AI Document Processing Tool

A tool that ingests PDFs, invoices, receipts, or forms and extracts structured data into a reviewable table and exports — replacing hours of manual data entry. For finance teams and operations staff processing stacks of documents weekly.

Typically bought by: Accounting firms, finance departments, logistics companies, legal/insurance back offices

Standard features — always included

• ✓Document upload (drag-and-drop, batch) with PDF and image support
• ✓AI extraction of defined fields (e.g. vendor, date, line items, totals)
• ✓Confidence scores with low-confidence flagging
• ✓Human review screen: side-by-side document and extracted data with quick edits
• ✓Validation rules (totals add up, dates valid, required fields present)
• ✓Duplicate document detection
• ✓Approval workflow before export
• ✓Export to CSV/Excel and via API/webhook
• ✓Processing queue with status per document
• ✓Searchable archive of processed documents
• ✓User roles (uploader, reviewer, admin)
• ✓Audit trail of edits and approvals

Popular custom additions

Quoted per feature in the configurator — typically $50–$300 each.

• +Direct push to accounting software (QuickBooks/Xero)
• +Email-in ingestion (forward invoices to a dedicated address)
• +Custom document types beyond invoices (contracts, delivery notes, IDs)
• +Vendor master-data matching
• +Multi-entity/client separation for accounting firms
• +Line-item level GL coding suggestions

Tech stack

Frontend

Next.js + Tailwind CSS

Backend

Node.js with background processing queue

Database

PostgreSQL (Neon)

Integrations

LLM/document AI API (Anthropic/OpenAI/Google Document AI), Accounting APIs (QuickBooks/Xero), File storage (S3-compatible), Email ingestion (inbound email service)