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Document and Data Automation

Invoices, forms and PDFs read and entered for you.

AI that reads invoices, purchase orders, KYC forms and handwritten slips, extracts the fields and puts them where they belong.

Category
Operations and Business Systems
Typical timeline
2 to 4 weeks

The problem

What goes wrong today

Your team types data from invoices, delivery challans, application forms and bank statements into Excel or Tally every day. It is slow, it is boring, and the errors show up at month end.

What we build

What you get

  • Reads common Indian documents

    GST invoices, purchase orders, delivery challans, bank statements, KYC forms and scanned slips.

  • Field extraction with checks

    GSTIN, amounts, dates and line items extracted and checked against each other.

  • Human review for low confidence

    Anything uncertain is flagged for a person to check. Nothing important is entered blindly.

  • Output where you need it

    Into Tally, Zoho Books, Google Sheets or your CRM.

How it works

From kickoff to live

2 to 4 weeks

  1. 01

    Collect sample documents

    You share 30 to 50 real examples of each document type.

  2. 02

    Build and measure accuracy

    We build the extraction and measure accuracy on your own documents.

  3. 03

    Set review rules

    We agree which fields always need a human check.

  4. 04

    Go live

    Documents arrive by email or WhatsApp and are processed automatically.

Example

A pharmaceutical distributor in Indore

Supplier invoices from 60 vendors arrived in different formats. The system now extracts invoice details and line items, matches them to purchase orders, and sends only mismatches to the accounts team for review.

Tools and integrations

  • Tally
  • Zoho Books
  • Google Sheets
  • Google Drive
  • Gmail
  • WhatsApp Business API

Pricing

Plans start from ₹10,000 a month, based on your requirements.

Get a quote

Questions

Document and Data Automation: common questions

Get started

Talk to us about Document and Data Automation

Tell us a little about your business. We will tell you whether this service fits, and what a 14-day pilot would aim for.

Office
New Delhi, India

A real person reads every message. No spam, ever.

Book a call