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AI Systems · Document Intelligence
Extract, Summarize, and Route Documents Automatically
Every business gets buried in PDFs, scanned forms, contracts, and invoices. We build AI systems that read them, pull out what matters, and put the data where you actually need it.
OVERVIEW
What is Document & PDF AI?
WHY IT MATTERS
Why it matters now
WHAT WE DELIVER
What we deliver
Intake pipelines
We build pipelines that ingest documents from email, file shares, scanners, and upload portals — automatically.
Field extraction
AI pulls the specific fields you care about (invoice total, vendor name, contract dates, patient ID) into structured rows.
Layout-aware parsing
Tables, multi-column layouts, stamped signatures — handled. Not just plaintext OCR.
Summarization
Long documents get one-paragraph summaries with key points pulled out, so a human can skim instead of read.
Routing & notifications
Extracted data lands in your CRM, accounting system, Airtable, or Slack — wherever it needs to go for the next step.
Human review interface
For documents the AI flags as ambiguous, a clean review screen lets your team confirm or correct in seconds.
HOW IT WORKS
How it works
- 1. Sample collection (week 1)
We collect 50-100 representative documents from you and define exactly what fields matter for each type. - 2. Pipeline build (weeks 2-4)
We build the extraction pipeline, validate accuracy on the sample set, and target 95%+ accuracy before launch. - 3. Production rollout (week 5+)
Live processing of incoming documents, with the human-review screen handling edge cases. Accuracy and throughput tracked monthly.
FREQUENTLY ASKED
Frequently asked questions
How accurate is AI document extraction?
For typical invoices, contracts, and forms we hit 95-99% field accuracy. Handwritten and low-quality scans drop into the 80-95% range. We always pair the AI with a human-review interface for the cases where confidence is low — so the final output is essentially 100% accurate, just with some human time on the hardest 5%.
Can it handle documents with tables and complex layouts?
Yes. Modern vision-LLMs (Claude Sonnet, GPT-4 Vision) handle multi-column layouts, tables, signature blocks, and stamped forms. We benchmark on your real documents before quoting so you know what accuracy to expect.
Is this HIPAA-compliant for medical records?
It can be — we run document AI inside HIPAA-eligible architectures (Anthropic’s Claude on AWS Bedrock, or Azure OpenAI with BAA in place). We’ll confirm compliance with you before processing any PHI.
What about documents in other languages?
Modern LLMs handle 50+ languages natively. Spanish, French, Vietnamese, Korean, Mandarin all work without special setup. We’ll validate on your specific document types first.
How does this connect to my existing systems?
Extracted data writes via API to whatever you use — QuickBooks, Salesforce, ServiceTitan, custom databases, Airtable, Google Sheets. We’ve integrated with most major SaaS tools and can build custom connectors when needed.
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BEFORE WE TALK
Before we talk, find out where you stand.
Run your own free AEO Scorecard. We test 3 of your real customer queries against ChatGPT and Claude, score your visibility, and email you a personalized report — including the businesses getting cited instead of you.
NEXT STEP
Ready to talk?
30-minute discovery call. No pitch deck, no pressure. Tell us what you’re trying to do and we’ll tell you whether we can help.