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AI and Automation

Document & Data Automation

Document workflows that finish without human keystrokes

Overview

Why this matters

Document and data automation is the work of replacing manual data entry with reliable pipelines that read, classify, and route the documents your business depends on. We design and build solutions that combine OCR, layout-aware models, and intelligent document processing to handle invoices, contracts, forms, statements, and shipping paperwork. Every engagement starts with the real documents you receive, the systems data has to land in, and the accuracy and audit requirements you operate under, then moves through pipeline build, evaluation against ground truth, and a measured rollout. Our team owns extraction, validation, integration, and monitoring, so the workflow runs cleanly on day one and improves as we add new document types.

Why us

Key benefits

Cut manual data entry

Extract fields from invoices, contracts, and forms automatically, with humans only reviewing exceptions.

Auditable and accurate

Every extraction is logged with source, confidence, and reviewer, so finance and compliance can trust the data.

Built for your documents

We train and tune on the documents you actually receive, not generic templates that miss your edge cases.

Lands clean in your systems

Validated data flows directly into your ERP, accounting, or operations platform, no spreadsheets in the middle.

Catalog

Services in Document & Data Automation

10 services available in this group.

Document Processing AI (OCR + LLM)

OCR and LLM pipelines that turn documents into structured data.

We build document processing systems that combine OCR with large language models to extract, classify, and route data from any document format.

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Invoice Processing Automation

Touchless invoice capture, validation, and posting.

We automate invoice intake, data extraction, three-way matching, and posting to your ERP so accounts payable runs faster with fewer errors.

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Contract Analysis Automation

Clause extraction, risk flagging, and obligation tracking at scale.

We build contract analysis systems that read agreements, extract clauses and obligations, flag risk, and feed insights into your legal and operations…

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Resume Screening Automation

Structured candidate screening that surfaces the right shortlist.

We build resume screening automation that parses applications, scores them against role criteria, and surfaces qualified candidates to recruiters with transparent reasoning.

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PDF Data Extraction

Reliable structured data from any PDF format.

We build PDF data extraction pipelines that turn unstructured and semi-structured documents into clean structured data ready for analytics and downstream systems.

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Email Parsing & Routing

Turn inbound emails into structured data and the right next action.

We parse inbound emails, extract structured fields, and route each message to the correct system, team, or workflow with confidence scoring.

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AI Form Filling Automation

Automate web and PDF form completion across portals and back office tools.

We build AI agents and scripted bots that fill recurring forms across portals, vendor sites, and internal tools using your source data.

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Data Entry Automation

Move data between systems without manual rekeying.

We replace manual data entry with reliable automations that move clean records between spreadsheets, CRMs, ERPs, and finance tools.

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Web Scraping Pipelines

Reliable, compliant pipelines that turn public web data into structured feeds.

We build resilient web scraping pipelines that collect, clean, and deliver structured data from public sources on a schedule you control.

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Data Enrichment Automation

Enrich records with firmographic, contact, and intent data on autopilot.

We enrich your CRM and warehouse records with firmographic, contact, and intent data from trusted sources on a continuous schedule.

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How we work

Our approach

01

Document discovery

We collect real samples, agree the fields to extract, and define the accuracy and audit requirements.

02

Build and integrate

We build the extraction pipeline, validation rules, and integrations into the systems data has to reach.

03

Evaluate against ground truth

We score the pipeline on labeled samples, tune the model and rules, and agree the exception path.

04

Roll out and monitor

We launch in stages, monitor accuracy and throughput, and add new document types as the business needs them.

FAQ

Frequently asked questions

Which documents can you process?
Invoices, purchase orders, receipts, contracts, statements, shipping and customs paperwork, KYC forms, insurance forms, and most structured or semi-structured business documents. We assess sample documents during discovery and confirm what is realistic to automate.
How accurate is the extraction?
It depends on document quality and field type, but we target high straight-through processing rates and route uncertain extractions to human review. We measure accuracy against labeled ground truth and report it openly, so you always know what the pipeline is doing.
Do humans stay in the loop?
Yes, by design. Low-confidence extractions and policy-defined exceptions are routed to a human review queue. Reviewers correct the record, the correction feeds back into training data, and the pipeline improves over time.
Where does the extracted data go?
Directly into the systems you already run, including ERPs, accounting platforms, CRMs, and operational databases. We handle the integration and validation, so finance and operations work with clean records in their tools of choice.

Want help with document and data automation?

Book a 30-minute call. We will scope the right path for your goals.