What it is
An AI extraction engine that understands documents the way a person would, but at scale and with no typing errors.
What's included
- Reading and understanding unstructured documents.
- Extracting key fields (amounts, dates, parties).
- Automatic validation and verification.
- Integration with your ERP, CRM or accounting system.
- Review and approval flows.
How we work: 5-phase methodology
- Phase 1 · Document diagnostic — identifying the document types (invoices, contracts, forms) and the monthly volume to process.
- Phase 2 · Architecture design — defining the extraction pipeline: which fields to capture, at what confidence level, and where to send the structured data.
- Phase 3 · Configuration and testing — training/tuning the extraction system on a real sample of your documents, with accuracy validation.
- Phase 4 · Deployment and integration — connecting the pipeline to your destination accounting system, CRM or database.
- Phase 5 · Knowledge transfer — a system manual and defining the human-review process for low-confidence cases.
What we need from your team
- A representative sample of the documents you want to process (real invoices, contracts, forms, anonymized if necessary).
- The exact fields you need extracted from each document type.
- Access to the destination system where the structured data must arrive (accounting, CRM, database).
- The estimated monthly volume of documents to process.
Who it's for
- Accounts payable and finance departments.
- Onboarding and compliance processes.
- Any operation with a high document volume.
Signs you need it
- The accounts payable team manually keys in the data from every invoice or receipt that arrives by email or WhatsApp.
- Month-end close takes several days because a large part of the work is transcribing documents by hand.
- Data-entry errors in amounts, dates or vendors create rework with accounting or the ERP.
- Onboarding or compliance processes get delayed because manually validating documents takes too much time.
Expected outcome
- Hours of data entry eliminated every month.
- Fewer errors and less rework.
- Much faster back-office processes.
Why jsadsAI
We design extraction tailored to your real documents and connect it to your systems so data flows on its own, start to finish.
Frequently asked questions about this service
How accurate is the data recognition?
It depends on the document type and its quality; it's measured during the testing phase against your own real sample, and low-confidence cases are routed to human review instead of being assumed correct.
Does it work with handwritten documents?
Accuracy drops with handwriting compared to printed or digital documents; it's evaluated case by case during the diagnostic before committing to an accuracy level.
What happens with documents the system doesn't understand well?
Confidence rules are built in: below a certain threshold, the document is routed to human review instead of being processed automatically with no oversight.
Is it safe for documents with sensitive information?
Yes — we work with private architectures and no-retention clauses; confidential documents are never used to train public models.
Does it integrate with my current accounting system?
Yes, integration with the destination system (accounting, CRM or database) is part of the deployment.
Technology stack
- OCR + IA
- Extracción de campos
- Validación de datos
- Integración a ERP/CRM
- Flujos de aprobación