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Workflow 2 of 5
Document Processing
Stop paying people to retype PDFs into spreadsheets.
Least sexy, most profitableOften no AI neededDeterministic
The problem
Manual document handling runs ~15 min/doc, costs $15–25 each, and carries a 5–15% error rate — and every error costs real money. One firm spent a full-time salary (~$78k/yr) just moving numbers from invoices into software.
What the automation does
Documents arrive by email, the system extracts vendor / amount / date / line items, checks them against the chart of accounts, flags anything unusual, and pushes clean data where it belongs. A human only reviews exceptions.
Who pays for this
Accounting firmsInsuranceLaw firmsLogisticsConstructionProperty mgmt
“Who on your team is moving information between two systems by hand — and how many hours a day?”
Surfaces the hidden full-time-equivalent buried in copy-paste work. The salary number does the selling.
1
Invoice receivedArrives in a monitored inbox
2
Extract fieldsVendor, amount, date, line items
3
Validate vs. chart of accountsRule-based, deterministic
4
Flag anomaliesDuplicates, out-of-range, missing PO
5
Push clean data + human reviewInto accounting software
Document-Processing ROI — drag in real numbers
$0
Illustrative — conservative inputs.