Document Processing Setup
Extraction pipelines for invoices, purchase orders, delivery notes, timesheets or similar documents, so structured data reaches your systems without someone typing it in.
Most back offices still have someone, sometimes several people, spending a chunk of every week typing invoices, purchase orders, delivery notes or timesheets into accounting software. Document Processing Setup replaces the typing with an extraction pipeline that reads the document, pulls out the structured data and files it where it needs to go, with exceptions surfaced for review.
Who this is for
Finance teams, operations managers and back-office leads in businesses that handle more than a handful of supplier invoices, purchase orders or similar documents a week. Especially useful for construction, manufacturing, logistics and distribution operations.
What you get
Invoices and documents read automatically
Supplier invoices, purchase orders, delivery notes, timesheets, receipts. The structured data reaches your accounting or ERP system without retyping.
Exceptions flagged for human review
Every document that does not match a known pattern gets surfaced to a person, rather than being guessed at silently.
A cleaner audit trail
Every extracted field keeps a link back to the source document, so the finance lead or the auditor can trace any number.
Time back to the back-office team
Typically several hours a week per person, redirected to work that actually needs their judgement.
How it runs
We start with a sample of your real documents. We build and test the extraction against that sample. When the match rate is where you want it, we ship it into your accounting or operations workflow with exception handling you have signed off. Your finance lead stays in charge of any document that looks unusual.
Next step is a scoping call
Fifteen minutes to understand whether the fit is right. If it is not, we will tell you directly.
Scope a document setupOther products
AI Opportunity Report
A free written report, delivered within 24 hours, picking out two or three places where AI would pay for itself quickly in your business.
Automation Quick Win
A single narrowly-scoped process automated end-to-end, with a measurable shift in a specific KPI inside the first quarter.
AI Pilot Programme
A structured pilot with a baseline, a live build, and a go or no-go decision framework at the end, so the commitment question is answered with evidence rather than a hunch.