Today
Every file is opened separately. Someone copies the fields, checks the amounts and later tries to trace where a mistake came from.
Documents → checked data
Your document data, ready for review.
Opening files to copy the same fields again? We build a workflow that reads agreed document types and prepares the entries. Your team checks uncertain values and approves the system update.
We review your process before recommending a solution.
How it could work
- 01Document → field extraction
- 02Validation and exception review
- 03Recorded data entry
Rules · approvals · history
What changes in practice
Where work gets stuck, and what can change.
With the proposed workflow
Fields are extracted for review, uncertain values are flagged and pending items have an owner. Every entry links to the original document.
When it fits
Is it a fit for your team?
We look at how often the work happens, what material is available and who handles it today. That tells us where a build could be worthwhile.
Documents with recurring fields
You know which details you need from each document type. We review clear and hard-to-read samples to see what can be extracted reliably.
A defined destination
The details belong in a specific system or file. We check connection or import options and the permissions required.
Someone to resolve uncertainty
You assign a reviewer for unreadable fields and discrepancies. Any accounting or other approvals your process requires remain in the workflow.
What we agree before building
Know what the solution will do before we build it.
Your proposal sets out the functions, integrations and project limits, along with cost and support.
The fields you actually need
Agree the document types, input method and details to extract. Each new format is tested before it is added to the project.
Checks before data entry
Check required fields, formats, possible duplicates and totals where needed. Uncertain values require human confirmation.
A history for every entry
See the source and approval behind each entry. We define what happens if a connection fails or an action needs retrying, to avoid duplicate records.
Guidance for everyday use
Your team works through real samples and learns to correct exceptions. We agree who owns the workflow and what support covers.
Test it in practice
Tested by the people who will use it.
We agree what a correct result looks like before building. At handover, your team tests everyday work as well as difficult cases.
01 · Start with your documents
Agree a representative sample, the correct field values and the current processing time.
02 · Check each field
Measure extraction quality by document format. Acceptable thresholds come from the requirements of your work.
03 · Include the difficult cases
Unreadable files, empty fields, duplicate documents and failed connections. Check that the workflow stops or asks for the right intervention.
04 · Let the user finish the review
Your team corrects an uncertain value and finds the original document. Compare quality and time with the initial process.
Before you decide
Is it worth it? Start with your own data.
This workflow is illustrative. Before agreeing the build, we test your documents and set acceptable quality levels for each field. The decision then reflects the formats and difficulties your team actually encounters.
Next step
Tell us where work slows down.
Use the form to tell us which documents you receive, what you copy and where you enter it. We will identify the samples needed for an initial assessment.