Document Triage
Let incoming invoices, receipts and PDFs sort themselves into the right place.
For bookkeeping, construction, logistics, e-commerce, offices.
Request a free automation checkThe problem
Invoices, receipts, PDFs and attachments arrive in different places and need to be opened, renamed, sorted and copied manually.
Why it matters
Opening, renaming and filing documents by hand is invisible work that never ends — and it's where small mistakes and lost files creep in. When the routine sorting happens automatically, people only touch the cases that actually need a human decision.
How automation helps
The system reads incoming documents, extracts key fields, classifies the document type and sends uncertain cases for review.
Example workflow
- 1Email attachment or upload arrives
- 2OCR/AI extraction reads the content
- 3Document type is detected
- 4File is renamed and stored
- 5Key fields are saved to a database
- 6Unclear cases are sent to approval
Tools that can be connected
Typical result
Fewer manual document-handling steps and a cleaner, more reliable back-office process.
Start small
Start with one document type, for example supplier invoices.
You don't need a big system on day one — we start with one process and grow it only when it earns its place.
Have a similar process?
Start with a free automation check. Describe one repetitive task, and we'll show what can be automated first.
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