Document processing
Sorts incoming documents, extracts figures and dates, and prepares them for review in your accounting or case software.
Built with: Custom AIAccounting & legal firms
Less paperwork, more billable work.
AI that sorts and reads client documents, extracts the data you need and answers routine client questions, with a professional reviewing what matters.
Sound familiar?
- Client documents arrive in every format and are sorted by hand.
- Figures from invoices and statements are retyped into your software.
- Routine client questions interrupt focused work.
Solutions
What we build for you
Knowledge assistant
Your team asks a question and gets an answer from your own templates, procedures and past work, with the source linked.
Built with: Custom AIClient portal
Clients upload documents and follow progress in one place, instead of long email threads.
Built with: Web apps
How it works
Month-end documents
Accounting & legal firms
Client upload
42 receipts and 3 bank statements.
Sorted and read
Each document classified; amounts and dates extracted.
Checked
Missing or unclear items listed for the client.
Ready for review
Entries prepared in your software for an accountant to approve.
FAQ
Common questions
Can't find yours? Ask in the chat or book a call.
Is client data safe?
Access is limited by role, data is handled in line with GDPR, and we choose AI providers that do not train on your data.
Will AI replace our professional judgement?
No. It prepares and organises; qualified people review and decide.
Does it work with our software?
We integrate with the accounting and case-management tools you already use, through their API or structured exports.
Let's find the hours you're losing.
Book a free 30-minute call. We'll look at how your business runs and show you where AI and automation would save the most time.
Prefer to write?