AI document processing for the paperwork nobody wants to type
We help you set up an AI agent that reads incoming documents such as invoices, forms, contracts and PDFs, pulls out the fields you need, and enters them into your system. Anything unclear goes to a person.
The problem
Back-office teams spend hours retyping what's already written on a page. Manual entry is slow and error-prone, and it may be costing you more than you think. Document work is a strong fit for agents because the output is easy to check against the source.
What an engagement looks like
- Short call. Tell us which documents, how many kinds, and where the data needs to go.
- Collect samples. We gather real examples, including the messy ones.
- Build and check. The agent extracts fields and we compare with what your team entered by hand.
- Set review rules. Low-confidence fields and high-value items go to a person before saving.
- Run and improve. We track errors and fix the patterns behind them.
What we need from you
- Sample documents of each kind
- Access to the destination system (test first)
- Your field list and any validation rules
- One person who checks the first batches
What it may not do
- Handwriting and very poor scans may need a person
- It won't decide whether to pay an invoice; it prepares the data
- Legal review of contracts stays with your lawyer
When your system has no API
Some accounting and ERP tools only have a screen. Newer AI models can read a document and type it into that screen the way a person would, and these models are getting cheaper to run. We test it on a sample of your real documents first and keep a person checking anything unusual.
FAQ
What is AI document processing?
Using AI to read documents, pull out structured data and enter it into your systems, with checks on uncertain results.
Is it accurate enough to trust?
It depends on your documents, which is why we test on your real samples and keep a person on unclear items.
Is our data safe?
We design for least access and can keep processing inside services you already approve. Tell us your requirements.
Can AI enter invoices into software that has no integration?
Often, yes. Current models can operate a desktop or web app directly. It's slower and more fragile than an API, so we use it where no API exists, test it on your own documents, and route exceptions to a person.
Is this a product we can buy?
Not as a packaged product. It's a build we scope with you. Tell us what you need.
Related
Test page: we help with this, but there's no packaged product yet. Tell us what you need and we'll scope it with you.
Tell us what you need. Book a short call and we'll tell you honestly whether it's worth building. Or email hello@cto.la.