DOCUMENT INTELLIGENCE AGENT
Extract structured data from complex documents
Automatically read contracts, invoices, reports and uploaded files, extract the information your team needs and highlight items that require attention.
CORE CAPABILITIES
Built for high-volume document processing
Information Extraction
Document Summaries
Risk & Exception Flags
Identifies key details such as names, dates, values, reference numbers, clauses and required actions from contracts, invoices, reports and PDFs.
Organises complex document content into clear, structured summaries based on the information your team needs.
Highlights missing information, unusual terms, inconsistencies and other findings that may require human review.
CORE CAPABILITIES
Built for high-volume document processing
Information Extraction
Document Summaries
Risk & Exception Flags
Identifies key details such as names, dates, values, reference numbers, clauses and required actions from contracts, invoices, reports and PDFs.
Organises complex document content into clear, structured summaries based on the information your team needs.
Highlights missing information, unusual terms, inconsistencies and other findings that may require human review.
Reduce time spent reading and organising documents
Teams often spend hours opening files, searching for important details, copying information and preparing summaries manually.
01 — High document volumes
Important information can be difficult to find across large numbers of files.
02 — Repetitive data extraction
Staff repeatedly copy names, dates, totals, clauses and reference numbers into other systems.
03 — Inconsistent review
Different reviewers may focus on different details or use different reporting formats.
How it works
From document upload to human review
01
02
03
Upload
Read
Structure
A document is submitted through an approved form, folder, email or connected system.
The agent identifies the document type and analyses the relevant content.
Important information is extracted and organised into a consistent format.
04
Review
The agent produces a summary, action list or risk flags for your team.
Keep document information organised
Connected Document Workflow
File & Document Sources
Process files from supported upload forms, email attachments, cloud storage or internal document systems.
Structured Data Output
Send extracted information into spreadsheets, databases, CRM systems or internal workflows.
Route uncertain, incomplete or high-risk documents to a team member before further action is taken.
Review & Approval
Keep sensitive documents under appropriate control
Depending on the project, your document agent can include
Approved document sources
Controlled user access
Human review stages
Audit logs
Restricted outputs
Data-retention rule
Clear escalation criteria
Keep sensitive documents under appropriate control
Depending on the project, your document agent can include
Approved document sources
Controlled user access
Human review stages
Audit logs
Restricted outputs
Data-retention rule
Clear escalation criteria
FAQ
What types of documents can the agent process?
It can be designed for contracts, invoices, reports, letters, forms and other structured or semi-structured business documents.
Can it extract information into a spreadsheet?
Yes. Extracted information can be organised into structured fields and, where supported, sent to spreadsheets, databases or other systems.
Can it identify risks or unusual terms?
The agent can flag items based on your approved rules, checklists and review criteria. Important findings should remain subject to human review.
Can it read scanned documents?
This depends on the scan quality, file format and document layout. We assess representative files during testing.
Can we control what information is extracted?
Yes. We define the fields, clauses, categories and outputs required for your workflow.
Will it replace professional review?
Yes. We define the fields, clauses, categories and outputs required for your workflow.
Can we start with one document type?
Yes. A focused MVP can begin with one document type, such as invoices or contracts, before expanding.
Eliminate manual data entry today
Tell us which documents your team processes manually. We’ll help you design an agent that extracts the right information, produces consistent outputs and keeps important decisions under human control.