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Document reading

The form already exists. Nobody should have to type it twice.

A lot of operational work is reading one document and typing it into another system: a submission into the broker's system, an invoice into the books, a floor plan into a bill of quantities.

Sample
DocWhat it did
0141Fields keyed, nothing missing✓
0142Loss run missing: email drafted?
0143Two dates on form: asked, not guessed?

a person signs off the totals

What this produces, shown with sample data.

What it does

The short version

It reads the document, keys the fields into the system you already use, and sends back a short list of what's missing or doesn't add up, written the way a person on your team would ask.

Where money depends on the numbers, a qualified person signs off. It saves them the typing, not the responsibility.

Where it's used

Where it runs

Where this kind of tool runs today, and where we'd build it next.

Document reading · by industry
IndustryJobStatus
DistributionSupplier price lists into product records, at TheboLive
InsuranceSubmission intake into the broker's systemPlaybook ready
Real estateQuantity takeoff from floor plansDemo
AccountingBookkeeping exceptionsPlaybook ready
FreightDelivery proof and invoice matchingPlaybook ready
How we build one

Start to finish

  1. 1

    Write down correct

    We pull a few hundred real documents, including the messy ones. Each one gets the answer a person on your team would sign. That set becomes the test it is graded on.

  2. 2

    Build inside your tools

    It works where the work already happens: WhatsApp, email, your POS, CRM or practice software. Nobody learns a new tool.

  3. 3

    Run it with a person approving

    For the first weeks a person approves what it sends. We loosen that only where the scorecard says it has earned it.

  4. 4

    Grade it every month

    The test re-runs monthly and whenever the model underneath changes. You get the score and the list of what it got wrong.

Rule of thumb

Two dates on one invoice

The test set always includes the documents that confuse people: two dates, a handwritten correction, a scan upside down. A tool that only reads clean forms isn't finished.

If nobody can write down what correct looks like, we don't build it yet.

Tell us the job your team hates. We'll tell you if AI can do it.

A 30-minute call with the people who would build it. No technical knowledge needed: just describe the job, how often it happens, and how you check it's done right.