Document & Data Processing
Invoices, forms, and documents extracted, validated, and filed automatically.
- Scope
- One workflow per deliverable
- Price
- Fixed, quoted from the approved spec
- Ownership
- Everything handed over to you
- Built with
- OpenAI APIAnthropic APIn8nCustom TypeScript/PythonAccounting & database integrations
Overview
What it is
Invoices, receipts, and documents processed by hand come with errors, and the errors surface in your books weeks later. Extraction is a job AI does well, with a human review queue for the cases it flags.
We build extraction pipelines that read incoming documents, validate the data against your rules, file it in the right system, and route low-confidence items to a human. You get the speed of automation without giving up control over the numbers that matter.
- “Invoices, receipts, and documents are processed by hand, with errors.”
- “We retype the same data between tools every single day.”
How it works
A fixed-scope path from spec to handover
You approve the spec, we build it, you see it run, you own it.
Sample your real documents
We start from your actual invoices, forms, or documents — not idealized examples — and define the fields that matter.
Define validation rules
What must always be true (totals match, vendor is known, dates are sane) and what routes an item to human review.
Build the pipeline
Extraction, validation, and filing into your accounting system, spreadsheet, or database.
Human review queue
Low-confidence items land in a review queue with the extracted data side by side with the source document.
- InputIncoming document (email, upload, scan)
- Step 1Extract fields with AI
- Step 2Validate against your rules
- Step 3File it — or queue for human review
- OutputData in your systems, errors caught before they land in the books
What you get
Named deliverables, not billable hours
Everything below is included in the fixed price and handed over with documentation and credentials.
- Extraction pipeline for your document types
- Validation rules agreed with you as acceptance criteria
- Human review queue for low-confidence items
- Documentation and ownership of every component
Not sure this is the right first automation? The Automation Audit finds the highest-value opportunity and ends with a working proof-of-concept.
In practice
Workflows built with this service
Each one has the full spec and a labeled demo you can run.
- Invoice & Receipt ExtractionReading, validating, and filing incoming invoices and receipts — from the email landing in your inbox to the data sitting in your accounting system.
- CRM Data Entry AutomationGetting data that already exists somewhere — an email thread, an order spreadsheet, a signup form — into the CRM as clean, deduplicated, correctly-linked records, without anyone typing it twice.
Find out what’s worth automating. Free.
A 30-minute call about your actual processes. You leave with a prioritized roadmap and see document & data processing demonstrated on your own workflow, whether or not you work with us.
- 30 minutes, on your real processes
- Prioritized roadmap you keep either way
- Working proof-of-concept before any contract
- Reply within one business day