Document processing
Read invoices, delivery orders and forms, and turn them into clean data in your systems.
The problem
Staff key in data from PDFs, scans and emails: supplier invoices, delivery orders, customs declarations and claims forms. It's slow, error-prone and grows with every new customer.
How AI helps
AI extracts the fields you need, checks them against your records, such as purchase orders and customer data, and sends exceptions to a person to review. Clean records flow into your ERP or accounting system.
What you'll need
- A few hundred sample documents of each type
- Access to the target system, such as your ERP or accounting software
- A person who knows the current process and its exceptions
How success is measured
- Minutes per document
- Share processed without edits
- Error rate against manual entry
Guardrails
- People review low-confidence extractions
- Every change is logged against the source document
- Sensitive fields are masked where they aren't needed
Other use cases
- Customer service assistantDraft accurate replies to customer emails and chats from your own policies and order data.Read the use case
- Knowledge searchLet staff ask questions in plain language across policies, manuals and past work.Read the use case
- Proposal and tender draftingProduce first drafts of proposals, tenders and questionnaires from your best past work.Read the use case
- Demand forecastingForecast demand and stock needs from sales history, seasons and events.Read the use case
- Reporting and meeting automationTurn meetings and raw data into summaries, action lists and weekly reports.Read the use case
Not sure which seats you need?
The fit check takes about two minutes and suggests a starting bench, with reasons.