SERVICE 03
Document & order processing
Extract agreed information, check the numbers and prepare a reviewed output.
Base scope: PDFs with selectable text. Scans, photos and handwriting are assessed separately.
Who is it for? For teams processing customer documents, internal company paperwork and order information who want to reduce manual work and move these tasks forward more smoothly.
THE WORK TO ADDRESS
Where does the time go?
Copying invoice and order details into a file takes time, while a missing date or inconsistent total can be easy to overlook.
Why start with this task?
Reduce retyping and catch missing details or mismatched amounts before using the data.
What can the system do?
- 01
Read agreed fields from a PDF with selectable text.
- 02
Organise document numbers, dates, items, quantities and amounts.
- 03
Check required fields and calculations, and flag missing or inconsistent information.
- 04
Prepare the agreed output after the responsible person reviews and approves it.
THE CHANGE IN THE WORKFLOW
A colleague reads a document, copies each field and checks the totals separately.
The reviewer sees extracted information alongside issues that need a decision, then approves the corrected output.
Permissions and review
- Missing information is flagged instead of filled by guessing.
- Inconsistent totals block approval, and later edits invalidate an earlier approval.
- Scans, photos, handwriting and accounting connections require separate assessment.
What do we need to get started?
- A defined document type and fictional samples.
- Required fields, calculation rules and the expected output format.
- A responsible reviewer and a separately scoped destination if a software connection is required.
THE DEMO ON THIS SITE
What can you try?
Limited live invoice and order scenarios tested, including a safely rejected result and a corrected retry.
Use the supplied fictional text-based PDF samples. Review extracted fields, resolve flagged issues and download an approved CSV. The demo does not write into accounting software or determine a document’s legal or tax validity.
LOOK A LITTLE CLOSERHow does it work technically?+
- Input
- The deployed service extracts selectable text from the supplied PDF.
- The role of AI
- The model identifies fields and the source text supporting them.
- Rules & checks
- The server validates source evidence, required fields and arithmetic; approval is tied to the reviewed version.
- Output
- A reviewed result can be exported as CSV.
- Demo boundary
- The demonstrated scope covers text-based samples and a local file export; it has no accounting-system write.