Document Intelligence
AI agents that read invoices, medical records, contracts, and case files, validate the information against your rules, and enter it into your ERP or system, with human oversight.
Your Documents Process Themselves. Your Team Reviews the Exceptions
The challenge
Invoices, medical records, contracts, and purchase orders arrive in different formats, and someone transcribes them by hand. It's slow, costly, error-prone, and hard to audit.
Our answer
AI agents that read your documents, validate the information against your rules, and record it in your ERP or clinical system. Your team only reviews the exceptions.
- Any format
- Rule-based validation
- Human review
How we start
- 01We map documents, rules, and target systems
- 02We measure extraction on your real documents
- 03We integrate with your ERP and an exceptions panel
What it looks like in your industry
A supplier invoice arrives as a PDF.
It extracts the supplier, amounts, and taxes and matches them to the purchase order.
It flags a line that doesn't match the agreed terms.
Invoice recorded in the ERP; the mismatch goes to review.
A scanned medical record arrives from another institution.
It structures diagnoses, medications, and history.
It protects sensitive data according to access rules.
Information ready in the clinical system.
A policy file arrives for renewal.
It checks that every required document is there.
It flags an expired certificate and its deadline.
Complete file before the renewal.
Illustrative example
Our process
Invoice Automation
Reads invoices in any format, validates them against purchase orders, and records them automatically in your ERP.
Medical Records (EHR)
Extraction and structuring of clinical information with secure handling of sensitive data.
Document Due Diligence
Review of contracts, policies, and case files to flag missing items, expirations, and risks before they turn into problems.
Business Rule Validation
Every extracted data point is checked against your policies and systems to ensure what gets recorded is correct.
Human Review Dashboard
Cases that don't meet the rules are routed to a person with the reason explained. AI handles the volume; your team applies the judgment.
Audit-Ready Traceability
A complete record of what was extracted, from which document, and who approved it, ready for internal and regulatory audits.
What we've achieved
At *Validate Health* we turned complex, sensitive health data into reliable models, and at *BTH* we built agents that answer with each course's specific knowledge, plus reports that combine structured data with information from the web. That combination of understanding sensitive information and integrating with systems is at the heart of Document Intelligence.
