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Artificial intelligence · Artificial Intelligence

Intelligent document processing

Invoices, contracts, forms and emails turned into structured data, with nobody transcribing by hand.

Formats
PDF, images, Office and email
Accuracy
Cross-validation before recording
Duration
4 to 8 weeks
Volume
From hundreds to thousands a month

The problem

The most expensive bottleneck in many companies is a person copying data from a PDF into a system. It is slow, it is tedious and it produces errors discovered months later.

What it includes

Document reading

Text and structure extracted from PDFs, scanned images and office files, even at uneven quality.

Field extraction

Identification of the data that matters —amounts, dates, tax IDs, line items, deadlines— and its recording in the destination system.

Cross-validation

Every extracted value is checked against business rules and, where applicable, against another source before being accepted.

Human review where it matters

Anything doubtful goes to a person with the document and the field flagged, instead of being recorded silently.

Classification and filing

Documents are tagged, named and filed where they belong, ready to be found later.

How we work

  1. 01
    Sample
    We analyse a real batch of your documents, odd cases included.
  2. 02
    Model
    Tuning of extraction and validation rules.
  3. 03
    Soft launch
    Parallel operation until human accuracy is matched or exceeded.
  4. 04
    Production
    Full automation with review by exception.

Deliverables

DocumentLength
Flow in production
Connected to your destination system.
included
Accuracy report
Measured against the control batch.
included
Note

Documents usually contain personal data. It is redacted before going out to any external model and, if sensitivity demands it, the processing runs on your own infrastructure.

Other services in this area

Custom AI integrationArtificial intelligence solutions trained on the data and the vocabulary specific to your industry.Internal agents and copilotsAssistants that do more than answer: they query your systems, execute tasks and escalate to a person when appropriate.Chatbots and intelligent messagingVirtual assistants that answer, resolve and escalate to a person only when it is genuinely needed.Business process automationWe turn repetitive manual processes into automated flows that reduce errors and free up valuable time.Internal search and knowledge baseEverything your company knows, scattered across folders, inboxes and systems, searchable in a single box and with sourced answers.Advanced data analysis with AIIntelligent processing of large volumes of data to turn records into decisions.Voice, transcription and automatic minutesPhone assistants that answer, and conversations transcribed, summarised and turned into tasks without anyone taking notes.Private AI on your own infrastructureModels running inside your perimeter, for when the information cannot leave towards any cloud.AI quality evaluation and controlWe measure whether your artificial intelligence answers well, how much each answer costs and whether it degrades when the model changes.Automated multi-platform publishingScheduling and simultaneous publishing to Facebook, Instagram, LinkedIn, X and more, from a single place.Scheduling and calendar synchronisationIntegration with Google Calendar, Outlook and appointment management systems, with no back-and-forth emails.

All practice areas

Want to hire this service?

Write to us at contacto@optimizaria.com and we reply the same business day.

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