Document extraction accuracy depends on the document: on clean invoices it is very good, and on a photographed ID in bad light it is less so, which is why every extraction has a confidence score and a human check on the low ones. I will not quote a percentage before seeing your documents, and I will measure one in the first month.

We deal in precious metals. Does this handle the compliance forms?

Document extraction handles the compliance forms a precious metals dealer keeps: ID capture, transaction forms and threshold flags are exactly the kind of structured document this is built for, and the audit trail it produces is better than a filing cabinet.

What happens to the original document?

The original document is stored, attached to the record it produced, and kept for as long as your retention rule says. Nothing is discarded by the automation.

The PDF read and entered before anyone opens it

Supplier invoices arrive as PDFs and get retyped into accounting. Customer IDs get photographed and filed by hand. Contracts get read once and the key dates forgotten. All of it is reading, and reading is what the machines are now good at.

Document extraction has an agent read the supplier invoices, IDs, contracts and forms that arrive at your business, pull the fields you define, and enter them into accounting, the CRM or the compliance log with the original attached, while a person checks every low-confidence case. About two weeks for the first document type, in your own accounts, scoped in writing.

Send me the situation How it works

Read and answered by me, usually within the day. If a spreadsheet and a checklist would do, that is the answer you get.

Fort Myers, serving Lee, Collier and Charlotte counties
Scoped in writing, priced before work starts
Your account, your data, documented as it is built
Not affiliated with any software vendor. No resale, no commission.

Twelve

companies operated, six of them his own, on automations he built

15,868

records synced between two systems every run, zero failures

3,984

recorded calls transcribed and graded by an agent, not a person

1,350

pages produced by one 24-agent workflow, every one reviewed

What it costs to leave it

Retyping is slow and it is where the wrong amount, the wrong date and the wrong name get in. In a regulated trade a missed field on an ID form is not a typo, it is a compliance failure found at the worst possible time.

How document extraction is built here

The starting point

Documents arrive by email, upload or scan and are read by an agent that extracts the fields you define: amounts, dates, names, numbers, terms.

The build

Extracted data is entered into the right system, accounting, CRM or compliance log, with the original attached.

What runs by itself

Anything the agent is not confident about goes to a person with the document and the field highlighted. Confidence is measured, not assumed.

What you own

A monthly count shows what was processed, what was flagged, and how often the person had to correct it. Accuracy is a number you can see.

Scope and timing

A first extraction build covers one document type, supplier invoices most often, and takes about two weeks including a week of running alongside the manual process to compare. Further document types are quicker once the pattern exists. It runs in your accounts, and for regulated documents retention is configured to match the rule. The metals trade is where this earns the most, because ID and transaction forms are the compliance paperwork a dealer has to keep for years. Extracted invoice data usually feeds the quote and invoice workflow, and the extraction agent is built and logged like every other agent on this site.

Straight answers

How accurate is it?: Document extraction accuracy depends on the document: on clean invoices it is very good, and on a photographed ID in bad light it is less so, which is why every extraction has a confidence score and a human check on the low ones. I will not quote a percentage before seeing your documents, and I will measure one in the first month.
We deal in precious metals. Does this handle the compliance forms?: Document extraction handles the compliance forms a precious metals dealer keeps: ID capture, transaction forms and threshold flags are exactly the kind of structured document this is built for, and the audit trail it produces is better than a filing cabinet.
What happens to the original document?: The original document is stored, attached to the record it produced, and kept for as long as your retention rule says. Nothing is discarded by the automation.

By industry

Precious metalsBullion dealers, coin shops, refiners, gold buyers and private vaults.Luxury retailFine jewelers, watch dealers, art galleries and luxury boutiques.ConstructionBuilders, roofers, pool and seawall crews, remodelers and the specialty trades.Legal servicesSolo practitioners, small firms, practice groups and legal referral networks.Real estateBrokerages, agent teams, apartment locators and property managers.

Also set up

Workflow automationThe map of how work flows, then the automation that runs it. On n8n, Zapier, Make or code.Quote and invoice automationQuotes generated from a form, invoices raised on a stage change, reminders on a schedule.Data sync between systemsYour CRM, accounting, inventory and spreadsheets agreeing with each other, on a schedule.Reporting automationThe numbers you actually run the business on, built and sent every Monday without anyone opening a spreadsheet.

Built for businesses in Fort Myers, Naples, Cape Coral, Bonita Springs, Estero, Punta Gorda. What each market changes.

Tell me what is in the way.

One form, read by the person who would build it. If the honest answer is a checklist and no software, that is what you will hear.

Send me the situation Email instead