AI Document Processing Platform
Extracts structured information from business documents and sends it to the appropriate systems.
This is a concept project: an illustrative design showing how we would approach this problem. It is not a client case study, and the interface shown uses placeholder data.
The problem
Invoices, applications and forms arrive as PDFs and scans. Someone reads each one and retypes the details into other systems.
Our approach
Documents are classified and the relevant fields extracted into a structured format. Values are validated against business rules; anything uncertain goes to a review queue rather than straight into your systems.
Workflow
How it works, step by step
- 01
Receive
Documents arrive by email, upload or shared folder.
- 02
Classify
Document type is identified (invoice, application, contract…).
- 03
Extract
Key fields are pulled into a structured record.
- 04
Validate
Rules check totals, dates and required fields; low-confidence items are flagged.
- 05
Deliver
Approved data is sent to accounting, CRM or databases.
Architecture
System overview
Intake
- Email inbox
- Upload portal
- Cloud folders
Extraction
- OCR
- LLM field extraction
- Validation rules
Destinations
- Accounting
- CRM / ERP
- Database
Key features
- Side-by-side review of document and extracted data
- Per-field confidence indicators
- Configurable document types and fields
- Full audit trail
- Export and API delivery
What we'd measure
The metrics we'd agree with you up front to judge success.
- →Documents processed per day
- →Share needing manual review
- →Processing time per document
Want something like this for your business?
We'll adapt the approach to your workflow, tools and budget.