AI · Document Intelligence
Three-day backlogs, same-day shipped.
Turn invoices, contracts, and intake forms into validated, structured data flowing straight into your CRM, ERP, or accounting system.
AI document processing cuts per-document handling from 15 minutes to under 1 minute at 99.5% extraction accuracy. Unstructured documents become clean, validated, downstream-ready data.
The problem
Why teams come to us.
Manual data entry errors cost thousands
A single mistyped invoice number can delay payments for weeks. Human error rates of 1–4% add up fast.
Document backlogs create bottlenecks
Invoices, contracts, and forms pile up. Delays mean late payments, compliance risk, and unhappy clients.
You can't scale without hiring more people
Every new client means more documents. Your team is already at capacity.
What we build
The capability set.
OCR & field extraction
Extract names, dates, totals, IDs, and line items from PDFs, scans, and uploaded images.
Schema-based output
Normalize outputs into clean JSON, spreadsheets, CRM records, or database-ready rows.
Validation workflows
Apply rules, required-field checks, and confidence thresholds before anything moves downstream.
Human review queues
Route edge cases to an operator only when confidence is low or business rules require review.
Batch processing
Handle high-volume uploads for finance, operations, onboarding, or compliance teams.
System handoffs
Push extracted data into your CRM, ERP, inbox, storage, or internal dashboards automatically.
Use cases
See it in your workflow.
Invoice processing
- 01Vendor invoice arrives
- 02AI extracts line items
- 03Validates against PO
- 04Pushes to accounting
Invoice processing goes from 15 minutes to under 1 minute each.
Client intake
- 01New client uploads package
- 02OCR scans documents
- 03Extracts and validates
- 04Creates CRM record
Intake that took a day now completes in minutes.
Contract review
- 01Contract PDF uploaded
- 02AI identifies key clauses
- 03Extracts dates & amounts
- 04Outputs structured summary
Legal reviews structured highlights, not 40-page PDFs.
Stack
Tools we trust.
Extraction
- OpenAI Vision
- OCR pipelines
- Structured prompts
Automation
- n8n
- Make.com
- Custom APIs
Destinations
- Sheets
- CRMs
- Databases
- Cloud storage
Want this for your team?
Start with our $1,499 audit. We'll map your top 3 workflows and tell you exactly where ai · document intelligence pays off first.