Service — Document Processing Automation

Documents to
Data Instantly

Invoices, receipts, forms, contracts, IDs — your team processes thousands of documents manually every month. We build AI pipelines that extract, classify, validate, and route documents automatically. From unstructured file to structured data in seconds.

The Problem

Manual Document
Processing Kills Speed

Your accounts payable team spends 4 hours daily processing invoices. Your HR team manually enters data from resume PDFs. Your legal team reviews contracts line by line. Every document type requires a different process, a different person, and a different validation step. The result: delayed payments, missed deadlines, data entry errors, and a team that hates their job because they are doing robot work.

Stat 01
4 hrs

Average daily time spent on manual document processing per back-office employee. That is 50% of their productive capacity.

Stat 02
12%

Error rate in manual data entry from documents. Each error requires 30 minutes to find, correct, and re-verify.

Stat 03
3 days

Average invoice processing time in manual workflows. Suppliers call asking for payment status. Relationships fray.

Stat 04
80%

Of document processing tasks are repetitive and rule-based. Perfect for automation, yet still done by humans.

Why It Happens

The 4 Signs You Need
Document Automation

01

Invoice Backlog

Your AP inbox has 200+ unread invoices. Payment terms are missed. Early-payment discounts are lost. Suppliers are angry.

02

Data Entry Bottlenecks

Every form, application, and request requires manual data entry into your CRM or ERP. Your team is a data entry service, not a strategic function.

03

Document Chaos

Contracts are in email attachments, SharePoint, and local drives. No one can find the latest version. Compliance audits are a nightmare.

04

Validation Hell

Every document needs manual verification against master data. Is this supplier real? Is this PO valid? Is this amount correct? Hours of cross-referencing.

Our Delivery Process

Capture → Extract → Validate → Route

1
1 Week

Document Audit

We catalog every document type, volume, source, and processing step in your operation. We identify the highest-volume, highest-error, highest-delay documents. Deliverable: Document inventory + automation priority matrix + ROI projection.

2
1-2 Weeks

Model Training

We train OCR, classification, and extraction models on your actual documents. Not generic templates — your invoices, your forms, your contracts. Deliverable: Trained models + accuracy benchmarks + validation rules.

3
2-4 Weeks

Pipeline Build

We build the ingestion, extraction, validation, and routing pipeline. Email attachments, scanned files, uploaded PDFs — all processed automatically. Deliverable: Production pipeline + integration with your CRM/ERP + exception handling.

4
Ongoing

Optimize & Expand

We monitor accuracy, handle exceptions, and expand to new document types. The system gets better with every document processed. Deliverable: Accuracy reports + model retraining + new document type onboarding.

This Is For You If
  • You process 500+ documents per month across any category
  • Your back-office team spends more than 20 hours per week on document data entry
  • You have compliance requirements for document retention and audit trails
  • You want to eliminate manual invoice processing and accelerate payment cycles
  • You receive documents from multiple channels: email, upload, scan, API
This Is NOT For You If
  • You only process 20-50 documents per month (manual is still fine)
  • Your documents are highly variable with no standard format whatsoever
  • You are not willing to review and validate AI-extracted data (human-in-the-loop is required)
  • Your documents contain sensitive data that cannot be processed by cloud AI services
Typical Systems

Systems We Connect

OCR Engines

Tesseract, AWS Textract, Google Document AI, Azure Form Recognizer — chosen based on document types, accuracy requirements, and data residency needs.

AI Models

Custom LLM-based extraction, classification models, and validation rules trained on your specific document formats and business rules.

Storage

S3, Google Drive, SharePoint, Azure Blob, or on-premise storage. Automated archival, retention policies, and compliance tagging.

Integration

Direct sync to CRM, ERP, accounting systems, and databases. Real-time or batch depending on your operational requirements.

Expected Outcomes

What You Get

01

99% Accuracy

AI-extracted data with human-in-the-loop validation for edge cases. Most documents process without any human touch. Exceptions are flagged for review.

02

90% Time Reduction

What took 4 hours now takes 15 minutes. Your team focuses on exceptions, strategy, and customer relationships instead of data entry.

03

Same-Day Processing

Invoices processed and entered into your ERP on the day of receipt. Payment terms met. Early-payment discounts captured. Supplier relationships improved.

04

Audit Compliance

Complete document trails, versioning, and retention policies. Every document is tracked, every extraction is logged, every decision is auditable.

05

Scalable Volume

Process 1,000 documents or 100,000 documents with the same team. The system scales without adding headcount.

06

Cost Visibility

Track processing costs per document type, accuracy rates, and exception volumes. Optimize the pipeline based on real data.

Security & Governance

Built for
Enterprise Control

Every system we build includes role-based access control, audit logging, data encryption at rest and in transit, and compliance with GDPR, SOC 2, and ISO 27001 standards. Your data never trains third-party models. You own the source code, the data, and the deployment.

01

Data Sovereignty

Your data stays in your infrastructure. No third-party model training. Full data residency control.

02

Audit & Compliance

Complete audit trails for every automation, decision, and data access. SOC 2 and ISO 27001 aligned.

03

RBAC & SSO

Role-based access control, SSO integration, and multi-tenant isolation for enterprise environments.

04

Source Code Ownership

You own 100% of the source code, configurations, and intellectual property. No vendor lock-in.

Case Study

Canadian Law Firm — Document Collection Pipeline

Challenge

Personal injury law firm processing 300+ accident claim documents per month. Paralegals spent 25 hours weekly collecting, organizing, and entering medical records, police reports, and insurance documents.

Solution

Botpress + WhatsApp + Make + Google Sheets integration for automated document collection. Clients upload documents via WhatsApp. AI classifies, extracts, and routes to the correct case file.

25 hrs
to 3 hrs
Weekly processing time
300+
Documents/mo
Automated classification
95%
Accuracy
First-pass extraction
FAQ

Questions teams ask before they start.

What types of documents can you automate?

Invoices, receipts, purchase orders, contracts, resumes, medical records, insurance forms, ID documents, bank statements, and custom forms. If it has structure or semi-structure, we can automate it. Even unstructured documents can be processed with LLM-based extraction.

How accurate is AI document extraction?

For structured documents (invoices, forms), we achieve 95-99% accuracy with template-based extraction. For semi-structured documents, 85-95% with AI models. For unstructured documents, 75-90% with LLM-based extraction. All systems include human-in-the-loop validation for edge cases and low-confidence extractions.

Can you handle handwritten documents?

Yes, with modern OCR and handwriting recognition models. Accuracy depends on handwriting quality, but we typically achieve 80-90% accuracy for clear handwritten forms. For poor-quality scans or complex handwriting, we implement hybrid workflows with human validation.

How do you handle document security and privacy?

Documents are processed in your infrastructure or in isolated cloud environments with end-to-end encryption. No document data trains third-party models. We implement PII detection, redaction, and compliance with HIPAA, GDPR, and SOC 2 requirements.

What is the typical ROI of document automation?

Most clients see ROI within 3-6 months. A team processing 500 documents per month at 4 minutes each costs ~$2,000/month in labor. Automated processing costs ~$200/month in compute. Annual savings: $20,000+ for a single document type. Scale that across 5-10 document types and the ROI compounds.

Can you integrate with our existing document management system?

Absolutely. We integrate with SharePoint, Google Drive, Box, Dropbox, custom DMS, and any system with an API. We also build custom document portals with role-based access, version control, and audit trails.

Ready to Ship?

Stop Typing.
Start Extracting.

48-hour document audit. We will catalog your document types, measure your processing costs, and show you exactly what automation looks like for your operation.

Automate Documents →