Document intelligence

We extract fields from documents and show them beside the source for review. Approved records can be exported or written to the receiving application.

ScopeOne workflow or several connected applications
Delivery timingDays for a focused prototype, weeks for a well-defined release when access and decisions are ready
How we check itWe check extracted fields against the source, and reviewers can see where each value came from.

From incoming documents to checked records

Retyping information from documents is slow and invites errors. We extract the fields you need, check them against your business rules, and send exceptions to a reviewer. The source document stays attached, so every correction can be traced.

Good fit

  • Teams processing a high volume of documents
  • Claims, diligence, compliance, and finance review teams
  • Teams re-entering the same information in several systems

Not the right fit

  • Extraction with no checks or review before the data is used
  • Files with no owner or rules for how long to keep them
  • Standard forms that a fixed template already reads reliably

What you get

Document intake

A single, controlled entry point for approved files, with format checks and duplicate detection before any data is extracted.

Structured extraction

The fields you need, pulled from each document and linked to where they appear in the original.

Review and export

A queue for uncertain results, a history of corrections, and approved records sent to the system that needs them.

How it works

Sample real documents

We review a sample of your real documents, including poor scans, tables, missing fields, and unusual layouts.

Test the extraction

We compare extracted values with examples your reviewers have checked, and flag results the system is unsure about.

Connect the destination

We test corrections, permissions, and exports to the receiving system before routine documents are processed automatically.

Scope, cost, and ownership

What we need from you

  • Representative documents with permission to process them
  • Required fields and reviewers who can resolve exceptions

What affects cost

  • Document variety and scan quality
  • Required accuracy and review volume
  • Connections to receiving systems and file-retention rules

Technical scope

  • and parsing
  • Structured extraction
  • Source citations
  • Confidence thresholds for review
  • Review queues
  • Integration with receiving systems

Support and maintenance

Your reviewers resolve uncertain fields and corrections. We agree who updates extraction rules when document formats change and how long files are retained.

Common questions

Can people still review the source?

Yes. Reviewers see the original document beside each extracted field.

Does every document need AI?

No. Standard, stable forms are often better handled by fixed extraction rules and validation.

What happens to incomplete or conflicting document results?

They go to a review queue with the original document. A reviewer corrects the fields, and only then is the approved record written to the receiving system. We test duplicate documents, corrections, and retries as part of that connection.

Automate the steps after document review

Guides and resources

See also

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