Copying figures from a PDF into a spreadsheet is the purest form of wasted time in a small business. It is slow, it is boring, and it is where mistakes come from.
Documents arrive as email attachments, photos, scans and downloads. Someone opens each one, reads it, types a few fields somewhere else, renames the file, and puts it in a folder - or does not, which is worse.
We automate extraction, validation and filing, so the information ends up in the right system with a consistent name and location, and a person only reviews the cases the system flags as uncertain.
Key fields pulled from invoices, delivery notes, orders, forms and scanned documents, including photographs taken on a phone.
Totals that do not add up, missing references, duplicate documents and impossible dates are caught and flagged rather than filed quietly.
A consistent naming convention and folder structure applied automatically, so files can be found by anyone in seconds.
Extracted data written into the spreadsheet, accounting tool or database you already use, without retyping.
Anything ambiguous goes to a short review list rather than being guessed at, so the exceptions are visible.
Optionally, a one-off pass over the existing archive so historical documents follow the same structure.
We take a representative set of your actual documents, including the badly scanned ones, because those are the real test.
Exactly which fields matter, what a valid value looks like, and what should happen when something fails validation.
We run the extraction against documents where we already know the answers and report the real error rate, not a demo.
The automation runs alongside the manual process until the numbers agree, then the manual step is retired.
We do not publish fixed price lists. Every automation is scoped around your tools, your volumes and your team size, so each quote is prepared individually after we understand the process.
More general questions - pricing, data handling, timelines - are answered on the FAQ page.
It depends heavily on document quality and consistency. Clean digital PDFs from a regular supplier are close to reliable; photographed, handwritten or highly variable documents are not. We measure it on your documents and tell you the real number before you commit.
That is the point of the validation and review queue. The system is built to flag uncertainty rather than push a confident guess into your accounts, and low-confidence extractions always go to a person.
Where documents contain personal data we agree in advance what is processed, where it is stored and who can access it, and we keep processing to the minimum needed. Where a document type is too sensitive, we leave it out of scope.
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