AI document processingTypical timeline · 2–4 weeks

Stop retyping documents. Let AI read them for you.

Invoices, applications, receipts, intake forms and statements read by AI, with the details pulled out and entered into your spreadsheet, CRM or accounting software. A person checks anything uncertain.

OpenAI, Claude & open modelsPythonZapier
At a glance
01Less typingDetails extracted from PDFs, scans and photos.
02Checked by a personLow-confidence fields are flagged for review.
03Into your systemsSent to Sheets, QuickBooks, Xero or your CRM.
Sound familiar?

Why businesses come to us for AI document processing.

01

Hours of data entry

Staff spend hours a week copying numbers from PDFs into other systems.

Our fix — fields extracted automatically and entered for you.
02

Typing mistakes

Manual entry causes costly errors in invoices and records.

Our fix — consistent extraction with a review step for anything unclear.
03

Documents everywhere

Paperwork arrives by email, upload and paper, with no single place for it.

Our fix — one intake inbox or upload page that processes everything the same way.
What’s included

Everything in our AI document processing service.

You get a fixed quote before any work starts, and anything outside the scope is agreed with you first.

Document review

We test on a sample of your real documents first.

Field extraction

Names, dates, totals, line items and more.

Review screen

A simple page to check and correct flagged fields.

Integrations

Output to spreadsheets, accounting software or a CRM.

Privacy controls

Hosting in your region and documents deleted on schedule.

Accuracy report

How it performed on your documents, before launch.

Built with
OpenAI, Claude & open modelsPythonZapier
How it works

Four simple steps, no surprises.

0130 minutes

Free consultation

We look at the task you want to hand to AI and tell you plainly whether AI is the right tool for it.

021–2 days

Fixed quote & test plan

A written price plus the real questions or documents we will test it on before launch.

031–4 weeks

Build & test

We build it, test it on your real content, and show you what it gets right and wrong.

04Ongoing

Launch & monitor

It goes live with logging and cost limits, and we tune it as real use comes in.

Technologies & tools

What we use for this.

Mainstream, well-supported tools, set up in your name. Follow a link to see when we recommend each one.

OpenAI, Claude & open models

The AI models behind our chatbots, automation and AI features.

Technology · AI

Python

Our language for AI, data processing and automation.

Technology · AI & data

Zapier

Connect your apps and automate simple tasks without code.

Tool · Automation
Industries

Popular with these industries.

FAQ

AI document processing questions.

If your question is not here, ask it on the free consultation call.

What documents can it read?

Invoices, receipts, application and intake forms, statements and most typed or clearly printed documents, including scans and phone photos.

How accurate is it?

It depends on the documents, so we test on a sample of yours before quoting and flag low-confidence fields for a person to check.

Is it secure?

Documents are processed through business AI APIs that do not train on your data, with hosting in your region and deletion schedules available.

How much does it cost?

We test on a sample of your documents first, then give you a fixed quote. Prices for each package are in the pricing table on our AI development page, and you always get a fixed quote before any work starts.

Ready to talk about AI document processing?

Tell us what you need. You will get honest advice and a fixed quote, usually within one business day.