Service · 07

AI Document Intake

Capture the fields you need from incoming documents and send uncertain entries to a person before they reach your system of record.

The problem

A supplier sends a revised order PDF. Someone retypes the quantities, checks the order number, and tries to remember whether an earlier copy was already entered.

Our approach

Start with one document type and a set of real examples. We map its fields to your destination, check required values, and show the reviewer the source alongside the proposed record.

What's included

What we handle for you.

Field mapping

Agree on the fields to extract and the checks a record must pass.

Review queue

Flag missing values, possible duplicates, and unexpected formats before approval.

Approved handoff

Send reviewed records to your spreadsheet, CRM, or operations system.

Deliverables

What you walk away with.

A working intake flow for one document type
A review queue linked to the original documents
An export or integration for approved records

Ideal for

Is this you?

Operations teams entering orders by hand
Finance teams reviewing invoices
Service teams processing repeat application forms

Talk to us about this

Ongoing AI Support

Available with this service after launch.

This is not a separate service. It is the ongoing support option for keeping AI Document Intake useful, maintained, and improving as your business changes.

Monitoring and small improvements after launch

New automation, dashboard, or workflow updates as the business changes

Monthly review of what is working, what is stuck, and what to build next

Support for connected CRM, data, email, and reporting workflows

In practice

Handle a revised invoice

An invoice can share its number with a corrected copy. Keep the original document, show the changed fields, and let finance decide which version to post.

Bring sample documents with sensitive details removed.

Plan document intake →

Frequently asked questions

Which document type should we start with?

Choose a frequent form with a stable destination, such as supplier invoices. Include scans, revised copies, and unusual layouts in the pilot.

What happens to uncertain fields?

Route them to a reviewer alongside the source page. Required fields and validation rules determine when a record is ready to export.

Can it read scans as well as digital PDFs?

Scans can be tested with text recognition. Include faint print, skewed pages, and handwriting where relevant so the pilot reveals which samples need manual entry.

How do you handle multi-page invoices?

Keep pages tied to the same document and reconcile extracted line items with the stated totals. Flag missing pages or mismatches for review.

Can a reviewer correct a value before export?

Yes. Show the source page beside the extracted fields and keep a record of the correction and approval.

How do we measure extraction accuracy?

Score fields against verified examples, separating critical values like amount and invoice number from lower-risk fields. Also measure how many documents need review.

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