Intelligent document processing in Abbotsford
Paperwork read for you, with the doubtful pages saved for your eyes.
Intelligent document processing reads the invoices, forms, applications and contracts that land in your inbox, captures the details you need and compares them with your own records. Anything doubtful waits for a person instead of going straight into your books.
Free audit, no obligation · In-house team since 2015 · Abbotsford studio
What worries owners about automated document processing
Paperwork carries money and personal details, so caution is sensible. Each concern below is paired with the checks we build in and what looks different in the back office afterwards.
- 01
“Someone keys supplier invoices into the books by hand every week.”
WHAT WE DOWe read each invoice from PDF, scan or photo, pull out supplier, number, date, line items, tax and total, and match the supplier and purchase order to your records. A draft entry is prepared for your accounting software, and you approve it.WHAT CHANGESTyping gives way to checking, and the books stay yours to approve. - 02
“One wrong digit on an invoice or form could cost real money.”
WHAT WE DOEach field is checked by rules, not just by the model: totals must add up, the supplier must exist, the order must match, dates must be plausible and repeat invoices are flagged. Weak or failed checks send the document to review.WHAT CHANGESSlips meet a checkpoint first, rather than surfacing at month end. - 03
“Our paperwork comes in every shape, from tidy PDFs to phone photos.”
WHAT WE DOBefore building anything, we gather a sample of your real documents, including the ugly ones, and test the reading on them. You get a plain list of which fields read reliably, which need review and which documents we would not automate.WHAT CHANGESYou know ahead of time which documents read well and which need a person. - 04
“These documents hold personal details, and I need to know where they go.”
WHAT WE DOWe map where each document is stored and sent, leave originals in your own systems, mask fields the model does not need and go through the provider's terms with you. Retention rules are agreed with your lawyer or accountant.WHAT CHANGESYou can say who sees what, and where the originals stay.
Paperwork is data that arrived in the wrong shape.
Invoices, applications, referral forms and contracts all carry facts your business needs: who, what, how much, by when. They arrive as PDFs, scans, photos and email text, so someone reads each one and types the facts into another system. Say a contractor's office receives supplier invoices in many different layouts. The work is dull, and the risk sits in the small slips that tired people make.
Intelligent document processing reads each document, extracts the fields and checks them against what you already hold: supplier lists, purchase orders, customer records. Every field carries a confidence level. Above the threshold you set, it moves on. Below it, the document waits in a review queue where a person sees the original beside the extracted value. It will not read everything correctly, which is why the queue exists.
- Supplier invoices are typed in by hand
- Forms arrive as photos, scans and PDFs
- Month end waits on data entry
What document processing changes in a busy back office
How things look once the marketing is done right.
- 01
Fields, not folders
Details land in your system as searchable fields, so you can report on invoices, forms and contracts instead of hunting through attachments.
- 02
Doubts go to people
A confidence level on every field decides what moves on and what waits, and the reviewer sees the original beside the extracted value.
- 03
Checks you can read
Each rule, such as total against line items or supplier on file, is written in plain words, so you see why an item passed or stopped.
- 04
A paper trail for the paperwork
Every item keeps its original, its extracted values, the checks it met and the name of whoever approved a correction.
What our document processing setup includes
- 01Field extraction from PDFs and scans
- 02Checks against your own records
- 03Confidence thresholds you approve
- 04Human review queue with originals
- 05Export to accounting or database
- 06Duplicate and mismatch flags
- 07Testing on your real documents
- 08Audit trail and secure storage
The tools in our toolkit.
- OpenAI API
- Amazon Textract
- Python
- PostgreSQL
- n8n
- Google Workspace
- 01Fixed-scope projectScope, schedule and price set up front. Suits MVPs, websites and builds with clear requirements.
- 02Dedicated teamDevelopers, designers and testers join your team on a monthly arrangement.
- 03Support retainerRegular upkeep, upgrades and improvements, with response times agreed in advance.
Our Document processing process, step by step
- 01
Discover
We sit down with you to learn your goals, customers and limits, then hand back a written scope and estimate.
- 02
Design
Screen flows, wireframes and clickable mockups get tested with real users before any code is written.
- 03
Build & test
Two-week build cycles that end in a working demo, backed by code reviews and automated tests.
- 04
Launch & support
A phased launch, live monitoring, team training and support that continues as you grow.
What clients say
“Our Google Ads campaigns were burning through budget with little to show for it. All In One Marketing Pro stepped in and completely revamped our strategy, targeting the right audience and optimizing our ads for conversions and our website also google map. Within three months, our cost per lead dropped by 65%, and our ROI improved significantly. They solved a problem we thought was unsolvable! Thank you so much Lovi and all in one marketing team”
Alissa Mandzuk-PowerClient review “We had no real strategy for social media before, but after working with All In One Marketing Pro, our engagement skyrocketed! Our Instagram and Facebook pages grew by over 150%, and we’re now getting consistent leads directly from social media. Their content is top-notch, and they truly understand how to turn followers into customers.”
N KaurClient review “All in One Marketing has played a crucial role in the growth of my cardiology practice. Their targeted strategies have greatly enhanced patient engagement through social media, and by the second month of running Google Ads, we began seeing a steady influx of new patients. They are highly professional and results-driven! Thank you”
Emma NClient review
Each review is quoted as the client wrote it. Results depend on your market, your budget and where you start.
It is software that reads a document, works out which text is which field, and checks the result, where OCR only turns an image into text. Traditional template software breaks when a supplier changes a layout, because it expects fields in fixed positions. A language model can find the invoice number or total wherever it sits, then rules and your records confirm it, and your accounting software stays the record keeper.
That depends on your documents, so we do not quote a figure before testing them. Clean typed PDFs read far more reliably than creased phone photos. We run a sample of your real paperwork, report which fields read well and which do not, and set confidence thresholds from the results. A person still samples approved items, because some errors look perfectly plausible.
It can be, with the right limits on where documents go and who can see them. We keep originals in your own storage, hide fields the model does not need, and check the provider's terms on retention and training. PIPEDA and British Columbia's PIPA apply to personal details, and we work with your lawyer or accountant on retention rules. Health or financial files need a closer review first. This is not legal advice.
The mix of document types, how many fields each needs and what checks follow decide the quote, so it is set after we see samples. Projects start from $1,000, and hourly work is billed at $50 to $99. Running cost depends on page volume, since model providers charge for the text they read. We estimate it, set a monthly cap and show the real figure each month.