Turn Documents Into Data Without Lifting a Finger
AI that reads invoices, permits, warranties, contracts, and work orders — extracting the data your team currently enters by hand.
What you get
Turns documents into structured data automatically
Eliminates hours of manual data entry every week
Reduces errors from mistyped numbers and missed fields
Works with PDFs, photos, scans, and email attachments
Searchable digital archive of every document
Routes data to the right system automatically
Handles invoices, permits, contracts, warranties, and work orders
How it works
From setup to results, here's the full picture.
The Process
Documents arrive via email, upload, or photo from the field.
AI classifies the document type — invoice, permit, contract, work order, warranty.
Key data is extracted: amounts, dates, addresses, line items, customer info.
Extracted data is validated against your existing records for accuracy.
Clean data is pushed directly to your CRM, accounting system, or job management tool.
Every document is archived and searchable — find any record in seconds.
What We Need From You
Sample documents (invoices, permits, contracts, etc.) — 10–20 examples of each type
CRM or accounting system login credentials (QuickBooks, ServiceTitan, etc.)
Field mapping preferences — which data fields matter most to your workflow
Preferred intake method (email forwarding, upload portal, or mobile photo)
Don't have everything ready? No problem — we'll handle the details during onboarding.
Works with your existing tools
No CRM migration required
Document Intelligence works with any system that accepts structured data. We push extracted fields directly to ServiceTitan, QuickBooks, Housecall Pro, Jobber, or your accounting platform.
Ready to put document intelligence to work?
Sign up and we'll walk through your current operations and show you how this solution drives value for your business.
No contracts. No commitments. We'll reach out after you sign up.