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Document Processing

Stop typing the same fields out of the same documents

AI reads your invoices, forms, contracts and statements, pulls out the details you need, checks nothing required is missing and files the result where it belongs. Anything it isn't sure about goes to a person.

Start with Document ProcessingBook a 30-minute callFrom $499 / month
How it works

Four steps, every document

  1. Documents arriveBy email, upload or a shared folder, as PDFs or scans, the way they come in today.
  2. AI reads themIt finds the fields you named, like dates, amounts, parties, IDs and line items.
  3. Checked before filingRequired fields are checked. Anything missing or unclear goes to a person to review.
  4. Filed where it belongsResults land in your sheet or system, with the original named and organised.
Honest about it

What it handles, and what it won't do

Handles
  • ✓Invoices, receipts and purchase orders
  • ✓Intake forms, applications and KYC documents
  • ✓Contracts and engagement letters: parties, dates, terms
  • ✓Bank and account statements
Won't
  • ×Guess a field it can't read
  • ×File a document that's missing something required
  • ×Give legal, tax or accounting advice
  • ×Send anything outside the places you approve
Document Processing

Documents in, organised data out

Invoices, forms, contracts and statements read, checked and filed for you. The price depends on your document types and volume, and your proposal fixes it.

Process

Document Processing

Extracts, organises and processes your documents, and flags what needs a person.

From $499 / monthbilled monthly
  • Reads invoices, forms, contracts and statements, PDF or scanned
  • Pulls out the fields you need and checks the required ones are there
  • Files the results into your sheet or system, named and organised
  • Sends anything unclear to a person for review
  • Run, watched and improved monthly; cancel with 30 days' notice
Start with Document Processing
Best for
  • Accounting firms
  • Law firms
  • Manufacturers
  • Administrative teams

Any team that types the same fields out of the same kinds of documents every week.

Questions

Questions about Document Processing

What decides the monthly price?

Which document types you have and roughly how many a month. We look at real samples first, then your proposal fixes the monthly price before anything starts.

Which documents can it handle?

Typed or printed documents with a regular layout work best: invoices, forms, statements, contracts. Handwriting and very poor scans are harder; we test your samples and tell you honestly what it can read.

What happens when it can't read something?

It doesn't guess. Anything missing, unclear or outside the rules you set goes to a person for review, and nothing is filed until it's checked.

Where do the results go?

Into a sheet, a shared folder or the system you already use, where we can connect to it. We confirm the destination in your proposal.

Who can see my documents?

They're processed in accounts set up in your name, and only sent to the places you approve. AI usage is billed at cost and never marked up.

Can I cancel?

Yes, with 30 days' notice. The accounts and every processed file stay yours.

Tell us which documents eat your week

A few lines is enough: the document types and roughly how many a month. We reply within one working day with questions and a fixed monthly price.

Start with Document ProcessingAll prices