AI Development
Document Intelligence & Data Extraction
Turn invoices, forms and purchase orders into structured data automatically.
- Typical timeline
- 4-8 weeks per document type, including an accuracy benchmark
- Category
- AI Development
- Engagement
- Fixed-scope phases
- You receive
- Code, data & documentation
Overview
Document processing is one of the clearest cases for AI in a business: the input is unstructured, the required output is strictly structured, and the current method is a person typing. We build extraction pipelines with validation and review, so the data that lands in your system is dependable.
Someone is retyping documents into software all day
Invoices, purchase orders, delivery challans, lab forms and bank statements arrive as PDFs, scans and photographs. Staff read them and type the contents into accounting or operational software. It is slow, it is tedious, and typing errors in financial data are expensive to find later.
You will recognise this if
- One or more people spend most of their day on data entry from documents
- Month-end closing is delayed because paperwork is still being keyed in
- Errors in entered amounts or quantities surface weeks later during reconciliation
- Vendors use dozens of different invoice layouts, so templates never worked
What you get out of it
The difference this makes
Layout-independent extraction
The system understands what an invoice number or taxable value is, rather than looking at a fixed position, so new vendor formats work without configuration.
Validated before it is accepted
Totals are recomputed, tax arithmetic is checked, GSTINs are format-verified and references are matched against your records before anything is posted.
Review only the uncertain cases
High-confidence documents pass through automatically; only the ambiguous ones reach a person, which is where the time saving comes from.
Faster financial close
Paperwork is processed as it arrives rather than accumulating into a month-end backlog.
What we build
- Extraction from PDF, images, scans and photographs, including multi-page documents
- Line-item level extraction for invoices, purchase orders and challans
- Field-level confidence scoring with a review queue for low-confidence results
- Arithmetic and business-rule validation, including tax computation checks
- Duplicate document detection
- Side-by-side review screen showing the document next to the extracted values
- Export to Tally, Excel, accounting software or directly via API
- Processing dashboard with accuracy and throughput tracking
How it gets used
A distributor receiving supplier invoices
Purchase invoices are extracted line by line, matched against purchase orders and goods received notes, and discrepancies are flagged before payment is approved.
A diagnostic lab digitising requisition forms
Handwritten and printed test request forms are read into the lab system, with uncertain fields highlighted for a technician to confirm.
A finance team processing bank statements
Statement PDFs from several banks are normalised into one transaction format for reconciliation, regardless of each bank's layout.
Technology we typically use
You do not need to care about this list — but your next developer will.
- Claude API (vision)
- OCR preprocessing
- Python with FastAPI
- PostgreSQL
- Task queues
- Tally / accounting integrations
Timeline: Typically 4-8 weeks per document type, including an accuracy benchmark
Questions
Document Intelligence & Data Extraction — common questions
Something else on your mind? Ask us directly — it is usually faster than reading.
How accurate is it?
Does someone still need to check the output?
Can it push data into Tally?
What happens to the original documents?
Related services
Businesses that need this often need one of these as well.
Thinking about document intelligence & data extraction?
Tell us about your situation. We will tell you whether this is the right service, what it would involve, and roughly what it would cost.