Document & Data Automation Services

AI & Automation Scalable Secure Performance Reliable Long-Term Support

AI & Automation

Invoices, purchase orders, delivery notes, contracts and forms all carry data that ends up in your ERP, CRM or accounting system - usually because somebody retyped it. Document automation reads the document instead, checks the result against your own records, and posts it where it belongs.

OCR combined with AI-assisted extraction copes with layouts that differ from supplier to supplier, and anything the workflow is not confident about goes to a person for review rather than through silently.

When document automation is the right call

Automation is worth it when the volume is steady and the data has a system to land in. Below a certain volume, the validation and exception handling cost more to build than the typing costs to do.

Worth doing

The cases where automation pays for itself:

Supplier invoices, purchase orders and delivery notes arriving daily by email
The same data entered twice - once on the document, once in the ERP
Backlogs during busy periods, with approvals waiting behind data entry
Layouts that differ per supplier, so template-based tools keep breaking
Email requests somebody has to read before the real work can start
A process that needs an audit trail nobody currently keeps

Not worth doing

We will say so if you land here:

A handful of documents a month - the exception handling will outweigh the saving
Nobody can state the rules for what a correct document looks like
Scans are poor or handwritten, with no way to improve how they are captured
The destination system has no API and no import route

What you get

Intake from the channels documents already arrive on - email, uploads, cloud storage, portals, APIs
Extraction of the fields that matter: references, parties, dates, line items, quantities, prices, tax, totals
Validation against your own data - suppliers matched, purchase orders checked, duplicates caught, totals verified
An exception queue, so low-confidence or unusual documents are reviewed rather than guessed at
Routing into the system that owns the data, under the approval rules you already apply
A logged trail for every document, and the repository and service accounts in your name

What we connect it to

Extraction is only useful if the result lands somewhere. We integrate with ERP systems, CRM platforms, accounting and procurement software, inventory and e-commerce systems, data warehouses and reporting tools, and custom applications - over APIs, middleware or a custom integration layer where a system offers nothing better.

How we build it

We follow one document type end to end - where it arrives, who touches it, what breaks
Extraction logic, validation rules and exception handling are agreed before development starts
Built and tested against your real documents, including the awkward ones
Connected to the system that owns the data, respecting its existing approval rules
Extended one document type at a time as formats and processes change

Frequently Asked Questions

How does document automation work?

OCR and AI-assisted extraction identify the important information in a document, business rules validate it, and the result is sent to the right system or workflow automatically.

What types of documents can be automated?

Invoices, purchase orders, receipts, delivery notes, contracts, application forms, emails, spreadsheets and PDFs - structured and semi-structured business documents.

Can the solution handle different invoice layouts?

Yes. AI-assisted extraction finds the key fields across different supplier templates instead of relying on rigid per-template rules, and validation checks the result before it is processed.

Can document automation integrate with our ERP or CRM?

Yes - with ERP, CRM, accounting software, e-commerce platforms and custom applications, using APIs, middleware and other integration methods.

What happens when information cannot be extracted confidently?

The document is flagged for human review. Once it is checked, processing continues without holding up the rest of the pipeline.

Is business data handled securely?

Security is part of the architecture: encrypted transfer, role-based access, audit logging and secure deployment options, according to your requirements.

Can workflows be customized?

Yes. Validation rules, approvals and routing are built around how your organization works rather than forcing a standard process on it.

Ready to Automate Your Document Workflows?

Tell us which document is costing you the most time, how it arrives, and where the data has to end up. You will be talking to the developer who would build it.

Start Your Project