[ AI Integrations ]

Turn documents into clean data

Invoices, contracts, forms and emails read automatically: fields extracted, files classified and checked, results pushed into your ERP, CRM or spreadsheet.

  • Secondsper document, not minutes
  • 3–6weeks to launch
  • 100%low-confidence fields reviewed
  • OpenAI
  • Zapier
  • Google Sheets
  • HubSpot
[ What you get ]

What is included

Extracts fields, summarizes files, classifies requests, and turns documents into structured data.

  1. 01

    Intake from any source

    Email attachments, uploads, scanners and shared folders collected automatically.

  2. 02

    OCR and field extraction

    Totals, dates, parties, line items and IDs read from PDFs and scans.

  3. 03

    Classification and routing

    Each file sorted by type and sent to the right person or system.

  4. 04

    Validation rules

    Checks against your data — supplier lists, amounts, duplicates, missing fields.

  5. 05

    Review screen

    Uncertain fields highlighted for a quick human check before export.

  6. 06

    Export to your systems

    Structured data sent to your ERP, accounting tool, CRM or Google Sheets.

  • Someone retypes documents all day

    Invoices, orders or applications copied by hand into another system.

  • Formats differ by sender

    Every supplier or client sends a different layout.

  • Errors cost money

    Wrong amounts, missed deadlines or duplicate payments slip through.

  • Volume peaks at month-end

    The backlog grows faster than the team can process it.

[ Process ]

How the work moves forward

Five clear stages with a result at the end of each. You see progress every week and approve each step before the next one starts.

  1. 01 · Discover

    Pick one job to automate

    We map the workflow and choose the task with the clearest payback.

    1 week
  2. 02 · Design

    Design the flow and guardrails

    Data sources, prompts, hand-offs to humans and what the AI must never do.

    1 week
  3. 03 · Build

    Build and connect

    The assistant or automation is wired into your CRM, inbox and tools.

    1–3 weeks
  4. 04 · Test

    Test on real cases

    We run it on past conversations and documents and measure accuracy.

    1 week
  5. 05 · Improve

    Launch and improve

    Monitoring, weekly review of answers and new skills as it proves itself.

    Ongoing
[ Scope ]

Three ways to start

Typical scopes for this direction. The exact estimate comes after a short brief — usually within two business days.

  1. Option 01

    Pilot

    One assistant or automation for one well-defined task.

    • Workflow mapping
    • One integration
    • Accuracy report
    2–3 weeks Get an estimate
  2. Option 03

    AI operations

    Agents, knowledge base and reporting as part of daily operations.

    • Custom agents
    • Knowledge base
    • Monthly improvement cycle
    2–4 months Get an estimate
[ FAQ ]

Questions before we start

Short answers to what clients ask us most often.

Ask your question All questions and answers
Does it work with scans and photos?

Yes. Modern OCR handles scans, phone photos and handwriting reasonably well; very poor images go to review.

How accurate is it?

We measure it on a sample of your real documents before launch and route anything uncertain to a person.

Do we need templates for each layout?

No. AI extraction works across layouts, so new senders rarely need setup.

Where are documents stored?

In your own storage or EU-hosted infrastructure, with retention rules you define.

Will AI replace our staff?

No. It takes repetitive work — first answers, data entry, follow-ups — so people handle the cases that need judgement.

Is our data safe with AI?

We use providers with data processing agreements, keep data in the EU where possible and never use your data to train public models.

[ Next step ]

Tell us about your project

Answer a few questions about your business — we will come back with a plan, timeline and estimate within two business days.