Stop wrestling with document management tools that need months of configuration. Our team builds a custom workflow that extracts, validates, routes, and stores your documents automatically.
Book a discovery call“We process 16,000 insurance claims in 5 days now. Our team saves over 100 hours per week on data entry alone.”
“We replaced UiPath entirely. 400 purchase orders processed per week, and we don’t spend a single hour on template maintenance.”
“ChatGPT and Power Automate couldn’t handle our vendor-specific invoice formats. This solution worked on every document from day one.”
Not months. Not quarters. Weeks.
We map your document workflows end-to-end: what documents come in, where data needs to go, what validation rules matter, and where the bottlenecks are. Takes 2-3 calls, not 2-3 months.
Our team configures extraction for your specific document types, builds integrations to your ERP/accounting system, and sets up validation rules and exception handling. No templates — our AI works on any layout.
We test on your actual documents — not sample data. You see real extraction results, review accuracy, and approve before we go live. Typical timeline: 2-4 weeks from kickoff.
We don’t hand you a tool and walk away. Our team monitors accuracy, onboards new document types as needed, handles exceptions, and optimizes your workflows over time. You get a dedicated success manager.
| Traditional Consulting | DIY Software | Our Approach | |
|---|---|---|---|
| Timeline to live | 6-12 months | Weeks (if it works) | 2-4 weeks |
| First-year cost | $150K-$500K | $5K-$15K + internal labor | $45K-$80K all-in |
| What you get | Recommendations + vendor list | Software license (you implement) | Working solution + ongoing management |
| Template maintenance | Your team’s problem | Your team’s problem | Not needed — AI is template-free |
| ERP integration | Separate vendor/project | DIY via API docs | Included in implementation |
| Ongoing support | Billable hours ($150-400/hr) | Email support / help docs | Dedicated success manager |
| New document types | New SOW required | Build new templates yourself | We onboard them for you |
You've probably tried to solve this before. You evaluated 5 document management platforms, sat through demos, maybe even started a pilot. Then reality set in: the tool needs templates for each document type, the ERP integration requires custom development, and your team is spending more time configuring the tool than processing documents the old way.
That's because document management workflow is an implementation problem, not a software selection problem. The right tool with the wrong setup is just expensive shelfware. Our approach: we assess your document workflows, build a custom solution using AI that works on any document from day one, integrate it with your existing systems, and manage it ongoing.
Our clients typically process 500-10,000+ documents per month across multiple types — invoices, purchase orders, contracts, tax forms, claims. We handle the complexity so your operations team doesn't have to become software experts.
Any document type, any layout, any volume.
Header fields, line items, PO matching, approval routing, and ERP posting. Works across hundreds of vendor formats without templates.
Extract every line item, cross-reference against inventory or contracts, and route to fulfillment systems automatically.
W-2, 1099, K-1, 1040 — extract data at volume for CPA firms, fund administrators, and financial institutions.
CMS-1500, EOBs, remittance advice — extract patient, provider, and billing data with HIPAA-compliant handling.
Pull key terms, dates, parties, and obligations from contracts for CLM systems, renewals tracking, and compliance.
Bills of lading, packing lists, customs declarations, freight invoices — extract shipment data for TMS and ERP systems.
Annual audits verify our security controls meet enterprise standards.
Protected health information handled with required safeguards and encryption.
AES-256 at rest, TLS 1.3 in transit. Documents deleted after processing.
Most document automation solutions are live within 2-4 weeks. This includes workflow mapping, configuration, ERP integration, testing, and go-live. Traditional consulting engagements take 3-12 months.
Engagements typically include a one-time implementation fee ($15-25K) plus ongoing software and managed service ($30-55K/year). Total first-year investment ranges from $45-80K depending on complexity — a fraction of traditional consulting.
Our AI platform handles any document type without templates: invoices, purchase orders, receipts, contracts, tax forms (W-2, 1099, K-1), claims, bills of lading, and more. It works on PDFs, scans, and photos.
We integrate with QuickBooks, NetSuite, SAP, Xero, Sage, Microsoft Dynamics, Google Sheets, and virtually any system with an API. Custom integrations are included in the implementation.
No. Our AI platform is template-free and requires no training data. It understands document structure contextually, so it works on any layout from day one — even formats it has never seen before.
Book a 30-minute discovery call. We’ll map your current workflow and show you exactly what automation looks like for your team.
Book a discovery call