Document intelligence

Information inside.Progress on the other side.

From scanned forms to contracts and spreadsheets. Extract information across files, cross-check the sources, and route the next step around the findings, with evidence behind each insight.

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Illustrative procurement workflow · Synthetic data

An invoice, purchase order, delivery note, and supplier contract follow separate classification and extraction paths. Cross-checking the sources identifies an 8-unit delivery gap for review, alongside matching prices and payment terms.

CASE-1044 sources

  1. Source intake
  2. Parallel extraction
  3. Cross-checking
  4. Insights & review

Multiple sources

PDF

Invoice

Docking stations · Page 1

Billed quantity
120
Unit price
ILS 48
Payment terms
30 days
XLSX

Purchase order

Docking stations · Row 8

Ordered quantity
120
Unit price
ILS 48
Item
Docking station
JPG

Delivery note

Scanned copy · Page 1

Received quantity
112
Item
Docking station
Procurement case
CASE-104
DOCX

Supplier contract

Commercial terms · Clauses 2–3

Agreed unit price
ILS 48
Payment terms
30 days
Item
Docking station

Scanning structure and content

Processing paths

Classify & route

Identify type, structure, and context

Fields & tables

Line items, quantities, and prices

Clauses & terms

Meaning, commitments, and dates

Cross-check sources

Match items and flag discrepancies

Do the sources agree?

Matching data
Human review

Resolve the delivery gap

Combined insights

One procurement picture

4 sources. Matches and one discrepancy.

Delivery gap
8 units shortSupporting sources: Invoice · p. 1Order · row 8Delivery · p. 1
Agreed unit price
ILS 48Supporting sources: Invoice · p. 1Order · row 8Contract · cl. 2–3
Payment terms
30 daysSupporting sources: Invoice · p. 1Contract · cl. 2–3

Review required

The delivery gap needs to be resolved before the process continues.

Information takes many forms.

Adapt the reading path to the document type, structure, and source quality. Start with real samples from your process to establish what can be extracted and where review is needed.

  • PDF
  • Scans and images
  • Forms
  • Tables
  • Multipage documents

A path that fits each document.

Read, validate, and deliver. Business conditions determine when to continue and when to pause.

Understand the document before the data.

Identify the document type, page structure, tables, and fields. Combine visual reading and OCR where needed, then extract into the data structure your workflow expects.

A scanned form, a table, and a long document can take different processing paths.

Check. Compare. Pause when needed.

Check required fields, formats, matches, and contradictions against rules and approved sources. Route missing or unclear information for clarification or human review.

Define checks with the team that knows the work, including the exceptions.

Move forward with usable information.

Send validated data to the destination system, trigger an authorized workflow step, or make it available for questions with references to the source.

Keep the connection between extracted data, the original document, and review decisions.

Answers with a path back to the source

Every field has a context.

Connect each value to where it came from. Verify an extraction, understand an exception, and ask questions about documents within the permissions you define.

Illustrative question

What needs review before this purchase can move forward?

Answer from the sources

The invoice and purchase order list 120 docking stations, but the delivery note records 112. That 8-unit gap needs to be resolved before the process continues.

SourcesInvoice · Page 1 / Purchase order · Row 8 / Delivery note · Page 1
Values in the sources
Billed quantity: 120 · Ordered quantity: 120 · Received quantity: 112

Source references

Retain the page, field, or passage that supports an extracted value and answer.

Role-based access

Define who can see the document, review an extraction, or approve the next step.

Sensitive data controls

Set what to mask, retain, or share based on your organization's requirements.

Less copying. More progress.

Build around the process where documents meet the work.

Operations and procurement

Extract line items, amounts, and terms from orders and invoices, with checks against workflow rules and records in your systems.

From document to structured record

Applications and forms

Read forms and attachments, check required information, and route exceptions for clarification or review.

From intake to the next decision

Knowledge in documents

A conversation interface for technical documents, policies, and reports, grounded in available, authorized sources.

From question to an answer with evidence

Which document is holding up the work?

Start with one document type, a few samples, and a clear definition of the information that needs to reach the next step.

Let's talk about your documents