CHECK 01
Required fields
Supplier, reference, date, and the fields your process needs.
INVOICE & DOCUMENT AUTOMATIONFrom the
From the
paperwork.
To the point.
Turn incoming invoices and documents into structured records, with validation and human approval before important updates are made.
Received Extracted Ready for reviewCAPTURE / VALIDATE / APPROVE
01Receive
02Extract
03Validate
04Approve
05Sync
THE DOCUMENT WORKBENCH
Every field tells part of the story.
Compare a sample invoice with its extracted fields. Switch to a mismatch to see why validation comes before approval.
SAMPLE INVOICE
North Studio
Invoice DEMO-042
For: Acme Studio
Workflow design$800.00
Integration setup$200.00
Total$1,000.00
DEMO DOCUMENTFrom page to record.
Extract the fields. Check the details. Keep a person in control.
- Supplier
- North Studio
- Reference
- DEMO-042
- Line items
- $1,000.00
- Total check
- Totals match
Validated. Waiting for a reviewer.
This sample uses fixed fields to explain validation. No file is uploaded and no accounting record is created.
CONFIDENCE COMES FROM CHECKSExtracting a number
Extracting a number
is only step one.
We design validation around your documents and destination system, with an explicit route for uncertain results.
CHECK 02
Total consistency
Compare extracted line items and totals before moving forward.
CHECK 03
Duplicate references
Check whether an invoice or document has already been recorded.
CHECK 04
Human review
Hold incomplete or uncertain extractions for a reviewer.
DESIGNED FOR YOUR DOCUMENT MIX
Start with the files your team handles every day.
Invoices
Supplier details, references, line items, and totals.
Purchase orders
Order references, quantities, and approved vendor records.
Receipts
Dates, merchant information, amounts, and attachments.
Business forms
Agreed fields extracted into a structured record.
Supported file formats and extraction quality are validated using representative documents during the pilot.
Document received
Source attachment saved
Fields extracted
Required fields identified
Checks completed
Totals and reference checked
Reviewer approved
Decision attached to the record
Record exported
Destination reference captured
A TRAIL YOU CAN FOLLOW
Know what happened. And what comes next.
Keep the source, extracted record, review decision, and export status connected so the team can investigate an exception without retracing every step.
- Source attached to the record
- Review decisions captured
- Failed exports routed for attention
PEOPLE KEEP THE FINAL SAYAutomate the preparation.
Automate the preparation.
Keep the judgment.
Important records move forward only after the checks and approvals agreed with your team.
Assigned reviewers Scoped access Documented rules
01Google Drive
02Gmail
03QuickBooks
04n8n
Integrations are scoped around supported APIs, account permissions, and your software plans.
FROM PREVIEW TO YOUR BUSINESSA launch plan
A launch plan
built around you.
Track processing time, review rate, and extraction accuracy on your documents. Targets are agreed after reviewing your starting point.
Review representative sample documents
Define fields, validation, and approval rules
Test extraction quality and destination exports
INVESTMENT & OWNERSHIPClear scope.
Clear scope.
Clear costs.
Get a proposal tailored to your workflow, integrations, volume, and support needs.
Request your project scopeImplementation
Discovery, workflow build, agreed integrations, testing, and handover.
Running costs
Hosting, AI usage, calling, messaging, and paid software are identified separately.
Ongoing care
Optional monitoring, maintenance, and improvements with clear support terms.
LET’S GET SPECIFICYour questions.
Your questions.
Useful answers.
Can it read scanned documents?
Scanned documents can be included, subject to format and image quality. We test representative samples to establish practical limits.
Where does the extracted data go?
Approved records can be routed to a supported accounting platform, spreadsheet, database, or other destination included in your scope.
Are documents approved automatically?
You decide which records need human review. Missing fields, mismatched totals, and uncertain extractions can be held for correction.