Document processing

Paperwork files itself.

Every firm has the same hidden hour-killer: someone retyping the contents of a PDF into a system that was supposed to make the PDF unnecessary. We build the parse-validate-route layer that ends that work entirely.

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Document processing
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Where it bleeds

Signs the workflow is costing you.

  • Operations staff spending 4+ hours a week keying in invoices, IDs, or intake docs
  • Errors creeping in because the same data is typed in three places
  • Compliance teams cannot trace where a document went or who signed off
  • PDFs and scans piling up in inboxes with no clear ownership
What you get

The system, in concrete terms.

01

Inbound documents detected by source - email, upload, scanner, vendor portal

02

Fields extracted with vision-LLM accuracy and validated against business rules

03

Exceptions routed to a human review queue with structured side-by-side preview

04

Clean data lands in the accounting, CRM, or case system without keystrokes

05

Full audit trail of every document, version, and human override

How it ships

Three steps, no theatre.

  1. 01

    Inventory the document set

    We catalogue every doc type, source, and downstream system. The ugly edge cases get named instead of ignored.

  2. 02

    Build the extraction layer

    Modern vision-LLM extraction is paired with deterministic validation - totals, dates, IDs - so accuracy is auditable, not assumed.

  3. 03

    Add the human-in-the-loop

    Anything below confidence threshold gets a one-screen review. The reviewer takes 15 seconds, the system learns, throughput climbs.

Stack

Built on the tools you already pay for.

No proprietary platforms, no rip-and-replace. We build inside the systems your team already operates in - 9 common touchpoints for this service alone.

  • QuickBooks01
  • Xero02
  • NetSuite03
  • DocuSign04
  • Google Drive05
  • Dropbox06
  • Airtable07
  • Notion08
  • Slack09

+ custom APIs, internal databases, and whatever your firm runs on.

Common questions

Answered before you ask.

How accurate is the extraction?

On structured docs - invoices, IDs, standard contracts - production accuracy lands at 97% or higher with validation. Anything below confidence routes to a review queue, so wrong data never silently enters your books.

What about regulated documents - KYC, HIPAA, legal?

We build inside your environment with the right access boundaries. Audit trails, retention rules, and review queues are part of the spec, not an afterthought.

Can the system handle handwriting and scans?

Yes, with caveats. Print is near-perfect; cursive and low-resolution scans go to the review queue at higher rates. We tell you the confidence breakdown upfront on your real documents, not a demo set.

Adjacent builds

Other systems firms hand us next.

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Want this shipped for your firm?

One business day for a written audit: what is automatable, what should stay human, rough timeline, fixed price. No discovery questionnaire.

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