Document audit
£350–£750
Map one document set and review process.
Live motion layer · Document control
Document Workflow Automation
Invoices and PDFs move through checks and review
Documents to reviewed outputs
AI document workflow automation for invoices, forms and case files
Turn PDFs, forms, email attachments and case files into structured review queues and clean exports without removing human accountability.
Manchester + UK SMEsHuman review built inBudget route before buildBuild + maintenance
Where this fits
Start with one workflow, not a transformation slogan
Best where staff repeatedly open documents only to copy details, check completeness, summarise cases or update another system.
The first build should focus on one document type and a review process that can handle messy real-world files.
Offer shape
Typical project paths
Pricing is shown as a qualification guide. The exact route depends on data access, risk, integrations and how much human review is required.
Extraction MVP
£2k–£5k
Classify, extract and review one document workflow.
Wider document ops
£5k–£12k
Multiple document types, reporting and integrations.
Deliverables
What the first useful version should include
- Document type and field map
- Extraction and classification workflow
- Human review queue for low-confidence records
- Export route to spreadsheet, CRM, finance or case system
- Audit trail and test document pack
Collect messy examples
Use representative PDFs, scans, emails and edge cases.
Define fields and checks
Agree required data, confidence thresholds and validations.
Build review queue
Route uncertain or sensitive items to people with the original file visible.
Export and report
Send approved data to the right system and show backlog/exception reporting.
Buyer questions
Questions to settle before a pilot
Can AI handle scanned PDFs?
Often yes, but scan quality and layout variation matter. A pilot should test real examples before scale-up.
Will documents be auto-approved?
Not for high-risk workflows. The safer design is AI extraction plus human review and logs.
Can it export to our current system?
Usually yes via API, import file, email intake or a controlled manual export route.
Next step
Want to map one workflow before committing to a build?
Send one workflow, data source or operational bottleneck. We will help decide whether it needs AI, a simpler automation, better reporting, or no-AI-yet process cleanup.