STEP 01 · COLLECT THE FILES
One intake queue for documents
Documents arrive from email, upload folders or exports and are immediately organised by type and priority.
Automates repetitive stepsSaves admin timeKeeps people in control
Today126
Priority14
Exceptions9
File
Type
Received
State
invoice_4821.pdf
Invoice
09:02
Ready
application_119.pdf
Application
09:07
Review
contract_update.pdf
Contract
09:12
Queued
STEP 02 · EXTRACT THE FIELDS
See what the system read from the document
Target fields are extracted with confidence and the original source remains visible for checking.
Automates repetitive stepsSaves admin timeKeeps people in control
SupplierGlobal Labs
Invoice no.INV-4821
Date20 Aug 2026
Amount€14,820
PO numberPO-7712
Confidence97%
Low-confidence field
Payment terms detected at 72% — send to reviewer.
Validation rule
PO exists and supplier is active.
STEP 03 · REVIEW ONLY EXCEPTIONS
People focus where automation is uncertain
Low-confidence or rule-failing documents are isolated so users do not have to review every file.
Automates repetitive stepsSaves admin timeKeeps people in control
Issue
Field
Confidence
Action
Missing date
Start date
—
Review
Template change
Supplier name
81%
Check
PO mismatch
PO number
99%
Block
Straight through79%
Manual review21%
Avg handling9 min
STEP 04 · POST THE STRUCTURED RECORD
Validated data moves to the next system
The final output is posted or exported with the original file and processing history attached.
Automates repetitive stepsSaves admin timeKeeps people in control
Original documentinvoice_4821.pdf
Structured record6 fields validated
DestinationERP import queue
Audit historyExtracted → reviewed → approved
InboxDocument
→ExtractFields
→ReviewExceptions
→ERPRecord