Documents pile up in an inbox or a shared drive, someone opens and sorts each one by hand, and the fields get re-keyed into other systems one field at a time. We build custom AI agents that classify, extract, and route documents into the tools you already use, with a human reviewing anything low-confidence before it is trusted. You own everything we build.
Every business that takes in paperwork loses hours to the same routine: a document lands in an inbox or a shared drive, someone opens it, figures out what kind of document it is, and types the fields that matter into whatever system needs them.
It does not scale. More volume means more people doing the same clicking and typing, and every manual re-key is a place an error can creep in. None of it needs a human starting from a blank screen every time.
That is what we build. A custom AI document agent scoped to your real documents, wired into the systems you already use, owned by you.
Custom-built around your real document types and installed into the systems you already run.
Every document that lands is read and sorted by type the moment it arrives, no manual triage needed.
The specific fields your team actually uses are pulled out, tuned to the document type rather than a generic scrape.
Anything the agent is not confident about is flagged and held for a human to review before it is trusted, not silently written in.
Extracted fields are sent straight into the CRM, accounting system, or database that needs them, with no re-keying.
The source document is filed into the right folder or client record automatically, so nothing sits loose in a downloads folder.
A person reviews anything flagged low-confidence before it is trusted, so accuracy is a checked step, not a guess.
The agent runs inside the systems your team already has open all day.
Documents arriving by email or dropped into a shared drive are picked up automatically, no separate upload step.
Extracted fields land directly in your CRM or accounting software, in the record they belong to.
Originals are filed into your existing document management system instead of sitting in an inbox waiting on someone.
A Bay Area tax and advisory firm serving over 800 clients was opening and filing every uploaded document by hand before it could go anywhere. As part of a 31-system build, we put a document agent in front of intake that sorts, classifies, and routes each upload directly into the firm's document management system instead of a person doing it one file at a time.
The team spends its time reviewing what the agent flags, not opening every file that comes in. Read the full case study, or see how the same firm's other workflows were automated on the AI agents for accounting and tax firms page.
If paperwork lands in your inbox or drive and someone has to open, sort, and re-key it, this fits. A few of the shapes we build it for most often.
Tax forms, statements, and client intake documents classified and routed without a human opening every file. See AI agents for accounting and tax firms.
Contracts, intake forms, and case documents sorted and filed into the right matter automatically. See AI agents for law firms.
Invoices, receipts, and vendor paperwork extracted and routed into accounting without manual data entry.
Start with the single document workflow costing you the most time, then scale. Exact scope is confirmed on a call. Full breakdown on the pricing page.
A short call to find the document workflow costing your team the most time. We map it to your actual document types and systems before we build.
We build and test the agent against your real documents in a sandbox, wired into your systems, with human review on anything flagged low-confidence.
It ships into your systems and the code is yours. Keep us on call to build the next one, or run it yourself.
Everything we build is yours. No rented platform, no per-seat lock-in, no dependency on us.
Single workflows go live in days, not quarters. You see the time savings almost immediately.
Keep us on an on-call retainer to build the next automation as your document volume grows.
It reads incoming documents, classifies each one by type, extracts the fields that matter, and routes the data into the systems that need it, filing the original where it belongs. It replaces someone opening each file, sorting it, and re-keying the fields by hand.
We do not quote a blanket accuracy number, because it depends on document quality and type. What we build in instead is a confidence check on every field: anything the agent is not confident about is flagged and held for a human to review before it is trusted, rather than silently written into your system.
Invoices, receipts, contracts, tax forms, intake forms, statements, and most other structured or semi-structured business documents. We scope the exact document types on the discovery call and build the classification and extraction around your real examples.
We build directly into the tools you already run: email, a shared drive, your CRM, your accounting or practice-management software, and your document management system, so documents land where your team already looks for them.
Builds start at $500 for a single automated workflow and scale to full multi-system engagements. Exact scope and price are confirmed on a short discovery call. See the pricing page for tiers.
Tell us where your documents pile up. We scope it on a short call and show you exactly what an agent would handle, and what stays with a human.