AI automation of document flow
Documents that work without people. Faster. More accurate. More transparent.
Systematize your
documents
We automate document processing in companies of all sizes: from receipt, classification, and storage to approval, signature, and archiving.
The system is AI-powered - it recognizes incoming documents, determines their type, extracts key data, and sends them to the right department or system. You save time, eliminate errors, and gain full transparency of processes.
This service includes full automation of document processing with the help of Artificial Intelligence
We integrate all the main channels of document intake: email, file services (Google Drive, Dropbox), scanners, CRM, ERP, or counterparty portals. Documents are automatically uploaded to the system without the need for manual uploading.
Stages of work:
Process Analysis
We study how documents are currently processed in your company: where they are received, how they are approved, how they are stored, where time is lost or errors occur.
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Setting priorities
Together with you, we determine which processes should be automated first: incoming mail, contracts, invoices, internal applications, HR documents - depending on the volume and impact on the business.
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Designing logic
We develop document routes, approval schemes, distribution rules, category names, conditions for automatic actions - everything that will reduce manual labor.
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Implementation of the system
Scanned and digital documents are automatically recognized, classified by type, and key data (amounts, dates, counterparties, subject matter of the contract, etc.) are extracted from them.
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Setting up routing
We connect all the necessary channels: CRM, ERP, accounting, e-mail, signature services, archives, and access for responsible employees.
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Team training
You get a ready-made system. We provide training, draw up instructions, set up reporting, and monitor the launch to full operation.
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What does the service consist of
This service includes full automation of document processing - from scanning and classification to storage, routing, and digital signature.
Sources
We integrate all the main channels of document intake: email, file services (Google Drive, Dropbox), scanners, CRM, ERP, or counterparty portals. Documents are automatically uploaded to the system without the need for manual uploading.
OCR
The system uses OCR technology to automatically recognize text in scans or PDF files. Then the documents are classified by type: invoice, contract, act, application, etc. - without the participation of an employee.
Data
Key details are extracted from each document: number, date, full name, TIN, amount, names of goods/services, terms, etc. This data is automatically recorded in the necessary fields of your CRM, accounting or management system.
Routing
Based on the classification and extracted data, documents are automatically sent to the appropriate departments or responsible persons. For example, an invoice is sent to the finance department, a contract to a lawyer, and an application to HR. The system takes into account the logic of approval, priority, and deadlines. There is a possibility of flexible customization both during the system design process and afterwards
Integration
We set up data exchange between our document management system and your CRM, ERP, accounting systems or electronic signature services. This ensures a continuous flow of data without duplication and manual entry.
Who this service is for:
The service is suitable for companies that have a large document turnover and want to reduce manual work, minimize errors, and speed up approvals.
Accounting and finance departments
Automation of invoices, acts, payments, and reporting reduces human errors and speeds up accounting.
Legal departments
The system automatically classifies contracts, records version history, saves and routes all documents that accompany the legal process
HR departments and administrators
Automated accounting of applications, orders, sick leave, and vacations - everything follows clear routes.
Large businesses
The system automatically processes incoming documents, saves them in the archive, and updates the statuses of counterparties.
Stages of work:
Opinions of our clients:
Viktor Denisenko
Chief Financial Officer"Before automation, we had 5 employees who manually processed documents for 6 hours a day. Now it takes an hour, and the team can do analytics instead of routine."
Roman Bilous
Chief Operating Officer"We were constantly losing documents or missing approval deadlines. Now everything moves automatically - the system reminds us, checks and distributes them. The team is happy, and so is the management."
Viktor Denisenko
Chief Financial Officer"Before automation, we had 5 employees who manually processed documents for 6 hours a day. Now it takes an hour, and the team can do analytics instead of routine."
Roman Bilous
Chief Operating Officer"We were constantly losing documents or missing approval deadlines. Now everything moves automatically - the system reminds us, checks and distributes them. The team is happy, and so is the management."
Ready for change? Let's get started today
Leave your contact details and we will arrange a free consultation to show you the automation possibilities for your business.
Frequently Asked Questions of our Clients:
Answers to the most frequently asked questions about the functionality, principles of operation, and implementation of our solution
- High reliability
- Speed of Implementation