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Configure your AI Document Processing Tool

Everything you pick here becomes your Build Agreement — the exact scope both of us sign off on before payment.

1. Standard features (included)

These ship with every AI Document Processing Tool build and are covered by the base price.

  • 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

2. Custom features

Describe anything beyond the standard scope. Ideas: 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)

Final complexity is confirmed in your Build Agreement — never after payment.

3. Your business details

Your system is branded and personalized with these. Only the business name is required — everything else stays editable in your system's admin settings after delivery.

Team / key people (optional)

Roles and names change over time — your system ships with an admin page to update them any time.

System languages

Your system ships in English. Add up to 3 more at no extra charge — the whole UI is translated during the build.

✓ English — always included

0/3 additional languages selected

4. Design ideas (optional)

Upload screenshots, sketches, or apps you like the look of. Add notes about colors, branding, or layout.