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Problem we solve

Onboarding clients takes hours of typing PDFs into our ERP

Extract structured data from any PDF and push it straight into your systems.

A secure document flow that uses AI / OCR to turn uploads into ready-to-use ERP records.

Signs this is your problem

You will recognise yourself in at least one of these

  • Operations spends real money on data entry from PDFs, scans and forms.
  • Manual transcription introduces errors that downstream systems then have to handle.
  • Compliance updates force you to update the form fields every year.
  • Volume spikes (e.g. tax season) create temporary hiring crises.

Why it happens

The root cause, in plain language

Document data is trapped in unstructured format. Without a reliable extraction layer, every new client onboarding is a manual translation job.

Our approach

How we actually fix this

  1. 1

    Build a secure intake flow where PDFs upload directly into a private pipeline.

  2. 2

    Use AI/OCR to extract structured fields and validate them against your business rules.

  3. 3

    Push the result into your ERP or back-office system with a human-in-the-loop for exceptions.

  4. 4

    Scale server capacity dynamically during peak seasons.

  5. 5

    Update extraction logic annually as compliance rules evolve.

What you can expect

Outcomes our clients see

  • Hours of manual transcription per client reduced to seconds of review.
  • 99.9% uptime with 24/7 error monitoring.
  • Annual compliance updates handled without halting operations.

Case study

Financial services — automated document onboarding

Processing new clients required hours of manual document transcription. We created a secure flow that extracts data from uploaded PDFs via AI (OCR) and instantly populates the firm's internal ERP software. Logic updated annually to accommodate new compliance rules.

Let's plan your growth

Initial consultation is completely free. We are looking for long-term partnerships.

Send us a message

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