AI Agents & Automation
AI Document & Invoice Processing
Invoices, receipts, delivery notes and forms are read by AI, checked and transferred straight into your accounting software or system.
The problem
Receipts arrive by email, photo, post and messenger. Someone types in invoice number, amount, date and supplier, renames the files and archives them. It is error-prone, slow and turns into a bottleneck before every month-end close.
What is included
- Intake channels: email inbox, upload folder, Telegram or WhatsApp
- AI-powered text recognition (OCR) for invoices, receipts and forms
- Plausibility checks for totals, tax rates and duplicates
- Transfer into accounting software, ERP or spreadsheet
- Automatic file naming and archiving
- Review loop for uncertain or incomplete documents
- Optional: ongoing support and new document types
What you get
- Processing workflow in production
- Field mapping for your document types
- Integration with your accounting or target system
- Structured document archive
- Error and review log
Process
How it works
- 01
Review your documents
We collect typical documents from your day-to-day and define which fields go where.
- 02
Build the pipeline
We set up intake, extraction, checks, transfer and archiving as one workflow.
- 03
Test with real documents
We process a selection of your documents and compare the output with manual entry.
- 04
Hand over
The workflow runs in production. Uncertain cases come to you for review; everything else goes straight through.
FAQ
Questions about this service
How reliable is the AI at reading documents?
That depends heavily on document quality. So the workflow checks every result for plausibility and sends uncertain documents to a person for review instead of transferring wrong values.
Which formats can it process?
PDF invoices, email attachments, scans and phone photos. Structured e-invoices such as XRechnung or ZUGFeRD can be handled too.
What about data protection and retention?
We process documents through providers with data processing agreements and store the originals in your own storage. Retention requirements, such as GoBD in Germany, are agreed with your accountant.
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Intro call
AI Document & Invoice Processing – let’s get started.
In a free intro call we clarify what you need, what it costs and when it will be done. No sales pressure.