Document AI · 2024

Invoice & Document Intelligence Pipeline

Client: Mid-Market Finance Firm

Automated invoice and contract extraction pipeline with human-in-the-loop validation.

Document AIFinanceAutomation

Duration

8 weeks

Category

Document AI

Year

2024

The problem

Finance team manually keyed data from 2,000+ invoices monthly, with frequent errors and slow month-end close.

What we built

Built an extraction pipeline using vision LLMs that parses PDFs and scans, validates against vendor master, flags exceptions to a review queue, and posts clean records to NetSuite.

Outcomes

  • 95% straight-through processing rate
  • Month-end close shortened by 4 days
  • Manual data entry reduced by 90%

Stack

PythonClaude VisionFastAPINetSuite APIPostgres

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