Service 03 · Document & back-office processing
Contracts, invoices, claims, policies, onboarding packs, the month-end close. Extraction, classification, review and reconciliation are the highest-rated AI use cases in the largest enterprise survey, and among the few the failure research says actually succeed. We build them with a human checkpoint wherever an error costs money.
Where AI performs best, on the record
Paperwork that processes itself
Bring the document that eats your team's week.
- Extraction & validation
- Classification & routing
- Contract review & summaries
- Reconciliation & close
- Human checkpoints
Why this, why now
70%
of users rate AI data analysis as performing great, the highest of any use case
Wharton / GBK Collective, 2025
67%
rate summarisation great; 65% document editing; 61% contract generation
Wharton / GBK Collective, 2025
41%
of middle-market tax functions already apply AI to extraction and validation
RSM Middle Market AI Survey, 2026
Short list
document and contract automation is among the few categories the failure research says succeeded
MIT Project NANDA, 2025
Standardised, high-volume, low-judgment. Exactly what the evidence says AI is good at.
This work sits in finance, legal and operations, not IT. It is measurable to the document, it has a clear right answer most of the time, and when it does not, a person should decide. We design for both, and we report accuracy per field, not per demo.
What we build
Built against your systems. Tested on your cases. Run for you.
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01
Extraction & validation
Fields pulled from invoices, contracts, claims and forms, validated against your systems, exceptions flagged rather than guessed.
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02
Classification & routing
Every incoming document identified and sent to the right queue, system or person, with a confidence score attached.
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03
Contract review & summaries
Key terms, obligations, renewal dates and deviations from your standard, summarised with citations back to the clause.
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04
Reconciliation & close
Matching, variance detection and the repetitive parts of the close, with the audit trail your finance team needs.
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05
Human checkpoints
Approval tiers by value and risk. Below a threshold it flows; above it, a person signs, with everything they need on one screen.
How it runs
Scoped to one outcome, with a finish line you can check.
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Wk 1
Scope
One document type, its volume, its error cost, and 200 real examples.
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Wk 2–3
Build
Extraction, validation against your systems, routing, and the checkpoint rules.
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Wk 4
Test & go live
Accuracy per field against the 200 examples, an agreed pass mark, exceptions routed to people.
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After
Run
Monthly accuracy and throughput report; the next document type added when the first one earns it.
What we need from you: one owner in finance, legal or operations, and a folder of real examples.
Who this is for
You will recognise yourself if…
- 01 Three people re-key the same data into two systems.
- 02 The close runs late every month for the same reasons.
- 03 Contracts get read the day something goes wrong.
- 04 You tried OCR and it stopped at eighty percent.
None of this means your team lacks the skills. It means the work is finite, technical and finishable, and you would rather have it done than staffed.
Pricing
Packages from $999 a month. Larger scopes quoted to fit.
Starter
From $999 / month
One workflow, automated properly. Built against your systems, tested on your real cases, then operated and improved for you every month with a monthly report. For businesses that want one thing done well.
Scale
Custom build fee + monthly run
Several workflows or agents across teams, deeper integration work, tiered autonomy and a monthly governance report. A fixed build fee agreed up front, plus a run retainer sized to the estate.
Enterprise
Custom quoted per engagement
A governed pilot in your environment, statistical acceptance testing, outcome SLAs and a governance retainer for your risk function. Verified-outcome terms where they fit.
No seats and no surprise line items. Every package is written down, with what it covers and what it costs, before work starts.
Talk to us
Send us one document type.
In 30 minutes we will tell you what we would extract, how we would check it, and what accuracy we would sign up to.