Document Processing & Data Extraction

We use a combination of advanced AI (Anthropic Claude, GPT-4) and enterprise OCR (Google Cloud Vision, AWS Textract, Azure Document Intelligence). AI understands context and handles complex layouts. OCR reads printed and handwritten text. Together they achieve 95-98% accuracy.

Pricing depends on volume and complexity. Typical range: $1,500-$5,000 setup + $0.10-$0.50 per document processed (volume discounts apply). For 200 invoices/month, expect around $2,500 setup + $40-100/month. ROI is usually achieved in 2-3 months from time savings alone.

Yes! We support PDFs, JPG/PNG images, scanned documents, photos from your phone, email attachments, faxes, and even handwritten documents. Quality doesn't need to be perfect—our AI can handle smudges, skewed scans, and low-resolution images.

For invoices: vendor name, invoice number, date, due date, total amount, line items (description, quantity, price), tax, payment terms. For receipts: merchant name, date, total, items purchased, payment method. We customize extraction based on what fields you need in your system.

Yes! We parse bank statements (PDF or scanned) to extract: date, description, debit/credit amounts, running balance, transaction categories. Data flows into Excel, QuickBooks, or your accounting system for automatic reconciliation. Supports most US banks (Chase, Bank of America, Wells Fargo, etc.).

Absolutely. Extracted data flows directly into QuickBooks Online, QuickBooks Desktop, Xero, NetSuite, Excel, Google Sheets, your database (PostgreSQL, MySQL), or any system with an API. No manual export/import—data appears automatically where you need it.

95-98% accuracy for clean documents. Lower quality scans might be 90-95%. The system includes automatic validation (checks totals, flags missing required fields, detects duplicates). You get a review queue for flagged items—typically only 5-10% of documents need human review.

Email them to a dedicated address, upload to a folder (Dropbox, Google Drive), or use a web portal. The system monitors these sources automatically and processes documents as they arrive. You can also integrate with existing workflows (e.g., AP@yourcompany.com forwards to processing).

Typically 1-3 weeks depending on document complexity and integration requirements. Simple invoice processing with QuickBooks integration: 1 week. Complex multi-document workflows with custom validation: 2-3 weeks. We process your historical documents during setup for testing.

Yes. Documents are encrypted in transit and at rest. We use SOC 2 compliant infrastructure. OCR processing happens on secure enterprise servers (Google Cloud, AWS). You control data retention policies. We can sign BAAs for HIPAA compliance if needed.

Yes! The AI can read many languages including Spanish, Portuguese, French, German, Chinese, and 50+ others. Particularly useful for international vendors or multilingual receipts. Just let us know which languages you need during setup.

Absolutely! AI can read cursive handwriting on forms, receipts, and notes with 80-90% accuracy (varies by handwriting quality). Best for standardized forms (rental applications, medical forms) where fields are predictable.

Yes. The system includes duplicate detection based on invoice number, vendor, amount, and date. Flags potential duplicates before they hit your accounting system. This alone can save thousands in avoided duplicate payments.

You get a review dashboard showing: flagged documents (low confidence, missing data, duplicates), processing stats (total processed, accuracy rate), error logs. Review and correct flagged items, then approve for sync to your accounting system. Takes 5-10 minutes daily instead of hours of data entry.

Yes! We can extract tables from PDFs and images: line items on invoices, transaction tables from bank statements, data tables from reports. Exported to Excel/CSV or pushed directly to your database with proper formatting.

All extracted data is stored in secure databases with encryption. You control retention period (30 days, 1 year, indefinitely). Original documents can be stored or deleted per your policy. We can integrate with your existing document management system (SharePoint, Google Drive, etc.).

Easy! Volume-based pricing means you just pay per document processed. Adding new document types (e.g., you start processing receipts after only doing invoices) typically requires minor configuration ($500-$1,500 depending on complexity).

Yes. Beyond extraction, we can automate workflows: auto-approve invoices under $X, route high-value invoices for manager approval, send reminders for overdue payments, categorize transactions by GL code, flag out-of-policy expenses. Full process automation, not just data entry.

Absolutely! Start with your biggest pain point (e.g., vendor invoices). Once that's running smoothly, add receipts, then bank statements, then contracts. Modular approach minimizes risk and proves value quickly. Most clients start with 1 document type and expand within 3 months.