Document Extraction Pipelines

Invoices, contracts, statements, and unstructured PDFs become validated, structured records - pushed straight into your ERP, CRM, and warehouse on a schedule, not on a Tuesday by an analyst.

What the managed workflow does

Ingests every doc type

Invoices, contracts, statements, agreements, packing slips. PDF, scan, fax, email body and attachment - all funnel into one queue.

Extracts to a schema

OCR + LLM extracts every field into a typed schema. Confidence per field. Every value links back to its source coordinate.

Validates against rules

Cross-checks totals, vendor whitelists, contract-to-PO matches. Anything below threshold routes to a one-screen reviewer.

Posts to systems of record

Pushes to NetSuite, Salesforce, your ERP, your warehouse - in the format each one expects.

From scanned PDF to system-of-record row, managed end-to-end

4-Stage Pipeline · 1,200 docs/wk · 98.7% straight-through

Inputs handled

InvoicesVendor contractsAP statementsAgreementsOne-off doc types

Destinations posted to

NetSuite · QBO · SageSalesforceSnowflake · BigQueryInternal apps + APIsException queue

Inputs handled

Invoices. Vendor, amount, line items, due date - extracted with field-level confidence.
Vendor contracts. Counterparty, term, renewal, dollar value, key clauses - pulled into structured records.
AP statements. Reconciled against the ledger; mismatches flagged before posting.
One-off doc types. New schemas added in a config file, not a sprint - same pipeline, new shape.

Destinations posted to

ERP postings. NetSuite, QuickBooks, Sage line items via API in each system's expected format.
CRM updates. Salesforce contract and opportunity records kept current as docs flow through.
Data warehouse. Append-only feed into Snowflake or BigQuery for downstream analytics.
Exception queue. Anything below the confidence threshold lands here, not in production.

What you get, every week