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Use case · Document automation

AI reads your documents so your team doesn't have to

We build document processing pipelines that extract structured data from invoices, contracts, applications, and forms — validate it against your business rules — and push it to the right system. No manual data entry.

What you get

  • Invoice extraction: vendor, amount, line items, due date, and PO number → pushed directly to your accounting system.
  • Contract review: AI flags key clauses, expiry dates, auto-renewal terms, and unusual provisions — in minutes, not hours.
  • Application processing: extract structured data from PDFs, scanned forms, and handwritten documents into your database.
  • Document Q&A: ask questions about any uploaded document — manuals, policies, contracts — and get cited answers with page references.
  • Compliance checking: match documents against your rules and automatically flag exceptions, missing fields, and policy violations.

How it works

Documents arrive

Via email attachment, file upload, scanned image, or API integration. PDFs, images, Word docs, and spreadsheets are all supported.

AI reads and extracts

The AI reads the document, understands its structure, and extracts the fields you care about into structured data. For contracts, it identifies key terms. For invoices, it pulls line items.

Validation and compliance

Extracted data is validated against your rules — does this invoice match a PO? Is this contract missing required clauses? Are all required fields present in this application?

Route and action

Validated documents are routed to the right system: invoices to accounting, contracts to legal, applications to the review queue. Exceptions are flagged for human review with AI-written summaries.

Industry examples

Document processing for any business that handles paperwork at scale.

Legal

  • Contract clause extraction and comparison across document versions
  • Due diligence document review with risk flagging
  • Lease agreement key-term extraction (rent, escalation, break clauses)
  • Regulatory filing completeness checks before submission

Finance & Accounting

  • Invoice OCR and line-item extraction → Xero, MYOB, or QuickBooks
  • Expense report processing with policy compliance checking
  • Bank statement reconciliation with AI-matched transactions
  • Tax document collection and completeness verification

Healthcare

  • Patient intake form digitisation and data entry
  • Insurance claim document processing and coding
  • Medical record summary generation for referrals
  • Consent form tracking and expiry management

Construction & Property

  • Building permit application extraction and validation
  • Variation and change order document processing
  • Safety compliance document tracking and renewal alerts
  • Tender document comparison and bid analysis

Technical details

InputPDF, images (OCR), Word, Excel, scanned documents
AI modelsClaude (vision), Gemini, GPT-4o — per-document-type selection
OutputStructured JSON/CSV, direct push to your systems via API
IntegrationsXero, MYOB, QuickBooks, Salesforce, custom databases
Accuracy95%+ extraction accuracy, human-in-the-loop for exceptions
Delivery2–3 weeks to production

Ready to automate your document processing?

We'll audit your document workflows and build a working pipeline in 2–3 weeks.

Book a call