Automate document workflows that actually reduce manual work
Classify, extract, validate and route contracts, invoices, KYC and compliance documents—with audit‑ready controls and measurable outcomes.
The Business Challenge
Manual Review Bottlenecks
Legal, finance and ops teams spend hours reading PDFs and emails—slowing deals, payments and service delivery.
Error‑Prone Processes
Copy‑paste and spreadsheets lead to missed clauses, wrong amounts, and rework that damages trust and SLAs.
Fragmented Systems
Documents live across email, SharePoint, drives and ticketing tools—hard to track, govern and report on.
Unstructured & Scanned Inputs
Mixed layouts, scans and variants break legacy OCR/templates—resulting in exceptions and manual queues.
Compliance & Audit Pressure
Industry and contractual obligations require retention, redaction, approvals and complete audit trails.
Limited Visibility
Leaders can’t see throughput, accuracy, exceptions or cycle time to improve the process and prove ROI.
How It’s Solved
1. Ingest & Classify
Intake from email, SFTP, drives and ticketing. Auto‑detect document type, language and layout with confidence scores.
2. Extract & Validate
Structured extraction of fields, tables and clauses. Validate against schemas, business rules and master data.
3. Decide & Act
Route for approval, create/update records in ERP/CRM/ITSM, and trigger workflows with auditable tool calls.
4. Govern & Improve
Apply retention and redaction, track exceptions, and continuously improve with evaluations and feedback loops.
Outcomes That Matter
- 40–70% faster cycle time from intake to decision
- 50–80% reduction in manual data entry and rework
- Higher accuracy with schema validation and master‑data checks
- Clear audit trails with retention, redaction and approvals
- Better visibility into exceptions, SLAs and throughput
- Happier specialists focused on high‑value exceptions, not data entry
Implementation Roadmap
Week 0–1: Discovery
Process mapping, document sampling, field inventory, accuracy targets, and ROI baseline (cycle time, error rate).
Week 1–2: Ingest & Models
Connect sources, define schemas and rules, configure extraction/validation and exception handling.
Week 2–4: Pilot & Rollout
Run a pilot on real volume, measure quality, close gaps, add approvals and system integrations, then scale.
Integrates with Your Stack
ERP & Finance
SAP, Oracle, NetSuite, Dynamics for AP/AR and POs
CRM & CLM
Salesforce, HubSpot, DocuSign/CLM for contracts and renewals
ITSM & Case
ServiceNow, Zendesk, Jira for intake, routing and approvals
Content Stores
SharePoint, OneDrive, Google Drive, S3 for documents
Email & SFTP
Automated intake from monitored mailboxes and secure file drops
Data & Master Records
Databases/APIs for validation and enrichment
Ready to automate your document workflows?
Speak with our architects to design a Compliant, End-To-End automation solution.
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