Accounts payable
Supplier invoices captured, matched to POs and queued for approval.
Document Automation
Invoice and Document Automation with AI OCR
Document automation uses AI-powered OCR (optical character recognition) to read invoices, purchase orders, forms and ID documents, extract the fields you need, check them against your rules and send clean data to your ERP, accounting software or spreadsheet. Uncertain fields go to a person for review instead of being guessed.
Problems we solve
Hours of manual data entry
Staff retype supplier invoices and orders line by line.
Many formats
Every supplier or customer sends a different layout, often as scanned PDFs.
Costly mistakes
A wrong amount or GST number creates rework and payment errors.
Slow processing
Documents wait in inboxes until someone has time.
What you get
What we deliver
A fixed-scope proposal lists every deliverable, the timeline and any third-party costs before work starts.
Automate My Documents- Document classification and field extraction (AI OCR)
- Validation rules: totals, GST numbers, vendor and item masters
- Review queue for low-confidence fields
- Export to ERP, Tally, accounting software or Google Sheets
- Processing dashboard and audit trail
How it works
How we deliver Document Automation (AI OCR)
Sample documents
We collect real examples of each document type and the fields you need.
Build extraction
Configure AI OCR and validation rules; measure accuracy on your samples.
Connect systems
Push approved data into your ERP or accounting system.
Review and improve
Track accuracy and review rates and refine the rules.
Where it helps
Typical scenarios, described as examples of the approach — not client results.
Sales order desks
Customer POs read and turned into draft sales orders.
Onboarding
KYC and application forms checked for completeness.
Frequently asked questions
What is AI OCR?
AI OCR combines optical character recognition with AI models that understand document layouts, so it can find fields like invoice number, date and total even when every supplier uses a different format.
How accurate is document automation?
Accuracy depends on document quality and layout variety. We measure it on your own samples before launch and send low-confidence fields to a person for review.
Can it read scanned and handwritten documents?
Clear scans work well. Handwriting is harder and is evaluated case by case.
Is our financial data secure?
We use access controls, process only the documents you approve, and can keep processing within agreed regions and providers.
Get started
Automate My Documents
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