Automated document processing
From a pile of documents to usable data.
Extract the details you need from emails, PDFs, invoices and forms. Put them where your team works, with checks that make uncertainty visible.
For teams repeatedly reading documents and typing the same fields elsewhere.
See it in practiceIN PRACTICE
An invoice becomes a checked record.
Illustrative workflow, not a client case study. Final behaviour depends on your agreed scope.
- 01
A document arrives
An invoice lands in your inbox with a supplier, reference and total.
- 02
The fields are extracted
The workflow captures your agreed fields and checks required values. An unreadable total is flagged.
- 03
The data is ready to review
Validated fields go to the agreed spreadsheet, CRM or database. Uncertain entries go to a person.
WHAT CHANGES FOR YOUR TEAM
Move the information, without moving the manual copying to another person.
A CLEAR STARTING POINT
Start with one useful change.
We test representative documents, agree required fields and destinations, and define how exceptions are reviewed. Data extraction is part of this service, including information in email bodies.
What we agree together
- Agree the source documents and required fields
- Validate extracted information before filing
- Flag uncertain entries instead of silently accepting them
Pricing follows the agreed scope. We confirm requirements, access, testing and support before work begins.
GOOD QUESTIONS
Does it work with every document?
Document quality, layout and format matter. We assess your samples first and define the formats and exceptions the workflow will support.
Does it approve or pay invoices?
No. Extracting invoice information does not authorise payment. Any approval workflow would need to be scoped separately.
YOUR NEXT STEP
Show us what you keep copying
Bring anonymised samples and an example of where the extracted information should go.
Discuss this with Vergio