Document Intelligence
Documents that read, check and post themselves.
PDF orders, invoices, contracts, receipts and reports arrive by email, portal or WhatsApp. Our Document Intelligence layer classifies them, extracts the data, checks it against the ERP and only calls a person when something doesn't match.
If this sounds familiar
- Teams typing data from PDFs and images into the ERP.
- Manual checking of documents against orders, contracts or master data.
- Important information lost inside contracts and attachments.
- Documents arriving through many channels, with no queue control.
customer_order.pdf · received by email
Extracted fields
- Document type99%
Purchase order
- Customer (CNPJ tax ID)98%
••.•••.•••/0001-••
- Order number99%
PO-55821
- Items95%
4 items · 1,240 units
- Payment terms91%
28/56 days
- Delivery time72%
up to 15 days
1 field below the confidence threshold → sent for review before posting.
What changes
Operational results, not a technology project.
Capture without typing
Structured data from PDFs, images, XML files and emails.
Automatic checks
Cross-checked against orders, master data and rules before anything is posted.
Intelligent search
Ask your document library and get the answer with its source.
Capabilities
What's included in Document Intelligence.
Classification
Automatic identification of the document type and the right flow.
Extraction
Fields, tables and clauses extracted with a confidence level per field.
Validation
Business rules and cross-checks with ERP data to detect discrepancies.
Human review
A review interface for low-confidence cases, with the document side by side.
Semantic search
Natural-language questions over contracts, policies and internal manuals.
Retention and LGPD
Access control, masking and retention rules by document type, in line with LGPD (Brazil's data protection law).
How it works
We start small, measure and scale.
- 01
Assessment
We map processes, systems and opportunities.
- Interviews with each department
- BPMN process mapping
- Hours and impact estimate
- 02
Automation
We build the workflows and AI agents.
- Rules and exceptions defined
- Agents with clear limits
- Testing with real data
- 03
Integration
We connect ERP, APIs, documents, data and systems.
- ERP connectors
- Permissions and masking
- Logs of every data exchange
- 04continuous
Operation
We monitor, improve and keep everything running.
- Monitoring and alerts
- Monthly value report
- New automations in the backlog
Applications
Where we apply it in practice.
Example scopes. The assessment defines which ones make sense for your operation.
Customer orders in PDF
Items, quantities and terms extracted and posted as an order for approval.
Payment receipts
Receipts read on arrival and the matching receivable settled.
Contracts
Term, price adjustments, penalties and obligations extracted, with expiry alerts.
Client documents
Accounting firms receiving, classifying and organizing documents at scale.
All connected
Solutions that work together.
FAQ
Frequently asked questions
Didn't find your question? Bring it to the assessment.
Does it work with scanned documents and photos?
Yes, given a minimum image quality. Extraction confidence is measured per field and doubtful cases go to review.
How accurate is it?
It depends on the type and quality of the documents. We measure accuracy in the pilot with your real documents before putting the flow into production.
Where are the documents stored?
In the environment agreed with you — your storage, your ERP/document management system or a dedicated environment — with access control and retention.
How many documents does your team type in every month?
Bring real examples to the assessment and we'll evaluate the automation potential with your own documents.