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Boollean

AI Product · Document Automation

Document Intake Engine

Turn invoices, forms and PDFs into validated, structured records.

Overview

Document Intake Engine combines OCR, model-based extraction and deterministic validation. Documents arrive by email, upload or shared folder; structured records come out the other end with a confidence score attached.

Anything below your confidence threshold is routed to a human review queue rather than written silently — which is what makes the automation safe to trust at volume.

Throughput

Documents processed continuously instead of in manual batches.

Accuracy

Validation catches errors before they reach your system of record.

Traceability

Every field can be traced back to the source document.

Monochrome illustration representing Document Intake Engine
Document Automation

Capabilities

What the product does

OCR for scanned and photographed documents
Field extraction from invoices, forms and contracts
Validation rules and duplicate detection
Confidence scoring with human review queue
Sync to accounting, ERP and CRM systems
Full audit trail of every extracted record

Ideal users

Who this is built for

If more than one of these describes your team, this product is likely a fit.

  • 01Finance teams keying invoices by hand
  • 02Logistics operations processing delivery paperwork
  • 03Clinics and practices handling intake forms
  • 04Any team re-typing data that arrives as a PDF

Integrates with

  • Email inboxes
  • Google Drive
  • Xero-style accounting tools
  • ERP systems
  • Custom REST APIs

How we work

A process built around clarity

01

Discover

Understand the business, challenges, goals and requirements.

02

Analyse

Identify opportunities for AI, automation, software or data solutions.

03

Design

Plan the user experience, technical architecture and solution.

04

Build

Develop and integrate the solution.

05

Deploy

Launch the solution and ensure it works reliably in production.

06

Support

Maintain, improve and scale the solution as the business grows.

Next step

Automate your document intake

Tell us how your team handles this today and we'll show you exactly what Document Intake Engine would change.