Invoice & Document Processing
Extract information from invoices, PDFs and forms automatically and transfer it into your systems — eliminate manual data entry and the errors that come with it.
Automation that reads your documents for you.
Invoice & Document Processing uses OCR, AI extraction, and structured parsing to pull information out of documents — invoices, receipts, PDFs, scanned forms, contracts — and insert it directly into the systems where it needs to go.
Instead of someone opening a PDF, reading each field, and typing it into a spreadsheet or accounting system, the automation does it: reading the document, extracting the key data, validating it, and pushing it into the right place — in seconds, and without typo errors.
Manual document entry is slow, error-prone, and expensive.
Most businesses handle a continuous flow of documents: supplier invoices, customer POs, expense receipts, contracts, onboarding forms. Each one has data that needs to be entered somewhere — usually manually, by someone reading and retyping.
It's tedious work. It's error-prone — a misplaced decimal, a mistyped invoice number, a missed line item. And it takes time that could be spent on work that actually requires human judgment.
Automation changes the economics entirely. Documents are processed in seconds, extracted data is consistent and validated, and the work that used to take hours becomes almost invisible.
From document to structured data.
Receive
The document arrives — by email, upload, scanner, or shared folder. The automation picks it up.
Read
OCR reads the document text, and AI extraction identifies the fields you need — invoice number, date, amount, supplier, line items.
Validate
The data is checked against your rules: correct format, totals matching, supplier in your system, no duplicates.
Deliver
The data is inserted into your accounting system, CRM, spreadsheet, or wherever it needs to go — ready for review if required.
Hours saved, errors eliminated.
No more manual entry
Documents are read and processed automatically.
Fewer errors
Extraction is consistent, validated, and typo-free.
Faster processing
Invoices handled in seconds, not days.
Better cash flow
Faster invoice processing means faster payment cycles.
Full audit trail
Every document, extraction, and result is logged.
Scales with volume
Handles 10x the documents without extra staff.
Document extraction built around your formats.
- OCR and AI extraction tuned to your document formats
- Support for PDFs, scanned images, and structured documents
- Custom field extraction based on what you need
- Validation rules for amounts, dates, VAT, and totals
- Duplicate detection
- Integration with accounting software (Xero, QuickBooks, Datev, or custom)
- Integration with your CRM or internal systems
- Human review for exceptions and low-confidence extractions
- Automated email notifications on processing outcomes
- Full audit trail and reporting
Businesses with a river of documents.
- Accounting and bookkeeping firms
- Businesses handling supplier invoices or purchase orders
- Real estate agencies processing contracts and leases
- Professional services firms managing client documents
- Any business processing 50+ documents per week
Often paired with Invoice & Document Processing.
Ready to stop typing document data?
Tell us how many documents your team processes per week. We'll show you what automated extraction could save.
Get a Custom Quote