Project Management - Corporation X Webflow Template

Document Processing

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Automated extraction, processing, and routing of documents. AI-powered reading and handling of invoices, forms, and paperwork.

Invoice Processing

  • Invoice data extraction
  • Validation against purchase orders
  • Approval routing based on amount and vendor
  • Accounting system integration
  • Exception handling

Form Processing

  • Application form data extraction
  • Survey and feedback processing
  • Registration form handling
  • Data validation and verification

Document Classification

  • Automatic document type identification
  • Routing based on content
  • Priority assignment
  • Department assignment

Data Extraction

  • Structured data from unstructured documents
  • Table and line item extraction
  • Handwriting recognition where needed
  • Multi-format handling (PDF, image, email)

Integration

  • Accounting and ERP systems
  • CRM platforms
  • SharePoint and document management
  • Custom business applications

Discovery

We analyse your current document processing — volumes, types, current handling, pain points. This identifies where AI processing adds the most value.

Solution Design

We design the processing pipeline — what gets extracted, how it's validated, where data goes, how exceptions are handled. You approve before we build.

Build and Train

We build the processing solution and train it on your actual documents. AI models improve with real examples from your specific document types.

Testing and Refinement

We test with real documents, measure accuracy, and refine until performance meets requirements. Complex documents may need iteration.

Deployment and Monitoring

We deploy to production with monitoring in place. Exception handling ensures humans review anything the system isn't confident about.

Pricing

Fixed project pricing based on document complexity and volume. Simple invoices differ from complex multi-page applications. We assess and quote accurately.

This Service Is For

  • Finance teams processing invoices manually
  • HR departments handling application forms
  • Operations teams managing paperwork
  • Anyone who manually reads documents and enters data

Common Processing Candidates

  • Invoices keyed into accounting systems by hand
  • Application forms manually transferred to databases
  • Documents sorted and routed by people reading them
  • Data extracted from PDFs via copy-paste

When AI Processing Makes Sense

  • Sufficient volume to justify automation
  • Reasonably consistent document formats
  • Clear rules for processing and routing
  • Integration targets (systems to receive the data)

Benefits

  • Processing speed: minutes instead of hours
  • Accuracy: fewer keying errors
  • Scalability: handles volume spikes easily
  • Staff time: freed for exceptions and valuable work

Ready to get more from Microsoft 365?

Book a free consultation to talk through where you are and where you want to be. No pressure, no hard sell — just an honest conversation.