Document Automation
Document automation that captures invoices, forms and orders, reads them whatever the layout, extracts and checks the data, and posts it to your ERP under your rules.
The Idea
The system reads invoices, forms and orders in any format, pulls out the fields that matter, and enters them where they belong. Instead of a person keying line by line, the data flows in and a person checks the exceptions.
Every document is checked against your master data and rules before it posts. Anything unclear waits for a person, and every entry is logged, so you trust the numbers and can audit where each one came from.
We choose one high-volume document type where the manual keying costs the most.
We link the inbox, scanner or folder it arrives in, and the ERP it should land in.
We define the fields, the validation, and what needs a human to approve.
We run it beside your team, check the output, then let it handle the volume.
We watch the exceptions and tune the rules as your documents change.
Read invoices, match them to purchase orders, and prepare entries for approval, with no manual keying.
Turn emailed and PDF orders into sales orders in your ERP, ready to fulfil within minutes.
Capture incoming POs, check them against agreed terms, and raise the right record automatically.
Read onboarding and KYC forms, extract the details, and create the customer or vendor record.
Process delivery notes, packing lists and bills of lading, and reconcile them against orders.
Read receipts and expense claims, check them against policy, and prepare them for reimbursement.
We build ERP and software, so documents post into your real stack, not a demo.
We pick the first document by volume and cost, so you see results before you scale.
Validation against your data and a confidence threshold keep bad entries out.
People handle the unclear and high-value cases, not the routine pile.
The people who scope it are the people who build it.
We tune the rules as your vendors, formats and volumes change.
OCR turns an image into text. Document automation goes further: it understands what the text means, extracts the right fields, validates them against your data, and posts the result into your systems, with oversight. OCR reads the page; automation acts on it.
No. It reads the layout rather than relying on fixed field positions, so it handles new vendors and formats without a template to build and maintain for each one.
It stops and routes the document to a person with the issue highlighted, instead of guessing. Anything below a confidence threshold, or above a value you set, waits for approval.
Yes. We post data into Odoo, ERPNext, SAP and other systems through their APIs, and attach the source document so every entry traces back to where it came from.
On the documents it is built for, extraction is typically very high, and validation catches most of what slips. The point is not perfection without people, but catching errors before they post and routing the rest to a human.
A focused first document type usually goes live in about four to six weeks, depending on volume and the systems it touches.
Related
The other services in this section, and related pages from TCB Infotech.
No commitment. A working assessment of where automation fits.
