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Business operations · Document processing

Read the paperwork once. Flag the problems automatically.

Extract fields from invoices and forms, and flag what is missing.

The problem it solves

Invoices, claims, and forms are keyed in by hand. Missing details are discovered late, after payments or approvals are delayed.

  • Accountants
  • Insurance
  • Logistics

What it does

  • Extraction templates for your document types
  • Validation rules for required fields
  • Exception queue for documents that need a person
  • Export to your accounting or records system

Example workflow

  1. IntakeDocument upload
  2. ProcessingExtract fields
  3. ReviewValidate
  4. OutputRecord or exception

Try it

Simulated demoSample data only. Nothing is sent or booked.

Sample invoice

Invoice #INV-2291 · Acme Supplies · $1,840.00 · PO-7731 · Due 30 days

  1. Invoice PDF received
  2. Vendor, amount, PO, and terms extracted
  3. PO-7731 found in sample records
  4. Invoice record ready for approval
Invoice recordExample output

Run the demo to see the work product.

What we'll need from you

  • Read and write access to the tools involved (CRM, spreadsheets, inbox, or similar)
  • A walkthrough of how the work is done today, including exceptions
  • Someone on your team who can approve changes during testing

Pricing

Standard package

Indicative
Setup
From $1,000
Monthly
From $400

The starting price covers the standard package. Larger deployments with multiple locations, higher usage, additional integrations, or connected business systems are quoted individually.

Advanced / Enterprise: Enterprise document workflows

High volumes, many document types, approvals, retention rules, or multiple systems.

Custom pricing based on your business model, company size, and requirements.

Discuss your requirements

All prices in USD, indicative and subject to review. Usage, third-party licenses, and advertising spend are additional unless your proposal includes them.

Ready to put Document processing to work?

Start your application