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CodeByDesign

AI Products

Document Intelligence

From inbox to system of record without manual keying.

Extract, classify and validate data from invoices, forms, contracts and correspondence, with a review queue for anything uncertain.

Pilot programme

The problem

Operations teams still re-key data from PDFs, scans and emails into business systems, creating delays, errors and cost.

Capabilities

What Document Intelligence does

Configurable extraction

Define the fields you need for each document type without writing code.

Validation rules

Cross-check extracted values against business rules and reference data.

Review queue

Low-confidence fields are highlighted for quick human confirmation.

System integration

Push approved data to ERP, CRM or workflow tools via API or webhook.

Ideal for

  • Finance and accounts payable
  • Insurance and claims
  • Logistics documentation

Integrations

  • SAP
  • Microsoft Dynamics
  • Xero
  • Salesforce
  • REST webhooks

Integration availability depends on product status; we confirm specifics during your demo.

See Document Intelligence in action

Tell us about your use case and we'll arrange a tailored walkthrough.