Document AI

Document AI reads identity documents, invoices, statements, claims and medical forms, extracts the fields you need, checks them against your rules and routes only the exceptions to people.

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01Receive

Documents arrive by upload, email or API.

02Extract

OCR and AI extract text, tables and fields.

03Validate

Rules and cross-checks validate the data.

04Automate

Confident results flow into your system automatically.

05Review

Exceptions go to a reviewer with the fields highlighted.

Start a proof of concept
Uploaded documentOCRReview queueValidationYour teamAI agentGuardrailsLive and monitored
How document AI works, step by step

What is document AI?

Document AI combines optical character recognition with language models to read documents, extract the fields you need and check them against your rules. It handles identity documents, invoices, bank statements, claims, medical forms and contracts.

Teams move from typing data to reviewing exceptions. Confident results flow straight into your systems, while uncertain fields are highlighted for a reviewer.

Document AIExample

Uploaded: identity card, front and back

Name, ID number and date of birth extracted and verified.

The address differs from the application, so I sent it to a reviewer with the field highlighted.

Status: awaiting review

What it handles

  • Identity documents for KYC
  • Invoices and purchase orders
  • Bank statements and payslips
  • Insurance claims and medical forms
  • Contracts and agreements

How it works

  1. Documents arrive by upload, email or API.
  2. OCR and AI extract text, tables and fields.
  3. Rules and cross-checks validate the data.
  4. Confident results flow into your system automatically.
  5. Exceptions go to a reviewer with the fields highlighted.

What to measure

We agree on these numbers before launch and report on them every month.

Straight-through processing

Documents processed without manual review.

Field accuracy

Extracted fields that match the source.

Processing time

Time from upload to structured data.

Exception rate

Documents that need a reviewer.

Guardrails

  • Confidence scores on every field
  • Human review for low-confidence results
  • Encryption and data retention controls
  • Full audit trail

Integrations

ERP systemsCore bankingEHR systemsCloud storageEmail inboxes

Where it fits

FintechHealthcareLogisticsReal estate

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Common questions

Straight answers. If yours is not here, ask us directly.

Ask a question
Which document types are supported?

Typed and handwritten forms, scans, photos and PDFs, including identity documents, invoices, statements and claims.

Is our data stored?

You control retention. Documents can be processed and deleted, or stored encrypted in your own cloud account.

How accurate is it?

Accuracy depends on document quality and type. We measure it on your real documents during the proof of concept.

Put document AI to work.

A free 30-minute discovery call, an honest read on scope and cost, and a clear next step.

Start a projectBook a discovery call