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Anil MauryaSoftware · AI · Automation

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.

The problem

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

Enquire about document intelligence & data extraction

Tell us briefly what you need. We reply within one working day.

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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?
On clean printed documents, field-level accuracy is typically very high; on poor scans and handwriting it is materially lower. Rather than quote a marketing number, we benchmark on a sample of your real documents during discovery and show you the measured result per field before you commit.
Does someone still need to check the output?
Yes, but selectively. Confidence thresholds decide what passes automatically and what is queued for review. Most clients start by reviewing everything, watch the accuracy figures, and then raise the automatic threshold as trust builds.
Can it push data into Tally?
Yes. Tally integration is usually done through its XML interface or an intermediate import file, depending on your version and setup. We confirm the approach against your specific installation before committing to it.
What happens to the original documents?
They are stored and linked to every extracted record, so an auditor or your accountant can always trace a figure back to its source document.

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.