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Work/Operations

Document Intelligence

A document extraction pipeline

Documents enter the accounting flow as structured fields, not as attachments to retype.

Problem

Invoices and forms arrived as PDF, scans and phone photos. Someone retyped the parties, amounts and dates into ERP, CRM or 1C.

Before

The file was stored, and the data was typed again. Errors showed up later, during reconciliation.

Solution

Intake accepts PDF, scans and photos. OCR and extraction pull the fields the business named. A person reviews low-confidence rows. Approved data is sent to ERP, CRM or 1C.

Architecture

  1. 01PDF / scan / photo
  2. 02OCR
  3. 03Field extraction
  4. 04Review
  5. 05ERP / CRM / 1C

Result

The document is still kept. The retyping of the same parties, amounts and dates is not the default path anymore.

Screens

Review screens are shown with document contents masked.

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Parties, amounts, dates and other fields taken from PDFs, scans and photos into the system of record.

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