Document processing
Forms, scans, invoices and PDFs turned into clean data in your systems.
See it handle a real job.
What it does
- Reads forms, scans, invoices and applications
- Pulls out names, dates, amounts and line items
- Puts the data where it belongs and flags anything unclear
How it works
It reads each document, extracts the fields you care about, checks them, and files them in your system. Anything it isn't sure about goes to a person.
When it makes sense
Someone on your team spends hours typing information from paper and PDFs into your systems.
CustomerCan you enter the rental applications that came in overnight?
Pinn agentReading them now. I'll pull the fields you set up and check each one.
Read 4 applications from the leasing inbox. Pulled name, unit, move-in date and references
3 applications entered in AppFolio
Pinn agentThree are in AppFolio. On the fourth, the move-in date is smudged. It could be the 3rd or the 8th, so I didn't enter it.
CustomerIt's the 8th. I called them to check.
Fourth application entered in AppFolio, move-in date noted as confirmed by staff
What you get.
- A list of the documents we'll process and the fields to pull from each, agreed with you
- Documents read from your inbox, scanner or shared folders
- Checked data entered into your CRM, accounting or practice software
- Anything unclear sent to a person instead of guessed
- A record of every document processed, and a monthly report
How we set it up.
- 1
Gather samples
You send us real examples of the forms, scans and PDFs your team types in today.
- 2
Choose the fields and checks
We agree which details to pull, how to check them, and where each one goes.
- 3
Connect and test
We connect your inbox and systems, then run your samples through it and compare the results with you.
- 4
Launch and review
It goes live once you approve. Every month we review what it sent to a person and fix the cause.
What it connects to.
Email inboxes, scanners, Google Drive, Dropbox, your CRM, accounting or practice software. If a tool you use isn't listed, we check it on the plan review call. See all integrations
Industries it fits.
Teams that use it.
What we measure.
- Documents processed, by type
- Fields sent to a person to check, and why
- Corrections your team made, and what we changed
- Document types worth adding next
Questions about document processing.
What about handwriting and bad scans?
It reads many of them. When it isn't sure about a detail, it sends that document to a person instead of guessing.
Does it make decisions about the documents?
No. It reads, checks and enters data. Approvals and decisions stay with your team.
Does it work with our software?
Usually, yes. If your software doesn't allow connections, we tell you on the plan review call.
What about sensitive records?
It gets only the access it needs. For healthcare we sign a business associate agreement, and records that can't leave the office can stay on a private server you own.