Skip to content
Aries Tech

03 / DOCUMENT INTELLIGENCE

AI document and data entry automation

From incoming documents to your business software. We automate extraction, classification and repetitive steps, with validation rules and human review of exceptions.

An initial conversation. No commitment.

Sheets flowing through violet glass and becoming ordered data.
Incoming documents. Data to work with.
  1. PDFs, emails, attachments
  2. OCR and extraction
  3. Human review
  4. ERP / CRM

01 / WHERE WE CAN HELP

Start with the actual work.

We identify the tasks, people and systems involved. Then we decide together where to act and what to keep.

01

Collect and classify

PDFs, scans, emails, orders, invoices and forms. We identify input channels, document types and the information to recognise.

02

Extract and validate

OCR and extraction of relevant data, with agreed rules and review of uncertain values. Document quality and unusual cases are checked against real samples.

03

Connect the workflow

Approved data moves to ERP, CRM or business applications through available interfaces. We define permissions, error handling and the steps that remain with people.

Beyond OCR: automate the document workflow

Reading a PDF is only one step. An invoice or order received by email can be classified, checked against agreed rules and reviewed before updating business software. Channels and permissions are verified for each project.

Explore OCR, data extraction and document classification ↗

02 / OUR APPROACH

A process you can evaluate. Step by step.

Before starting, we agree objectives and scope. Next steps are defined by what we learn, not by standard promises.

  1. 01

    Workflow assessment

    Documents, volumes, manual tasks and target systems.

  2. 02

    Pilot design

    Expected output, rules, exceptions and integration scope.

  3. 03

    Sample testing

    We measure data correctness, errors and the human review required.

  4. 04

    Integration and release

    The validated workflow is connected to your systems with agreed checks.

Define the first step ↗

See the direction.
Before committing to the build.

The first conversation is free. During the proposal stage, where useful, we prepare a demo or navigable prototype to make the proposed workflow tangible.

Explore screens, simulate key steps and collect feedback from operators and management. This helps clarify requirements and discuss the investment before building the complete system.

AI-assisted development makes this validation faster. A demo is not production software: data, access controls, integrations, testing and maintenance still need to be designed and verified. Demo scope, timing and any commercial terms are agreed for each project.

Discuss your process ↗

03 / FAQ

Before you start. Questions to resolve.

Our documents are all different: can we still start?

We start with a representative sample of PDFs, scans and attachments, including difficult ones. We check which data to extract and how much human review is needed. A pilot can focus on one useful document type before expanding to others.

Will an incorrect amount go straight into our business software?

The workflow includes validation rules and exception review before updates. We define which data requires confirmation and how missing or inconsistent values are handled. Real-sample testing measures errors and the review needed rather than assuming every extraction is correct.

Is this just OCR, or does it handle the next steps too?

OCR is one step. We can connect document recognition, extraction, validation and updates to the target system. For example, an email attachment can become a set of checked data sent to business software through available integrations.

What do you need to assess whether we can reduce data entry?

Tell us which documents arrive, the volumes, which information is retyped and where it needs to go. Include the exceptions that take the most work. This helps assess feasibility, integrations and risks; any pilot is then agreed separately.

Contact us

Assess one document workflow

Tell us what arrives, which data must be extracted and which system needs updating. We start with volumes, exceptions and integrations.

No commitment. We will contact you to clarify your request and agree next steps.

How we handle your personal data