Read, validate and use the knowledge inside your documents.

Fit / problem

• You have a defined, repeatable document type (invoices, contracts, forms)
• Source documents are reasonably consistent in structure
• There's a destination system (ERP, CRM, database) for validated data

Not a fit if: Every document has a unique, one-off structure · No one can define validation rules for extracted fields

Outcomes / deliverables

• Field schema and validation rules
• Extraction/RAG pipeline with confidence thresholds
• Exception review queue
• Accuracy report against a test set

Architecture

• Document or query intake
• OCR/extraction or chunked retrieval
• Rules validation or citation-grounded answer
• Human review for low-confidence cases
• System posting and archive

Tools / systems / integrations

• Works with SharePoint, Google Drive, Notion or direct upload as sources
• Vector database (e.g. pgvector, Pinecone) for retrieval use cases
• ERP/accounting posting requires a defined field mapping upfront

Controlled / controls

• Permission-aware retrieval — no cross-access beyond the source document's ACL
• Confidence threshold below which items always route to a person
• Source citation included with every RAG answer

Implementation / timeline & cost

• Document volume and format variability
• Number of destination systems
• Retrieval corpus size for RAG
• Accuracy/SLA requirements