AI Document & Invoice Processing

Who this is for

Finance, operations and admin teams retyping invoices, scanning PDFs, processing inquiries, CVs and forms by hand.

The problem

Every PDF means manual reading, retyping and copy-paste into tables or systems. It's slow, error-prone, and it doesn't scale when volume spikes.

What it automates

• Reading invoices, PDFs, forms, CVs and structured email requests
• Extracting the fields that matter (supplier, totals, dates, line items, terms)
• Classifying documents by type and routing them onward
• Matching against reference data (POs, price lists, registers)
• Pushing clean records into spreadsheets or your CRM/ERP

Typical inputs

• Documents from email, upload or shared folders (PDF, scans, forms)
• The field list you need extracted
• Reference data to match against (PO lists, registers)

Typical outputs

• Structured records in your tables or systems
• An exception queue for anything unusual or low-confidence
• A processing log a human can audit

How delivery works

1. Document audit. We review real samples of your document types and volumes.
2. Extraction build. Field extraction, classification and matching tuned on your documents.
3. Exception rules. What gets flagged, what gets held, what needs a human signature.
4. Live with oversight. Runs on the real flow with accuracy checkpoints you can inspect.

What you get

• A working intake → extraction → routing workflow for your documents
• An exception queue instead of silent errors
• Records that land in the tools you already use
• Documentation and accuracy checkpoints

Not included

• Final accounting/legal judgement — a person stays responsible
• Guaranteed extraction accuracy without seeing your real documents
• Paid OCR/AI tooling, API usage, hosting (billed separately)

Risks & human control

• Low-confidence extractions are held for review, never silently accepted.
• Payments and approvals above your threshold always pass a human gate.
• Personal data is minimised: the workflow processes only the fields you define.

Example workflow: supplier invoice intake (NL/DE/DK/NO/SE formats) (Example — illustrative, not a client result)

1. Invoice PDF arrives by email
2. Fields extracted: supplier, total, VAT, due date, line items
3. Matched to the purchase order; mismatch → flagged
4. You approve anything unusual or over threshold
5. Clean record lands in your sheet or ERP, ready to pay

Products