Intelligent document processing, run and checked for you
from $990/moInvoices, receipts, orders, forms and contractsRead and filed by agents, checked by a person
We set up the agents in your own tools and run them for you. It starts with the operations audit, paid once.
What happens to each document
The agents read the fields your process needs and file the document where it belongs. Anything unclear waits for a person.
| Document | What the agents read | Where it goes |
|---|---|---|
| Invoices | Supplier, number, dates, line items and total | Matched to the order, then posted to your accounting |
| Receipts | Merchant, date, amount and what it was for | Attached to the expense and filed by category |
| Orders | Customer, items, quantities and delivery date | Entered in your order system or CRM |
| Forms | Every field your process asks for | Saved to the record it belongs to |
| Contracts | Parties, dates, renewal and notice terms | Logged, with a reminder before each date |
How it works
AuditWe look at the documents you receive, where each one should end up, and which ones should stay with a person.
Set upWe connect the agents to your inbox, storage and accounting or CRM. You approve the rules in writing before anything runs.
RunAgents read, check and file each document as it arrives. Anything outside the rules waits for a person, and every action is logged.
It runs as one function of AI Operations, with the same review queue, logs and weekly report. Want document processing built into your own software instead? That is custom AI development.
What a person still checks
The agents never settle these alone. They stop, flag the document and wait.
- Totals that do not match the order or the contract
- New suppliers, and any change to bank details
- Pages the agent cannot read clearly, such as poor scans
- Payments above the limit you set
- Contract terms that differ from your standard ones