No more manual data entry.
PDFs, forms, invoices, proposals and attachments are read automatically. Relevant data is identified, checked and stored in a structured format in tables, your CRM or your database.
A client sends receipts — AI prepares them for bookkeeping.
Example from a tax advisory firm: invoice on the left, structured review card on the right.
INVOICE no. R-2026-1184
Bürotechnik Auer GmbH · to client no. 204
Date: 04.06.2026
Net: 2.140,00 € · VAT 20%: 428,00 €
Gross: 2.568,00 € · Payment term: 14 days
AI EXTRACTION
Review card · incoming document, client 204
Uncertain values and posting suggestions are never accepted silently; the firm reviews and posts them.
How it works.
Document arrives
PDF, photo, form or attachment.
Identify type
Invoice, proposal, order, application or complaint?
AI extraction
Amounts, dates, line items and contacts are extracted.
Review card
Uncertain values are highlighted for review.
Storage
A clean data record is saved in a table, CRM or database.
What this service solves.
Manual data transfer
Invoice data is typed manually, which is slow and prone to errors.
Unstructured document sprawl
Invoices, proposals and complaints arrive unsorted in the inbox.
Lost attachments
Important PDFs disappear in long email threads.
Data cannot be analysed
Data contained in PDFs cannot be filtered or analysed.
What your business gains.
Document data becomes usable, searchable and analysable with fewer errors, while your team no longer spends its time typing it manually.
Automation with sound judgement.
- Uncertain extractions are always visibly flagged for review and never accepted silently.
- No unchecked automated decisions in critical cases — sensitive matters are always escalated to a person.
- No binding pricing, legal or personnel decisions without explicit approval.
- GDPR requirements are considered from the outset. A legal review is required before going live with real customer data, and test and live systems remain separate.
Useful next steps
Once this workflow is in place, these are often the most useful next steps:
Discuss this automation?
In a free initial consultation, we assess how document and data extraction can specifically reduce your team’s workload — with no obligation and on equal terms.