Document Intake
Email, upload, scan, API — the document intake, in the format the source system uses.
Automation
Document automation for the paperwork that consumes the team — the intake, the extraction, the validation, the generation, the routing, the storage, with the audit trail and the accuracy eval the compliance and ops teams need to trust the automation in production.
Document Intake
OCR & Extraction
Validation & Rules
Generation & Templates
Routing & Storage
AI & Judgment
Overview
Document automation is the work of removing the repetitive part of paperwork — the intake, the extraction, the validation, the generation, the routing, the storage. The tool is OCR (Tesseract, AWS Textract, Google Document AI) plus a workflow engine plus a model for the judgment calls. The OCR is the engine, the workflow is the product.
We build document automations with the OCR, the extraction, the validation, the generation, the routing and the audit trail as part of the architecture from sprint one. The output is an automation the compliance and ops teams can trust in production, not a script that breaks on the second document.
This is the wrong engagement if the document volume does not justify the build, or if the documents are genuinely unstructured. We will say so on the call.
What we deliver
Email, upload, scan, API — the document intake, in the format the source system uses.
OCR + extraction against the schema, with the accuracy eval the use case needs.
The validation rules, the business rules, the cross-checks the document needs.
Document generation, the templates, the variables, the rendering the use case needs.
The routing, the storage, the audit trail and the retention the document needs.
The AI for the judgment calls — categorise, score, decide — with the eval suite.
Our process
01
Discover
We audit the documents, the volume, the schema and the accuracy the use case needs.
02
Plan & Design
We design the workflow, the OCR, the rules and the eval suite.
03
Develop
We build the automation, the integration and the audit trail in sprints.
04
Deploy
We ship to production with the eval, the audit trail and the runbook live.
05
Optimize & Grow
We read the accuracy, the eval and the team feedback, and ship the next iteration.
Technology
What you can expect
Industries we serve
Invoices, receipts, contracts, IDs, KYC documents, medical records, shipping documents, customs forms, the typed documents the business runs on. The accuracy is a function of the OCR, the extraction and the eval suite, and the eval is tuned against the document type.
It depends on the document, the schema and the quality. For a structured document (invoice, receipt), 99%+ is a reasonable target. For a semi-structured document (contract, KYC), 90–95% is typical. The accuracy is measured against a held-out test set, not a guess.
The validation rules are part of the architecture. The OCR extracts, the rules engine validates, the model handles the judgment calls, and the human-in-the-loop handles the exceptions. The validation is the most important part of the system, because that is where the errors usually happen.
Yes, when the data posture requires it. The OCR, the workflow and the storage can all run on your infrastructure, with the audit trail and the encryption the compliance review needs. The architecture is deployment-agnostic, with the choice made in the discovery.
Related services
Business software
Tell us the outcome you need. We’ll come back with an approach, a timeline and a written estimate.