Document intake and extraction
Turn stacks of paperwork into clean, checked data
A document pipeline that reads PDFs, scans, and emails, pulls the exact fields you need, validates them against your rules, and files the result in your systems. Low-confidence extractions go to a reviewer before anything is committed.
The problem
Critical data still arrives as PDFs, scans, and email attachments that someone has to retype into a system of record. Manual entry is slow, inconsistent, and a constant source of downstream errors. The documents vary in format, so brittle templates break the moment a vendor changes their layout.
The outcome
to process a stack of documents
How the work actually flows
No black box. This is the real data and agent flow, from the moment work arrives to the moment it is done, with a human in the loop wherever the stakes are high.
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Ingest
Collect documents from email, shared drives, and upload, then split and classify each one by type.
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Extract
Read every page with OCR and an LLM to pull the fields you care about, with a confidence score per field.
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Validate
Check each field against your business rules, reference data, and cross-document consistency checks.
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Review
Send only low-confidence or rule-breaking fields to a human in a side-by-side review screen.
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File
Write the validated record into your ERP, CRM, or database through typed integrations.
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Monitor
Track extraction accuracy and straight-through rate, and retune as new document formats appear.
What we build
- Multi-format ingestion with document splitting and classification
- Field-level extraction with per-field confidence scoring
- A validation layer for business rules and reference-data lookups
- A side-by-side human review screen for low-confidence fields
- Typed write-back into your systems of record with monitoring
Representative stack
We choose tools to fit the job and your constraints. We are not tied to any one vendor.
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Let's adapt this blueprint to your systems
Take the assessment. We start from this reference and tune it to your data, your tools, and your bar for quality.