Who it is for
Teams that retype order or invoice details from email attachments and PDFs into Google Sheets, QuickBooks or a CRM every week.
- One document type arrives often enough to matter.
- You can share about 20 real or redacted samples.
- A named person can check extracted fields before they are saved.
- The target is one system: a spreadsheet, QuickBooks or a CRM.
WHAT IS INCLUDED
One document type, one entry point, one target system.
Collect sample documents
Use about 20 real or redacted documents to agree the fields, formats and edge cases.
Extract the fields
Read the agreed fields from email attachments or uploads. Low-confidence or unreadable fields are flagged, not guessed.
Review before saving
A person checks and corrects each record before it is written. Corrections are kept.
Write and trace
Approved records are written to the target system, each with a link back to its source document.
What you receive
- A field map for one document type
- An extraction step with a visible confidence flag
- A review queue for checking and correcting records
- Write-back to one target system: Google Sheets, QuickBooks or a CRM
- An exception list for failed or unreadable documents
- A time-per-document comparison measured on your own samples
- An operating guide and one training session
How we check it works
- Tested with about 20 samples: normal, missing fields, duplicates, format errors, extraction failure and retry.
- Every record traces back to its source document.
- Nothing is silently dropped; failed documents appear in an exception list.
- Human corrections are saved and visible.
- A team member completes one full run on their own.
PRICE AND STEPS
From CAD 2,500 setup
The starting price covers one document type, one entry point and one target system. Scope and price are confirmed in writing after the free 20-minute workflow check and a look at your sample documents.
- Free 20-minute workflow check
- Review of your sample documents and a written fixed price
- Setup, testing with about 20 samples, and handover
- Optional: extend to Order Desk phase 1
Scope boundaries
- No handwriting recognition and no promise that any PDF can be read.
- No writes into an ERP and no accounting entries posted automatically.
- No promise of saving a headcount; time savings are measured on your samples.
- Additional document types or systems are scoped separately.
- Third-party software and AI usage costs are billed separately.
BEFORE WE START
A few good questions.
Can it read any PDF?
We do not promise that. We test your own samples first. Clear digital PDFs usually work best; scans and handwriting may need manual review.
Where does our data go?
It stays in the tools you approve. Data handling, access and the AI service used are agreed before setup. Please do not send passwords through this website.
How do we know it saves time?
We compare the time per document on your own samples before and after, and report the measured result instead of promising a number in advance.
HOW TO START
Start small. Extend when it works.
Every engagement starts with a free 20-minute workflow check. The starter projects are fixed-scope parts of the same order workflow, so each step builds on the last.
20-minute workflow check
FreeWalk us through one inquiry or order. You get a short summary of where it slows down and one change you can make right away.
Book the checkInquiry & Quote Desk
From CAD 1,500Every new inquiry gets an owner, a deadline and a visible quote status, with follow-up drafts your team reviews before anything is sent.
See the scopeOrder & Document Intake
From CAD 2,500Turn one type of incoming document, such as purchase orders, order forms or supplier invoices, into reviewed records in your spreadsheet, accounting tool or CRM.
See the scopeOrder Desk phase 1
Scoped quoteOne workflow from inquiry to quote to confirmed-order handoff, with a person confirming every step that involves prices, discounts or delivery dates.
Either starter project can be extended into phase 1.
See the scope