Invoice & Document Processing
Copy useful details from invoices and forms into records, with uncertain entries sent to staff for checking.
Invoice
- Reference
- INV-3092
- Quantity
- 40 tins × S$128
- Total · excludes tax
- S$5,120
Interior Matt · Pure White
Payment terms: 30 days
Extracted record
- Customer
- Not extracted
- Reference
- Not extracted
- Total
- Not extracted
- Validation
- Waiting for extraction
A clearer operating result.
Useful when the operation needs more than another tool.
- Staff type references, dates and quantities from recurring files.
- A bad scan reaches the system as if its data were certain.
- The same attachment is entered more than once.
What changes
- Source files linked to extracted values
- Uncertain fields routed to a review queue
- Duplicate documents flagged before entry
The practical details.
What’s included, what it connects to and how it works.
How this foundation works.
- Receive the file
- Extract the agreed fields
- Validate and review uncertain values
- Write the accepted record
How far can we take it?
A starting point
One document family, a defined field list, a review screen and one destination. Use representative files to assess extraction before automating writes.
Additional work to consider
Handwriting, many layouts, historical archives and multiple destination systems need additional sampling and validation.
What can it connect to?
- Upload forms or email attachments
- PDFs and document images
- Validation reference data
- Destination spreadsheet or system
We’ll check what your existing tools let us access before including a connection in the plan.
Can it work from phone photographs?
That depends on legibility and layout. Test real photographs first and keep a review route for blur, missing pages and ambiguous values.
Will it post every extracted value automatically?
No. Required fields, reference matches and duplicate checks should determine which records can proceed and which need review.
Start with the problem.
No brief or technical diagnosis required.
Tell us what's stuck