Solution: AI document processing
Your team still processes documents by hand
Documents arrive, AI identifies what each one is, extracts the fields you need and checks them against your rules. Complete, clean documents move on; the rest go to a person.
Sounds familiar?
Signs this is costing you time
Applications, onboarding packs, claims, statements, certificates, identity documents: many businesses run on documents that customers send in. Each one is opened, checked for completeness, read, typed into a system and filed. When volume rises, backlogs grow and customers wait.
The work is repetitive, but it is not trivial. Staff need to spot missing pages, wrong document types, expired dates and numbers that do not add up.
AI document processing does that first pass consistently and quickly, so staff spend their time on the documents that need judgment.
Customers notice the difference too. Instead of waiting days to learn that a page is missing, they hear within minutes exactly what to send, and their case moves forward sooner.
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Documents arrive by email, upload, post and chat, in every format.
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Backlogs grow whenever volume rises.
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Incomplete submissions are discovered days later.
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Staff retype data from documents into core systems.
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Finding a specific document later takes too long.
Before and after
How it works today, and how it works after
How it works today
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Documents are opened and sorted by hand.
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Staff check each one for completeness.
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Key details are typed into the system.
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Missing items are requested by email, days later.
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Files are stored in folders with inconsistent names.
How it works after
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Documents are collected automatically from every channel.
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AI classifies each document and extracts the required fields.
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Rules check completeness, dates and consistency.
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Customers are asked for missing items automatically.
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Staff review only flagged documents, in a side-by-side screen.
What we build
What we build
Multi-channel intake
Document classification
Rule checks
Missing item requests
Organized archive
In practice
What it looks like in practice
An illustrative walk-through, not a client story.
A filing services firm asks new clients for identity documents, bank statements and previous filings. Documents arrived through email and messaging apps, and staff spent hours sorting them and chasing missing items.
Now clients upload through a portal. AI identifies each document, checks that the ID is readable and not expired, confirms the statement covers the right period and extracts key figures. If a page is missing, the client gets a specific request within minutes. Staff open a case only when everything is complete or something needs judgment. The approach reflects our filing service platform case study.
Models and tools
AI models and MCP servers that usually fit
We choose models by task, data sensitivity and cost, and test them on your real examples before we commit. These are common starting points, not a fixed recipe.
How we build it
The services behind this solution
Most solutions combine two or three of our services. These are the ones this one usually needs.
Document automation
Read invoices, forms, contracts and IDs, pull out the right fields and route them for review.
AI workflows
Step-by-step automations where AI handles the reading, sorting and drafting inside a process you control.
Customer portals
A secure place where your customers upload documents, check status, pay and message your team.
Industries where it fits best
Honest limits
Limits and human checks
Accuracy varies with document quality and type. We measure it on your own samples before launch, set confidence thresholds per field, and route anything uncertain to people. Staff always see the original document beside extracted data.
Identity and financial documents are sensitive. We use providers and regions that fit your data rules, restrict access by role, log every view and follow your retention policy. Where required, documents can be processed by models running on your own servers.
Some decisions, such as whether a document is genuine or whether an application should be accepted, should stay with trained people. The system prepares, checks and flags; it does not decide, and every decision is recorded with the name of the person who made it.
Keep exploring
Services, industries and case studies
Related services
View all related services- Document automation Read invoices, forms, contracts and IDs, pull out the right fields and route them for review.
- AI workflows Step-by-step automations where AI handles the reading, sorting and drafting inside a process you control.
- Customer portals A secure place where your customers upload documents, check status, pay and message your team.
- AI Product Development AI agents, knowledge assistants, copilots and document automation built into the way your team already works.
- AI model evaluation Test candidate AI models on your real data and tasks, then pick the one that balances quality, speed and cost.
- Computer vision Software that reads photos and scans: damage checks, stock counts, document capture and quality control.
Solutions
View all solutions- Invoice processing Read supplier invoices, match them to orders and push approved ones into accounting, with exceptions flagged for review.
- Receipt capture and matching Snap a receipt, and the details are read, categorized and matched to the card transaction and the right project.
- Compliance tracking Track filing deadlines, licenses and obligations in one place, with reminders and AI summaries of relevant rule changes.
- Contract review assistant Highlight unusual clauses, missing terms and deviations from your standard positions, so reviewers focus where it matters.
- Automated quoting Draft accurate quotes and proposals from a request, your price rules and past work, for a person to approve.
- Screening assistant Summarize each application against your criteria, flag strong matches and missing information, and leave every decision to a person.
Industries
View all industries- Insurance Claims intake, document and photo processing, policy knowledge assistants and customer portals for brokers and insurers.
- Finance and accounting Client portals, document collection, invoice and receipt processing, and reporting for accounting firms and finance teams.
- Legal Contract review assistants, knowledge search, intake and document automation for law firms and in-house legal teams.
- Tax and compliance services Client portals, document checklists, case queues and deadline tracking for tax preparers and compliance firms.
- Healthcare Patient booking, intake forms, internal knowledge assistants and admin automation for clinics and care providers.
- Recruiting and staffing Candidate screening assistants, ATS integrations, interview notes and onboarding automation for recruiters and staffing firms.
Case studies
View all case studies- Tax filing service platform Clients upload documents and see where their case stands, and staff work from one queue with deadlines and reminders.
- Payroll system for an IT services company Payroll is calculated from recorded inputs, reviewed once and sent as payslips in a single batch, with every change logged.
Guides and articles
View all guides and articlesAI models
View all ai models- Vision and multimodal Models that read images, scans, screenshots and sometimes audio or video alongside text.
- Gemini 3.8 Flash Google's most capable Flash model, stable since September 2026, for agents, software engineering and enterprise workflows with full multimodal input.
- Mistral OCR 4.1 Mistral's document OCR model, turning pages into structured output with bounding boxes, block labels and confidence scores.
- Claude Sonnet 5 Anthropic's balance of speed and intelligence: a strong everyday model for assistants, document work, tool calling and coding.
- Open weights Models whose weights you can download and run on your own servers or a cloud of your choice.
- Gemini 3.1 Pro Google's most advanced Gemini model for reasoning, software engineering and agent work, reading text, images, audio, video and PDFs. Available as a preview.
MCP servers
View all mcp servers- Files and storage Servers that connect AI to cloud drives and object storage, so it can find, read and organize documents.
- Google Drive Google's own Drive MCP server lets AI search, read and create files in Google Drive, with your Google Workspace sign-in.
- Box Box's official MCP server lets AI search and read files, ask questions across documents with Box AI, extract data and upload files.
- AWS S3 Amazon S3 is handled through the managed AWS MCP Server, which lets AI run scripted AWS actions, create presigned links and search AWS docs.
- Dropbox Dropbox's own MCP server lets AI list, search and read files, convert them to markdown and create, move, share and delete files. In beta.
- OneDrive Microsoft's OneDrive MCP server, part of its Work IQ preview, lets AI find, read, create, move, share and delete files in OneDrive.
Glossary terms
View all glossary terms- OCR OCR, or optical character recognition, is technology that turns text in images and scanned documents into machine-readable text.
- Structured output Structured output is when an AI model returns its answer in a fixed format, such as JSON matching a schema, so software can use it reliably.
- Multimodal model A multimodal model is an AI model that can take in more than one kind of input, such as text with images, audio or video.
- Artificial intelligence Artificial intelligence is the broad field of building software that performs tasks that normally need human judgment, such as understanding language or images.
- Context window A context window is the maximum amount of text, measured in tokens, that an AI model can consider at once, including the question, documents and its answer.
- Inference Inference is the step where a trained AI model is used to produce an output, such as an answer, a label or a prediction, from new input.
FAQ
Questions about AI document processing
Have a question that is not here? Ask us directly.
Forms, applications, statements, IDs, certificates, contracts, invoices and letters, typed or scanned. Handwriting is possible but less reliable. See document automation.
It can flag inconsistencies, such as mismatched names or dates, but it is not a fraud detection system. Specialist identity verification services can be integrated where needed.
With providers and regions you approve, or on your own servers with open models when documents must not leave your infrastructure.
Yes, with checklists and automatic requests for missing items. See customer portals.