Ready-to-deploy AI solution
AI Document Processing for Invoices, Contracts and Forms
A pre-built pipeline that reads incoming documents, extracts the fields you need, checks them against your rules and routes each one to the right system or person.
Overview
Why AI Document Processing matters
AI document processing removes the slowest step in many back offices: someone reading a PDF and retyping it into another system. Accounts payable teams key in invoice lines, legal teams hunt for renewal dates in contracts, and operations staff copy application forms into spreadsheets. It is slow, error-prone and impossible to scale during month-end or seasonal peaks.
We deploy a pre-built document pipeline and configure it to your document types, field definitions and validation rules. It accepts files from email inboxes, upload portals, scanners and shared drives, understands layouts it has never seen before, and checks extracted values against your ERP or master data. Clean documents flow straight through; anything uncertain is queued for a quick human review with the problem highlighted.
What we build
AI Document Processing: capabilities
Every feature is built on our standardized stack, so it is secure, tested and maintainable by any engineer in our pool.
Layout-independent extraction
Language and vision models read invoices, purchase orders and forms from any supplier or template, without building a separate rule set for each layout.
Contract clause analysis
Identify parties, dates, payment terms, renewal clauses, liability limits and other key terms, and flag clauses that differ from your standard position.
Validation against your data
Extracted values are matched with vendor masters, purchase orders, GST numbers and price lists, catching mismatches before they reach your books.
Confidence-based review queue
Each field carries a confidence score. Low-confidence values are sent to a reviewer screen that shows the original document beside the extracted data.
Intelligent routing
Documents are classified and sent to the right approval flow, department or system based on type, value, vendor or any rule you define.
Multi-channel intake
Collect files from dedicated mailboxes, Gmail or Outlook attachments, Google Drive folders, web portals, mobile photos and bulk scanner uploads.
OCR for scans and handwriting
Scanned paper, phone photos and handwritten form entries are converted to text with image clean-up before extraction begins.
Processing dashboard
Monitor volumes, straight-through rates, exception reasons and turnaround times by document type, team or supplier.
Key benefits
Outcomes your business can count on
Fewer manual keystrokes
Staff review exceptions instead of typing every field, which shortens processing cycles and reduces fatigue-driven mistakes.
Errors caught early
Duplicate invoices, wrong tax numbers and price mismatches are flagged at intake rather than discovered during an audit.
Peak volumes without overtime
Month-end, quarter-end and seasonal surges are processed at the same speed as a normal day.
A complete audit trail
Every document keeps a record of what was extracted, who reviewed it, what changed and where it was sent.
Use cases
Where this delivers value
Accounts payable automation
Extract header and line items from supplier invoices, perform two-way or three-way matching with purchase orders and goods receipts, and post approved bills to the ERP.
Contract review and repository
Build a searchable register of contract terms, expiry dates and obligations, with reminders before renewals and notice periods.
Customer onboarding forms
Read KYC documents, application forms and identity proofs for finance and insurance onboarding, checking completeness before a person reviews them.
Logistics paperwork
Capture data from bills of lading, delivery notes, e-way bills and customs documents to update shipment records without manual entry.
Technology used
Built on one proven stack
The pipeline combines OCR, a multimodal language model for extraction, rule-based validation and a workflow engine for routing. Jobs run asynchronously on queues so large batches never block your users.
- Multimodal models from OpenAI, Anthropic or Google
- Open models via Ollama for private hosting
- OCR and image pre-processing
- Python and FastAPI extraction services
- NestJS workflow and approval APIs
- Redis and BullMQ job queues
- S3-compatible document storage
Our process
From first call to confident launch
- 01
Discovery
We collect a representative sample of your documents, list the fields and rules each type needs, and trace where the data must end up in your systems today.
- 02
Design
We define extraction schemas, validation checks, confidence thresholds and routing rules, and design the reviewer screen around how your team already works.
- 03
Agile Build
We configure the pre-built pipeline one document type at a time, measure field-level accuracy against your sample and connect outputs to your ERP or database.
- 04
Production + 90-day hypercare
We run in parallel with your current process before switching over. During 90 days of hypercare we tune thresholds and add new layouts as suppliers change formats.
Why AI document processing beats template-based OCR
Traditional capture tools depend on templates: you draw boxes around fields for each supplier's invoice layout, and the system breaks whenever a vendor redesigns its document. Modern language and vision models understand a document the way a person does, by reading labels and context. A new supplier's invoice is handled on day one without anyone setting up a template.
Models still make mistakes, so we never rely on extraction alone. Every value passes through validation rules and confidence checks, and only documents that pass all of them are processed without a human looking at them.
Connected to the systems that use the data
Extracted data is only useful once it reaches the right place. The pipeline posts approved invoices to Odoo, SAP, Oracle, Tally or Microsoft Dynamics, updates contract registers, and creates records in CRMs or custom databases. For broader end-to-end workflows that span several departments, our business process automation service designs the full flow, including approvals and exception handling.
If you would rather ask questions of the processed data, such as total spend by vendor this quarter, the AI ERP Assistant can sit on top of the same records.
- Approval chains based on amount, department or vendor
- Email or WhatsApp notifications for pending reviews
- Original files stored securely with their extracted data
Handling sensitive documents
Contracts, identity documents and financial records often cannot be sent to a public AI service. The pipeline can run entirely on your infrastructure using open models through our local LLM deployment option, with encrypted storage, role-based access to the reviewer screen and retention rules that match your compliance policy.
Industries served
Proven across industries
FAQ
AI Document Processing: frequently asked questions
Stop retyping documents
Send us a sample batch of your invoices, contracts or forms and we will show you the extracted data and how it would be routed.