AI capability

Documents in, structured records out

Every finance function runs on documents somebody retypes. Extraction turns them into records with a confidence score per field, and the score is what makes it usable — a system that returns eleven fields without telling you which two it is unsure about has moved the problem rather than solved it.

accounts-payable-agentrunning
Bill arrives [email protected]
Extracted vendor · date · lines
Coded 6420 · Cloud hosting
Matched to PO PO-2291 · within 2%
Policy checked level 2 · under $2,500
Approved M. Reyes · controller
Posted to the ledger JE-88104 · period open
Journal entry JE-8810419 Aug
6420 · Cloud hosting4,180.00
2010 · Accounts payable4,180.00
Balanced4,180.004,180.00
Per-field confidenceLow confidence routes to a personHandles scans and photos

What it does

Six things, specifically.

Vendor bills

Header, line items, tax, freight, terms, remit-to, PO reference, and bank details — including the multi-page ones where the total lives on page four.

Receipts

Photographed, crumpled, thermal, and faded. Merchant, amount, tax, date, and category, matched against the card transaction that already posted.

Bank and card statements

PDF statements from institutions with no usable feed, parsed into transactions that reconcile like any other line.

Contracts

Term, value, ramps, renewal and termination clauses, and deliverables — feeding revenue recognition rather than being summarised into a notes field.

Tax and compliance forms

W-9s, certificates of insurance, and lien waivers captured with their expiry dates so they chase themselves before they lapse.

Confidence per field

Not one score for the document. Eleven fields, eleven scores, and only the ones below threshold interrupt a person.

Confidence per field is the whole design

Most extraction products report one accuracy figure for a document. That is the wrong unit, because the fields are not equally consequential. Getting a vendor name slightly wrong is recoverable; getting an amount wrong by a decimal place is a payment error.

Scoring each field separately means the routing can be proportionate. A bill where every field is high-confidence except the PO reference goes to a person with that one field highlighted, taking four seconds. The same bill under a document-level score either interrupts a person for everything or nothing.

A document-level confidence score forces one decision for eleven fields of wildly different consequence. That is why the queue is either too long or too dangerous.

What actually breaks extraction in practice

Not exotic layouts. The recurring problems are mundane: a vendor changing its invoice template mid-year, a supplier issuing statements that look like invoices, credit notes formatted identically to bills with a minus sign somewhere unobvious, and multi-page documents where the total appears on both the first and last page with different figures because one includes freight.

Each of those is handled with a specific check rather than left to general capability. The statement-versus-invoice distinction in particular is one of the highest-value ones, because paying a statement is how you pay the same invoice twice.

Where it improves fastest

Extraction on a vendor you have never seen is a general-capability problem. Extraction on the forty vendors who send you ninety percent of your bills is a pattern-learning problem, and that is where accuracy climbs quickly. After a handful of documents from a given vendor, the layout is known and the confidence scores rise accordingly.

This is why the accuracy curve steepens in weeks two to six rather than arriving flat, and why we would rather show you the curve than quote a single headline figure.

Limits

Where it does not help.

Every capability page on this site carries one of these, because a feature described without its boundaries is a claim rather than a description.

Handwriting is unreliable

Printed and typed text is solid. Handwritten amounts on a delivery note are not, and those are flagged low rather than guessed at.

It is not OCR you can point anywhere

It is tuned for finance documents. Feed it an engineering drawing or a legal brief and it will do a mediocre job, because it was not built for them.

Bad scans stay bad

A photograph of a screen showing a PDF, at an angle, in poor light, produces poor extraction. We surface that as a quality problem rather than absorbing it silently.

Questions

What people ask.

What formats does it handle?
PDF, images including phone photographs, emailed body text, and EDI. Scanned paper works; a photograph of a screen at an angle works poorly and is flagged as a quality issue.
How accurate is it?
On vendors it has seen a few times, high — that is where the volume is. On a first-time vendor with an unusual layout, lower, and the confidence scores reflect it rather than hiding it.
What happens to a low-confidence field?
It routes to a person with that field highlighted and the source document beside it. Fixing one field takes seconds; the rest of the record is already correct.
Does it detect duplicates?
That is a separate check that runs on the extracted record — invoice number, amount and date proximity, vendor group, and line similarity. It is where the measurable money usually is.
Can it read contracts for revenue recognition?
Yes — term, value, ramps, and deliverables extracted and proposed as performance obligations for a controller to confirm. It proposes; it never decides the accounting treatment.

Send us fifty documents.

We will report extraction accuracy field by field against what your team actually entered.