Document & Data Intelligence
Unlock the information buried in your documents
We use AI to read, extract and organise information from invoices, forms, contracts, reports and records — then make it searchable and ready for your systems and dashboards.
What it is
Document & Data Intelligence, explained
Document intelligence uses AI models to read documents the way a person would — identifying fields such as names, dates, amounts and clauses — and turn them into structured data. Combined with semantic search, it lets your team ask questions across large collections of files in plain language.
Sound familiar?
- Data from invoices, applications and forms is typed in by hand
- Important details are scattered across PDFs, email attachments and shared drives
- Finding the right clause, record or report takes far too long
- Leaders lack timely reporting because the data is not structured
What we deliver
Capabilities
Turn PDFs, forms, emails and spreadsheets into structured, searchable data — and get answers from it in plain language.
Intelligent data extraction
Pull fields from invoices, receipts, applications and forms with validation and confidence scores.
Semantic document search
Ask questions across thousands of files and get answers with links to the source page.
Classification & routing
Sort incoming documents by type, urgency or department and send them where they belong.
Summaries & comparisons
Summarise long reports, compare contract versions and highlight what changed.
Data pipelines
Load clean data into your accounting system, database, SharePoint lists or Power BI.
Privacy & retention
Access controls, redaction and retention rules for sensitive records.
Use cases
Where it helps
- Accounts payable invoice processing
- Student, patient or client intake forms
- Contract and policy review
- Searching historical project or case files
- Monthly reporting from operational spreadsheets
Outcomes
What you can expect
- Hours of manual data entry removed
- Faster access to the information people need
- More accurate, consistent records
- Data ready for reporting and decision-making
What types of documents can AI process?
Typed and scanned PDFs, images, Word and Excel files, emails and many standard forms. Handwriting and poor scans can be handled in many cases, with low-confidence results flagged for human review.
How accurate is AI data extraction?
Accuracy depends on document quality and variety. We measure it on your real documents during the prototype, add validation rules, and route anything below a confidence threshold to a person.
Can it connect to our accounting or records system?
Yes. Extracted data can be pushed into accounting platforms, databases, SharePoint, CRMs or custom systems through their APIs or secure file exchange.
Related
Often paired with
Ready to see what AI can do for your organization?
Book a consultation. We will talk through your goals, look at one or two processes, and tell you honestly where AI can help — and where it will not.