Back-Office Operations

Document Processing & Compliance System

Automate any process involving document intake, data extraction, validation, and approval. Replace manual data entry, document review, email approvals, and spreadsheet tracking.

$150k–225k14–16 weeksROI in 8 months

How It Works

Invoices
Extract all dataMatch PO/contract
Auto-pay 92%
Contracts
Key terms/risksRedline issues
80% faster review
Applications
OCR + validationCheck compliance
95% auto-process
Tax documents
Form recognitionCross-check data
Zero manual entry
Insurance claims
Damage assessmentFraud scoring
Same-day decision

Use Cases

Finance

  • Invoice processing (AP/AR automation)
  • Expense report validation
  • Purchase order matching
  • Financial reconciliation
  • Tax document processing

Legal

  • Contract review and extraction
  • NDA processing
  • Compliance document checks
  • Due diligence automation
  • Lease abstraction

HR

  • Resume screening and ranking
  • Background check processing
  • Benefits enrollment
  • Employee document management
  • Onboarding paperwork

Compliance

  • KYC/AML verification
  • Regulatory document review
  • Audit trail automation
  • Policy compliance checking
  • License/certification validation

Insurance

  • Claims intake and triage
  • Document verification
  • Damage assessment
  • Fraud detection
  • Auto-adjudication

Core Capabilities

Ten modules working together to run the full document process, including intake, data capture, compliance review, and approval.

Universal Document Intake

Email, file upload, API, and scanned documents unified in one system.

OCR Engine

Any document type recognized with 90%+ accuracy

Intelligent Extraction

Tables, signatures, and key fields pulled automatically

Business Rule Validation

Custom rules engine checks every field against your policies

External Database Checks

Validate information against external sources instantly.

Risk & Fraud Scoring

Detect unusual or suspicious documents using machine learning.

Automated Decisioning

Approve, reject, or send for review without creating delays.

Exception Routing

Flag edge cases with full context for human review

Audit Trail Generation

Every action logged for compliance and regulatory review

System Integration

Plug into your existing ERP, accounting, and HR platforms

Typical Results

Processing time

30 - 60 minutes

From 4 hours

Manual data entry

70 - 90%

Reduced By

Auto-processing rate

60% - 80%

From 0%

Error rate

<2%

Reduced to below

Cost per document

30 - 60%

Reductions

Staff redeployed

Higher-value work

Teams Shifted to

Sample Scenario

Manufacturing Company

12,000 invoices/month

We can achieve automation that extracts invoice data from any format, matches to POs automatically, routes exceptions to AP team with suggested actions, and processes payment. Reduction in processing time from 5 days to 4 hours.

5d → 4h

Processing time

~3 FTE

Redeployed

Approx $180k

Duplicates caught

Discuss Your Document Workflows