[Use case] Operations · construction, insurance and logistics

Every PDF and scan read into clean data.

Invoices, forms, tenders and certificates arrive as PDFs and scans, and someone types them into your system line by line. For a team handling 200 or more documents a month, that is days of typing, and the mistakes surface weeks later.

Skip this if your documents already arrive as clean data from one supplier. An import will do.

What you get
Every document read field by field, with a confidence score and the unsure fields sent to a person
Pilot length
4 to 6 weeks on one document type
Price range
Pilot from US$2,400, version 1 from US$7,200
We need from you
200 sample documents, the fields you need, and one person to check the unsure ones
[01] What it doesFour jobs, every document

Read, checked, filed.

01Reads any layout

Invoices, forms, tenders and certificates, typed or scanned, without a template per supplier.

02Scores every field

A confidence score on each value, so a person checks only the fields it isn't sure of.

03Checks against your records

Totals, purchase orders and supplier details matched against what is already in your system.

04Files it where it belongs

Clean data straight into your accounts, ERP or project system, with the original attached.

Documents · read into your system
app.yourcompany.com/documents
Incoming documents Read today196 Filed without a check91% Fields to check9
TAX INVOICEINV-20931
Coastline Supplies Pty Ltd 12 Harbour Rd, Fremantle
Date 4 Nov 2026Order PO-778l
Seal kits x 121,440.00Bearings x 302,310.00Freight625.00GST437.50
Total$4,812.50
Fields readConfidence
SupplierCoastline Supplies
InvoiceINV-20931
Date4 Nov 2026
Order no.PO-7781?
Total$4,812.50
CheckOrder number unclear on the scan: sent to Priya
Matches PO-7781 totalWaiting✓ Checked and filed
Concept · sample data
[02] How it worksInputs, model, actions, review

One flow, with a person checking the unsure fields.

The AI reads and fills in. Anything below the confidence bar waits for a person before it reaches your system.

01 · Inputs

What comes in

Documents from email, uploads or a shared drive, plus the fields you need and your existing records.

EmailUploadsDrive
02 · Model

What it works out

Reads each page, pulls out the fields, scores each one, and checks totals and references.

ReadScoreCheck
03 · Actions

Where it puts it

Confident fields go into your system, and unsure ones go to a review queue with the page beside them.

Your systemReview queue
04 · Review

Who checks it

A person checks the flagged fields, and their corrections tune the next batch.

CheckCorrect
Document extraction · demo Sample data

The demo needs a bigger screen, so it opens full screen on a phone.

DocumentCoastline Supplies · INV-20931

A tax invoice for seal kits, bearings and freight, total $4,812.50.

  1. Read

    Supplier, invoice number, date, order number and total, from 1 page.

  2. Order match

    PO-7781 for $4,812.50 is open, and the totals match.

  3. Order number

    Read as PO-7781, 0.97 sure.

Filed

Every field is above the bar, so it's matched to the order and filed in your accounts.

Confidence 0.94 · bar 0.80
[03] Build pathTimes and prices from past builds

Pilot, then version 1, then run it.

Each step is priced on its own, so you can stop after the pilot if the accuracy isn't there.

01

Pilot

One document type and 200 samples, with a person checking every field.

Time
4 to 6 weeks
Price
From US$2,400
Ends with
A go or stop, with the accuracy of every field
02

Version 1

Every document type, the link to your system, and a review queue.

Time
5 to 6 weeks
Price
From US$7,200
Ends with
Documents that file themselves
03

Run and improve

Model updates, new layouts, and monthly tuning on the fields people corrected most.

Time
Monthly
Price
From US$599 a month
Ends with
A report every month

In US dollars · monthly plans on the pricing page

[04] EstimateTwo minutes, before any call

Estimate this build.

Answer three questions and the estimator opens with document extraction already picked.

Typical · pilot from US$2,400 · version 1 from US$7,200
Documents a month
Document types
Where the data goes
Open the estimator
[05] Buy or buildThe tools that already do some of this

You may not need us. Here's how to tell.

Cloud document AI can read standard documents out of the box. If one covers what you need, use it. These are the usual options and where each one stops.

ToolWhat it coversWhere it stops

Google Document AI

Readers for invoices, receipts and US driving licences, plus custom extractors.

A cloud service your developers wire up, with no review queue for your team.

Azure Document Intelligence in Foundry Tools

Reads invoices, receipts and forms into structured data, with custom models.

A building block too, not a finished workflow.

Rossum

Reads invoices, orders and trade documents, with a review screen.

Built for transactional documents, less so tenders or site forms.

When a custom build winsDocuments beyond invoices, checks against your own records, or fields that must be reviewed and logged.

That is where an off-the-shelf document tool runs out, and where this build earns its price.

[06] Data, security and guardrailsWhat it can and can't touch

It reads. People approve.

The build is set up so a misread becomes a flagged field someone fixes, not a wrong number in your accounts.

Access it needs

The documents you send it, and write access to the fields it fills. Nothing else in your system.

Where data lives

Documents stay in your cloud region and are kept for as long as you set.

Every value scored

Each field shows its confidence and the spot on the page it came from.

Who reviews

Someone on your team checks every flagged field, and a sample of the rest each week.

[07] ProofA demo you can try

Proof

Live demoTry it on a sample invoice, tender or inspection form.

The live demo reads a document field by field, scores each value and sends the unsure ones for review.

Try the live demo
[08] VariationsThe same build for other teams
[09] QuestionsBefore you call

Questions

Does it need a template for each supplier?

No. It reads the layout the way a person would. A few samples of each document type are enough to check it.

How accurate is it?

The pilot measures accuracy on every field of your own documents, so you decide on version 1 from your numbers.

What happens to unsure fields?

They wait in a review queue with the page beside them. Nothing below the bar reaches your system without a person.

What does it cost to run?

You pay the model provider per page. The pilot report shows the cost per document before you decide on version 1.

Can it read handwriting?

Clear handwriting, usually. Messy handwriting goes to a person, and the pilot shows how your forms do.

Which systems can it fill?

Any with an API or an import, including Xero, NetSuite and SAP, and most project systems.

[10] Next30 minutes · no slides

Get this scopedin 30 minutes.

Bring 20 sample documents if you can. You leave with a written next step and a price range for the pilot.

NS
Scoping call30 min · video call

India time · confirmed on Cal ID