Stop reading the same documents by hand.
Most small businesses have someone who spends part of every day opening attachments, reading them and deciding where they go. AI is now good at exactly this kind of reading, as long as a person still checks the cases it isn't sure about.
Sound familiar?
- Invoices, delivery notes or forms arrive by email and someone opens every one
- Information gets copied from PDFs into your accounts package, CRM or a spreadsheet
- Paperwork sits in a shared inbox until someone has time to deal with it
- Things get filed in the wrong folder, or not filed at all
What we build
- A process that picks up incoming documents from your inbox or a shared folder
- Extraction of the fields you actually use: supplier, amounts, dates, references
- Automatic filing and hand-off to the system the data needs to land in
- A review queue for anything the system isn't confident about, so nothing slips through
What it can look like
A trade business receiving supplier invoices by email. Each invoice is read, matched to the right supplier and job, and queued for approval in the accounts package. The office manager reviews the exceptions instead of typing every line.
An illustrative scenario showing the shape of the work, not a specific client.
When it isn't an AI job
If your documents always come from the same handful of senders in the same layout, a simple template rule may do the job more cheaply than AI. We'll tell you if that's the case.
Talk to us about document handling.
Describe how it works today and what's frustrating about it. We'll come back with an honest view on whether it's worth automating, and how.