services / document-processingService 03 of 05

Document and data processing

Turn piles of PDFs and emails into data you can use.

AI reads invoices, contracts, forms and inbox attachments, pulls out what matters and files it in the right place, with a human check wherever the stakes are high.

Best forOffices that handle lots of paperwork
Tools I useDocument AI and vision models, Google Drive or SharePoint, QuickBooks or Xero

The problem this solves

Problem 01

Invoices and receipts are typed in by hand.

Problem 02

Important details are buried in long contracts and emails.

Problem 03

Data entry errors keep reaching your books and your customers.

What I build for you

Invoice and receipt capture

Supplier, date, totals and line items read and sent to your accounting tool.

Contract and form review

Key dates, amounts and clauses pulled into a one-page summary.

Email attachment sorting

Files named, filed and logged automatically.

Review queue

Low-confidence items wait for a person. Everything else flows through.

What changes once it is running

outcome 01

Less manual entry

Your team checks results instead of typing them.

outcome 02

Searchable records

Information that was trapped in files becomes easy to find.

outcome 03

An audit-friendly trail

Every extracted value links back to its source document.

Real example

A bookkeeping office receives hundreds of supplier invoices each month. Each one is read, matched to a vendor and queued for approval before it reaches the books.

From first call to first result

WEEK 0

Free discovery call

We look at how this works in your business today and agree on a small, measurable first goal.

WEEKS 1–3

Working pilot

A real build on your actual data. You try it in production before we go further.

WEEKS 4–6

Refine and hand off

We improve based on real use, document everything and train your team.

ONGOING

Support if you need it

Monthly check-ins, updates and troubleshooting. No retainer required.

Want to see if this fits your business?

Book a free 30-minute call. No pitch deck, no obligation. If AI is not the right answer, I will say so.

Book a free 30-min call