AI automation service
AI Document Automation
We use AI to read documents like invoices, forms and contracts, pull out the key details and file them in the right place, removing slow manual data entry.
- Teams keying data from PDFs and forms by hand
- Businesses processing invoices, applications or contracts
- Owners with paperwork piling up and slowing decisions
The problem we fix
Where AI document automation pays off
Where time and leads leak
- Hours are lost typing data from documents into systems
- Information is trapped in PDFs and email attachments
- Manual handling means errors and slow turnaround
What changes once it is automated
- No more manual data entry from documents
- Faster, more accurate processing
- Paperwork filed and findable
What we automate
What this service automates
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Reading and classifying incoming documents
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Extracting key fields from invoices and forms
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Filing documents in the right folder or system
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Checking documents against your rules
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Creating records and triggering next steps
How it connects
Tools and systems we connect
- Email and shared drives
- Accounting and invoicing tools
- CRM
- Document storage
- Spreadsheets and databases
- Document received
- AI reads and classifies it
- Key fields extracted
- Filed and recorded
- Next step triggered
How delivery works
A clear, low-risk delivery process
- 1
Audit the workflow
We map how the task happens today and where time and leads are lost.
- 2
Design the automation
We agree the simplest reliable build around the tools you already use.
- 3
Build and connect
We connect your website, CRM, email and calendar so data flows automatically.
- 4
Test with real examples
We test with your own enquiries and edge cases before anything goes live.
- 5
Train your team
We hand over with clear guidance so your team stays in control.
- 6
Review and improve
We measure results and refine the workflow over the following weeks.
Who it is for
Is this right for your business?
- Teams keying data from PDFs and forms by hand
- Businesses processing invoices, applications or contracts
- Owners with paperwork piling up and slowing decisions
Guide pricing
Document automation is scoped by document type and volume, usually a build plus usage as you add more types.
View pricing and packagesIndustries we help
Platforms we connect
FAQs
Frequently asked questions
What kinds of documents can it handle?
Common ones include invoices, purchase orders, application forms, contracts and onboarding paperwork. We start with one high-volume document type and add more as you see the time saved.
How accurate is the extraction?
Modern document AI is highly accurate on structured fields, and we add validation rules and human review on anything uncertain, so accuracy improves rather than introducing risk.
Does it work with scanned paper documents?
Yes. It can read scans and photos as well as digital files, extract the details and file them, which is useful where paperwork still arrives on paper.
Where do the extracted details go?
Wherever they are needed, such as your accounting software, CRM or a spreadsheet, with the original document filed in the right place for easy retrieval.
Find the 3 manual tasks costing your business the most
Book a free AI Workflow Leak Audit. We review where leads, time and follow-ups slip through the cracks, then show you the quickest practical win.