AI Document Processing and Extraction

If your team spends hours opening attachments, retyping figures and chasing sign-offs, this is the place to look. Document operations products read, sort, check and file documents for you. They pull data into your systems, route files to the right people and make large archives searchable, all inside the accounts you already use.

Products in this category

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What document problems do these products solve?

Most document pain comes from manual handling at each step: receiving files, working out what they are, typing data from them, checking them and sending them on. Each product here takes one of those steps. You can fix the worst one first or join several together into a single flow.

  • AI Document Intake receives files from email and uploads
  • AI Document Classification sorts by type, client and priority
  • AI Document Extraction pulls structured data into your systems
  • AI Document Validation checks completeness and consistency
  • AI Document Routing and AI Document Approval move files to the right people
  • AI Document Archiving names, tags and stores files by your retention rules

How do I find information inside documents I already have?

For finding and understanding, there is a separate set of tools. AI Document Search looks through your archive by meaning, not just keywords. AI PDF Intelligence turns complex PDFs into searchable, structured content. AI Document Comparison highlights material changes between versions. AI Contract Intelligence pulls key terms, dates and obligations from a contract library, and AI Report Intelligence summarizes long reports into key findings.

Why choose an industry edition of document extraction?

The paperwork differs a lot by sector. Logistics teams deal with bills of lading and customs forms. Healthcare administration handles intake forms, referrals and insurance documents. Manufacturers key purchase orders and supplier documents into ERP. The industry editions of AI Document Extraction are adapted to those document types, with further editions for construction, recruitment, real estate, legal operations and financial services.

Questions buyers ask

Does extracted data go into our own systems?

Yes. AI Document Extraction is built to move structured data from documents into the systems you already use, and it runs in your own accounts. The Scope Card on each product page lists which systems and document types are covered for that product.

Can documents be checked before anyone relies on them?

AI Document Validation checks documents for completeness and consistency against your rules. It works well straight after extraction, so missing fields or mismatched figures are caught early. For sign-offs, AI Document Approval routes documents for approval and tracks who has signed.

We have years of old files. Where should we start?

Start by making them findable. AI Document Search lets your team search the archive by meaning, and AI Document Archiving names, tags and stores files according to your retention rules. Once the backlog is in order, new files can follow the same path through intake and classification.

Choosing between Document Operations products?

Tick Compare on up to four products to see scope, price and delivery side by side. If you would rather talk it through, an expert can help you pick the one that fits how you work.

Staging copy for testing. Not the live site; payments are in PayPal sandbox and every email goes to the team.