Document automation
AI reads your invoices, forms and PDFs, checks them, and puts the data where it belongs.
Who it’s for: Teams that type data out of documents by hand: finance, operations, KYC, compliance.
How it works
- 1Document arrivesEmail, upload or WhatsApp
- 2AI reads itEven scans and photos
- 3AI checks itTotals, names, missing fields
- 4Data is savedTo your sheet, ERP or CRM
- 5Issues flaggedOnly the odd ones reach a person
What we can automate
- Read invoices and post them to your accounting software
- Check KYC documents and flag what’s missing
- Turn scanned forms into clean spreadsheet rows
What changes
- No more copy-paste from PDFs
- Mistakes are caught before they cost you
- Your team only reviews the exceptions
Works with: Google Sheets · Tally or your ERP · Email and shared drives
Questions
Does it work with scanned or photographed documents?
Yes. We test on your real documents, including poor scans, before going live.
Is our data safe?
Documents are processed in accounts you control, and we sign an NDA before we see anything.