Invoice capture
Extract supplier details, references, dates, totals and line items where needed. Check required fields and duplicates before preparing a record for approval.
From document to data.
Without the endless retyping.
Important information arrives as invoices, forms, attachments and scanned pages. We build intelligent document processing workflows that extract the fields you need, check them against business rules and send uncertain cases to a person.
Explore your document workflow- Useful structured fields
- Checks before records change
- A clear exception queue
Reading the page is only one part of the process.
Optical character recognition can turn a scan into text. Your team still has to identify the document, find the right values, check them and put them somewhere useful. Different layouts, missing pages and repeated submissions make that work harder.
We scope the whole document journey: intake, extraction, validation, review and transfer into the destination system. The aim is to reduce routine handling without making errors harder to find. Document and field-level performance are measured separately, using representative files rather than a few ideal samples.
Put the right information into the next step.
Forms and applications
Turn agreed form types into structured records. Identify missing information and route incomplete submissions for follow-up.
Purchase and delivery documents
Compare extracted references and quantities with permitted system records, highlighting mismatches for the operations team.
Document classification
Identify incoming document types and send them to the correct workflow, retaining the original file and an auditable processing status.
An invoice arrives. A checked draft follows.
The starting point
Someone opens an attachment, types the supplier and amounts into a system, then notices the invoice has already been entered.
A better way forward
A workflow extracts the agreed fields, checks for duplicates and mismatched totals, and prepares a draft. A reviewer sees the original file beside any flagged fields.
- 1
Capture
Receive the file, identify its type and retain a traceable source reference.
- 2
Validate
Check required fields, formats, totals and duplicate indicators.
- 3
Review and transfer
Resolve exceptions before sending approved data to the destination system.
An illustrative engagement. We agree the actual scope, access and success measures with your business.
Something useful.
Yours to put to work.
The engagement has a clear scope and a tangible handover. We agree the deliverables before work starts.
Discuss the scopeA document and field specification
Supported document types, required values and the rules for accepting or rejecting an extraction.
An extraction and review workflow
A pipeline with an agreed intake method, structured output and a visible review queue.
An integration and audit trail
Source references, processing states, duplicate protection and the scoped destination connection.
A measured pilot
Field accuracy, exception handling, review effort and processing costs assessed on your representative sample.
How we work with you.
Sample the documents
Include messy scans, unusual layouts and known exceptions in the sample.
Define acceptance
Specify required fields and which errors need a reviewer.
Test the full journey
Evaluate extraction, validation and destination behaviour together.
Monitor the exceptions
Review new document types and changes in quality before expanding the scope.
A few things
you might be wondering.
Questions about your own setup?
Let’s talk it through
How does intelligent document processing differ from OCR?
OCR recognises text in an image. A document processing workflow may also classify the file, extract named fields, validate them, route exceptions and update another system. OCR can be one component of that workflow.
Can AI extract data from any PDF?
There is no universal accuracy guarantee. Scans, handwriting, tables, missing pages and unusual layouts affect results. We test your actual document types and identify limitations before agreeing what the system will handle.
Can it automate invoice payments?
Our starting scope can prepare checked invoice data for review. Payment authorisation is a separate business control and is not implied by an extraction project. The agreed approval process remains explicit.
How do you handle uncertain values?
We use validation rules and evaluation evidence to decide when to route a file for review. A model-generated confidence score alone is not proof that a field is correct. Reviewers should be able to compare extracted values with the source.
Which systems can receive the extracted data?
That depends on supported APIs, import formats and permissions. We investigate the accounting, CRM or operations system you use, then agree the connection and how failed or repeated deliveries will be handled.
What affects document automation costs?
Document volume, page count, layout variation, required fields, review effort and integrations all matter. We separate setup and development from ongoing processing, storage and support, using sample files to inform the proposal.
A little clarity before the next step.
Let the information move. Give your team the exceptions.
Tell us what you’re working on. We’ll help you find a practical next step.
Explore your document workflow