Document Processing
Document Processing That Reads, Checks and Files for You
Invoices, statements, forms and receipts: the fields you need are taken out, checked against your records and filed, on infrastructure you own.
What It Does
What It Does
Typing details from paper and PDFs into a system is slow and easy to get wrong. Document processing takes the typing away and flags what does not match, so a person only checks the exceptions.
Takes Out the Fields
Dates, amounts, names, reference numbers and line items from PDFs, scans and photos.
Compares with Your Records
Checks each value against what you already hold and flags anything that does not match.
Puts It Where It Belongs
Records the result in your system and stores the document where your team expects it.
Exceptions to a Person
Unclear documents and mismatches go to a person to decide. Nothing is guessed.
How It Works
How a Document Is Handled
- 1
A document arrives by email, upload or scan.
- 2
The fields you need are read from it.
- 3
Values are checked against your records.
- 4
Clean documents are recorded and filed. Unclear ones go to a person.
Working Together
What You Provide, and What Stays With You
What We Need From You
- Examples of each document type, including awkward ones
- Which fields you need and where they should go
- The rules for what counts as a mismatch
- A cloud account or VPS in your name
What It Will Not Do on Its Own
- Documents that cannot be read clearly
- Mismatches with your records
- Any payment or irreversible action
Is It a Good Fit?
Who It Suits
- Someone types details from documents into a system every day
- Errors in that typing cost you time or money
- Your documents are few and all different
Documents and Systems It Often Works With
Questions
Common Questions
Where are the documents processed?
Your business data and workflows run on your infrastructure, not on Gengrid Solutions servers.
What about handwritten or poor-quality scans?
Documents that can't be read clearly go to a person. The system doesn't guess.
More Solutions
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Takes the copying, checking, sorting and reminding off your team.
See the Solution →Still Typing Details from Documents by Hand?
Bring a few sample documents to a free process audit.
Book a Free Audit