Document AI
Extract and validate data from mixed PDF and form layouts, with low-confidence fields queued for review.
Industries / Finance & Insurance
AI & automation for Finance & Insurance.
Process more, error less
DwgWhat we build for Finance & Insurance
SheetIndustries
Steps04
Document-heavy, rules-driven work is exactly where AI and automation pay off. We turn invoices, claims, and applications into structured, validated data quickly and reliably.
Where it hurts
3 pain points- Manual data entry from invoices, claims, and statements
- After-hours inquiries and quotes going unhandled
- Reconciliation and reporting eating days each month
What we build for you
4 buildsClaims & quote intake
Capture, qualify, and route inquiries automatically.
Price & data sync
Keep figures current across every system, daily.
Reporting automation
Reports built on a schedule from reconciled sources, without the spreadsheet grind.
See the full list of services or browse automation use cases.
The cost of leaving it manual
Manual data entry from documents is slow and error-prone, and every after-hours quote or claim that goes unhandled is business left on the table.
Common bottlenecks here
- Re-keying the same data between toolsThe same information gets typed into three different systems because none of them talk to each other.
- Chasing late payments and unpaid invoicesYou've done the work, but the money's stuck - and you spend evenings sending 'just following up' emails for cash you're already owed.
Recipes for Finance & Insurance
5 recipesCapture supplier invoices from Gmail into Google Sheets
Supplier invoices arrive as PDFs in a shared inbox, each vendor with a different layout, and someone re-keys the line items into a spreadsheet every week.
New invoice email arrives in Gmail → Parser reads the PDF, any layout → Line items written to a per-supplier tab in Sheets → Duplicates flagged, daily summary emailed
Extract data from Drive PDFs into a Sheet
PDFs land in a Drive folder and someone opens each one to copy the numbers into a spreadsheet by hand.
New PDF added to a watched Drive folder → Document parsed and fields extracted → Row written to the Sheet → Files that fail to parse are flagged for a manual look
Export Stripe invoices to accounting nightly
Invoices generated in Stripe get re-entered into the accounting system by hand at the end of each month, a backlog that grows all month.
Scheduled job runs nightly → New Stripe invoices pulled since the last run → Invoices written into the accounting system
Reconcile Salesforce records against an external source nightly
Salesforce and a second system (billing, ERP, a partner feed) drift apart over time, and reconciling them is a manual export-and-compare job.
Scheduled job runs nightly → Salesforce records compared field-by-field against the external source → Mismatches logged with the specific field and record → Summary sent for review
Flag failed Stripe charges and notify the team
Failed charges sit in Stripe until someone happens to check the dashboard, by which time the customer and the order have both gone cold.
Charge fails in Stripe → Failure reason matched to a handling rule → Alert posted to the team with the customer and order detail
Common questions
- Can you extract data from our mixed document formats?
- Yes - document AI reads mixed PDF and form layouts, extracts and validates the data, and queues low-confidence fields for a human, so you're not re-keying from every new template.
- How do you handle accuracy on financial data?
- Validation and exception-flagging are built in: the system checks what it extracts and surfaces anything uncertain for review, so speed doesn't come at the cost of correctness.
Continues · Book a consultation
Ready to automate your Finance & Insurance workflows?
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