Document Automation
Data pulled from documents accurately, checked and filed.
- How long3 to 8 weeks
- How we workSet-up and subscription
What you receive
The data in your documents pulled out accurately, checked and filed, with a person reviewing only the exceptions.
What kinds of documents do we handle?
You receiveAnalysis of your document types
Each type gets the approach that suits it.
What it is. A study of your document types, such as invoices, forms and contracts, and the data you need from each.
Why it matters. Each type gets the approach that suits it.
How does the data come out?
You receiveExtraction set up for each type
Hours of typing replaced by seconds of processing.
What it is. Extraction tuned for each document type, reading the fields you need.
Why it matters. Hours of typing replaced by seconds of processing.
How do we know it is right?
You receiveValidation rules
Errors get caught automatically, not by your customers.
What it is. Rules that check each result, such as totals adding up and dates making sense.
Why it matters. Errors get caught automatically, not by your customers.
What about the ones it is unsure of?
You receiveA screen to review exceptions
People spend time only where their judgement is needed.
What it is. A simple screen where a person checks the documents the system flags.
Why it matters. People spend time only where their judgement is needed.
Where does the data go?
You receiveOutput into your system
No copy and paste, and no double entry.
What it is. Checked data sent into your finance, case or records system.
Why it matters. No copy and paste, and no double entry.
How well is it doing?
You receiveAn accuracy report
You see the quality, and where it can improve.
What it is. Regular figures on accuracy for each document type.
Why it matters. You see the quality, and where it can improve.
Will it keep up as documents change?
You receiveMonthly tuning
Accuracy stays high as suppliers and forms change.
What it is. Monthly checks and adjustments as new layouts appear.
Why it matters. Accuracy stays high as suppliers and forms change.
From brief to done
- 1
Week 1
Study
Your document types and the data you need.
- 2
Weeks 2 to 6
Build and validate
Extraction, rules and the review screen.
- 3
Each month
Tune
Accuracy reports and adjustments.
Where would AI actually help us?
AI opportunity map. The three places in your business where AI would save the most time, what each would need, and the risks to watch.
- A 45-minute call about how your team works today
- A two-page report: three opportunities, what each needs, the risks, and a rough size of effort
- It is free. There is nothing to pay and nothing to sign.
- The report is yours to keep and share, whatever you decide.
- No sales call unless you ask for one.
Questions people ask
How much does it cost?
We send a written quote after your request: what it covers and what it does not. The tier, scope and timing set the price.
Could I just use AI for this?
Who owns the work?
You do. Code, designs, files and documents are yours, and the quote says so in writing.
Can we change the scope?
Yes. If something needs adding or removing, we agree it in writing before we do it.
Can we stop?
Yes. The quote states the notice period. Usage such as messages, ads or AI is charged at the rate in the quote and stops when you do.