Capture
Collect attachments, uploads, scans, web forms, and shared-folder documents.
Document + data automation
Turn emails, forms, PDFs, and scans into usable business data.
Reduce rekeying and document backlogs with workflows that classify files, extract information, validate results, and send the work to the right system or person.
Document intelligence
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Automate the steps between receiving a file and using its information.
Classify
Identify document type, customer, project, priority, and required workflow.
Extract
Read names, dates, amounts, line items, addresses, obligations, and custom fields.
Validate
Check required fields, compare sources, flag inconsistencies, and request missing items.
Route
Update a CRM or ERP, rename and file documents, notify owners, and start approvals.
Understand
Summarize, compare, search, and answer questions from approved document collections.
Common use cases
Invoices and purchase ordersExtract vendor, totals, taxes, line items, and matching references.
Applications and intake packagesCheck completeness, organize supporting documents, and create structured records.
Contracts and agreementsSummarize terms, compare versions, and identify dates or obligations for review.
Project documentationProcess daily reports, change requests, inspection records, RFIs, and submittals.
Email attachmentsRecognize the sender and document type, save consistently, and initiate the next step.
Knowledge librariesGive authorized teams natural-language answers grounded in approved policies and files.
Accuracy is designed, not assumed. We establish validation rules, confidence thresholds, sample testing, access controls, and human review for sensitive or unusual documents.