Our cases
Intelligent Document Management with AI-Assisted Processing
Client
Confidential client — a company specializing in the production and distribution of clothing
We build portals that receive documents and requests, register submissions, assign responsible teams, track status, and preserve a complete audit history.
Challenges
- Documents arrived through multiple channels and in structured files, PDFs, and image formats
- Supplier, contract, amount, and payment data required repetitive manual entry
- Reviews and approvals involved multiple roles without a single transparent workflow
- Users needed immediate visibility into status, ownership, deadlines, and document history
- The new process had to exchange data with existing administrative systems
Solution delivered
Document Intake
- Upload of PDFs and images and automatic import from external sources
- Centralized registration, search, and document preview
- Detection of possible duplicate documents
Workflow and Traceability
- Routing by document type, business area, and responsibility
- Tasks, approvals, returns, notifications, and temporary delegation
- Role-based access and a complete processing history
AI Data Processing
- Automatic document-type classification
- Extraction of parties, dates, amounts, taxes, bank data, and line items
- Human validation before data continues through the workflow
RAG Support Agent
- Answers grounded in approved internal documentation
- Relevant source references included with responses
- Safe fallback to human support when documentation is insufficient
Integration and Control
- Supplier and contract directories linked to documents
- Exchange with accounting and ERP systems
- Operational reports, payment planning, and data exports
Ready to transform your company?
Contact us for a free, no-obligation consultation
Talk to a consultant