What we can build
- Extract fields from invoices and forms
- Check required data before syncing
- Send uncertain results to a review queue
A workflow in practice
ILLUSTRATIVE EXAMPLE
An incoming invoice is read, matched against required fields, and prepared for your accounting workflow. A missing purchase order or uncertain amount is sent to a person for review.
How we approach your project
We test extraction on real document variations, set validation rules, and agree on confidence thresholds. Original files remain traceable to extracted records. Payments and other consequential actions stay behind approval controls.
What we need to get started
Representative documents, required fields, expected formats, destination systems, and retention requirements.
What happens after launch?
Handover should include workflow documentation, ownership of connected accounts, and a way to spot failed runs. We agree on support, review responsibilities, and ongoing costs as part of the scope. When an app or business rule changes, the workflow needs a maintenance plan.
Measure the outcome
Before building, choose a useful baseline: time spent on the task, exception rate, response time, or completeness of records. Compare the same measure after launch. Results depend on your workflow and usage; they are not guaranteed.