Document Processing
Stop re-keying. We extract the data from your inbound documents and put it where it belongs.
If any of this sounds like a Tuesday in your business…
- PDF invoices that someone manually retypes into accounting software.
- Insurance documents, COIs, and lien releases that get filed manually.
- Customer-supplied forms that need to land in your CRM or ticketing system.
- Scanned receipts that pile up before anyone has time to process them.
- Contracts and addenda that need fields extracted into a tracking system.
Specific workflows we build
- Invoice extraction and posting to accounting (QuickBooks, Xero, Sage, NetSuite, similar).
- COI (Certificate of Insurance) tracking — expiration dates, coverage levels, exception alerts.
- Customer form intake into CRM (Salesforce, HubSpot, Pipedrive, monday, similar).
- Expense receipt extraction and categorization.
- Contract intake with field extraction (parties, dates, key terms, renewal triggers).
- Medical document routing (HIPAA-aware handling; see healthcare administration).
- Lien releases, permit documents, and inspection reports for construction.
Ready to see what your workflows are actually costing?
The Workflow Audit maps the workflows taking the most time across your team — and tells you which are worth automating. Start with a free 30-minute discovery call, or book the $1,500 Workflow Audit; implementation is quoted separately after review.
A defined process from first conversation to handoff
Sample documents
We ask for 10–20 representative examples of each document type. Real ones — not the polished examples.
Build the extraction pipeline
OCR + targeted AI extraction tuned to your documents, with a confidence threshold below which a human reviews.
Integration layer
We connect extraction output to your accounting / CRM / ticketing system. Most modern systems have APIs we can use without you switching vendors.
Parallel document review
People review the documents in scope while thresholds and exception rules are evaluated from evidence.
Outcomes we expect — without making up numbers
We deliberately avoid specific percentage claims until real engagement data supports them. The audit gives you calibrated estimates for your specific scope.
- Measure cycle time on document-bound workflows before and after implementation; any improvement claim is based on the scoped evidence.
- Track transcription exceptions and reviewer corrections. Human review is intended to catch uncertain fields, not to guarantee accuracy.
- Audit trail: every document has a tracked extraction history. If a number is wrong, you can see where it came from.
- Measure whether the workflow reduces time spent re-keying invoice data.
Industries this solution serves
See how Document Processing fits the specific workflows of:
Based in Orlando, Florida · Veteran-owned operational software company · Local implementation and support across Central Florida
Ready to see what is worth automating?
Documents are usually the fastest automation win. If your team spends meaningful time re-keying data from PDFs and forms, the audit will tell you how much time you're spending — and what it would take to get most of it back.