Document & Data Automation
Copying information between an inbox, a spreadsheet, and a CRM is expensive work that produces nothing. We automate the extraction and the routing.
The problem this solves
- Staff retype the same data into three systems.
- Invoices and work orders sit in an inbox waiting for processing.
- Typos in manual entry cause billing and scheduling errors.
How it works
- 01A document arrives by email, upload, or form submission.
- 02The relevant fields are read and extracted.
- 03Values are validated against your existing records.
- 04Clean data is written into the CRM, accounting tool, or spreadsheet.
- 05Anything ambiguous is flagged for a human to review.
What's included
- PDF and image extraction
- Email parsing
- Invoice and work-order processing
- Intake form routing
- Validation rules
- Exception handling with human review
- System-to-system sync
Who this is a good fit for
- Businesses with recurring paperwork in a predictable format
- Back offices spending hours on data entry
- Firms handling intake documents at volume
Businesses that use document & data automation
Questions about document & data automation
- How accurate is the extraction?
- For consistent document types it is very reliable. We add validation rules and route anything uncertain to a person rather than guessing.
- Is our data secure?
- Documents move through your existing systems and vetted processors. We scope data handling with you before building anything.
Related automation services
- CRM AutomationA CRM only helps if it's current. We automate the record-keeping so contacts, stages, and tasks update themselves as work happens.
- Customer Support AutomationMost inbound questions are the same ten questions. Automating them frees your team for the conversations that actually need a person.
- Lead Follow-Up AutomationThe business that replies first usually wins the job. Lead follow-up automation answers every inquiry immediately, then keeps the conversation going until the customer responds.
See all 8 automation services or read about our client websites and results.
Automation audit
Show us what wastes your time.
Tell us about the repetitive work in your business. We'll tell you whether it can be automated and what we'd recommend.