Receive
PDF, scan, photo, email attachment or exported document.
Reduce manual entry by extracting key fields, validating them and sending clean data to Excel, CSV, SQL, APIs or reporting systems.
Discuss an automationPDF, scan, photo, email attachment or exported document.
AI identifies the fields and tables required for the workflow.
Rules and human review can confirm uncertain or critical values.
Send approved data to Excel, CSV, database, API or downstream system.
Use the structured data in Power BI or operational reporting.
The goal is controlled extraction and validation. Human review can remain in the workflow for critical fields, exceptions or sensitive business processes.
Extracted data becomes part of the existing business process instead of staying trapped in a separate tool.
The first version is tailored to the documents and fields you actually use. If the same workflow repeats across customers, it can later become a reusable application or portal.
A production document portal should add authenticated access, controlled storage, malware scanning, retention rules, audit logging and privacy controls before sensitive customer files are accepted online.
Send a sample description of the documents, the fields you need and where the output should go. We can design a small proof of concept before building a larger system.