Capabilities
Document Understanding
Identify different document types and extract meaningful information without requiring every document to use the same template.
Dynamic Extraction
Extract fields, tables, amounts, dates, references, people, addresses, signatures and other relevant information.
Business Matching
Match extracted information against existing records — customers, suppliers, jobs, purchase orders, work orders, assets, equipment, schemes and lots.
Exception Review
Highlight missing, uncertain or mismatched information rather than silently guessing.
Connected Documents
Link related documents — request to quote to approval to work order to invoice to completion report.
Human Approval
Keep people in control before consequential actions occur.
Workflow Ready
Approved information can be prepared for accounting systems, job management, ERP, CRM, strata platforms, spreadsheets, APIs and webhooks.
How it flows
Document
PDF, scan or photo
Understand
Identify & extract
Match
Link to records
Check
Flag exceptions
Approve
Human review
Workflow
Ready to action