// Document processing
Turn incoming documents into structured workflows
An example of classifying incoming documents, extracting their data, validating it and sending it for approval before it reaches accounting and the archive.
Automation Example. Example workflow, not a customer case study.
The situation
Invoices, acts, contracts and delivery notes arrive by email, as PDF files, scans, spreadsheets and through electronic document exchange. An employee downloads each one, reads it, retypes the fields, creates the entry in the accounting system, sends it for approval and uploads it somewhere else.
Before automation
- SystemA document arrives by email or through document exchange
- PersonEmployee downloads and reads it
- PersonEmployee retypes the fields
- PersonEmployee creates the entry in the accounting system
- PersonEmployee sends it for approval
- PersonEmployee uploads the signed document to the archive
Where the work breaks
- The same fields are typed again for every document.
- Typing errors reach accounting.
- Approval waits in someone’s inbox.
- Nobody knows which documents are still unprocessed.
- Originals and entries are stored in different places.
What Agentoriq automates
Illustrative sequenceStatic view
- TriggerA document arrives
- AIThe document type is recognized
- AIOCR and AI extraction read the fields
- AutomatedRules validate amounts, dates, tax numbers and the counterparty
- SystemA draft entry is created in ERP / BAS
- Requires approvalA responsible person approves the entry
- SystemThe document goes through electronic document exchange for signing
- ResultThe document and its data are archived together
Systems connected
Each system is connected through its available API, webhooks, database access or a custom connector. The approach is confirmed during the audit.
- PDF and scans
- Excel
- Вчасно
- BAS
- Cloud storage
Human control
- AutomatedDocuments that pass every validation rule are prepared as drafts
- Requires approvalEvery entry before it is posted
- Requires approvalDocuments with mismatched amounts or unknown counterparties
- Human decisionContracts and non-standard terms
After automation
- TriggerA document arrives
- AutomatedData is extracted, validated and prepared as a draft entry
- Requires approvalThe responsible person approves it
- ResultThe signed document and its entry are stored and linked
Expected outcomes
- Less manual data entry.
- Fewer typing errors in accounting.
- Approvals that do not get lost.
- A visible queue of documents in progress.
- Documents and their data are easy to find together.
Show us the workflow your team still handles manually.