From document to structured data
Invoices, orders and forms arrive in different layouts. We first identify the fields you need and define how to check them. Then we choose extraction methods, rules and integrations.
Solutions
PDF document automation
Extract and verify data from PDF documents, then pass it to the systems you already use with exception handling.
Understand your processDesign the solutionTest with data
PDF
→
✓ CRM✓ ERP✓ Excel✓ E-mail
Key benefits
Review and exceptions
Automated extraction needs quality checks. Incomplete or ambiguous documents go to a person for review rather than passing uncertain data into another system.
Delivery to your system
Once approved, data can flow into an ERP, CRM, spreadsheet or another tool where suitable access and integration options exist.
A staged rollout
We start with samples of real documents, test difficult cases and agree on error monitoring. The scope depends on file quality and your current workflow.
How it works
Understand your process
Invoices, orders and forms arrive in different layouts. We first identify the fields you need and define how to check them. Then we choose extraction methods, rules and integrations.
Design the solution
Automated extraction needs quality checks. Incomplete or ambiguous documents go to a person for review rather than passing uncertain data into another system.
Test with data
Once approved, data can flow into an ERP, CRM, spreadsheet or another tool where suitable access and integration options exist.
Deploy and support
We start with samples of real documents, test difficult cases and agree on error monitoring. The scope depends on file quality and your current workflow.
Common applications
From document to structured data
Invoices, orders and forms arrive in different layouts. We first identify the fields you need and define how to check them. Then we choose extraction methods, rules and integrations.
Review and exceptions
Automated extraction needs quality checks. Incomplete or ambiguous documents go to a person for review rather than passing uncertain data into another system.
Delivery to your system
Once approved, data can flow into an ERP, CRM, spreadsheet or another tool where suitable access and integration options exist.
A staged rollout
We start with samples of real documents, test difficult cases and agree on error monitoring. The scope depends on file quality and your current workflow.
Contact us
Extract and verify data from PDF documents, then pass it to the systems you already use with exception handling.