Solutions / Document processing agent
Stop typing what's already written on the page.
An agent that reads the documents you receive every day, pulls out the fields you need, checks them, and enters them into your accounting, CRM or database — with a person reviewing anything uncertain.
- Typical build
- 3–6 weeks
- Good for
- Logistics and freight, Finance teams, Fintech and KYC, Recruitment
- Works with
- Xero, QuickBooks, Google Drive, SharePoint, Email inboxes, Custom databases
- Languages
- English, Arabic and more
How it works
Four steps to live.
- 1
Collect
We gather a sample of your real documents, including the messy ones.
- 2
Extract
The agent learns the fields, formats and validation rules.
- 3
Review
Anything below the confidence threshold goes to a person to check.
- 4
Run
Accuracy is measured every month against a fixed test set.
Included
- Invoices, forms, IDs, contracts or custom documents
- Field extraction and validation rules
- Human review queue for uncertain cases
- Entry into your accounting, CRM or database
- Accuracy reporting
- Monitoring and updates
Questions
How accurate is it?
We agree a target with you and measure it on your own documents before launch. Anything uncertain goes to a person rather than into your system.
Where is our data stored?
In your cloud account or an isolated project per client, in the region you need.
Let’s find your first agent.
Pick a time. Get an honest answer on what to automate first.