Document & Invoice Processing Automation
Invoices and forms read automatically, checked against your records, and filed into the right system — with anything uncertain sent to a person.
What is included
Document & Invoice Processing Automation, in detail
Document capture
Collected from email, upload or scanner automatically.
Data extraction
Supplier, dates, totals, tax and line items extracted from PDFs and photographs.
Validation
Checked against purchase orders and supplier records, with mismatches flagged.
Coding and routing
Coded to the right account and sent for approval.
System posting
Written into Xero, QuickBooks or your ERP with the document attached.
How we work
Four steps, no surprises
- ConsultationWe learn the business and what success looks like.
- Audit & scopeA written plan: what we build, in what order, at what cost.
- BuildDelivered in stages you review as we go.
- SupportMonitoring and iteration once it is live.
Questions
Frequently asked
How accurate is the extraction?
High on clean digital invoices, lower on poor scans. We set a confidence threshold below which a human always reviews.
Does anything post without review?
Only if you want it to, and normally only for matched, under-threshold invoices from known suppliers.
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