Someone is retyping numbers that already exist in a PDF. This reads the document, checks it against your records, flags what does not match, and leaves a draft waiting for approval.
Any office with a shared inbox full of invoices, purchase orders or forms — and one person who spends their week moving those numbers into an accounting system by hand.
A shared inbox, a folder, a scanner. Nobody has to change how suppliers send things.
An invoice, a credit note, a purchase order and a statement each need different handling. Getting the type right first prevents most downstream errors.
Vendor, dates, line items, totals, tax. From the document as it is, including the suppliers whose layout has not changed since 2003.
Totals recalculated, the purchase order matched, the vendor checked against the ones you actually use. Extraction without validation just moves the typo faster.
Anything that does not reconcile is raised for a human rather than quietly rounded. What lands in your system is a draft, ready for a person to approve.
It stays a draft. Nothing is posted and nothing is paid without a person approving it. That rule does not relax once the system has proven itself — it is the design.
We agree on these two before we build, and report them after.
The one you already use. We have built import and reconciliation pipelines feeding QuickBooks and office systems, and the draft is created there rather than in a new tool.
That is normal and it is handled. The system works from the fields it needs to find, not from a fixed template, and unusual layouts get flagged for review rather than guessed at.
No, and we would push back if asked. A person approves anything that moves money. The value here is in removing the typing, not in removing the approval.
It is the easiest to prove. You can test it on sample documents, the result is easy to measure, and nothing it does is irreversible. If your phone rings more than your inbox fills, start with missed calls instead.
We will not quote you a number before we have seen your documents — anyone who does is guessing. We measure field accuracy on your real paperwork during the build and report it honestly, including where it struggles.
It stays attached to the draft, so whoever approves it can see the source without going back to the inbox.
One call, no charge. We’ll tell you whether it’s worth automating — including when it isn’t.