Document & Data Extraction
Turn invoices, purchase orders and forms into clean data in your system, without manual typing.
AI & Automation
- Invoices, POs & forms
- PDF, scan & photo input
- Review screen before saving
- Validation & flagged fields
- Export to your database or Excel
Teams still spend hours copying details from PDFs, scanned forms and photos into spreadsheets. This module uses AI to read those documents, pull out the fields you need and place them in your system, with a quick review step so your team stays in control.
Who it's for
Textile traders processing supplier bills and purchase orders, diamond businesses entering stock and certificate details, real estate offices handling booking forms and KYC documents, clinics digitizing intake forms, and finance or operations teams in growing startups.
What's included
- Document types you choose: invoices, purchase orders, delivery challans, application forms, certificates or ID documents.
- Flexible input: PDF uploads, scanned images, phone photos, or attachments forwarded to a dedicated email address.
- Field extraction for names, dates, GSTIN, line items, amounts, HSN codes and any custom fields you define.
- Review screen that shows the document beside the extracted data, with unclear fields flagged for a quick check.
- Validation rules, such as totals that must add up or GSTINs in the correct format.
- Output to your database, dashboard, Google Sheets or an Excel export.
- Audit trail linking every record back to its source document.
How we build it
We combine text recognition with a language model that understands document layout, then apply your validation rules before anything is saved. The pipeline runs on Node.js with results stored in MongoDB or PostgreSQL, and documents are kept in secure storage with access limited by role. Sensitive documents can be processed with providers and settings that match your data policies.
Time to add
Extraction for one or two document types with a review screen typically takes two to four weeks, including testing on a set of your real documents. Additional document types usually take less time once the pipeline is in place.
Next step
Explore our AI automation service, or send us a few sample documents (with sensitive details removed) and we will show you what can be extracted.
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AI & Automation