1
AccessRole-based access
Limit who can view documents, approve, or edit extracted fields by role.
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Document AI Automation
DOCUMENT PROCESSING AUTOMATION • IDP • OCR • EXTRACTION • APPROVALS • AUDIT TRAILS
Document AI Automation that turns
Document AI Automation that turns
documents into actions
invoice capture OCR
Upload or receive PDFs/images by email / WhatsApp / API → extract fields → validate → route approvals → sync into your finance, ERP, or CRM systems with full audit trails.
Invoice capture OCR + accounts payable automation
Contract analytics + clause extraction
Statement processing + ID verification workflow
Approvals + audit trail + exceptions
Live
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AI
AI
AI
WHAT THIS SOLVES
Stop retyping. Stop approval chasing. Stop document chaos.
When invoices, contracts, IDs, and statements arrive in different formats, teams waste hours retyping, chasing approvals, and fixing errors. Intelligent Document Processing (IDP) turns incoming docs into structured data and routed actions—with governance built in.
Invoice capture & AP processing
Capture invoice data, validate it, route approvals, and sync to accounting—faster turnaround and fewer errors.
Contract clause extraction
Extract renewal dates, penalties, and obligations so you don’t miss notice windows or risk clauses.
ID/statement intake for onboarding/KYC-style workflows
Process IDs and statements from uploads or WhatsApp. Validate key fields, route checks, and keep an audit trail.
HOW IT WORKS
A simple 5-step pipeline.
Built for document processing automation: ingest documents, classify, extract, validate, then route into your systems.
Ingest
Email, shared inbox, WhatsApp, portal upload, or API.
Classify
Invoice vs statement vs contract (and sub-types).
Extract
Totals, VAT, supplier, line items, dates, signatures, clauses.
Validate
Confidence scoring + human review for low-confidence fields.
Route
Approvals + sync to accounting/ERP/CRM with full audit trails.
KEY FEATURES
OCR + AI extraction, rules, exceptions, and audit trails.
Everything you need for invoice capture OCR, accounts payable automation, contract extraction, and statement processing—with control.
OCR + AI extraction
- Structured + unstructured documents
- Extract totals, VAT, supplier, line items, dates, signatures
- Field mapping to your systems
- Confidence scoring per field
Rules engine
- Example: “If total > R50k → CFO approval”
- Routing by supplier, cost centre, PO
- Escalations (optional)
- Controlled human review queues
Duplicate detection
- Invoice number + supplier + amount checks
- Near-duplicate detection
- Block posting until reviewed
- Clear duplicate evidence trail
Exception handling
- Missing PO / missing mandatory fields
- Mismatched totals / VAT checks
- Unreadable scans (request re-upload)
- Auto-create exception tasks
Contract clause extraction
- Renewal dates + notice windows
- Penalties + obligations
- Clause extraction + structured summaries
- Renewal alerts (optional)
Audit trail
- Who approved what, when, why
- Edits tracked per field
- Original doc + extracted output linked
- Exportable logs
OUTCOMES
“Never retype data again” + faster turnaround.
Reduce manual admin, prevent duplicates, and improve audit readiness—without changing how documents arrive.
Faster processing
Docs become structured tasks and approvals with clear routing.
Fewer errors
Validation rules + confidence scoring catch issues before sync.
Audit-ready control
Approvals and edits logged end-to-end—who, what, when, why.
Send a sample document (fastest way to scope)
WhatsApp a PDF/image and tell us your target system (Xero/Sage/ERP/CRM). We’ll reply with the fields, rules, and approval flow.
Invoice / statement / contract / ID
Target system
Approval rules
Exception rules
Storage location
Audit needs
INTEGRATIONS
Accounting/ERP, CRM, email, storage, ticketing.
We integrate extraction outputs into your existing stack—so data becomes posted transactions, updated records, or routed tickets.
Core systems
- Accounting/ERP: bills, suppliers, cost centres, approvals
- CRM: onboarding/KYC records, customer profiles
- Email: shared inbox ingestion + notifications
- Storage: Drive/SharePoint (or your repository)
Workflow + operations
- Ticketing/helpdesk: exceptions + approvals routing
- Approvals: CFO/manager routing and escalation
- Reporting: throughput, exceptions, audit logs
- Channels: WhatsApp images + email PDFs + API
SECURITY & GOVERNANCE
Role-based access, encrypted storage, retention, redaction.
Especially for IDs and statements, governance isn’t optional. We design controlled workflows with auditability built in.
2
StorageEncrypted storage
Store originals and outputs securely with controlled sharing and traceable retrieval.
3
RetentionRetention rules
Apply lifecycle rules per doc type (invoices vs contracts vs KYC documents).
4
RedactionRedaction
Mask sensitive fields in previews/exports where needed while keeping originals protected.
FAQ
Questions about intelligent document processing (IDP)
Answers built for ranking and buying decisions.
It depends on scan quality and how variable the layouts are. We use confidence scoring per field, auto-accept
high-confidence extractions, and route low-confidence or high-risk fields to human review.
Yes. We extract totals, VAT, supplier, invoice number, dates, and line items (where present), then apply validation
rules like sum checks and cross-field consistency checks.
Low-confidence fields are flagged for review. A human can approve or correct them, and every action is captured in an
audit trail (who changed what, when, why). Thresholds can be tuned by field/doc type.
Yes. WhatsApp becomes an intake channel for photos or PDFs. We classify, extract, validate, route approvals/exceptions,
and then sync structured data into your systems.
Yes. We map extracted fields to your objects and sync via API or automation after validation/approval.
Yes. Approvals, edits, exceptions, and sync events are logged—useful for controls, reporting, and compliance.
Ready to automate your marketing, sales, and customer service?
We handle everything — from setup to support — with no tech skills needed, free training, and local SA-based assistance. Sell smarter and faster, with clients seeing a 30–50% increase in qualified leads.
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