Data Extraction Automation
If your team reads documents and types what they find into another system, that's a job AI now does well. We automate it, with checks so bad data doesn't slip through.
At a glance
- Timeline
- Most extraction pipelines go live in 3 to 6 weeks.
- You get
- Document and field analysis
- Extraction pipeline for your document types
- Validation rules and confidence checks
- Tools
- Claude and GPT vision models, AWS Textract or Google Document AI where suitable, n8n or custom pipelines, QuickBooks, Xero, and CRM APIs
- Price
- A fixed, written quote. Free to ask.
Page reviewed October 2026
What this covers
Invoices, purchase orders, intake forms, contracts, shipping documents, and resumes all contain information someone needs in a spreadsheet or system. Older OCR tools needed fixed templates and broke whenever a supplier changed their layout. Modern language models read documents more like a person does.
We build pipelines that receive documents (by email, upload, or folder), extract the fields you need, validate them against rules like totals that add up or dates in range, and send clean data to your accounting system, CRM, or database. Anything uncertain goes to a review queue for a person to check, instead of being guessed.
Accuracy is measured, not assumed. Before launch, we run the pipeline on a batch of your real past documents and compare the output with what your team entered.
Is this right for you?
You'll get the most out of it if any of these sound familiar:
- Someone spends hours a week typing data from PDFs or emails.
- Documents come from many sources with different layouts.
- Data entry errors cause billing or fulfillment problems.
- Your backlog of unprocessed documents keeps growing.
What you get
Included in a typical engagement:
- Document and field analysis
- Extraction pipeline for your document types
- Validation rules and confidence checks
- Human review queue for uncertain results
- Delivery to your system of record
- Accuracy report on real sample documents
How it works
Most extraction pipelines go live in 3 to 6 weeks.
Sample
We collect a representative batch of your documents and the correct values for each.
Build
We set up intake, extraction, validation, and delivery.
Measure
We compare output against the correct values and tune until accuracy is acceptable.
Run
The pipeline goes live with a review queue and weekly accuracy checks at first.
What affects the price
Every quote is fixed and written down before work starts. These are the things that move it:
- Number of document types and fields
- Document quality (clean PDFs versus phone photos)
- Volume per month
- Integrations with destination systems
Mistakes we plan around
The problems we see most often when this work is rushed:
- Trusting every extracted value without validation.
- Testing on clean sample documents instead of the messy real ones.
- No review step for low-confidence results.
Data Extraction Automation questions
How accurate is AI data extraction?
On typed documents like invoices it's often very high, but it depends on your documents. We measure accuracy on your own samples before launch, and uncertain results go to a person for review.
Can it handle scanned or photographed documents?
Yes, though accuracy drops with blurry or skewed images. We'll show you the results on your real documents.
Where does the extracted data go?
Wherever you need it: accounting software, your CRM, a database, or a spreadsheet. We connect directly through APIs where available.
Is it secure for sensitive documents?
We use providers with business data agreements that don't train on your data, store documents in your own cloud storage, and limit who can access the review queue.
Often paired with
Services clients commonly combine with this one.
- Workflow Automation
Connect your apps so data moves between them automatically instead of by copy and paste.
- AI Business Automation
Find the repetitive work eating your team's week and hand it to software that does it reliably.
- Reporting Automation
Reports that build themselves from your data, on schedule, instead of eating someone's Monday.
- API Development
Well-documented APIs and integrations that connect your systems and partners reliably.
Want a quote for this?
A few sentences is enough. We'll reply within one business day with questions or a suggested next step, and a fixed quote once the scope is clear.
What you can count on
- A fixed, written quote before any work starts
- Code, domain, hosting, and analytics in your name
- A progress update every week during projects
- Monthly plans that run month to month
- A reply within one business day