Service · AI Automation

AI Document Processing

Automatically extract clean, usable data from invoices, forms, PDFs, and scanned documents with AI-powered accuracy and speed.

  • No more manual data entry
  • Instant extraction of key information from any document
  • Works with invoices, forms, contracts, receipts, and PDFs
  • Reduces admin time and eliminates human error
  • Integrates directly into your CRM or accounting system
  • Handles both digital files and photographed documents

What's Included

  • Full document processing audit
  • AI OCR (Optical Character Recognition) setup
  • Custom data extraction rules (names, dates, totals, line items, signatures, etc.)
  • Bulk document processing
  • Auto-tagging and categorisation
  • Export to your CRM, database, or accounting platform
  • Error detection & validation
  • Optional workflow automation (approvals, notifications, syncing)
  • Monthly performance reporting

How It Works

1

Document Analysis

We identify the document types you use (invoices, forms, PDFs, etc.).

2

AI Extraction Setup

Custom rules and AI models extract exactly the fields you need.

3

Automation & Integration

Data is pushed into your CRM, accounting system, or spreadsheets automatically.

4

Review & Optimisation

Accuracy improves over time through continuous refinement.

Pricing

Packages start from £650.

Who It's For

  • Preston businesses dealing with invoices, client forms, job sheets, or PDFs
  • Trades, garages, clinics, accountants, estate agents, e-commerce
  • Companies losing hours to manual data entry
  • Teams needing fast, accurate document processing at scale

Why Choose Us

  • AI-powered accuracy even with messy or scanned documents
  • Custom-built extraction rules for your business
  • Integrates with accounting tools (Xero, QuickBooks, Sage)
  • Works with CRMs, booking systems, and databases
  • Massive time savings across admin and operations

Frequently Asked Questions

Can it read handwritten documents?

Yes — accuracy depends on handwriting quality, but AI handles most cases.

What documents can it process?

Invoices, receipts, forms, contracts, delivery notes, PDFs, and scans.

Can extracted data go into my CRM or accounting system?

Yes — full integration is included.

Is the data accurate?

AI improves with every batch and includes validation rules.

Does it work in bulk?

Yes — thousands of documents can be processed automatically.

Ready to automate your document processing?

Start your AI Document Processing setup today.

Book a call

Service snapshot

Service: AI Document Processing

Category: AI Automation

Base: Penwortham, Preston, Lancashire

Coverage: Preston, Chorley, Bamber Bridge, Walton-le-Dale, Lostock Hall and surrounding areas.