Intake & Extraction
AI Document Extraction for Recruitment
Extracts structured data from documents into your systems, adapted for Recruitment businesses that key candidate CVs and compliance documents into their ATS…
Intake & Extraction
AI Document Extraction
Structured fields come out of any document type you define, with confidence scores, and land in your system of record.
Typing data from documents into your systems is slow, dull and error-prone, whatever the document is. This build reads the document types you define, pulls out up to 25 fields from each with a confidence score on every field, and checks them against your validation rules. Confident data goes to your system of record. Anything doubtful waits for a person.
- Fields from any document type pulled into structured data
- A confidence score on every extracted field
- Only reviewed or confident data reaches your systems
$3,900
20–30 working days
Optional maintenance $249/mo
What it is
AI Document Extraction is our main document product, taking documents from intake to your system in one build. It reads each document, whatever its type or layout, and pulls out the fields you define with a confidence score. Validation rules and a review queue are included, so only checked data is written.
Why businesses buy it
Manual data entry costs twice: once in the hours spent keying, and again when a typo surfaces in a report, an invoice or a customer record. Templates based on fixed positions break the first time a layout changes. This build reads content, not position, and scores every field, so your team checks only the values that need it. It suits businesses whose documents vary in kind. The written scope fixes the document types, fields and systems before you buy.
Problems this solves
Staff retype the same fields from documents into another system
Extraction pulls the fields you define from each document into structured data. It handles up to three document types with up to twenty-five fields each.
Typing errors creep into records and cause trouble later
Every field comes with a confidence score, and validation rules check values before they move on. Low-confidence fields wait in a review queue, so only checked data is written.
Document layouts vary and templates keep breaking
The system reads document content rather than fixed positions, so varied layouts are handled. Results go to your system of record once they pass checks.
A good fit if
You handle more than one document type, such as applications, statements and forms, and want one general extraction build across all of them.
Someone on your team currently retypes field values from documents into a spreadsheet, CRM or ERP by hand.
You want a confidence score on every extracted field, so you know which ones to trust and which to check.
You're comfortable with a human reviewing anything the extraction isn't confident about, rather than everything posting automatically.
Not the right fit if
One inbox receives many mixed document types that must be sorted before reading. Add AI Document Classification in front of this build.
You specifically process supplier invoices and need line-item math checks and vendor coding, not general extraction. See our AI Invoice Intelligence product, built for that document type.
You need the extracted data checked against completeness and correctness rules as a distinct QA step. See AI Document Validation, the stage after Extraction in this pipeline.
Your documents are contracts and you need key terms, obligations and renewal dates specifically. See AI Contract Intelligence, a specialized build for that.
How it works
- A document arrives through the intake route you connected, already sorted by type if you're running AI Document Classification, or as a single defined type if not.
- Extraction reads the content, not just the layout, so it works whether the same field sits in a table, a paragraph or a form box.
- Every field you defined is pulled out as structured data, each with a confidence score showing how certain the model is.
- High-confidence results are written straight into your destination system, such as Google Sheets, Airtable or your ERP.
- Low-confidence fields are held in a review queue for the person you named, instead of posting a guess to your system of record.
- We test extraction against 100 real sample documents before launch and hand you an accuracy report broken down by field.
What you provide within 72 hours
Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.
- Your business information (company basics, hours and brand voice), shared during intake, or confirmation we can reuse what you gave us on an earlier order.
- At least 20 real sample documents for each document type Extraction should read, redacted if you need to.
- The exact list of fields to extract from each document type, and any validation rules those fields need to pass.
- Access to the destination system extracted data should be written into.
- The name of the person who reviews low-confidence fields before they reach your system of record.
- Admin access and API keys for every connected system, shared by adding our team as a user or creating a key you control, never by email.
- One decision-maker who can approve the field list and sign off at launch.
- An API key for your own AI model account (for example OpenAI or Google Gemini), created for this build with a spending limit.
The 72-hour rule. Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.
Timeline
Start
Intake verified, sample documents and field list confirmed.
Weeks 1–2
Extraction rules and confidence scoring built for your document types.
Week 3
Source and destination systems connected and review queue configured.
Weeks 3–4
100 sample documents processed, field-level accuracy report shared with you.
Week 4
Your review and two rounds of changes.
Go-live
Live, recorded handoff session, support starts.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $3,900 |
| Express | 15–25 working days | $4,600 |
| Rush | 10–20 working days | $5,250 |
What you receive at handover
- AI Document Extraction configured on one intake route and connected to your system of record
- Field definitions for up to three document types, up to 25 fields each, with confidence scoring
- Validation rules and a human review queue for low-confidence fields
- A test report from 100 sample documents, with an accuracy report
- An admin guide and a recorded 60-minute handoff session
- 30 days of post-launch support
Expected benefits and how to measure them
- Can take a large share of retyping off your team's desk.
- Helps keep records accurate because doubtful fields are checked by a person.
- Makes it easier to handle busy periods without extra temporary staff.
- Time to process a document
- Time a sample of documents by hand before launch. Compare with the review time per document afterwards.
- Field accuracy
- Use the accuracy report as the start point. Spot-check a monthly sample of written records.
- Fields sent to review
- Count review-queue items each week and watch how the share changes as rules are refined.
Before you start: Record how many documents you process each week and the time each takes. Note how many data errors you find and fix in a typical month.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Running costs
The build price is one-time. Running Document Extraction costs roughly $30 to $200 a month in your own accounts, covering OCR and AI usage plus storage, and it moves with how many document pages pass through extraction each month.
AI usage during the build and testing is billed to your own accounts too, so every provider relationship stays yours, not ours.
Ask about running costsCustom requirements
If you need more than three document types, more than 25 fields per type, or a second intake route than the Scope Card lists, add a note at checkout. You get a written Change Quote, and that work only starts once you accept it. Larger or bespoke projects go through the Custom AI request form instead.
Request a custom versionKeep it running
Monthly maintenance covers monitoring, fixes, updates, a health report and change hours each month, enough to add a field or adjust a validation rule. It starts after the 30 days of support end, bills monthly, and can be cancelled any month.
$249/mo (the minimum fee, includes 2 change hours)
Optional. Starts after the post-launch support period. Cancel any month.
How maintenance worksHow this compares
| Do it yourself with a SaaS tool | Hire a custom agency | Upmark Labs | |
|---|---|---|---|
| Price | A generic extraction SaaS charges per document processed, and costs climb with volume | A custom agency quotes after discovery calls | Ours is one fixed price, shown on this page before you buy |
| Scope | A generic extraction SaaS is a tool you template and tune for each document type yourself | An agency agrees scope during the project | Ours is written on the Scope Card before purchase |
| Delivery | A generic extraction SaaS is live once you finish templating each document type | An agency usually takes several weeks, set per project | Ours has a fixed delivery time shown before you buy, with faster options |
| Confidence checking | A generic extraction SaaS often posts results without flagging uncertainty | An agency build depends on what was agreed | Ours scores every field and queues low-confidence ones for review |
Questions about this product
How much does AI Document Extraction cost?
One fixed price covers the Scope Card: up to three document types, your field list with confidence scoring, validation rules, the review queue and the accuracy report before launch. The price panel on this page shows the figure for each delivery speed, and it is confirmed once your Scope Card is agreed. Extra document types are quoted before any work starts.
What's the difference between AI Document Extraction and AI Invoice Intelligence?
Invoice Intelligence is built specifically for supplier invoices, with line-item math checks and vendor coding baked in. Document Extraction is the general-purpose version, built to pull fields from any document type you define, up to three types at once. Choose Extraction when your documents vary in kind, not just in layout.
Can AI Document Extraction handle more than one document type at once?
Yes, up to three document types in the standard build, each with up to 25 fields defined separately. A fourth type is available through a Change Quote, usually turned around. We recommend starting with your highest-volume document type and adding the others once the first one is proven on your real documents.
How much does AI Document Extraction cost to run each month?
Roughly $30 to $200 a month in your own accounts, covering OCR and AI usage plus storage. The figure scales with how many document pages pass through extraction, and long multi-page documents cost more than single pages. There is no per-document fee from us, and monthly maintenance is optional.
What happens when AI Document Extraction isn't confident about a field?
It's held in a review queue instead of posting a guess to your system of record. The person you named checks the field, corrects it if needed, and only reviewed data reaches your destination system. Nothing uncertain is written automatically, which is the point of scoring every field individually.
Is our document content safe with AI Document Extraction?
Yes. Every credential and connected account is shared by adding our team as a user or creating a key you control during setup, never by email, and extracted data moves only between the systems you connected. Sensitive fields can be excluded from the field list entirely, and sample documents can be redacted before we ever see them ourselves.
How long does AI Document Extraction take to launch?
The panel on this page shows the delivery time for each speed, counted from the day your intake is complete and access is verified. Most of the build goes into defining extraction rules and testing them against your real documents, so sending a varied set of samples early keeps the accuracy report honest and the launch on schedule.
Should I run AI Document Classification before AI Document Extraction?
Usually not. Extraction alone takes documents from your inbox or folder into your system, with validation rules and a review queue included. Add Classification only when one inbox receives many mixed document types that must be sorted first. If each inbox or folder carries one known type, Extraction covers you on its own.
Stop retyping document fields into your systems by hand.
Order AI Document Extraction and it pulls structured, confidence-scored fields from your documents on a fixed delivery date. The scope above is what you get, in writing, before you pay.
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