Document Processing
Stop re-keying. We extract the data from your inbound documents and put it where it belongs.
If any of this sounds like a Tuesday in your business…
- PDF invoices that someone manually retypes into accounting software.
- Insurance documents, COIs, and lien releases that get filed manually.
- Customer-supplied forms that need to land in your CRM or ticketing system.
- Scanned receipts that pile up before anyone has time to process them.
- Contracts and addenda that need fields extracted into a tracking system.
Specific workflows we build
- Invoice extraction and posting to accounting (QuickBooks, Xero, Sage, NetSuite, similar).
- COI (Certificate of Insurance) tracking — expiration dates, coverage levels, exception alerts.
- Customer form intake into CRM (Salesforce, HubSpot, Pipedrive, monday, similar).
- Expense receipt extraction and categorization.
- Contract intake with field extraction (parties, dates, key terms, renewal triggers).
- Medical document routing (HIPAA-aware handling; see healthcare administration).
- Lien releases, permit documents, and inspection reports for construction.
Ready to see what your workflows are actually costing?
The Workflow Audit maps the workflows taking the most time across your team — and tells you which are worth automating. Free 30-minute discovery, or a $1,500 deep audit credited against engagement.
A defined process from first conversation to handoff
- 01
Sample documents
We ask for 10–20 representative examples of each document type. Real ones — not the polished examples.
- 02
Build the extraction pipeline
OCR + targeted AI extraction tuned to your documents, with a confidence threshold below which a human reviews.
- 03
Integration layer
We connect extraction output to your accounting / CRM / ticketing system. Most modern systems have APIs we can use without you switching vendors.
- 04
Pilot with human review on every document
As confidence proves out, the human review threshold rises so people only see the ambiguous cases.
Outcomes we expect — without making up numbers
We deliberately avoid specific percentage claims until real engagement data supports them. The audit gives you calibrated estimates for your specific scope.
- Cycle time on document-bound workflows drops substantially — invoices that took days to process clear in hours.
- Transcription errors fall. The AI gets things wrong; the human review step catches them. The combination is usually more accurate than rushed manual entry.
- Audit trail: every document has a tracked extraction history. If a number is wrong, you can see where it came from.
- Your team stops spending Tuesday afternoons keying invoices.
Industries this solution serves
See how Document Processing fits the specific workflows of:
Based in Orlando, Florida · Veteran-owned operational software company · Local implementation and support across Central Florida
Ready to see what is worth automating?
Documents are usually the fastest automation win. If your team spends meaningful time re-keying data from PDFs and forms, the audit will tell you how much time you're spending — and what it would take to get most of it back.