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Document AI

Intelligent document processing that turns your documents into checked, ready-to-use data

We build document AI that reads invoices, bank statements, contracts and forms, extracts the fields you need, checks them against your rules and sends clean data to your ERP or database. It comes from the team that built DataSwitch, an AI document extraction platform, for a client.

  • Measured on your own sample documents
  • Low-confidence fields go to a person, not your ledger
  • Runs in your cloud or ours

Engineering team in Jaipur, India. Working with teams in the US, UK, Europe, UAE, Australia and India.

Demo · Document AI
A scanned invoice with its supplier, date, line items and total extracted into structured fields

Documents our document AI reads

Digital PDFs, scans, phone photos and email attachments, in any layout. No template per supplier or form.

Invoices and bills Supplier, invoice number, dates, tax IDs, line items, tax and totals.
Purchase orders and delivery notes PO numbers, items, quantities and prices for three-way matching.
Receipts and expense claims Merchant, date, amount, tax and category.
Bank statements Account details, opening and closing balances and every transaction line.
Contracts and agreements Parties, dates, renewal and notice terms, payment terms and key clauses.
Onboarding and KYC documents Names, addresses, document numbers and expiry dates, checked against the application.
Insurance and claims forms Policy numbers, claimant details, dates, amounts and codes.
Medical and patient forms Intake forms, referrals and lab-report values, with access controls for health data.
Shipping and trade documents Bills of lading, packing lists and customs forms.
HR documents and CVs Candidate details, skills, experience and joining documents.

How our intelligent document processing works

Every document goes through the same six steps, and every step is logged.

  1. Capture

    Documents arrive from an email inbox, an upload screen, a shared folder, a scanner or an API.

  2. Classify

    The model works out what each document is, splits multi-document PDFs and routes each one to the right extractor.

  3. Extract

    OCR and layout models read the page, and a language model pulls out the fields you need, including tables and line items, with a confidence score for each field.

  4. Validate

    Values are checked against your rules and records: totals add up, tax IDs are valid, the invoice matches its purchase order, the supplier exists in your system.

  5. Review

    Fields that fail a check or fall below the confidence threshold go to a review screen, where a person confirms or corrects them. Corrections are logged and used to improve extraction.

  6. Export

    Clean data goes to your ERP, accounting system, CRM or database, with a link back to the source document for audit.

Extracted data can also feed AI analytics, such as cash-flow forecasts.

Document AI solutions we build

Invoice and accounts payable automation

Read supplier invoices from your AP inbox, match them to purchase orders and goods receipts, and post approved bills to your accounting system.

Typical outcome: your AP team reviews exceptions instead of typing invoices.

Bank statement extraction and reconciliation

Turn statements from any bank into clean transaction data, then match transactions to invoices and payments.

Typical outcome: faster month-end close and credit checks.

Customer onboarding and KYC

Read ID, address and company documents, check them against the application and flag mismatches or expired documents.

Typical outcome: onboarding teams handle only the cases that need judgement.

Contract data extraction

Pull parties, dates, renewal and notice terms, payment terms and risky clauses into a searchable register.

Typical outcome: no renewal or notice date missed.

Claims and form processing

Extract data from insurance claims, medical forms and applications, and route each case by its content.

Typical outcome: shorter queues and fewer re-keying errors.

Document Q&A for your team

Let staff ask questions across contracts, policies and manuals and get answers with the source page cited.

Document Q&A

Why template OCR breaks and intelligent document processing doesn't

Why template OCR breaks and intelligent document processing doesn't
Template-based OCR Intelligent document processing Our approach
New supplier or form layout Someone builds a new template Handled without a new template
Tables and line items Often lost or misaligned Extracted row by row
Checking the data Manual, after the fact Rules and record matching built in
When it is unsure Wrong value goes through Field goes to a person for review
Scans and phone photos Accuracy drops sharply Cleaned up before reading
Over time Templates pile up Reviewed corrections improve extraction

Built by the team behind DataSwitch

We don't only build document AI for clients. We run it in our own products, so we know what goes wrong with real scans, odd layouts and messy tables.

DataSwitch extracting structured data from a business document
Client project · Document AI

DataSwitch

An AI document automation platform we built for a client. Teams upload PDFs and images one at a time or in bulk; DataSwitch classifies each document, extracts the data and returns structured output that is easy to check.

  • FastAPI
  • PostgreSQL
  • Redis
  • PyTorch
  • Hugging Face
  • vLLM
  • React
Read the DataSwitch case study
Own product · AI business software

VyapaarSense

AI business management software for SMBs. Its document AI scans invoices, receipts and vouchers, extracts, validates and categorises them, and syncs them to the ledger.

See VyapaarSense

Accuracy you can measure before you commit

Generic accuracy claims tell you little. We measure accuracy on your documents and show you the numbers field by field.

Sample test first Send a sample of your real documents. We return the extracted fields and a field-level accuracy report before any build.
Confidence on every field Each value carries a confidence score, and you set the threshold for automatic posting.
Rules that catch mistakes Totals, tax maths, date logic, duplicate checks and matching against your purchase orders, suppliers and customers.
People review the exceptions A simple review screen shows the source page next to the extracted fields, so corrections take seconds.
Full audit trail Every value links to the page and position it came from, with who reviewed it and when.
Monitored in production We track accuracy, review rates, processing time and cost per document after launch.

The models and systems we work with

Reading documents

  • OCR and layout models
  • Vision-language models
  • Open-weight models served on vLLM

Application layer

  • Python (FastAPI)
  • Node.js (NestJS)
  • Laravel
  • React
  • PostgreSQL
  • Redis
  • Docker
  • Kubernetes

Your documents stay under your control

  • You choose where processing runs: a cloud region you pick, your own cloud account, or your own servers with open-weight models
  • Your documents are never used to train public AI models
  • Personal data can be masked before it reaches a language model
  • Encryption in transit and at rest, and retention periods you set
  • Role-based access to the review screen and audit logs

From sample documents to production in three steps

  1. Sample test

    You share a sample of your documents and the fields you need. We return extracted data and a field-level accuracy report, and tell you honestly whether a custom build or an off-the-shelf tool fits.

  2. Pilot

    We build the pipeline for one document type, connect it to one system and run it alongside your team, with every field reviewed.

  3. Production

    We switch on automatic posting above your confidence threshold, add more document types and hand over monitoring, or run it for you.

Need AI engineers inside your own team instead? AI engineers inside your own team

Questions teams ask about intelligent document processing

What is intelligent document processing?

Intelligent document processing (IDP) uses OCR, layout models and large language models to read a document, work out what type it is, pull out the fields you need and check them against your rules. The result is clean, structured data in your systems. Unlike template-based OCR, it handles new layouts without a new template for every supplier or form.

How is intelligent document processing different from OCR?

OCR only turns an image into text. Intelligent document processing also understands which text is the invoice number, the total or the due date, checks those values against your rules and records, flags anything it is unsure of for a person to review, and sends structured data to your ERP or database.

How accurate is your document data extraction?

Accuracy depends on the documents, their scan quality and the fields you need, so we measure it on your own documents. Before you commit to a build, we run a sample set through our pipeline and give you a field-by-field accuracy report. In production, any field below the confidence threshold goes to a person for review instead of straight into your systems.

Which documents and formats can you process?

We process invoices, purchase orders, receipts, bank statements, contracts, onboarding and KYC documents, insurance and claims forms, shipping documents and HR forms. Inputs can be digital PDFs, scanned PDFs, photos from a phone or email attachments, and outputs are JSON, CSV or direct writes to your systems.

Can it send data to our ERP or accounting software?

Yes. Extracted data is exported through your ERP, accounting or CRM system's API, or through webhooks, CSV files or a database you choose. Validation can match documents against your own records, such as checking an invoice against its purchase order before it is posted.

Where are our documents processed, and are they used to train AI models?

You choose where processing runs: in a cloud region you pick, inside your own cloud account, or on your own servers using open-weight models. Your documents are never used to train public AI models.

How long does a document AI project take?

Projects run in three stages: a test on a sample of your documents, a pilot on one document type with your team reviewing the output, then production with monitoring and a review queue. Timelines depend on the number of document types, the fields you need and the systems we connect to, and we give you a fixed plan after the sample test.

Should we buy an IDP platform or build a custom solution?

An off-the-shelf platform is often enough for standard documents at moderate volume. A custom build pays off when your documents vary widely, you need your own validation rules and approval steps, or your data has to stay in your own cloud or on your own servers. After the sample test we tell you honestly which option fits.

See what document AI does with your documents

Send us a sample of the documents your team types up today. We will show you the extracted data, the accuracy field by field, and what it would take to run it in production.

Book a live AI demo