What this covers
Upload documents, pull out the fields, check them, and flag anything missing or unclear before export.
Tools
OCR, Document parsing, JSON Schema, Review UI. The exact stack depends on what you already use.
Where it helps
- Pulling fields from supplier invoices
- A review queue for intake forms
- Sorting documents before they’re sent on internally
We agree what “done” means before work starts.
What you get
- An upload, extraction and review flow for your documents
- Flags for missing or unclear fields before export
- Source code, setup notes and an agreed definition of done
The final list depends on the agreed scope. The estimate and schedule follow from it.
Data and security
Allowed file types and sizes are limited, uploads are scanned or isolated, retention is agreed, and confidential files are processed only in approved locations.
How I work on it
Collect sample documents, define the fields, compare extraction methods, add checks and a review step, then verify the export.
What helps me get started
- A short description of the process and who uses it.
- Sample data, any API documents, and what access is available.
- How much it will be used, who reviews the work, and your release priorities.
A short outline is enough for a first call. Please send sample data, not real records or passwords.
Related services
Read the planning guideQuestions
Will every document go through without review?
No. Poor scans, handwriting and new layouts need a manual review path. We set targets based on your actual documents.
How do you price the work?
I look at the workflow, the systems involved, the access needed and what “done” means, then send an estimate. If there are big unknowns, we start with a short discovery or a prototype.