Document processing agent
An agent that reads the invoices, forms and contracts that arrive every day, pulls out the details you need and puts them where they belong.
Most offices have a pile like this. Invoices come in by email, a form arrives as a PDF, a signed contract needs its dates and amounts copied into another system. Someone reads each one and types it in again. It's slow, it's easy to get a number wrong, and it usually takes the time of someone who could be doing better work.
A document processing agent does the reading and the typing. People only see the documents it isn't sure about.
What it does
- Picks up documents where they already arrive: a shared inbox, a folder or an upload form
- Reads typed and scanned documents, long ones included, and pulls out the fields you name: vendor, dates, amounts, line items, reference numbers
- Checks what it found against your own records, for example matching an invoice to its purchase order
- Puts the result into your accounting system, CRM or spreadsheet
- Sends anything that doesn't match, or that it can't read clearly, to a short review list for a person
- Keeps a log of every document and what it did with it
What stays with people
Approving payments, judging an unusual contract clause, and anything the agent flags. You decide where the line sits. The rules for what it may file on its own are written in code, not left to the model's judgement.
Who it suits
Teams that handle a steady flow of similar documents: invoices and receipts, intake forms, applications, contract summaries. If someone on your team spends part of every day copying details out of PDFs, this is the job it takes on.
Where it fits by industry: AI agents for law firms, AI agents for real estate offices, AI agents for accounting and bookkeeping firms.
How we start
A 30-minute discovery call. Bring an example of the documents and tell me where the details end up today, and I'll tell you honestly whether an agent fits and what it would take.