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Solutions · For operations

Documents to data

Invoices, forms and PDFs read, checked and entered for you.

3 weeks to build

The problem

Invoices, forms and PDFs arrive by email, and someone retypes them into another system. It is slow, and one wrong field can cost more than the hour it took.

At a glance

Where it sits in your day.

  1. It starts withA document arrivesInvoice, form, contract or scan, by email or in a folder
  2. The systemDocuments to data
    • Reads each field
    • Checks it against your rules and records
    • Enters it in your tools
  3. Hands off toA person, if unclearSet aside with the reason it was not entered
  4. You end up withData in the right placeNo retyping

What changes

The same work, before and after.

  • TodaySomeone retypes each invoice into another system.

    With the systemThe fields are read and entered for you.

  • TodayOne wrong digit gets through and costs more than the hour it saved.

    With the systemEach field is checked against your rules and records before it lands.

  • TodayDocuments pile up in an inbox until someone has time.

    With the systemThey are read as they arrive, from your inbox or a shared folder.

  • TodayA smudged scan is guessed at, or forgotten.

    With the systemIt waits in a queue for a person, with the reason it was set aside.

Watch it work

Documents to data, step by step.

A property management company, Monday morning. Vendor invoices arrive as PDFs in the accounts inbox, and one of them is a poor scan.

  1. CustomerMon 8:12 am

    A vendor emails an invoice

    It is a PDF attached to an ordinary email. Nobody has to open it for the next step to start.

    Accounts inbox8:12 am
    • Harbor Heating · 8:12 am

      Hi, attached is invoice 4471 for the boiler repair at 18 Elm St. Terms are net 30. Thanks.

  2. The system8:13 am

    It reads the document

    The fields are pulled out of the PDF, the same way every time, using the rules written from your sample invoices.

    Invoice 4471read

    Harbor Heating · invoice 4471

    Property: 18 Elm St

    Work: boiler repair

    Total: $1,240.00

    Terms: net 30

    Read from invoice-4471.pdf

  3. The system8:13 am

    It checks each field before anything is entered

    The vendor is on your list, the property exists, and the total matches the work order. If one failed, nothing would be entered.

    Checksinvoice 4471
    • VendorOn your list
    • Property18 Elm St
    • Total vs work orderMatch
  4. The system8:14 am

    The clean one is entered in your accounting

    The bill is created with the fields it read. Nobody retyped it.

    Your accountingnew bill

    Bill · Harbor Heating

    Invoice no.
    4471
    Property
    18 Elm St
    Amount
    $1,240.00
    Due
    In 30 daysentered
  5. YouMon 9:00 am

    You open the queue of the unclear ones

    Anything it was not sure about is waiting, each with the reason. You fix it or reject it, and the rest is already done.

    Needs a person2 waiting
    • Scan 0212Total unreadable, smudgedunclear
    • Cole Plumbing, invoice 88No matching work order foundno match
    • Harbor Heating, invoice 4471Entered in your accountingdone

What you get

  • Documents read and entered without retyping
  • A check on every field before it lands
  • A queue of the unclear ones, each with its reason
  • your inbox
  • your accounting
  • a spreadsheet
  • a portal with no API

How we build and run it

  1. We collect samples of each document you receive, and write the rules each field must pass.
  2. Documents are read as they arrive, from your inbox or a shared folder.
  3. Each field is checked against your rules and your records.
  4. Clean ones are entered in your tools. Anything unclear waits for a person, with the reason.

What it costs

A fixed price, in writing, before you pay for a build.

What it costs depends on how many of your tools it connects and how much it decides on its own. The map works that out for your business. The first call is free.

Build

from$2,500per system

One system, built to the map, at the fixed price quoted in it.

  • Built in accounts you own
  • Connected to the tools you use, or built new
  • Run on your real work in a test mode first
  • Runbook and brain notes handed over
Book a free 30-minute call

Fixed quote in writing before work starts

Run and improve

from$500/month

We host it, watch it, fix it, and turn what it gets wrong into rules.

  • Hosting and monitoring
  • Every miss logged as a lesson
  • A monthly note on what changed
  • Month to month, stop any time
Book a free 30-minute call

Priced per system in the map

Free 30-minute call

Tell us how this work is done today.

Bring the tools you use and the steps your team repeats. You leave the call knowing whether this system is worth building for you, roughly what it costs, and whether we are the right people to build it.

Pick a time on the calendar. It is a 30-minute call, and the invite lands on your calendar when you book. Prefer email? [email protected]

We reply by email within 24 hours.

AI systems call30 MIN
October 2026
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Questions

What people ask about this system

Each field is checked against your rules and your records before it is entered. Anything that does not pass, or that it is unsure about, waits for a person with the reason.

Invoices, forms, contracts and scans. We collect samples of each kind you receive first, and write down the rules each field must pass.

It can enter data in your accounting, a spreadsheet, or a portal that has no API. Which of your tools we connect is settled on the map call, before you pay for a build.

Everything unclear, and anything that fails a check. It does not guess. You see the document and the reason it was set aside.