Sample buildFinance & insurance
Invoice intake pipeline for a finance team
How we'd automate vendor invoice data entry: from the inbox to the accounting system, with validation and a review queue.
Zero
manual typing for clean invoices
Intelligent Document Processing
Stop typing data from documents.
AI that reads invoices, receipts, forms, contracts and KYC documents, extracts the fields you need, validates them and pushes clean data into your systems, with a human review step for anything uncertain.
- Invoices & receipts
- Forms & KYC
- Contracts
pipeline · invoice_intake
live- email.attachment invoice_0412.pdf
- extract(fields) → vendor, GSTIN, total
- validate(total, tax) → ok
- Posted to accounting · INV-0412
- low_confidence → 0 items for review
Inputs: PDF, image, emailReview: Human-in-the-loop
Quick answer
What is intelligent document processing (IDP)?
Intelligent document processing (IDP) is the use of AI to read documents such as invoices, receipts, forms, contracts and ID proofs, extract the fields you need, validate them against business rules, and send clean data to your systems. Low-confidence items go to a person for review instead of being guessed.
Last reviewed · Dexorn Technologies
Key facts
- Handles scanned PDFs, photos and emails
- Validates totals, dates and IDs automatically
- Pushes data into ERP, accounting or spreadsheets
- Keeps a human-in-the-loop review queue
The job it does
Three jobs, done reliably
Extract, check and file data from invoices, forms, contracts and IDs.
Reads any layout
Handles scanned PDFs, photos and emails, not just fixed templates.
Validates the data
Cross-checks totals, dates and IDs against your rules, and flags anything that looks wrong.
Files it for you
Pushes structured data into your ERP, accounting tool, sheet or database.
Before and after
What changes for your team
| Today | With a Dexorn agent | |
|---|---|---|
| Data entry | Typed by hand, field by field | Extracted automatically |
| Errors | Caught late, if at all | Flagged by validation rules |
| Turnaround | Queues during month-end | Processed as documents arrive |
| Audit trail | Scattered across inboxes | Every document traceable |
How it works
Architecture, in plain terms
- 01
Documents in
Email, upload, scanner, WhatsApp
- 02
Extraction
OCR + multimodal LLM + your schema
- 03
Validation
Business rules and confidence checks
- 04
Your systems
ERP, accounting, CRM, sheets
Use cases
Where teams use it
Finance
Invoices, receipts and bank statements.
Insurance
Claims forms and policy documents.
HR
Employee onboarding and KYC documents.
Legal
Contract clause extraction and review.
Typical benefits
- Reduce manual data entry by up to 90%
- Minimize human errors in document processing
- Process documents 50x faster than manual methods
- Seamless integration with existing workflows
Pilot offer
One agent, one use case, live in 2–4 weeks.
A fixed-scope pilot on your real data. You see results before deciding on a wider rollout. Every pilot includes:
- Field schema for one document type
- Extraction and validation rules
- Review screen for low-confidence items
- Integration with one target system
- Accuracy report on your real documents
- Data handling under NDA
Start with a free AI audit
Tell us what you want to automate. An engineer replies within one business day.
Works with
- Azure AI Document Intelligence
- OpenAI
- Google Sheets
- Tally
- Zoho Books
- SAP (via API)
- n8n
Work
See it in practice
FAQ
Questions we get asked
How accurate is it?
It depends on document quality and type, so we measure it on a sample of your real documents during the pilot. Anything below the confidence threshold goes to a human reviewer instead of being guessed.
Is our data safe?
We work under NDA, use enterprise API tiers that don't train on your data, and can keep processing within your cloud account.
Do documents need a fixed template?
No. Modern multimodal models handle varied layouts. We define the fields you need, not the position of each field.
Explore more
Other agents we build
Free AI audit
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