Services/
Document Intelligence

Invoices and documents extracted into clean, structured records.

We build the extraction, matching, and approval pipeline that turns PDFs into accounting records you can act on.

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The Problem

The Hours Lost Between Handoffs.

01

Every Invoice Rekeyed

Someone retypes each invoice by hand, and errors surface weeks later in reconciliation.

02

Matching in One Head

PO matching lives in one person's memory. When they're out, the close stalls.

03

Sign-Offs Lost in Email

Documents wait in forwarded threads with no record of who approved what.

What You Get

What Gets Built, and Who Runs It.

Confidence-Flagged Extraction

PDFs parsed into vendor, dates, and line items. Low-confidence reads route to a person before posting.

Two- and Three-Way Matching

Invoices reconciled against POs and goods received. Exceptions land with context attached.

Rule-Based Routing

Documents move to the right approver by amount, vendor, or cost center, with a logged trail.

Ledger Sync

Approved documents post straight into QuickBooks, Xero, NetSuite, or your accounting system.

Audit-Ready Records

Source file, extracted values, and approval history stay together per your retention rules.

Operator on Exceptions

A named operator works the exception queue and retrains extraction as your vendor mix shifts.

How It Works

From Audit to a Running System.

01

Free Audit

Thirty minutes, no pitch. You leave with a written diagnosis of where entry and matching break down.

02

Build in Parallel

Over three to six weeks we stand up extraction, matching, routing, and ledger sync alongside your current process.

03

We Stay On

Your operator works the exception queue, retrains extraction as formats change, and keeps the pipeline current.

For finance and operations teams drowning in manual data entry who want a partner running the pipeline day to day.

Questions

What Buyers Ask Before a Build.

Who owns a misread?

A named operator watches the exception queue. Low-confidence reads route to a person before they post.

How is it priced?

Against what manual keying and its errors cost each month, scoped to your volume and systems.

Does it replace QuickBooks?

No. The pipeline writes into your accounting system and follows your approval rules. The retyping stops.

Get in touch

Count the Hours You're Losing.

Walk us through the manual work. We'll tell you what automating it saves.

Free Audit