Classification
Sorts incoming documents by type, project, customer, or supplier as they arrive by email or upload.
AI Agent
Document Intake Agent
Every contract, invoice, and bid pack becomes a checked record, with the source page attached.
Classification, extraction, validation, and a human review queue for the documents your team currently retypes.
Reply within 24 hours. First agent, price, and timeline. No obligation.
A document intake agent is an AI agent that reads incoming documents such as contracts, invoices, forms, and bid packages and turns them into structured records in your systems. Every extracted field links back to its source page, and anything missing or uncertain goes to a person for review.
Sound familiar?
“We retype data from PDFs all day.”
“Someone copies every invoice into the system by hand.”
“We miss deadlines buried in bid packs.”
“I can't tell which version of the contract we agreed to.”
What it does
Skills you can switch on.
The Agent Audit picks which skills to start with. Add the rest as the agent proves itself.
Field extraction
Pulls the dates, amounts, parties, terms, and requirements you care about into structured fields.
Source links
Attaches the exact page behind every extracted value, so anyone can check it in seconds.
Validation
Checks extracted values against your rules and existing records, and flags missing or conflicting information.
Human review queue
Sends uncertain fields to the right person with the document open at the right page.
Records into your systems
Writes approved records into your ERP, CRM, accounting tool, or spreadsheet.
Before and after
What changes in the first week.
Today
- Data retyped from PDFs and email attachments
- Key dates and clauses missed in long documents
- No quick way to check where a number came from
- Different people extract the same document differently
With the agent
- Documents classified and extracted on arrival
- Missing and conflicting fields flagged, not guessed
- Every value linked to its source page
- Consistent records written into your systems after review
You stay in control. A person reviews flagged or uncertain fields before any record is written into your systems.
Proof
Work we have already shipped.
Planroom
15 real bid packages evaluated for extraction quality
15packages evaluated
62largest package documents
1,543specification pages
10packs reviewed in depth
LetterMate
12,000+ letters generated across 20 guided workflows
20letter types
12,000+letters generated
70%lower cost vs lawyer-led creation
BookSmart
Separate processing paths for invoices, statements, and SIE exports
3document types read
GPT-4oextraction model
2OCR engines
Pricing
Start small. Prove it in a week.
The Starter Agent is $1,000 and live in one week. If your Starter Agent does not work as agreed in writing, we fix it at no charge or refund the $1,000.
The Agent Audit
Free
Reply within 24 hours
Show us one workflow. We tell you which agent to start with, what it will cost, and what should wait.
- One workflow reviewed
- First agent recommended
- Rough price and timeline
- What should stay manual
Starter Agent
$1,000
Live in 1 week
A deliberately small first agent that proves the value before you commit to more.
- One skill, one workflow
- Up to two of your existing tools
- Human approval on important actions
- Testing, launch, and handoff
If your Starter Agent does not work as agreed in writing, we fix it at no charge or refund the $1,000.
Managed AI Operations
From $1,000/month
Monthly, no lock-in
We run your agents, keep them accurate, and add one new workflow or skill each month.
- Monitoring and fixes
- Prompt and data updates
- One new small workflow a month
- Cancel any time
AI Operating Layer or AI System
$10,000-$75,000+
Phased delivery
Agents across the whole operation, or an AI CRM, AI ERP, knowledge system, or integration layer.
- Starts with a System Blueprint ($1,500-$5,000, credited)
- Multiple agents and workflows
- Fixed scope per phase
- You own what we build
Common questions
Before you start.
How much does a Document Intake Agent cost?
The Starter Agent is $1,000 and goes live in one week for one document type and up to two of your tools. If it does not work as agreed in writing, we fix it at no charge or refund the $1,000.
Which documents can it handle?
Contracts, supplier invoices, statements, forms, applications, and construction bid packages, including long multi-document packages. Scanned documents are supported where the scan quality allows.
How do we know the extracted data is right?
Every field links to the page it came from, validation rules catch conflicts, and uncertain values go to a person for review before anything is written to your systems.
Where do the records end up?
In the system you already use: your ERP, CRM, accounting tool, Google Sheets, or Excel. You do not need a new document platform.
What happens after launch?
Managed AI Operations, from $1,000 a month, monitors accuracy, updates extraction rules, and adds new document types each month. No lock-in; cancel any time.
Keep exploring
Connected to how you work.
Industries
The Agent Audit
Get my free Agent AuditKnow which agent to start with.
Show us one workflow. Within 24 hours you get the agent we would start with, what it costs, and what should wait.