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AI document processing
AI document processing: stop retyping invoices and forms.
Invoices, receipts, intake forms and contracts arrive as emails and PDFs, and someone retypes them. We build AI document processing that reads each one, pulls out the fields, checks them against your rules and enters them where they belong. A person approves anything unusual.
From $1,5001–4 weeksfixed quote before work starts
Sound familiar?
Where this usually starts
- “Someone on your team spends hours a week typing invoice details into the accounting tool.”
- “PDFs from different suppliers all look different, so templates and OCR keep breaking.”
- “Duplicate or wrong invoices slip through because nobody has time to check each one.”
What we build
What you get
AI invoice processing
Vendor, amounts, dates and line items pulled from every invoice and entered into QuickBooks, Xero or your system.
Accounts payable automation
Matching against purchase orders, duplicate checks and approval routing for anything over your limits.
Forms and intake documents
Applications, onboarding forms and scanned paperwork turned into clean records in your CRM.
PDF data extraction
Tables and fields lifted out of contracts, statements and reports into spreadsheets or a database.
How we work
From brief to running system
- 1
Collect real samples
A few dozen of your actual documents, including the messy ones, before we quote.
- 2
Shadow mode first
The extraction runs alongside your team and every field is compared with what they entered.
- 3
Rules and approvals
Thresholds, duplicate checks and a person approving anything unusual or high value.
- 4
Logs you can audit
Every document, extracted value and approval is recorded, so you can trace any entry back.
From the blog
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Questions people ask
How much does AI document processing cost?
Most projects are $1,500–$3,000 for one document type into one system, $3,500–$7,500 for several document types with AI checks and approvals, and take 1–4 weeks. You get a fixed quote after a short call, before any work starts. AI usage is billed at cost, usually a cent or two per document.
What is AI document processing?
Software that reads documents like invoices, forms and PDFs, extracts the information you need and enters it into your systems. Unlike older OCR templates, it copes with layouts it hasn't seen before.
Is this the same as intelligent document processing (IDP)?
Yes, IDP is the industry name for it. Enterprise IDP platforms are priced for large volumes; we build the same thing sized for a small business's documents and tools.
How accurate is it?
We measure it on your own documents during shadow mode before it goes live, and anything below the confidence threshold you set goes to a person instead of being entered.
Which accounting tools and systems can it enter data into?
QuickBooks, Xero, most CRMs, Google Sheets, databases and anything else with an API.