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Document AI

Document AI Development: Stop Retyping Documents Into Your Systems by Hand

Every invoice, form, contract and application that arrives as a PDF or a scan usually ends up retyped into an ERP field by field.

  • 0Manual retyping of documents
  • AnyFormat: PDF, scan or photo
  • 4-7 wkTo a first working workflow
  • ShownSource for every extracted field

Why It Matters

The document was already digital, the retyping wasn't

Handles the messy formats that actually show up

Real documents are not clean templates. A scanned invoice from one supplier and a native PDF from another look nothing alike, yet both need the same fields pulled out. The extraction is built and tested on your own real document mix, not a tidy sample.

  • Scanned images, photos and native PDFs all handled.
  • Tested against your own real document variety.
  • Layout differences between senders handled directly.

Confirm in seconds, not re-read from scratch

Every extracted field is shown against the exact spot in the source document, so confirming it is a glance, not a re-read. Low-confidence fields are flagged clearly, so a person's attention goes to the handful of values that actually need checking.

  • Extracted value linked to its exact source location.
  • Low-confidence fields flagged for a closer look.
  • High-confidence fields ready to post without delay.

Built to handle documents that do not match each other

The same field, an invoice number or a delivery date, sits in a different place on every vendor's template. The extraction is trained to find the field by what it is, not by its fixed position, so it holds up across the layout variety your inbox actually receives.

  • Fields located by meaning, not fixed position.
  • Multiple vendor and format layouts handled together.
  • New layouts added as they appear, without a rebuild.

Every field graded, not just extracted

Each extracted value carries a confidence score based on how clearly it was read from the source. High-confidence fields move straight to posting, while anything below the agreed threshold is set aside for a person, so review effort concentrates where it is actually needed.

  • Per-field confidence, not one score for the document.
  • Threshold for automatic posting agreed with your team.
  • Review effort concentrated on the fields that need it.

The same rules your ERP already enforces

Extracted values are checked against your existing validation rules, such as a valid vendor code or a matching purchase order, before posting. A confirmed record enters your ERP exactly as if a person had typed it, following the same checks and approvals.

  • Extracted data checked against your existing rules.
  • Posting follows your normal approval workflow.
  • No bypass of controls your ERP already applies.

The documents most companies process by hand

  • Invoices and bills

    Vendor invoices in any layout, with line items, taxes and totals extracted for posting.

  • Purchase and sales orders

    Order documents from customers or suppliers, extracted directly into your order system.

  • Contracts and agreements

    Key dates, values and clauses pulled from contracts for tracking and compliance.

  • Applications and forms

    Job applications, credit applications or onboarding forms extracted into your workflow.

  • Shipping and customs documents

    Bills of lading, packing lists and customs paperwork read for the fields logistics needs.

  • Compliance certificates

    Certifications and licenses checked for validity dates and required details.

From a document arriving to data posted in your system

  1. Define the fields

    We agree exactly which fields need to be extracted from the document type.

  2. Collect samples

    We gather a real batch of your documents, including the messy and inconsistent ones.

  3. Build and test extraction

    We build the extraction and test its accuracy against your own document batch.

  4. Add the review step

    Low-confidence fields are flagged for a person before anything is posted.

  5. Connect and go live

    Confirmed data posts directly into your ERP, following your existing validation rules.

What document AI changes

  • Faster

    Document processing time

  • Fewer

    Manual entry errors

  • Checkable

    Every field against its source

  • Flagged

    Only the fields that need a look

  • Direct

    Posting into your ERP

  • Scalable

    As document volume grows

Why teams choose TCB Infotech for document AI

  • We know where it needs to land

    We build ERP systems, so extracted data posts correctly into the fields your system expects.

  • Built on your real documents

    Extraction is tested on your own messy batch, not a clean sample that flatters the demo.

  • Confidence, not blind trust

    Every field is flagged with a confidence level, so uncertain values are checked, not guessed.

  • Source always shown

    Each extracted value links back to its exact place on the document, ready to verify.

  • Model-agnostic build

    We choose the approach that fits your documents and hosting rules, with no lock-in.

Document AI questions

What is document AI?

It is AI that reads a document, such as an invoice, form, contract or application, and pulls out the specific fields you need, such as amounts, dates, names or clauses. Instead of a person typing each field into your system by hand, the extracted values are checked and posted directly.

What document formats can it handle?

PDFs, scanned images, photographs of paper documents and native digital files. Poor scan quality and inconsistent layouts across different senders are the normal case, and the extraction is built and tested to handle that variation.

How accurate is the extraction?

Accuracy depends on document quality and how standard the layout is, and we test it against a batch of your own real documents before go-live. Fields extracted with low confidence are flagged for a person to check rather than posted automatically.

Does it post directly into our ERP?

Yes, once a document is processed, the extracted fields can post directly into your ERP or accounting system, following the same validation rules your system already applies.

Can we see what was extracted from where?

Yes. Each extracted field is shown next to the exact spot on the original document it came from, so a person can confirm it in seconds without re-reading the whole document.

How long does a first extraction workflow take to build?

A first workflow for one document type usually takes four to seven weeks, depending on how varied the document layouts are and how many fields need to be extracted.

Related

The other services in this section, and related pages from TCB Infotech.

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