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Invoices, forms, referrals

Document intelligence and intake

Referrals, claims, invoices, leases and applications, read off the page and checked against your records before anything is filed. Applications and referrals get an answer the same day.

Start a conversationSee it step by step

Supplier invoice, extracted

Invoice no.INV‑4471
VendorV‑0318, matched
Invoice dateMar 9
PO referencePO‑2214
Amount due$18,240.00
Line 436; PO has 24

INV‑4471 · 3 pages · 1 exception

The supplier invoice, from inbox to ledger

TodayA scanned invoice by email

Opened and typed in field by field

01Sort
ArrivedPayables inbox
TypeSupplier invoice
Pages3, kept together
02Check
DuplicateNone found
Vendor statusActive
Bank detailsUnchanged
03File
LedgerPayables
PeriodMarch
Expense account5120, site supplies
OutFiled1 held for review
Typed by hand1 of 15
Audit trailReviewer and time kept
StoredWith its page image

Read, checked, then filed

Open-source models read the pages, in your own cloud or on-site.

  1. 01Sorts and splits mixed faxes, emails, uploads and scans
  2. 02Checks every field against your own records
  3. 03Sends uncertain documents to a person for review
  4. 04Shows each reviewer the page beside the data
  5. 05Sends the clean data to your ledger and other systems
  6. 06Blacks out sensitive data and sets how long each file is kept
Yours at the end

invoice-intake/

extract/Jobs that read each page

rules/The order match and 14 other field checks

review-ui/Page‑beside‑field screen and its queue

deploy/Setup for your cloud or on-site

See it work

From the page to the ledger

By industry

From a fax, a packet and a contract

Referral packet fields

Referring NPI1841297720
Requested CPT73721
Member IDUnreadable on page 1

Referral packet · 4 pages · One field held

Healthcare providers

Structured at intake1 held
Read the ACORD loss notice
Every field kept with its confidence
Wind lifted the roof, Jul 8
Reported by the property manager
3One injury: a slip, wet floor
Held for the liability desk
4Open the property claim
Contact by text, as the notice allows

Only the injury waits on a person.

Insurance

Key clauses, by pageInconsistent
3-year term, auto-renews
§2.1, page 490-day notice
Liability capped at fees paid
§9.2, page 3112 months
Assignment needs consent
§12.3, page 40Either party
Amendment 3 rewrites §11
Indemnity made mutualFlagged

The inconsistency goes to the associate with both pages open.

Legal

How it goes live

  1. 01 · Optional

    List of documents

    Every document type you receive, with volumes and fields

  2. 02 · Required

    Proof of concept

    One document type end to end, scored on your own pages

  3. 03 · Document intake

    Every document type

    All types, the review queue and posting to your ledger

  4. 04 · Ongoing

    Accuracy watch

    Field accuracy tracked week by week on live documents

Related services

After it is filed: payment, reporting and search

Released for payment on its due date, after one approval.

Agentic AI and workflow automation

Its four lines reach the spending reports overnight.

Data engineering and pipelines

Staff can find it by vendor, order number or line.

Knowledge and enterprise search

All solutions

Send us ten documents you type in by hand

We scope one document type first, at a fixed price.

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