Built for the paperwork your team reads twice.
Document Agents read business documents and send clean data into the right system. They extract fields, check rules, flag uncertainty, request review, and update accounting, CRM, ERP, or internal software.
- Invoices
- Purchase orders
- Contracts
- Receipts
- Forms
- Bills of lading
- Packing lists
- Change orders
- Vendor onboarding documents
- Customer paperwork
Common workflows automated
- Invoice intake
- Purchase order matching
- Contract field extraction
- Vendor document review
- Order form processing
- Receipt classification
- Field document routing
- ERP record updates
From a document to a clean record.
Every value is checked against your rules and your records, and anything uncertain goes to a person before it is written.
Reads the document
Accepts documents via email attachments, file drops, cloud storage, or scanner feeds in PDF, image, or scan format.
Extracts structured fields
Extracts line items, vendor details, tax amounts, PO references, and dates into structured JSON data.
Checks values against business rules
Validates mathematical calculations, date ranges, duplicate invoice numbers, and vendor tax identifiers.
Checks vendor, customer, order, or project records
Queries ERP, CRM, or accounting systems to match line items against open purchase orders and supplier master records.
Sends uncertain fields to a human reviewer
Highlights ambiguous line items or pricing mismatches side-by-side with the original document for rapid review.
Writes approved data into the right system
Pushes clean, validated records directly into QuickBooks, NetSuite, Xero, or custom databases.
Keeps a record of each document
Attaches extracted metadata, confidence scores, reviewer sign-offs, and original document references to the target record.
Start with one document type.
The first pilot should focus on one document type.
Worked Pilot Example
A supplier invoice arrives. The agent extracts the vendor, line items, totals, dates, and purchase order reference. It flags mismatches and updates the accounting or ERP record after approval.
What is delivered in 30 days
Then month-to-month retainer- Extraction schema & validation rule configuration
- Automated document intake & parser deployment
- Side-by-side human exception review interface
- ERP / Accounting database direct synchronization
- Paid 30-day pilot with one written deliverable