"All day long, we read emails and PDFs to copy numbers into the system." Purchase orders, supplier invoices, forms, quote requests: the information arrives already written, but in a format your software can't read.
So someone has to open it, read it and type it in again. It is slow, tedious and error-prone: a transposed digit, a misread date, a forgotten attachment. The more the volume grows, the longer the backlog gets.
This use case fits businesses that receive similar documents every day (supplier invoices, purchase orders, forms) and need to move their content into accounting software, a CRM or an Excel sheet.
Power Automate or Zapier watch your inbox or folders, intelligent extraction reads the content, and the data is sent to QuickBooks, Salesforce, Excel or any other tool you already use.
The free efficiency analysis lets us gauge the volume of documents handled by hand and choose which document type to start with. We then extend to other documents, one at a time.
It is set aside and flagged to someone on your team instead of being processed blindly. That way you stay in control of the exceptions.
That is exactly the point of intelligent extraction: it adapts to varied layouts. We test it on your own documents before going live.
We discuss it from the analysis stage onward: the choice of tools takes your confidentiality requirements into account.
No. Extracted data is sent to the tools you already use. We are vendor-independent.
Yes, and that is what we recommend. Once the first document type runs smoothly, we add the next ones, building on what already works.
This automation is often step one. See how we automate an entire operation.
A free analysis of about one hour and a prioritized roadmap, at no cost and with no commitment, to measure the time spent re-typing documents.
Request my free analysis