Document processing
Intelligent document processing that reads, checks and filesand sends only exceptions to your team.
Intelligent document processing is software that classifies documents, extracts their data, checks it and enters it into your systems. We build it on your tools, so your team reviews only exceptions.
30 minutes. You leave knowing which 3 processes to automate first and what they cost you today.
Example based on our insurance case
Trusted by companies worldwide
Trusted by companies worldwide: Braffess, Casa Sors, HollaBoo, Laoom, Guardian Development Group
Results
Less typing, more time on real work.
We start with the documents that cost you most, then measure what changes.
Insurance
Claims processed 75% faster.
A regional insurer's adjusters spent 70% of their time on routine claims, so every claim took 15 days. We built an AI that reads the documents and photos, checks the policy and recommends a decision, so adjusters only handle the complex cases.
600+hours back every month99.5%decision accuracy+30%capacity, no new hiresLegal services
Manual invoice entry eliminated.
A boutique law firm's paralegals spent a quarter of their time retyping invoices, so billing ran late. We built an AI assistant that reads every invoice, matches it to the right case in Clio and syncs it to QuickBooks.
40+hours back every month99.8%data accuracy50%faster billing cycle
The problem
Documents still arrive as paper and PDFs.
61%
of processes still include paper.
48%
of organizations say their paper use is growing.
78%
of enterprises are now operational with AI in document processing.
Someone opens each file, reads it, retypes the data and checks it by eye. That work grows with every document you receive.
- Manual document handling: Staff open each file to work out what kind of document it is.With automated document processing: Every incoming document is classified on arrival, whether it's a scan, a PDF or an email attachment.
- Manual document handling: Names, dates and amounts are retyped into another system.With automated document processing: The data is extracted and entered where it belongs, with no retyping.
- Manual document handling: Errors are found later, when a number doesn't match.With automated document processing: Each field is checked against your rules and other systems before it's saved.
- Manual document handling: Messy scans and odd layouts stall the whole queue.With automated document processing: Hard-to-read pages are flagged and sent to a person, while the rest keep moving.
Your team reviews the exceptions, not every page.
What we automate
Your document processing workflow, step by step.
Captures
Takes in paper scans, PDFs and email attachments from the places they arrive.
Classifies
Identifies invoices, forms, applications, claims, contracts and IDs.
Extracts
Reads the dates, amounts, names and clauses that matter.
Validates
Checks the data against your rules and your other systems.
Routes exceptions
Sends unclear or conflicting documents to a person with context.
Enters the data
Writes clean records into your CRM, accounting or case system.
Is it time?
Signs it's time to automate documents.
Signals you need this
- Staff retype data from documents into another system
- Documents pile up waiting for someone to read them
- Errors surface after the data has already been used
- Each document type has its own layout and its own checks
When not to invest yet
- You handle only a few documents a week
- Your documents are already clean data from another system
- You have no system yet to receive the extracted data
What you get
An intelligent document processing solution you own.
- A map of your document-heavy processes, with the hours and dollars each one costs you
- A fixed-price proposal with exact scope and timeline, before anything starts
- AI document processing that classifies each file and extracts the fields you need
- Validation rules that check the data against your own systems and flag exceptions
- A review step where a person handles anything unclear
- Clean data entered into the tools you already use, tested end to end before launch
- Everything we build is yours: code, accounts, prompts and data
How it works
The Payback Loop. Five steps. Each build pays for the next.
We don't start with the AI. We start with the money.
Consulting
We find the manual work in your company and how many hours each task eats every week.
Process mapConsulting
We put a dollar figure on each process and rank them by payback. You see what to automate first, and what to leave alone.
AI roadmap, ranked by paybackImplementation
We build the first system on the tools you already use. Nothing new for your team to learn.
A working systemImplementation
We test it end to end before launch. It doesn't go live until it works without errors.
Tested, system liveSupport
The first build pays back fastest, so its savings fund the next one. Back to the map, and we keep every system running.
Monthly support (optional)
↺ Back to Map
Consultancies stop at the roadmap. Freelancers build without one. The loop only works when one team runs all five. You approve, we execute: about an hour a week from you.
FAQ
Questions about intelligent document processing.
- Intelligent document processing is software that captures documents, classifies them, extracts their data, validates it and sends it to the right system. It handles structured forms and unstructured text such as emails or reports.
- IDP technology takes in paper and digital files, sorts them by type, then reads the dates, amounts and names. It validates the data against rules or existing databases, then routes it, for instance invoice data to payment.
- Invoices, forms, applications, claims, contracts, IDs and email attachments. We start with the document types that cost you the most hours, then add others once the first workflow is running.
- Hard-to-read documents are flagged and sent to a person instead of guessed at. That keeps a bad scan from turning into a wrong record, while the clean documents keep moving.
- Yes. Extracted data is validated against predefined rules or cross-referenced with your existing databases. Anything that fails goes to a person, so errors are caught before they reach your records.
- No. We build document processing on the tools you already use, such as your CRM, email and accounting software. You don't change your software, and everything we build is yours.
- A regional insurer we built for processes claims 75% faster, with 600+ hours back every month and 99.5% decision accuracy. A boutique law firm saved 40+ hours a month on invoice entry.
- Yes, and each has its own page. This page covers document processing across your business, including contracts, forms and IDs. The free 30-minute AI diagnosis shows which documents to start with.
Final step
Pick a time. Let's talk.
You leave knowing which processes to automate first and what each one costs you today, whether we work together or not.
You can keep paying for manual work, or find out this week exactly what it costs you.
What happens on the call
Before
You answer 3 quick questions when you book, so we come prepared.
On the call
We find the manual work that costs you most and put a number on it, live.
Decide
An honest read on whether we're the right fit. If we're not, you'll hear it on the call.
Once you book, we look at your site and tools before the call, so the 30 minutes go to your numbers, not introductions.
Prefer to write first? Email us directly: contact@nexumautomations.com