AI Agent · Documents
The agent that reads and produces your documents
Data extraction, automatic filing, report generation: your documents flow through without re-keying.
Its mission
Eliminate re-keying and copy-paste errors. The agent reads your incoming documents (invoices, quotes, forms, attendance sheets), extracts the useful data and feeds it into your tools, then generates outgoing documents from your templates.
Control
Every extraction is logged with its source document. Ambiguous cases (an unreadable document, an inconsistent amount) are set aside for human review instead of being guessed.
It can
- Read PDFs, scans and photos of documents (OCR)
- Extract the useful fields: amounts, dates, references, contact details
- Check the consistency of the extracted data
- File each document in the right place, with consistent naming
- Feed your spreadsheets, CRM and accounting tools
- Generate reports, summaries and standard documents from your data
How it works in your tools
A document comes in
By email, folder drop or upload: the agent detects the document type and starts reading.
The data is extracted and checked
The useful fields are extracted, validated (totals, formats, duplicates) and normalized.
Your tools are updated
The document is filed, the data entered into the right tools, and outgoing documents generated when needed.
Before / After
What changes day to day
Before
After
Before
45 minutes of data entry per batch of invoices
After
Automatic extraction and entry, checked in 5 minutes
Before
Files named and stored haphazardly
After
Systematic filing, consistent naming
Before
Reports pieced together by hand from three tools
After
Report generated automatically from the data
Connected tools
Frequently asked questions
Which document types are supported?
Invoices, quotes, purchase orders, forms, attendance sheets, contracts: any structured or semi-structured document, including scans. Feasibility is checked on your actual documents during the assessment.
How reliable is the extraction?
It depends on document quality, which is why the prototype runs on your real files. Doubtful cases are systematically routed to human review rather than guessed.
Can it generate documents, not just read them?
Yes: PDF reports, summaries, proposals, standard letters. The agent assembles the document from your data and your existing templates.
Also worth exploring
How much of your time goes into re-keying?
Bring two or three typical documents to the assessment: we check together what can be extracted automatically.
Book my free assessment30 minutes · No commitment