PDF & OCR automation, every document read
A managed AI agent that reads PDFs, scans, and images — invoices, POs, forms, statements — pulls out the fields you care about, and pushes them into your systems. No more retyping documents.
The retyping tax
Documents arrive as PDFs and scans, and the data inside them is trapped. So someone reads each one and retypes the numbers into a spreadsheet or system — slowly, and with the occasional costly typo.
- Staff retyping data from PDFs and scanned documents by hand.
- Every vendor's layout is different, so simple templates break.
- Typos in keyed data causing downstream errors and rework.
- Documents piling up in inboxes and folders, unprocessed.
As a Finance / Controller, I need to stop my team retyping invoices and statements.
As a Operations Manager, I need to turn the document pile into clean structured data.
As a Office / Admin Manager, I need to process documents accurately without adding headcount.
What the agent does
We map the documents you process and the fields that matter, then build an agent that reads any layout and pushes validated data into your systems — co-managed so accuracy holds.
- 01
Ingest from anywhere
The agent pulls documents from email, folders, and uploads — PDFs, scans, and photos alike.
- 02
Read any layout
It extracts fields without rigid templates, adapting to each vendor's format.
- 03
Validate the data
Values are checked against your rules and reference data, flagging anything that looks wrong.
- 04
Push to your systems
Clean, structured data flows into your ERP, spreadsheet, or database automatically.
- 05
Escalate the unclear
Low-confidence reads route to a person to confirm — and the agent learns from each correction.
Wires into
- Email & shared folders
- Drive / SharePoint / Dropbox
- Your ERP or accounting system
- Spreadsheets & databases
What it does
- Layout-agnostic extraction
- Field validation
- Confidence scoring
- Structured export
What's included
- Document workflow mapping
- Extraction + validation build
- System wiring
- Exception monitoring & break/fix
We build document-ingest pipelines across industries. A verified win in claims intake:
Claims were sitting in queues for 3–4 weeks because our adjusters were drowning in first notice of loss calls and nobody was tracking what was missing. ThunderStaff built an AI triage system that ingests FNOL from phone, email, and portal, auto-classifies by severity, and routes to the right adjuster with policy history and photos. Cycle time dropped from 23 days to 9 days. Customer satisfaction on claims handling went from 2.8 to 4.6 out of 5. Our retention rate climbed 12 points because people actually felt taken care of when they needed us most.
Take the minutes spent reading and retyping each document times your monthly volume. That's the recovered time — before you count the errors and rework you eliminate.
Run the numbers in the ROI calculatorRelated automations
Questions, answered
Does it handle different layouts from different vendors?
Yes. Unlike template-based OCR, the agent reads each document by understanding it, so it adapts to new and varied layouts instead of breaking on them.
What about low-quality scans?
It reads scans and photos, scores its confidence, and routes anything unclear to a person to confirm — so a bad scan never silently produces bad data.
Where does the extracted data go?
Wherever you need it — your ERP, accounting system, a database, or a spreadsheet. We wire it into your existing systems.
How fast can it go live?
Most builds go from process mapping to a live agent in days, starting with a free Process Blueprint.
Stop retyping documents
Start with a free Process Blueprint: we map your document workflow, show where the time and errors come from, and scope an agent to handle it — no commitment.