Extract, check and route information from invoices, forms, contracts and emails automatically, with people reviewing the cases that need them.
Turn documents into data, without the manual typing
Invoices, purchase orders, application forms, contracts, certificates and emails still arrive as PDFs, scans and attachments. Someone opens each one, reads it and types the details into another system. The work is slow, repetitive and easy to get wrong, and it grows with the business.
AI document processing reads these documents much as a person would. It recognises the type of document, extracts the information you need, checks it against your rules and records, and passes it to the right system or person.
Documents that are unclear, unusual or above an agreed threshold are flagged for review, so people stay in control of the cases that matter.
Typical uses
- Invoices and receipts: supplier, amounts, VAT and line items captured and matched to purchase orders.
- Forms and applications: details read from completed forms, including scanned and photographed ones.
- Contracts and agreements: key dates, parties, obligations and renewal terms summarised and recorded.
- Emails and attachments: incoming documents classified and routed to the right team.
- Compliance documents: certificates, declarations and identity documents checked for completeness and expiry dates.
Key benefits
- Hours of manual data entry removed
- Fewer typing errors and missed details
- Faster processing as volumes grow
- Every extracted value traceable to its source
- People review the uncertain cases
- Data handled securely and in line with UK GDPR
How it works
- 1. Map the documents. We collect real examples of each document type and agree which fields are needed and which rules they must pass.
- 2. Extract and validate. The solution reads each document, extracts the fields and checks them against your rules and existing records.
- 3. Review where needed. Low-confidence or high-value cases are sent to a review screen, where a person confirms or corrects them in a few clicks.
- 4. Connect your systems. Confirmed data flows into your accounting software, CRM or database, and accuracy is monitored over time.
Accuracy you can measure
Before anything goes live, we measure accuracy field by field on a test set of your own documents. You see where the solution is reliable and where people still need to check, and the review thresholds are set together with you.
Documents often contain personal and financial information. They are processed only for the agreed purpose, with access controls, retention rules and a data processing agreement in place, in line with UK GDPR.
AI document processing: frequently asked questions
Can it read scanned and photographed documents?
Yes, in most cases. Quality matters, so we test with your real scans and photos and agree how unreadable documents are handled.
What if layouts differ between suppliers or customers?
That is where AI helps most. Unlike fixed templates, it can read documents with different layouts, and we test it on the variety you actually receive.
Does it replace our accounting software or CRM?
No. It feeds the systems you already use, through their integrations or a simple export, so your team keeps working with familiar tools.
How accurate is it?
It depends on the documents and the fields. We measure accuracy on your own examples during the proof of concept and send uncertain cases to a person, so errors are caught before they reach your records.
How do we start?
With a proof of concept on one document type, such as supplier invoices. You see the measured accuracy and the time it could save before deciding to extend it.
Explore related AI solutions
- AI Proof of Concept Test one AI idea on your own examples before you invest. Learn more
- AI Assistants AI assistants that answer customer and staff questions from your own documents, policies and knowledge base, and hand over to a person when it matters. Learn more
- AI Workflow Automation Classify, route, summarise and draft routine work such as enquiries, tickets and reports, so your team spends its time on the decisions that matter. Learn more
How many documents does your team still type in by hand?
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