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Intelligent document processing

Turn business documents into structured data you can trust.

Document AI classifies invoices, receipts, statements and other business documents, extracts their content with configurable OCR and AI engines, validates it against your schema, and delivers JSON and CSV through a web application and an API.

Document types out of the box
9
Extraction engines
OCR · VLM · LLM
Model providers via one gateway
5

Product overview

One engine for the web and the API

Your team works in a review workspace; your systems call the API. Both use the same processing pipeline, the same schemas and the same audit trail.

For people

Upload → Classify → Extract → Validate → Review → Export → Publish. Uncertain fields are highlighted on the page, corrections are recorded, and approved data goes to your accounting software.

For systems

Authenticate → Upload → Track → Download → Integrate. Five REST endpoints with API keys, idempotency keys and predictable errors.

Capabilities

Everything between a scan and your ledger

  • Automatic classification

    Each document is recognised by type and subtype — invoice, receipt, bank statement, purchase order, quotation, utility bill, payslip, tax form, contract — with a confidence score. Low-confidence results go to a person.

  • Configurable extraction

    Choose OCR-based extraction (PaddleOCR, RapidOCR or Tesseract with layout and table structure), a vision language model, or a multimodal LLM, per organisation and per document type.

  • Schema-driven output

    Every result is validated against a versioned schema (Pydantic and JSON Schema). Values keep their printed form, and tables keep their rows and columns.

  • Review workspace

    The original and the extracted data side by side, with field overlays on the page. Correct, approve, or rerun a document — every change is recorded.

  • API platform

    Upload, Status, Download, Health and Rerun endpoints with API keys, idempotency keys, rate-limit headers and problem-JSON errors. The same engine serves the web app and the API.

  • Accounting integrations

    Publish bills, sales invoices and expenses to accounting software through MCP servers. Nothing is written until a person confirms the exact payload.

  • Security and isolation

    Organisations and their client workspaces are isolated in the application and by database row-level security. Roles, API-key scopes and an append-only audit log.

  • Observability and cost control

    Every model call is traced (OpenTelemetry and Langfuse) and priced. Budgets, plan quotas and alerts keep token spend predictable.

How it works

Eight steps from upload to publication

Each document moves through the same steps, and you can see where it is at any time. See each step in detail.

  1. Step 1 of 8

    Upload

    One file, many files, or a ZIP archive — in the browser or through the API.

  2. Step 2 of 8

    Classify

    The document type and subtype are identified, with a confidence score.

  3. Step 3 of 8

    Extract

    Fields and tables are read with the engine you configured.

  4. Step 4 of 8

    Validate

    The result is checked against the document type's schema and business rules.

  5. Step 5 of 8

    Structure

    Values become clean JSON and CSV, as printed on the document.

  6. Step 6 of 8

    Review

    A person checks anything uncertain, corrects it and approves.

  7. Step 7 of 8

    Export

    Download JSON, CSV or a ZIP of a whole batch, or fetch it through the API.

  8. Step 8 of 8

    Publish

    Send the data to your accounting software after you confirm the exact payload.

Architecture

Built on a controlled, observable AI pipeline

Specialised agents run inside an Agent Harness, reach models only through an LLM Gateway, and are checked by guardrails at every step.

Clients

  • Web application

    Upload, review, export and publish in the browser

  • API consumers

    Upload, Status, Download, Health and Rerun with an API key

Platform

  • API service

    Authentication, tenancy, quotas, rate limits, audit

  • Async pipeline

    Celery queues for ingest, OCR, AI and publishing

AI layer

  • Agent Harness

    Runs every agent with limits, retries and human approval

  • Multi-agent workflow

    LangGraph: classification, extraction, validation, QA, publishing

  • Guardrails

    Input, output and tool-call checks on every model step

  • LLM Gateway

    One OpenAI-compatible entry to five providers, with fallback

Data

  • PostgreSQL

    Records, results and audit, with row-level security

  • Object storage

    Originals and outputs per organisation and workspace

  • Vector store

    Chroma, pgvector or Qdrant for retrieval context

Around it

  • Observability

    OpenTelemetry traces and metrics, Langfuse for every model call

  • MCP integrations

    Accounting software, reached only after confirmation

Every model call — from any agent — goes through the Agent Harness and the LLM Gateway; no part of the platform calls a model provider directly.

Use cases

Made for the documents finance teams handle every day

Read the use cases

  • Accounts payable

    Keying invoice numbers, dates, line items and tax into the books by hand is slow and error-prone.

  • Expense management

    Receipts arrive as phone photos in every layout and language.

  • Bookkeeping practices

    Each client's documents must stay separate and land in that client's ledger.

  • Bank statement processing

    Statements are long, multi-page tables that copy badly out of PDFs.

Security

Your documents stay yours

How the platform protects your data

  • Tenant isolation, twice

    Each organisation and client workspace is filtered in the application and enforced again by PostgreSQL row-level security.

  • Encryption of credentials

    Accounting credentials are encrypted with AES-256-GCM under a rotatable key and never returned to the browser.

  • A complete audit trail

    Sign-ins, uploads, downloads, corrections, configuration changes and publications are recorded in an append-only log.

  • AI safety controls

    Guardrails check model input, output and tool calls; side-effecting actions need a person's approval of the exact payload.

Integrations

Publish to your accounting software

Through MCP servers, with a confirmed preview of every record before it is written.

  • TallyPrime

    Not yet verified live

    Tally Solutions' accounting software. Vouchers are created through the platform's TallyPrime MCP server, which reaches your TallyPrime at the gateway URL you give.

    Publishes

    • Supplier bills
    • Sales invoices
    • Expenses
  • Zoho Books

    Not yet verified live

    Zoho's accounting software, reached through the Zoho Books MCP server you create in the Zoho MCP console.

    Publishes

    • Supplier bills
    • Sales invoices
    • Expenses
  • QuickBooks Online

    Not yet verified live

    Intuit's accounting software, through Intuit's official QuickBooks Online MCP server.

    Publishes

    • Supplier bills
    • Sales invoices
    • Expenses

Pricing

Plans that grow with your volume

Compare every limit

  • Basic

    For individual users and small workloads.

    $29 / month

    • 500 documents per month
    • 3 users
    • 1 accounting connections
    • 60 api requests per minute
    • 30 days data retention
  • Standard

    Most chosen

    For professional users and small-to-medium businesses.

    $199 / month

    • 10,000 documents per month
    • 25 users
    • 5 accounting connections
    • 300 api requests per minute
    • 1 year data retention
  • Enterprise

    For organisations with high-volume document processing requirements.

    Custom

    • Unlimited documents per month
    • Unlimited users
    • Unlimited accounting connections
    • 3,000 api requests per minute
    • 7 years data retention

FAQ

Questions we are asked

Which documents can Document AI process?

Invoices, receipts, bank statements, purchase orders, quotations, utility bills, payslips, tax forms and contracts out of the box, as PDF or image files, singly or in a ZIP. Administrators can add document types and schemas of their own.

Which AI models does it use?

Your choice. The platform reaches OpenAI, Google Gemini, Ollama Cloud, a local Ollama or an OmniRoute endpoint through its own LLM Gateway, with fallback routes. OCR-based extraction can run without any language model for the reading step.

Is my data used to train models?

Document AI does not train models on your documents. When you use a hosted model provider, its own data terms apply to the requests the gateway sends; a local Ollama keeps everything on your infrastructure.

How are organisations kept apart?

Every record carries its organisation and client workspace. The application filters by them, and PostgreSQL row-level security enforces the same rule a second time, so one customer's request cannot read another's data.

What happens when the extraction is uncertain?

Fields below the confidence threshold, or that fail validation, are flagged and the document goes to the review queue. A person confirms or corrects them; nothing is silently guessed.

Can I rerun a document?

Yes. A finished, failed or review-required document can be rerun up to two times, from the web app or the Rerun endpoint, for example after changing the extraction engine. Earlier results stay in its history.

All questions

About us

Document processing you can audit

We build Document AI for teams who need extracted data to be right, traceable and under their control — not a black box.

Process your first documents today.

Create an organisation, try the bundled sample documents, and call the API with your own key — in a few minutes.