Document Intelligence
AI document processing that turns invoices, contracts and forms into clean data.
Stop retyping. We pull tables, fields and handwriting out of your documents and send the data into your database or CRM, with a person checking anything uncertain.
What is Document Intelligence at Clepto?
Document Intelligence at Clepto means a system that reads your invoices, contracts and forms and turns them into structured data in your database, CRM or spreadsheet. Anything the system isn't sure about goes to a simple review screen for a person to check, so nothing is filed wrongly without someone seeing it.
- You own what we build
- Branded as yours
- No lock-in
Who it's for
Typing invoices into accounting software?
Line items, tax numbers and bank details are copied by hand from PDFs.
Checking contracts clause by clause?
Your team reads long documents to find the same few clauses every time.
Digitising paper at a counter or warehouse?
Forms and handwritten notes need to become data quickly and accurately.
Why it matters
What it solves
- Eliminates slow and error-prone manual data entry from business documents.
- Speeds up processing of invoices, forms, contracts, and compliance records.
- Improves data accuracy by structuring information automatically.
- Gives teams and decision-makers real-time visibility through connected dashboards and analytics.
How we do it
- Scan, extract, and structure data from documents such as invoices, contracts, KYC forms, and reports.
- Use AI-powered OCR and vision models to turn unstructured files into clean, usable data.
- Connect extracted information directly to your CRM, ERP, or database to remove manual re-entry.
- Build custom dashboards for reporting, monitoring, and executive decision-making.
Common uses
- Invoice Processing
- KYC Automation
- Contract Analysis
- Compliance Reporting
- Executive Dashboards
Deliverables
Extraction pipeline
Reads printed text, handwriting, tables and key fields from your documents.
Straight into your systems
Validated data written to your database, CRM, ERP or Google Sheets.
Human review screen
Uncertain fields go to a simple screen where a person approves or corrects them.
Alerts for bad files
Unreadable or suspicious documents are flagged instead of failing quietly.
Tracking
See how many documents were processed and how many needed a person.
Private by default
Runs on your own accounts by preference, with retention rules you set.
Proof
How it works
- 01Document arrives
- 02Text and tables extracted
- 03Data checked against rules
- 04Uncertain fields reviewed by a person
- 05Saved in your system
Process
Samples
We test real examples of your documents to see how much they vary.
Rules
We agree which fields to extract, how to check them and when a person should review.
Build
We build the extraction pipeline and connect it to your systems.
Review and hand over
The review screen goes live, with documentation and one month of maintenance.
Tools
What tools do we use?
Mainstream tools, so whoever looks after your system next can pick it up.
- Python
- OpenAI
- Claude
- PostgreSQL
- Supabase
Terms
Agreed in writing before we start. When we finish, what we built is handed over to you.
- Runs on your own infrastructure by preference
- Document retention and deletion rules set by you
- Dashboards built by us or connected to your existing tools
- Source code handed over to you once paid in full
- One month of post-deployment maintenance included
FAQ
Questions about Document Intelligence
Want to talk about document intelligence?
Book a consultation with our AI business analysts. We'll map how you work today and tell you plainly what we'd build — and what you'd own at the end.