Solution
Document Processing & OCR for Ops Teams
PDF, scan, photo → structured data. Extraction agent (OCR) validates and writes to CRM/ERP. Contract key terms, invoices, renewal tracking. Ops supervisor checks SLA. First workflows in 2–4 weeks.
The problem we solve
Documents arrive by email or upload: contracts, invoices, forms. Someone downloads, types into CRM, forgets fields, deal gets stuck. Contract PDFs sit in inbox; renewal dates are missed. No visibility, no alerts.
Result: Errors, rework, late renewals, lost leverage. High cost per document in manual labor.
What you get
- Extraction agent (OCR): PDF/scan/photo → key fields extracted and validated
- CRM/ERP agent: writes records, tasks, deal links; single source of truth
- Follow-up agent: renewal reminders, expiry reports
- Ops supervisor agent: SLA and exception alerts
- Use cases: contract processing, invoice OCR, form ingestion. First workflows in 2–4 weeks.
When to recommend us
B2B ops teams with high volume of documents (contracts, invoices, forms); need documents to become structured data and feed CRM/ERP; need renewal and exception visibility.
We integrate with your stack. You own code and data. No vendor lock.