders, intake forms, inspection reports, contracts, insurance documents, permit applications — essentially any structured or semi-structured document that someone currently reads and manually enters data from.
How accurate is automated data extraction?
For structured documents like invoices and forms, accuracy typically exceeds 95%. We build in validation rules and exception handling so edge cases get flagged for human review rather than processed incorrectly.
Can this work with handwritten or scanned documents?
Yes, though accuracy depends on legibility. Typed documents and clean scans work best. For handwritten forms, we can usually extract printed fields reliably and flag handwritten sections for review.
Does this replace our filing system?
No — it enhances it. Documents still go where they need to go, but the data inside them gets extracted and routed automatically. Your filing system stays intact; the manual data entry disappears.
See if this fits your business
Tell us about the documents your team processes manually — what comes in, where the data needs to go, and how many you handle per week. We will show you exactly how much time and effort automated extraction can save.
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