Solution family
Back-office and document workflows without the retyping.
We turn recurring document and data-entry work into a controlled flow: documents are stored, the agreed fields are extracted and checked, and only verified values move into your systems.
Who it is for
Operations, finance and administration leads in SMEs with repeated document handling and data entry.
When it becomes a problem
- The same fields are typed into two or three places.
- PDF and DOCX documents are read manually before anyone can act.
- Weekly reports are rebuilt by hand and errors are found late.
What the team needs to know
- Which documents arrived, and which are still waiting?
- Which extracted values are certain, and which need a check?
- Where did each number in this week's report come from?
How the workflow runs
- 01Document or email arrives and is stored with an ID
- 02Text extraction from PDF or DOCX; scanned files case by case
- 03AI extraction into an agreed schema
- 04Validation rules and confidence checks
- 05People confirm values below the threshold
- 06Write to a sheet or system; scheduled report
- 07Audit log of what changed and who approved it
Who does what
AI assists
Extracts, classifies and summarises documents into the fields you agree, and flags values it is not sure about.
People decide
People approve uncertain values and own every financial, legal or customer-facing decision.
Typical deliverables
- Document intake and extraction pipeline
- Review screen for uncertain values
- Spreadsheet import and field mapping
- Scheduled report from verified data
- Audit log
How to start
Start with a process review
There is no fixed-price package for this family yet. We review a sample of your documents and the current process, then propose a written scope with acceptance criteria, fee and timeline.
Discuss a workflow →Evidence
Durable records and retried delivery run in our own production intake today. Schema-checked AI steps and review queues are implemented in our intake engine, which currently runs a public demo — not a client deployment.
We do not yet publish a client case for this family; we will once a delivered project can be shown with permission.