Faxes, scanned forms, invoices and contracts still arrive as paper or PDFs. We set up document processing that reads them, pulls out the fields you need, checks them and sends them to the right system, with a person reviewing anything unclear.
Intake from every channel
Email, fax, scanner, upload portal and shared drives feed one queue.
Reading and extraction
Text recognition on scans and handwriting, with the fields you need pulled into structured data.
Checks and review
Totals, dates and required fields are checked. Anything unclear goes to a person before it's filed.
Invoice to purchase order
Invoices matched to purchase orders and receipts, with mismatches flagged for accounts payable.
Automatic filing
Documents named, tagged and filed to the right client, patient, case or job.
Full-text search
Find any document by what it says, not just its file name.
Example deliverables. Your proposal lists exactly what's included for your project.
Example deliverables
- Document intake queue
- Extraction templates for your document types
- Review screen for staff
- Connections to your EHR, practice management, accounting or ERP
- Search across your archive
- Retention and access rules
How we work
- A free call to understand the problem and what you use today
- A written proposal with the scope and timeline
- Designs or a prototype you approve before we build
- Testing with your real scenarios before launch
- Launch, staff training and handover documents
- Ongoing support and improvements if you want them
Industries where this solution fits. Each page shows everything we build for that field.