Document demo · Finance, operations, legal, procurement · Build in 4–8 weeks

Intelligent Document Extractor

Drop an invoice. Watch AI parse it into structured JSON.

The Intelligent Document Extractor demo shows what happens when you point a modern LLM at messy business paperwork: the system runs OCR, classifies the document type, extracts structured fields, and emits clean JSON ready for your ERP or CRM. Click one of the sample documents — an invoice, a W-9, or a contract — and watch the pipeline unfold. It is the same architecture we ship for bookkeeping automation, vendor onboarding, and contract intake.

Or drop your own file here — (preview uses samples only)

Preview runs on canned data · book a call to see it on your own

What this shows

The capabilities demonstrated.

  • Three pre-loaded sample documents: invoice, W-9, rental contract
  • Staged progress animation: OCR → classify → extract → validate
  • Final structured JSON panel with confidence scores per field
  • Drag-drop surface with a "Preview uses samples only" modal
  • Worked examples of the extracted fields you would get in production

How we'd build this for you

4 steps. Yours, not a template.

01

Classify

An LLM pass identifies the document type against your taxonomy (invoice, W-9, lease, PO, receipt, etc.). Unknown types route to a human queue; known types get specialized extractors.

02

Extract

Document-specific extractors pull the fields you care about — vendor, amount, line items, due date, signer, etc. — with confidence scores. High confidence auto-posts; low confidence routes for review.

03

Validate

Business rules (vendor exists in QuickBooks? amount under approval threshold? duplicate invoice check?) run before anything is written to your systems of record.

04

Post

Clean data posts to your ERP, accounting system, or CRM. Every auto-posted record carries a link back to the source document for audit.

Stack

Tools behind this demo.

Anthropic ClaudeOpenAI GPT-4 VisionAWS Textractn8nPostgreSQLQuickBooks / Xero API

FAQ

Intelligent Document Extractor: common questions

Can I drop in my own document?
Not in this preview — we keep it fully client-side to protect the sample from abuse. Book a call and we will run a private sandbox against your actual documents. For most clients we can demo extraction on three of your real invoices within a week of discovery.
How accurate is it on handwritten or scanned documents?
Typed PDFs hit 95%+ field accuracy out of the box. Clean scans hit 90%+. Handwritten or low-quality phone photos drop to 70–85%, which is why the pipeline routes low-confidence extractions for human review instead of auto-posting. The system is designed to be honest about what it does not know.
What happens to the originals?
We keep them — either in your own cloud storage or in ours on your behalf — with a link from every extracted record back to the source. Audit trails are a first-class feature, not an afterthought. Retention is configured to match your industry (finance, legal, healthcare all have different rules).
Can you integrate directly with our accounting system?
Yes. We have shipped direct integrations to QuickBooks Online, Xero, NetSuite, Bill.com, and Sage. For less common systems we use CSV drop-ins or the accounting software's native API. The goal is that invoices show up in your ledger without anyone typing them in — that is the whole point.

Your turn

Want this demo running on your data?

Free 30-minute discovery call. We scope the build, confirm ROI, and ship a fixed-fee quote — no surprises.

Last updated April 2026