Faster turnaround for customers
AI Data Entry and Document Processing Automation
Stop retyping paperwork.
AI reads the paperwork your team retypes every day, including invoices, intake forms, purchase orders, contracts and receipts. It pulls out the information and enters it into your software, with anything uncertain flagged for a person to check.
Starting from $199/mo · Final price after your free audit
Hours of manual entry removed each week
Fewer costly entry errors
Starting from $199/mo + $1,500 one-time setup. Document processing billed at cost. Final price after your free audit. All prices ›
Full scope
Exactly what you get.
No surprises: everything that's included, what costs extra and what isn't part of it. Your final scope and price come in writing after the free audit.
One-time setup · $1,500
- Pick the document type that eats the most time, and map its fields
- Reading of PDFs, scans, photos and email attachments
- Data entered into your software or spreadsheets
- Validation rules and a review queue for low-confidence items
- Auto-filing and naming in your cloud storage, with an audit trail
- Accuracy measured on a batch of your real documents before launch
Every month · Starting from $199/mo
- Monitoring of processing and the review queue, so nothing silently stops
- Rule updates when your forms or vendors change
- A monthly summary: documents processed, items flagged, errors caught
- Support by call, text or email
Extra costs, billed at cost
- Document processing, billed at cost by volume
- AI usage for reading and extraction
- All tools in your business's name and billed at cost, with no markup
What I need from you
- A batch of real sample documents for testing
- Access to the software, spreadsheets and storage the data goes into
- Someone to check the review queue
Not included
- Scanning paper archives or scanner hardware
- Going back through old documents (quoted separately as a backlog project)
- Extra document types beyond the first; set in your written plan after the free audit
What you get at launch
- Every field, rule and destination written down in plain English
- Accuracy results from your real documents
- All logins and tools in your business's name
Example conversation
See it work
The paperwork comes in. The data goes where it belongs.
- 1
Documents arrive
Invoices, forms, purchase orders and receipts come in as PDFs, scans, photos or email attachments.
- 2
AI reads and enters
It pulls out the fields you need, checks them against your rules and enters them into your software or spreadsheet.
- 3
A person checks the unsure ones
Anything it isn't confident about goes to a short review queue. Everything else is filed and named in your cloud storage.
The problem
Why it matters.
Retyping information from one place to another is slow and error-prone, and it's usually done by your most expensive people at the end of the day. Every typo turns into a billing problem or an unhappy customer later.
What's included
What it does.
- Reads PDFs, scans, photos and emails
- Extracts fields into your software or spreadsheets
- Validation rules and human review for low-confidence items
- Auto-filing and naming in your cloud storage
- Audit trail of every document processed
- Handles handwriting and messy scans
How it works
From first call to live.
- 1
Pick the paperwork
We start with the document type that eats the most time.
- 2
Build and test
I test against a batch of your real documents until accuracy is where it needs to be.
- 3
Run with review
Uncertain items go to a short review queue, and everything else flows through.
Who does what
The retyping is automated. A person checks what's uncertain.
- Reading PDFs, scans, photos and email attachments
- Extracting the fields into your software or spreadsheets
- Checking each entry against validation rules
- Filing and naming documents in your cloud storage
- Keeping an audit trail of every document processed
- Checking the review queue for flagged items
- Decisions on anything unusual, like a disputed invoice
- Sending a batch of real documents for testing before launch
Example
A month of supplier invoices, before and after.
- About 250 supplier invoices a month typed into QuickBooks
- 8 to 10 hours a month of retyping, often by the office manager
- Typos found later as billing problems
- PDFs saved with random names in different folders
- Invoices read and entered as they arrive
- Only a handful of unclear items sent to the review queue
- Every entry checked against your rules before it's saved
- Each PDF filed and named the same way, with an audit trail
Illustrative example for a business processing about 250 invoices a month, not a client result. Your numbers depend on your business, and the free audit estimates them.
Who it's for
Best fit.
- Accounting and bookkeeping firms
- Insurance agencies
- Law firms
- Logistics and distribution
- Medical offices
- Property management
Works with your tools
Nothing to move.
I build around what you already use. Common examples:
- QuickBooks
- Xero
- Google Drive
- Dropbox
- SharePoint
- Excel / Google Sheets
- Your industry software
Pairs well with
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How accurate is AI data entry?
It varies by document, so I measure it on your real documents before launch. Anything the system isn't confident about goes to a person.
Can it handle handwritten forms?
Often, yes. We test your forms first.
Where does the data go?
Straight into the systems you already use.
What is document data entry automation?
AI reads documents like invoices, forms and purchase orders, pulls out the information you need and enters it into your software. A person reviews anything the system isn't sure about.
What kinds of documents can it read?
PDFs, scans, photos and email attachments, including invoices, intake forms, purchase orders, contracts and receipts. We start with the one document type that takes the most time.
What happens when the AI gets something wrong?
Validation rules catch entries that don't fit, and low-confidence items go to a review queue instead of being saved. AI can make mistakes, so someone on your team checks that queue.
Can it go through my old paperwork?
Not as part of setup. Going back through old documents is quoted separately as a backlog project, and scanning paper archives isn't included.
How much does document data entry automation cost?
From $199/mo plus a $1,500 one-time setup. Document processing and AI usage are billed at cost by volume in your business's name, and you get the final price in writing after the free audit.
Can I add more document types later?
Yes. Each extra document type is scoped and priced in your written plan after the free audit.
Free AI audit
Find out where you're losing customers.
In 30 minutes, we'll find your biggest leaks. You leave with a short written plan: what to fix first, what it costs and what it should pay back. No obligation.