Document intake
A route for the agreed file types to enter the workflow, such as an upload folder or mailbox.
Automation services
Document & data extraction
Turn incoming documents into usable records.
I build a process that reads incoming files, extracts agreed fields, and prepares them for your spreadsheet or business system. Unclear documents and unusual values go to review so your team can focus on the records that need attention.
Scope of work
What your project can include.
Your proposal confirms what you will receive, what I need from you, and how we will review the work. We choose from the areas below to suit your business.
Structured fields
Extraction into a defined format with consistent dates, amounts, references, and other required values.
Validation and review
Checks for missing information, duplicates, and inconsistencies, with access to the source document.
Useful exports
Approved records sent to the agreed spreadsheet, database, or connected application.
How the work runs
A clear plan, with time to review.
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Step 01
Inspect sample documents
We review representative files, including poor scans and unusual layouts, and define the required fields.
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Step 02
Build and compare
I compare extracted records with checked examples and refine the validation rules.
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Step 03
Set up document review
We confirm who checks flagged documents and how approved records reach your spreadsheet or business system.
Questions
Before we start.
Can it read scanned PDFs?
Yes, using text recognition where suitable. Results depend on scan quality and layout, so representative samples are needed before scoping.
Can every document be processed without review?
That should not be assumed. Missing fields, unclear scans, and unusual values can be routed to a person for checking.
Can the extracted data go into our accounting software?
Often, through a supported import or API. We agree the destination fields and any approval needed before posting records.
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Tell me what you want to improve.
Tell me what you need help with, what you use today, and any deadline. I will suggest a next step and outline the work and cost for you to review.