One document and field specification
One document type and intake channel, an agreed field list, and checks for missing or unreadable information.
Document intelligence
AI document processing. Fields ready for review.
We extract the fields you need from one recurring document type. Your team checks them beside the original and exports the reviewed record.
From $4,500 USDOne-time project. Software and usage billed separately.
30 minutes with the co-founders. Check fit, tools and the next scoping step.
Is this the right
first project?
An attachment arrives, but the work is still scattered across a PDF, a checklist, and a spreadsheet. Someone must find the right version, retype the fields, and explain what is missing. A useful document workflow brings those steps together and keeps the original evidence beside each prepared finding.
A good fit when…
Your team retypes the same fields from one recurring document type.
You can provide representative files and agree the fields needed at the end.
A reviewer can correct uncertain values before the export or system handoff.
Your first project, priced.
Document-to-record workflow
From $4,500 USD
One-time project. Final scope and price agreed in writing.
Turn one recurring document type, such as supplier invoices, into checked fields your team can review and pass to its next system.
Book a free scoping call ↗30 minutes with the co-founders to check fit, tools and the next scoping step. No obligation to proceed.
Included in the starter scope
- One document type, one intake channel, and an agreed list of fields and checks.
- Extraction with the original document beside the proposed values.
- A review step for corrections, missing information, and unreadable fields.
- One structured export or connection to one destination with supported integration access.
- Tests on agreed layouts and sample quality, plus reviewer and operating instructions.
- Quoted separately
- Additional document types, untested layouts, extensive scan repair, and multi-system approval workflows are quoted separately.
- A larger project
- $8,000–$20,000 — Handle more document types, compare records across sources, or connect additional review and approval steps. This is an alternative scope, not an add-on to the starter price.
- Optional ongoing support
- Optional: $500–$1,500/month for agreed monitoring, fixes, and coverage checks. Document processing and platform usage fees are separate.
- Timing
- We agree the schedule after reviewing representative documents, the destination system, and the reviewer's acceptance criteria.
All prices are in USD. Third-party software, API usage, hosting and any telephony charges are separate. Support is optional; its coverage and limits are agreed separately. New workflows need a new scope.
Tangible work
What you take away.
Extraction with review
Proposed values beside the original document so a reviewer can correct or hold them.
One output and operating guide
A structured export or one supported destination connection, tested on agreed samples, with instructions for reviewers and the workflow owner.
Let’s check the fit.
Bring one task and your current tools. We’ll discuss the first step in a free 30-minute call.
See the workflow.
Then consider what comes next.
- 01 / The starting point
A supplier invoice arrives through the agreed intake channel.
- 02 / The right context
Extract the agreed fields and show the proposed values beside the original.
- 03 / Prepared for review
Flag unreadable fields and missing information for the reviewer.
- 04 / A person decides
The reviewer corrects the values and accepts the structured record for export.
Related workflows to explore
Additional workflows are scoped separately.01
Prepare invoice records
Bring fields, purchase-order checks, and suspected duplicates into the finance review.
Explore the workflow 02Check required documents
Compare incoming files with an agreed checklist and show the evidence behind each finding.
Explore the workflow 03Compare contract versions
Bring changed passages and unresolved questions to a commercial or legal reviewer.
Explore the workflowFrom first conversation to handoffA clear start.
A clear start.
An agreed finish.
- 01
Choose the document and fields
Review representative files, the required record, and the destination. Agree coverage and acceptance checks.
- 02
Build extraction and review
Keep the original beside the proposed values and make missing or unreadable fields visible.
- 03
Test the agreed samples
Review ordinary and difficult files with the owner, check the output, and hand over the operating instructions.
Agree the scopeAgree the scope
Agree the scope
and the limits.
Coverage depends on the document types and quality tested. Professional interpretation, contractual acceptance, payment decisions, and final approval stay with the designated reviewer; incomplete evidence remains visible.
Security and data questions ↗A few useful answers
Before we begin.
How much does a first project cost?
Document-to-record workflow starts at $4,500 USD for the starter scope shown on this page. We confirm access, scope, exclusions, timing and a written price before work begins. Third-party software and usage charges are separate; ongoing support is optional.
What happens on the free scoping call?
In 30 minutes, we discuss one task, your current tools and the result you need. We check whether the starter fits and what is needed for a written proposal. If paid discovery is needed, we explain its scope and price first. You do not need a prepared brief or a paid assessment to book the call.
How will we judge whether the project is useful?
We agree a baseline and acceptance checks with the person who owns the work. Agreed sample documents produce reviewable fields and the expected export; unreadable or missing values are flagged. Where relevant, we also compare manual effort, correction work and operating costs. These checks guide the handoff; they are not a promise of revenue or savings.
What does a first document processing scope include?
Start with one document type, an agreed field list, and the record needed at the end. The scope can include extraction, source-linked findings, a review queue, and an export or integration. Use normal and difficult examples to agree what can be accepted and what must be held.
Can it handle scans and changing document layouts?
Scans and varied layouts can be included when the actual examples support useful extraction. Test missing pages, poor image quality, handwritten sections, and revised versions where relevant. Unreadable or conflicting evidence should create a review state instead of a guessed field value.
What determines document processing cost?
Cost depends on document types, layout variation, scan quality, fields and comparisons required, review experience, and destination systems. Document volume can affect extraction and model usage costs. Estimate the work using representative files and include the expected manual review effort.
What affects the implementation timeline?
Timing depends on access to suitable examples, agreement on field definitions, and reviewer availability to judge the results. Unclear requirements or many untested layouts add preparation. Establish the document coverage and acceptance checks before agreeing when the workflow is ready for use.
How are confidential documents handled?
Agree the required document set, who can access it, provider handling, retention, and the output destination before sharing sensitive files. Start with redacted examples when possible. Access to extracted records and source passages should follow the permissions chosen for the workflow.
Who checks new document formats after launch?
Name a reviewer who owns the field checklist, held records, and changes to document coverage. New layouts or rules should be tested against the evaluation examples before expanding use. Ongoing monitoring and maintenance need an explicit agreement or a clear internal owner.