Document processing automation, from inbox to system of record.
Documents in, structured records out, checked on the way through.
Somewhere in your business a person is reading a document and typing what it says into a system. We automate that path end to end: the document arrives, gets classified, gets read, gets checked against your own records, and lands in the system that owns it. Anything the pipeline is not confident about goes to a person instead of through. Asking questions about documents is a different job and lives on the knowledge assistant page.
The document flows we automate
The pipeline is the same shape every time. What changes is the document, the checks it has to survive, and where the result has to land.
Invoices and accounts payable
Supplier invoices read from email or a scanner, coded, matched, and queued for approval. The reason this one is usually first is that the volume is steady, the fields are known, and the current process is somebody retyping totals.
- Header and line-item extraction
- Supplier matching and coding
- Tax, currency, and total checks
- Approval routing by value
Purchase orders, delivery notes, and matching
The three-way match done by software: order against delivery against invoice. Exceptions are what a person should see, and they are the only thing that reaches one.
- Purchase order capture
- Goods received and delivery notes
- Quantity and price variance rules
- Only exceptions raised to a person
Forms and applications
Anything a customer or employee fills in and sends back: onboarding packs, claims, registrations, permits. Read, validated, and turned into a record, with the incomplete ones sent back automatically rather than piling up.
- Structured and semi-structured forms
- Handwriting and checkbox capture
- Completeness and eligibility checks
- Automatic follow-up on what is missing
Contracts and agreements
Extraction of the parts that carry obligations: parties, dates, values, renewal and termination terms. The output is a register you can report on and set reminders against, not a folder of files.
- Party, term, and value extraction
- Renewal and notice date capture
- Clause flagging against your standards
- A searchable obligations register
Identity and compliance documents
Onboarding checks where the document has to be read, verified, and kept with a record of who checked what and when. Built to satisfy an auditor, which mostly means the trail matters as much as the extraction.
- Identity and proof of address
- Certificates, licences, and insurance
- Expiry tracking and re-request
- A full audit trail per check
Email and attachment triage
A shared inbox where the work arrives as a message with something attached. The pipeline decides what each one is, extracts what matters, and files or routes it, so the queue is worked rather than read.
- Classification by document type
- Attachment extraction and splitting
- Routing to the right team or system
- Automatic acknowledgement replies
How the work runs
Tell us what you need
A short written brief is enough to start: what you are building, the stack it has to live in, and the problem behind it. Someone technical reads it, not a sales rep.
passed when we reply with questions and a proposed shape
Scope and quote
We agree what the first release contains and what it costs before anything is built. Anything we cannot estimate honestly gets scoped on its own rather than padded into the total.
passed when the scope and the quote are agreed
Build in the open
Working software arrives in increments, in your repository, with our commits visible from the first week. Progress is something you can open and run, not a status report.
passed when a real user is doing a real job in it
Iterate, then hand over
What the first release teaches sets the priority for the next one. When you want it in house, documentation and a handover period are part of the engagement rather than an extra.
passed when your team can run it without us
How pricing works
Fixed price per milestone
You approve each milestone and its price before it starts, so the cost is known before the work is rather than after. Milestones are sized to be worth reviewing on their own.
Monthly rate for a dedicated team
A set team at a set monthly cost, with notice rather than a minimum term. Priorities move between sprints without renegotiating anything.
Scoping first, quote after
We work out what it should be with you before quoting it. There is no charge for that conversation and no obligation to go ahead.
Frequently asked questions
How the pipeline is built
Every build ships end to end, from first scope to live deployment and ongoing support.
