PKG.04 / DATA

Document Extraction Pipeline

A document extraction pipeline that turns invoices, contracts, forms, receipts and PDFs into clean, validated structured data. It outputs to your spreadsheet, database, ERP, or accounting system automatically.

01 / The problem

Why this exists.

Ops teams spend hours re-typing information from PDFs and scans into spreadsheets. Off-the-shelf OCR gets 70 percent accuracy. That last 30 percent is what actually matters.

02 / Deliverables

What you get.

Everything below is scoped and signed before kickoff. No surprises on delivery day.

→ Document intake

Email, upload, Drive, Dropbox, or S3. Whatever channel you already receive docs on.

→ Schema-based extraction

Pulls the exact fields you define (line items, totals, dates, parties, clauses).

→ Validation rules

Flags low-confidence fields, mismatched totals, missing required values.

→ Human-in-the-loop UI

Web UI for your team to verify edge cases in under 30 seconds.

→ System-of-record output

Pushes to Xero, QuickBooks, Airtable, Google Sheets, Postgres, or custom API.

→ Audit log

Every extraction logged with source, confidence, and who approved it.

03 / Acceptance criteria

How we know it's done.

Written and signed at kickoff, so there is zero ambiguity on what "done" looks like before a single line of code is written.

  • Achieves 95 percent+ field-level accuracy on a 100-document test set drawn from your real inputs.
  • End-to-end processing time under 30 seconds per document.
  • All low-confidence extractions surfaced in a review queue.
  • Clean write to your system of record with zero duplicates.
04 / Who it's for

Built for these businesses.

Accounting firms, property managers, legal ops, insurance, logistics, procurement, and any ops team drowning in PDFs.

Ready to get started?

Book a 15-minute call and we'll confirm the package fit. If it's not a fit, we'll tell you.