Read the document
Classify incoming files and extract the fields, dates, totals, names, line items, or other information the workflow needs.
AI document automation / BAY AREA
PDF in.
Useful data out.
AI document processing and invoice automation that extracts, classifies, validates, and routes information from PDFs, forms, invoices, purchase orders, applications, and email attachments.
DREAM PROTOCOL / IMAGINED SCENE. REAL PURPOSE.
Stop retyping documents / Dream ProtocolA practical starting point
AI document automation.
Built around your work.
A surprising amount of office work is still someone opening a document, reading fields, typing them somewhere else, and sending an email. Document automation turns that manual handoff into a controlled process with extraction, validation, review, and routing.
Validate before action
Check required fields, confidence thresholds, duplicates, totals, formats, and business rules. Send uncertain cases to a person instead of guessing.
Send the data somewhere useful
Create or update records, rename and store files, prepare follow-ups, or route the document into the next approved business process.
An illustrative workflow
An emailed invoice arrives
The workflow identifies the vendor and invoice details, validates required fields, flags anything uncertain, stores the file correctly, and prepares the accounting record or review task.
Context→Clear rules→Next step
Example only. The final workflow is agreed with your team.What’s included
From $2,500 / workflow
One document type and one destination workflow. OCR quality, document variability, validation rules, and system access are reviewed before scope.
- One defined document type and intake path
- Field extraction and validation rules
- One target system or downstream workflow
- Low-confidence human review path
- Testing and 30-day fixes for the agreed scope
Software licenses, third-party usage, custom APIs, data cleanup, and additional scope are quoted separately where needed.
Build my starting point ↗A little more clarity
Questions, answered.
Can it read scanned PDFs?
Often, yes. Accuracy depends on scan quality, handwriting, layout consistency, and the fields required. We test representative samples before committing to the workflow.
Can it process sensitive documents?
Potentially, but data handling, approved systems, access controls, and contractual requirements must be reviewed before implementation.
Can it handle many document types?
Yes, but each additional type increases testing and exception handling. Multi-document systems are scoped as a larger project.
READY WHEN YOU ARE
Make room for
what matters.
Tell us where the day gets away from your team. We'll map a practical starting point, what the system could handle, and where a person stays in control.