Back-Office & Documents
Paperwork that nobody can find is paperwork you paid for twice.
We turn invoices, estimates, permits, and years of accumulated archives into structured, searchable data — both the documents arriving today and the ones already sitting in boxes and shared drives.
The problem
The archive is technically kept and practically unusable.
Most established businesses have two document problems at once. Paperwork arriving today gets typed into a system by hand, one line at a time. And years of older records sit in scanned PDFs, shared drives, and filing cabinets with no consistent naming, so finding a specific permit or an old invoice means someone spends an afternoon looking.
It stays tolerable until it isn't — a warranty claim, an audit, a dispute over what was agreed two years ago, or simply a new hire who can't find anything without asking someone else.
What we build
What we build
- Automatic extraction of line items from invoices, estimates, and supplier paperwork
- Structured data delivered into your accounting or job system without re-typing
- Existing archives organized into a consistent structure with searchable text, including scanned paper
- Exception flags for anything that needs a human look
- An audit trail of what was processed and when, plus retention rules where they apply
What changes
What changes
- A document arriving today lands in the right place without manual entry
- Finding an old record takes a search instead of an afternoon
- The team adjusts the rules themselves after a short training pass
- What was processed, and when, is traceable
Typical scope
Typical scope
Scope depends on the volume and condition of the existing archive. Ongoing document flow is usually straightforward; a large backlog of poorly scanned paper is the part that takes time.
All ranges are typical, not a quote. Final scope is set after the free diagnostic.
Ready when you are