Document AI
Stop retyping documents into your own systems
Somebody in your business is reading a PDF and typing its contents into another screen. Document AI removes that step: it reads invoices, purchase orders, delivery notes and forms — including scans and photos — extracts the fields you care about, and writes them into your systems with a confidence score attached so a human reviews only what deserves review.
We already ship AI that reads business data and produces an actionable output — the AI readings on Sales Daddy reports. Document extraction applies the same discipline to incoming paperwork.
The engagement
What we deliver
Field extraction
The specific fields your process needs, defined with you up front.
Scans and photos
Real-world documents, not just clean PDFs.
Confidence and review
Low-confidence extractions routed to a person instead of written blindly.
System write-back
Extracted data pushed into your accounting, ERP or database.
Exception handling
Documents that do not fit the pattern raised rather than silently mangled.
How it runs
From first conversation to live agent
- 01
Find the job
We look for one repetitive, text-heavy job with a clear right answer. Not a strategy deck — a job.
- 02
Design the agent
What it decides, what data it can read, which tools it can call, where it must stop and ask a person.
- 03
Build and connect
The agent, grounded in your own data, wired into the systems it needs — CRM, WhatsApp, sheets, accounting.
- 04
Deploy with a human in the loop
It goes live handling a slice of the work, with a person reviewing what it does before the loop widens.
- 05
Operate and improve
We watch traces of real behaviour and tighten it. An agent is a system you run, not a project you finish.
FAQ
Common questions
How accurate is it?
Accuracy depends entirely on your document types and quality, which is why we measure it on your real documents during a pilot rather than quoting a number up front. The design assumption is that a human reviews low-confidence cases.
Can it handle our GST invoices?
Yes — Indian tax invoices are a common case, and we already work with GST data structures in our own billing product.
Where does the data go?
Into whatever system you already use, via its API, database or a structured export.
Also from our AI practice
Thinking about document ai?
Tell us the job. We'll tell you honestly whether an agent should do it, and what it would take to run it properly.