Solutions · Document Automation

Stop retyping what's already on the page.

Invoices, forms, contracts and emails with attachments all end the same way: someone reads them and types the details somewhere else.

We set up teammates that read the documents, check them against your records and put the details where they belong. A person looks at anything that doesn't add up.

Clear the Paperwork See how it works

An invoice, filed

An invoice arrives by email Automation
The amounts and dates are read Automation
Checked against your records Agent
Posted to your accounting tool Integrations
The odd one goes to a person A person

Filed, with one flagged for you

What is AI document automation?

AI document automation means software reads your invoices, forms, contracts and emails, even when each one looks different, and pulls out the details that matter. It checks them against your records, files them in the right tool and sends a person only the ones that don't add up.

Last updated October 5, 2026

Paperwork waits for no one, and neither do its mistakes.

Invoices sit in a pile until month-end.

Then somebody spends a day typing them in.
We type the same details into two systems.

Every copy is another chance for a typo.
Mistakes show up weeks later.

Fixing them costs more than catching them would have.
Nobody knows which documents are still waiting.

Things get paid late, or twice.

Typing isn't the job. Getting the details right is.

What could stop landing on someone's desk?

Invoices and bills

Amounts, dates and suppliers are read and matched to the purchase order or your records.
Forms and applications

Answers are pulled from forms and emails into the system where you need them.
Emails with attachments

The email is read, the attachment is filed and the right person is told.
Contracts and agreements

Key dates, parties and amounts are pulled out so renewals don't catch you by surprise.
Missing paperwork

People who owe you a document get a polite nudge until it arrives.
A trail you can check

Every document and decision is logged, so you can see what was read and what was approved.

Two people at a table looking at a laptop together

The end of the month.

Forty invoices came in this month, as PDFs, phone photos and lines of email text. Nobody typed any of them.

Each one was read, checked against your records and filed. Three didn't match a purchase order and went to the person who knows why.

You open one short list. The books are up to date, and three things need an answer.

See what we could take off your list

Why typing is worth removing.

In a controlled study by Kimberly Barchard and Larry Pace, people typing data from paper sheets made errors at a rate of around 1%, and checking the entries by eye did no better than typing them once.

One in a hundred sounds small until it's the wrong amount on a real invoice.

What your teammates take on

Read invoices, forms and emails in any layout
Pull out the amounts, dates and names
Check them against your records
File them in your accounting tool, CRM or shared drive
Chase the documents that are missing
Flag anything unusual for a person

A person looks at the exceptions, not at every page.

What is retyping costing you?

Change the numbers to match your business. Nothing you type leaves this page.

Starting numbers. Change them to yours.

Documents someone types in each week

Minutes each one takes

What an hour of staff time costs

That's about $7,800 a year spent typing documents in by hand.

Documents per week, times the minutes each takes, divided by 60, times the cost of an hour, times 52 weeks. It counts staff time only, not the cost of mistakes or late payments. It's a rough estimate, not a promise of savings.

Talk through your numbers

What happens to each document.

A document arrives
It's read
It's checked against your records
The details are filed in the right tool
The odd ones go to a person
A confirmation goes out

Nobody retypes a thing.

Is this right for your paperwork?

Good fit if

The same kinds of documents arrive every week
Someone retypes the details into another system
A mistake has traced back to a typo before

Probably not yet if

You get a few documents a month, so a person is quicker
Every document is a one-off that needs a specialist to read

Want the long version? Read how document automation works

What happens after you get in touch.

Step 1: Show us your documents

Send a few typical ones, and tell us where the details need to end up.
Step 2: We set up the first document type

We teach it to read that one, connect it to your tools and check it against real examples with you.
Step 3: It runs, and we add the next one

We review what it flagged, tighten the checks and add the next kind of document once the first is steady.

Get Started

How we deliver it

The services behind it.

Every solution is built from the services below. We use the ones that fit your situation, and leave out what you don't need.

AI Automation

Stop spending your team's hours on work software can handle.

Takes the repetitive busywork off your team: follow-ups, data entry, documents and reports.
AI Agents

Let the team handle the work that never stops.

Software that does whole jobs for you, like following up every lead, and asks a person when it's unsure.
AI Integrations

Make your systems work together.

Connects your CRM, calendar, email and other tools so work flows between them automatically.
AI Software

Turn your biggest bottleneck into software.

Internal tools, dashboards and AI products built around how your business works.

Questions people ask

How accurate is it?

It reads each document, checks the result against your records and flags anything it isn't sure about for a person. We review the flagged cases at the start so the checks get tighter. Typing by hand isn't perfect either, and one study found errors in around 1% of entries.

Which documents can it read?

Invoices, receipts, forms, applications, contracts and emails with their attachments, including scans and phone photos. If a person can read it, it's usually a good candidate.

Where do the details go?

Into the tools you already use, such as accounting software, a CRM, a spreadsheet or a shared drive. When a tool doesn't offer a connection, we build one.

What about sensitive documents?

We only give it access to what the job needs, keep a log of what it reads and does, and agree with you where the data is stored before we start.

Will it replace the person who does this now?

It takes over the typing and leaves the checking. That person usually ends up reviewing the exceptions and doing the work that needs judgment.

What does it cost?

It depends on how many kinds of document there are, how many arrive and which tools they go into. After a first conversation we give you a clear scope and an estimate. We usually suggest starting with the one kind of document that costs you the most time.