Purchase orders, contracts, applications and forms become structured rows — no retyping.
Workflow
Information lives in PDFs, scans and filled-in forms — purchase orders, contracts, applications. Getting it into a spreadsheet or system means manual data entry.
Documents are collected from email, upload or a shared folder; the relevant fields are extracted, validated and written to a spreadsheet, database or business application. Files are renamed and filed consistently.
Searchable, structured data from documents you already receive — and a tidy document archive.
Define the fields you need from each document type.
Documents are classified by type, then the relevant fields are extracted.
Values are validated (formats, required fields, lookups) before records are written.
Originals are renamed with a consistent convention and filed in the right folder.
Human in the loop. Documents that fail validation are flagged for review instead of being guessed.
Often paired with
Documents & Data Entry
Supplier invoices are read, validated and entered as draft bills — ready for approval.
Email & Communication
New inquiries in your inbox become complete CRM leads — and the right salesperson hears about it.
Email & Communication
Sort sales, support, billing and urgent messages automatically and send each to the right place.
Every recipe is adapted to your systems and the way your team works. Tell us about your setup and we’ll suggest the simplest reliable approach.