Invoices & bills
Typical fields
- Supplier
- Tax / GST number
- Line items
- Totals & tax
Invoices, forms, contracts and statements, read in seconds. We build document processing that pulls out the data you need, checks it against your rules and only asks a person when it isn't sure.
Total doesn't match the line items. Sent to finance for a quick check.
How it works
Document intelligence does what a careful person does with every file that lands on their desk, only faster and without getting tired. Every document goes through the same five stages.
Documents arrive from email, scanners, uploads, shared folders or your apps, in PDF, image or Office formats.
Each document is recognised by type, such as an invoice, a delivery note or a contract, and split if several arrive in one file.
The fields and tables you need are pulled out, including handwriting, stamps and tables that run over several pages.
Values are checked against your rules and records: totals add up, tax numbers are valid, the PO exists and matches.
Clean data goes to your ERP, CRM or database, and anything uncertain goes to a person with the problem highlighted.
Documents we handle
If your team reads it and types something into a system, it is probably a candidate. These are the documents we are asked about most.
Typical fields
Typical fields
Typical fields
Typical fields
Typical fields
Typical fields
Typical fields
Typical fields
Beyond OCR
Many businesses already tried OCR and gave up when every new supplier layout needed another template. AI reads documents by understanding them, not by knowing where a box sits on the page.
Accuracy
No system reads every document perfectly, so we don't pretend it will. Every field gets a confidence score, and you decide what happens at each level.
High confidence
Passed straight through
Medium confidence
Quick check of the highlighted field
Low confidence
Full review by your team
We report accuracy field by field on a sample of your real documents, not on a vendor's demo set.
Totals, dates, tax numbers and PO matches are checked in code, so a misread number doesn't slip through.
Reviewers see the document and the extracted data side by side, with the doubtful fields already highlighted.
Every fix a reviewer makes is recorded and used to improve extraction for that document type.
Security
Invoices, IDs, contracts and bank statements hold some of your most private data. We treat the pipeline with the same care as any system that stores it.
Services
From a quick test on your documents to a full pipeline connected to your systems.
We take a sample of your real documents, measure what accuracy is achievable for each field and show you the result before you commit.
Learn more about Document Audit & Proof of ConceptClassification, extraction and validation built for your document types, combining OCR, vision models and language models as each case needs.
A simple web screen where your team checks and corrects flagged documents, with queues, assignments and an audit trail.
Extracted data posted straight into your ERP, accounting, CRM or document management system, with duplicates and errors caught first.
Learn more about ERP, CRM & DMS IntegrationAsk questions across thousands of contracts, policies or reports and get answers that point to the exact page they came from.
Learn more about Document Search & Q&AThe steps around the document: approvals, reminders, filing and notifications, so the whole process runs, not just the reading.
Learn more about End-to-End Document WorkflowsOur process
The only honest way to judge document AI is on your real paperwork. That is where every project with us begins.
You send us a representative set of documents, with sensitive details removed if you prefer, and tell us which fields you need.
We build a first pipeline and report accuracy for every field, so you see exactly what will be automatic and what will need review.
We add validation rules, the review screen and the connection to your systems, and test on a larger batch of real documents.
We launch with monitoring of accuracy and volumes, and keep improving the pipeline from your reviewers' corrections.
Technology
We combine the right OCR engine with the right AI model for each document type, and keep the pipeline independent of any single vendor.
AI document intelligence, also called intelligent document processing (IDP), is software that reads business documents the way a trained person would. It recognises the type of document, pulls out the data you need, checks it against your rules and sends it to your systems, flagging anything it isn't sure about.
OCR turns an image into text. Document intelligence goes further: it understands which text is the invoice number and which is the due date, reads tables and handwriting, copes with layouts it hasn't seen before and gives a confidence score for every field. OCR is usually one part of the pipeline.
It depends on the document type and quality, so we measure it on your own documents during the proof of concept and report it field by field. Clean digital invoices often need very little review, while poor scans or handwriting need more. Validation rules and human review make sure errors are caught before they reach your systems.
Every field has a confidence score. Above the threshold you choose, data flows straight through. Below it, the document goes to a reviewer with the doubtful field highlighted, so checking it takes seconds rather than re-typing the whole document.
Yes, within limits. Modern models read most printed and handwritten text in scans and phone photos, in English, Hindi and many other languages. Very poor images or unusual handwriting will be flagged for review rather than guessed.
Yes. We connect to your ERP, accounting, CRM or document management system through its API, or through imports where there is no API, and check for duplicates and mismatches before anything is posted.
We design for sensitive data from the start: encryption, masking of personal details, strict access control and retention rules. We use AI services under business terms that exclude your data from model training, and the whole pipeline can run in your own cloud if required.
Most projects start with a proof of concept on a sample of your documents, which shows the achievable accuracy before a larger commitment. Cost then depends on the number of document types, monthly volume and the systems involved, and we give you a fixed-scope quote.
Share a handful of sample documents and the fields you need. We will show you what can be extracted automatically and what would still need a person.
Test It on Your DocumentsNone of it is required. We can work it out together.