Document intelligence
Get useful data out of difficult documents.
Extract fields and tables, validate totals and route uncertain records to review with the source attached.
- Supplier
- Matched against the supplier register
- Invoice reference
- Checked for an existing record
- Tax and totals
- Reconciled before accounting export
AI, data & automation
A reliable record starts with a reviewable field.
Document intake
Handle document types, duplicate files, extraction limits and the source record associated with each upload.
Field validation
Check extracted values against required formats and business rules before they reach downstream systems.
Reviewer workflow
Route uncertain fields with the relevant source passage so a person can correct the result in context.
Asynchronous processing
Keep uploads responsive while long extraction tasks run in a queue with visible progress.
Source retention
Associate results with the source version and apply the agreed retention rules to both.
Downstream delivery
Submit validated values through explicit contracts and reconcile the resulting business record.
Extraction is not the same as validation
The fragile approach
Copy a model response into the system
An incorrect value becomes an apparently valid record, with no source available to the reviewer.
The intended approach
Validate the record before release
Preserve the document reference, highlight exceptions and export only after the required checks and approvals.
An implementation example
Extraction needs a review path
Scanned invoices, forms and correspondence rarely arrive in one reliable format. Connect every extracted value to its source, validate it against business rules and give uncertain fields a clear owner.
From document to reviewed record
An accounts team extracts totals and line items from supplier documents in varied Australian invoice formats.
A failure to account for
The extractor confuses a subtotal with the payable total.
Illustrative scenario, not a customer case study.
Prepare the conversation
What needs attention in your system?
Select the areas you want to discuss. Download the list to share with your team.
0 areas selected
No. Agree which validated cases may proceed automatically and which exceptions require a reviewer. Use field-level evidence rather than one confidence score for the entire document.
Discuss document intelligence
Bring the workflow, the constraints and the questions your team needs to resolve.