Document & data entry automation
Invoices, receipts, intake forms and order emails get read automatically. The key fields go into the right system. When the software is unsure, it flags the item for a person instead of guessing.
What it does
- Extract fields from PDFs, scans and emails
- Send data to QuickBooks, Xero, your CRM or a spreadsheet
- Confidence checks with a human review queue
- File originals in the right folder with consistent names
- Audit log of what was entered and by what
What it won't do
- Approving payments automatically
- Processing sensitive records without the right safeguards
Every build runs in your own accounts and comes with written documentation.
Questions
How accurate is it?
It depends on your documents. We test on a sample of your real files before go-live and set the review threshold with you.
How much does it cost?
We quote each project in writing after a free call. See packages for how engagements are structured.
Tell us what eats your week
Book a free 30-minute automation call. We'll ask how the work happens today, tell you honestly whether automation helps, and send a written quote if it does.