Extract
Read totals, VAT, dates, supplier names, line items and job references from repeat document types.
ai document processing
Read the invoice once. Never retype it.
Invoices, delivery dockets, supplier forms and PDFs read automatically into your accounting or CRM system, with anything uncertain flagged for a person instead of guessed.
Part of ourAI integration workfor Irish businesses.
common inputs
Best fit
- Supplier invoices and receipts
- Customer forms and signed PDFs
- Email inboxes with repeat attachments
- Spreadsheet clean-up for Xero, QuickBooks, Sage or Excel
Check
Flag missing fields, low-confidence reads and exceptions that need human review before anything is filed.
Route
Send clean data to spreadsheets, accounting tools, folders, CRMs or the accountant handoff process.
use cases
Use cases with clear review points.
Document automation should reduce typing without removing control. The useful version extracts, checks and routes, then flags anything uncertain.
Supplier invoices read from email and prepared for accounts review
We define the accepted document shape, required fields, confidence threshold and who approves exceptions before data moves on.
Receipts and PDFs turned into clean spreadsheet rows with VAT fields
We define the accepted document shape, required fields, confidence threshold and who approves exceptions before data moves on.
Signed forms checked for missing details before they reach operations
We define the accepted document shape, required fields, confidence threshold and who approves exceptions before data moves on.
what we build
What we build
A document intake route from inbox, upload folder or form submission
what we build
What we build
Extraction rules for totals, VAT, dates, supplier names, line items and job references
what we build
What we build
Review queues for low-confidence reads before anything touches accounting or CRM data
data controls
Data and controls for accounting-sensitive files.
We define what can be processed automatically, what needs review and which providers handle the files. Read the AI data-processing approach.
before you book
Questions before booking
Can it process every document type?
No. We start with repeat document types where the fields and review rules are clear, then expand once the first workflow is reliable.
Will it post directly into accounting software?
Only if the review and approval rules are agreed. For many Irish SMEs, the safer first step is extraction plus human approval.
What systems can it work with?
Typical handoffs include Xero, QuickBooks, Sage, Excel, Google Drive, email, CRM records and accountant review folders.
Get a fixed quote before anything is built.
A free 20-minute call, then a written price and a launch date. No obligation.
Get a fixed quote