Field extraction
Capture agreed header and line-item fields from documents.
Turn documents into information your team can use.
Capture structured information from invoices and purchase orders, with review steps for uncertain or incomplete results.
Book a Consultation →| Document / Request | Owner | Status |
|---|---|---|
| Invoice INV-1001 | Finance | Review |
| Purchase Request PR-021 | Operations | Pending |
| Monthly Sales Report | Leadership | Completed |
| Project Documents | Delivery | Completed |
Capture agreed header and line-item fields from documents.
Flag missing values and exceptions for human review.
Store outputs and route documents through Microsoft 365.
| Document / Request | Owner | Status |
|---|---|---|
| Invoice INV-1001 | Finance | Review |
| Purchase Request PR-021 | Operations | Pending |
| Monthly Sales Report | Leadership | Completed |
| Project Documents | Delivery | Completed |
Define the fields and line items to capture from your sample documents.
We scope this use case around your systems, business rules and the information available to your team.
We scope this use case around your systems, business rules and the information available to your team.
We scope this use case around your systems, business rules and the information available to your team.
Compare original documents with extracted fields and correct uncertain results.
Preserve originals and structured output with traceable processing status.
| Document / Request | Owner | Status |
|---|---|---|
| Invoice INV-1001 | Finance | Review |
| Purchase Request PR-021 | Operations | Pending |
| Monthly Sales Report | Leadership | Completed |
| Project Documents | Delivery | Completed |
Agreed during discovery and reviewed with your team before handover.
Agreed during discovery and reviewed with your team before handover.
Agreed during discovery and reviewed with your team before handover.
Have a specific requirement? Let’s discuss your setup.
We review your environment, access and current setup before confirming the integration approach.
We define deliverables, responsibilities and acceptance criteria after discovery.
Timing depends on scope, source access and review availability. We provide an estimate after requirements are clear.
Documentation and handover are included in the agreed scope; ongoing support can be arranged separately.