Confidence thresholds
Every extraction gets a confidence score. Above your threshold it flows through; below it, the document routes to a person to confirm before anything downstream happens.
Guide · Operations
How to automate document processing with AI — intake, extraction, and review.
Forms, contracts, claims, applications — they arrive in every format and someone has to read, key, and file each one. AI extracts the data, classifies the document, and checks it against your rules, routing only the uncertain ones to a person. Here's how to set it up safely.
- Confidence-scoredSure reads flow; uncertain ones go to a person
- Your rulesValidated against the checks you define
- Audit trailEvery extraction and decision recorded
Where the time goes
Why document work piles up
The bottleneck is rarely the decision — it's getting the document into a usable, checked form.
- 01Reading documents in every format and layout
- 02Re-keying fields into systems by hand
- 03Classifying and filing each one correctly
- 04Chasing missing pages and incomplete information
Start here
What to automate first
Start with extraction and classification — the steps that repeat on every document.
- 01Extract the fields you care about from any format
- 02Classify the document type and route it
- 03Validate against your rules and flag what's missing
- 04Send low-confidence reads to a person to confirm
The non-negotiable part
Keep humans in control.
Documents often carry sensitive data and real consequences, so the controls decide what the AI handles alone:
Validation rules
Extracted data is checked against your rules — required fields, valid ranges, matching references — so errors are caught at intake, not three steps later.
Access & audit
Access is limited, processing can run on a platform you control, and every read and decision is recorded for review.
Document-heavy industries — insurance, construction, finance — are where this pays off fastest. See how we approach each.
See use casesCommon questions
Document automation — FAQs.
What documents can AI process?
Forms, contracts, claims, applications, invoices, statements, and scanned PDFs. AI can extract the fields you care about, classify the document type, and check it against your rules.
How accurate is AI document extraction?
Accuracy is high on structured documents and improves as the system learns your formats. The key is confidence scoring: high-confidence reads flow through, and anything uncertain is routed to a person to confirm.
Is it safe for sensitive documents?
Yes, with the right setup. Access is limited, processing can run on a platform you control, and every step is recorded. For the strictest data-residency needs, a private in-house model keeps documents inside your own network.
Where does it fit in our process?
It wraps around your existing intake — email, upload portals, and shared drives — extracting and routing documents into the systems you already use.
Clear the document backlog