Possibility 01
Extract supplier, date and line items from invoices for a reviewer.
Documents & business knowledge
Document capture, extraction and classification
Turn incoming documents into structured information that people can check and use in downstream systems.
Discuss your document captureTurn incoming documents into usable records.
Define the document types
Agree required fields, acceptable formats and validation rules.
Build the capture process
Extract and classify information while retaining the source for checking.
Review exceptions
Test varied layouts, poor-quality scans, duplicates and missing information.
Explore each step. The approach is shaped around your tools, people and review needs.
See how it could workThe work behind the idea
Turn incoming documents into usable records.
Documents often contain information a team must retype before another process can begin. Extraction and classification can prepare structured records while flagging uncertainty and missing fields for review.
Possibility 02
Classify incoming application documents and flag missing information.
Illustrative use cases, ready to adapt to your business. These are not claims of completed client work.
From question to a workable approach
How this could
come together.
- 01
Define the document types: agree required fields, acceptable formats and validation rules.
- 02
Build the capture process: extract and classify information while retaining the source for checking.
- 03
Review exceptions: test varied layouts, poor-quality scans, duplicates and missing information.
Define it together
A useful scope.
A clear starting point.
Available to discuss and scope. The right approach depends on your systems, information, people and the decisions you want to support.
What we can scope
- Define document types, required fields and validation rules.
- Build extraction and classification with confidence checks and exception review.
What helps us get started
- Appropriately protected examples of each document type
- Required fields and validation rules
- The destination system and review responsibilities
Worth thinking through
Extracted text and numbers can be wrong even when they look plausible. High-consequence values and uncertain records need verification against the original document before use.
Tools we could consider
Sage AutoEntry · Power Automate · Make
Illustrative options, not partnerships or certifications. We agree selection, access and licensing for each engagement.
Let’s talk about your next step
What information are you retyping from documents?
Share the document types and the fields your team needs. We can scope capture, extraction and review before information reaches your systems.
Discuss your document capture