Professional Services · AI & Automation

Document Processing Automation

Staff spent hours each week re-keying information from incoming documents.

Client overview

Professional Services organisation (details withheld pending client approval).

Business challenge

Staff spent hours each week re-keying information from incoming documents.

Objectives

  • Reduce manual data entry
  • Keep humans in control of exceptions
  • Protect confidential data

Strategy

Our Approach

Prototype on a single document type, measure accuracy, then expand only where results justify it.

Solution

Automated extraction and routing with human review for exceptions.

Architecture

Solution Architecture

  1. Incoming documents
  2. Extraction service
  3. Validation rules
  4. Human review
  5. Business system

Implementation

How It Was Delivered

  1. 01
    Use-case assessment
  2. 02
    Extraction prototype
  3. 03
    Review interface for exceptions
  4. 04
    Integration with line-of-business systems

Technology

Technology Stack

  • Python
  • OpenAI APIs
  • Azure

Results

Less repetitive work and more consistent data entry.

Screenshots

Project Visuals

Dashboard view from the project
Project view
Code view from the project
Project view

The team communicated clearly throughout, understood our problem quickly and delivered a solution that made a real difference to our business.

Client Name
Position, Company Name

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