Implementation
Add AI to a defined task
Support one clearly defined task with AI: classify messages, assign information or prepare drafts, with test cases and human approval.
Implementation / Process automation & systems integration
VAT-exempt under section 19 of the German VAT Act
Process documents automatically
Extract recurring documents and pass on structured information: one document type, up to ten fields and visible checks for uncertain results.
US$2,799.00
Total price · one-offVAT-exempt under section 19 of the German VAT Act
- One agreed document type with up to ten destination fields
- One intake point and one destination system with an existing API
- Trial using up to 30 approved, suitable sample documents
Your enquiry is non-binding. An order is created only when you accept our quotation .
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Service scope
Your result
- A workflow for receipt, extraction, review and agreed forwarding
- A test report with identified limits and a traceable exception list
Included
- One agreed document type with up to ten destination fields
- One intake point and one destination system with an existing API
- Trial using up to 30 approved, suitable sample documents
- Validation rules, exception review list and documented handover
Excluded
- No automatic accounting, payment or legal decision
- No promised error-free recognition of arbitrary documents
- OCR, AI, software and hosting fees are excluded from the package price
Which projects does this service suit?
Suitable if …
- Recurring documents contain the same required details.
- Your team can review unclear results before binding further processing.
Not suitable if …
- You expect error-free handling of every file format without human review.
- Results should trigger payments, legal assessments or other binding decisions without checking.
Possible overlaps with: Automate a recurring workflow. If you enquire about these services for the same project, we check for duplicated work before commissioning. Your selection also shows a notice.
What this covers
Can document details be transferred directly into our application?
Delivery notes, confirmations and standard forms often contain details subsequently typed manually. For one defined document type, we set up a flow extracting required fields and checking them against agreed rules. Unclear results go to a visible review list.
Appropriate recognition depends on your examples. A machine-readable PDF needs a different approach from a crooked photograph of a form. The package therefore starts with a limited representative selection and a clear goal: which details should be available in which system after review?
Recognition and professional approval belong together
Extracted values are not correct merely because they occupy a field. We check, for example, permitted date formats, existing references and required details. Fields that cannot be reliably assigned have a return path to the responsible person.
For AI or OCR integration, provider, processing and recurring fees are agreed in advance. Processing covers only agreed content. A high success rate in a small sample does not establish that every future document will be processed correctly.
Does this sound familiar?
Typing the same details repeatedly
References and dates move from similar documents into a spreadsheet. We define required fields and permitted formats.
Scans vary considerably
Crooked photos, handwritten additions and poor contrast affect recognition. Representative examples show which input quality the flow can sensibly support.
Unclear values need a person
Not every document can be assigned unambiguously. The process therefore includes a visible review point with the source document and extracted details.
How we approach it.
Examine document type and fields
We review agreed examples, describe variants and choose a suitable method. Data provision and any external processing service are agreed beforehand.
Connect extraction with rules
Recognised details are transferred into the agreed schema and checked. Incorrect or incomplete cases enter the agreed manual review list.
Compare results and hand over
Test documents are compared with professionally confirmed expected values. You receive the flow, known limits and instructions for checking new document variants.
After handover
After introduction, closely review processed examples initially. New layouts or senders may change recognition and belong in documented further development.
The result provides structured details with an intended approval path. An accounting entry, payment or legal assessment remains a separate business process with distinct responsibility.
Describe a typical run: what triggers it, which programs are involved and when is it finished? An example without personal data is enough to begin.
Note exceptions, approximate frequency and the responsible person. Credentials, real customer messages and confidential documents do not belong in the enquiry form.
Terms used in this service
What does that mean?
- Extraction
- Reading specific details from a document. Required values and their names are defined as a destination-field list before setup.
- OCR recognition
- Technical recognition of text in image files or scans. Results may contain errors and need appropriate checks and sufficiently legible source documents.
- Validation rule
- A testable condition for an extracted value, such as an allowed date format. Passing a technical rule does not replace professional approval of the entire case.
Before your enquiry
Questions about the offer.
What is included, what do you need and what happens after your enquiry?
The process in detail →Which file formats are supported?
The commission defines one document type and its input formats. Suitability of digital PDFs, scans or photos is assessed using your examples.
Does the flow always need artificial intelligence?
No. Some structured files can be read using fixed rules. The method follows the documents and intended result.
What happens when details are recognised incorrectly?
Validation rules catch agreed failure patterns. Unclear cases return for review; handover also explains how to correct an error already identified.
Are recurring costs included?
External recognition fees, software plans and hosting are stated separately. The package price covers the confirmed setup and documented test.
Can we use it to pay invoices automatically?
This package includes no payment approval. If invoice data is captured, the flow ends at the agreed professional review or data handover.
When does work begin?
We confirm the start and delivery deadline in writing after reviewing your documents. The agreed scope and complete source data determine the schedule.
Which access is needed?
Representative sample documents of the agreed type, lawfully supplied Defined destination fields and someone responsible for reviewing unclear values Credentials must not be included in the enquiry. Details are agreed only after written commissioning.
What happens after handover?
One written follow-up round is included. The service scope lists the analyses, designs or technical changes covered by the package. We agree additional work with you before it begins.
Read more on this topic
Reading PDFs automatically: where OCR and AI need checking
Build a verifiable path from the document to the destination system. Missing values, recognition errors and approvals must remain visible.
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