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Microsoft Solutions & Automation

AI-Powered Document Extraction

Extract structured fields from invoices, forms and contracts using Azure AI Document Intelligence and custom models.

The challenge

OCR makes text searchable, but your systems need specific values: invoice numbers, totals, dates, names and line items. Template-based extraction breaks as soon as a supplier changes their layout.

How we approach it

We use Azure AI Document Intelligence prebuilt models and, where needed, train custom extraction models on your own document samples. Extracted values are validated with confidence thresholds, and low-confidence results go to a review queue before reaching your systems.

Is this right for you?

Good fit for finance, operations and property teams processing large volumes of similar documents. Tell us about your project.

Scope

What is included

Prebuilt models

Invoices, receipts, IDs and common forms

Custom models

Trained on your specific document types

Validation rules

Confidence thresholds and business checks

Human review

Exceptions routed to a person

System delivery

Data sent to SharePoint, ERP, CRM or databases

Business benefits

What it means for your business

  • Use what you own Get more value from existing Microsoft 365 licenses.
  • Fewer manual steps Approvals, notifications and data entry automated.
  • Organized information Documents stored, named and permissioned consistently.
  • Auditability Every automated step logged and traceable.

How we work

A clear process from first call to support

01

Discovery

We learn how your business works, what is not working today and what success should look like. You get clear questions, not a sales script.

02

Planning

We agree scope, priorities, platform choices, timeline and budget in writing, so everyone knows exactly what will be delivered.

03

Implementation

We design and build in short iterations, sharing progress regularly so you can give feedback before anything is final.

04

Testing

We test functionality, data, security, performance and mobile layouts, then run user acceptance testing with your team.

05

Launch & training

We launch carefully, monitor closely and train your team with practical walkthroughs and documentation.

06

Support & improvement

After launch we fix issues quickly and keep improving, with optional monthly support and optimization plans.

Have a project in mind? Let’s scope it together.

Tell us what you want to build, fix or automate. We will reply with practical next steps, a realistic timeline and a clear estimate.

Book a Consultation

Request a Quote