AI document automation
How can AI stop your team keying invoices, KYC documents, and contracts by hand?
ClosedChats AI builds document automation that reads PDFs, scans, and email attachments, extracts the structured data, validates it against your rules, and routes it into your accounting, CRM, or onboarding system. Clean documents go straight through; low-confidence ones go to a person for a quick check instead of a full re-type.
What do we build?
- Invoice and purchase-order line-item extraction
- KYC and customer-onboarding document processing
- Contract clause parsing and review flags
- Compliance document checks
- Data normalisation and de-duplication
- Confidence-threshold routing with human review
How does an engagement run?
- 01
Free 15-minute discovery call
We map the workflow with you, rank what to automate by return, and tell you plainly if the payback math does not work.
- 02
First document flow live in 72 hours
Your highest-volume document type extracted and delivered into your system within 72 hours, with a review queue for anything uncertain.
- 03
Full rollout in 2–4 weeks
More document types, validation rules, accounting and ERP integration, and exception handling.
- 04
We run it with you
Monitoring, alerts, fallbacks, and a monthly review. When a model or an API changes, we patch it, usually before you notice.
What changes for your business?
- Your accountants review exceptions instead of typing every line
- Fewer keying errors reaching your books
- Documents processed the hour they arrive, not at month end
- An audit trail showing what was extracted and who approved it
Frequently asked questions
Can AI read scanned and handwritten documents?
Clean scans and photos, yes. Handwriting and very poor scans are less reliable, so those are routed to a person for review rather than guessed.
What happens when the AI is not sure about a field?
Every extracted field carries a confidence score. Anything below your threshold goes to a review queue where a person confirms or corrects it in seconds.
Does this work with Tally, Zoho, or my accounting software?
If your system has an API, an import format, or a database we can reach, we can deliver the extracted data into it. We confirm the integration path on the discovery call.
Is customer data safe in a document automation pipeline?
We design for least-privilege access, keep documents in systems you approve, and align handling with India's DPDP Act. We cover the specifics for your data on the discovery call.