Document AI for Metro Detroit Small Businesses
Stop processing documents by hand. AI reads, extracts, classifies, and routes the information inside your invoices, contracts, intake forms, and reports in seconds, however many arrive.
Documents are a hidden time sink
In a small business, documents are mostly handled by hand. Invoices get keyed into QuickBooks, client intake forms get retyped from PDFs into the CRM, and contracts get read line by line to find the clauses that matter. Document AI takes over that handling. The document comes in, the AI reads it, pulls out the data you need, and pushes it to the right place in your stack.
What we automate
Invoice processing
AI extracts vendor name, line items, amounts, and due dates from incoming invoices and pushes them into QuickBooks, Xero, or your accounting platform with no manual keying.
Contract review & extraction
AI scans contracts for key clauses, dates, obligations, and renewal terms, and lists them for review, so nobody reads every page to find them.
Client intake forms
PDF and web intake forms are read, structured, and pushed into your CRM the moment they arrive, with no retyping.
Receipt and expense classification
Receipts from email, photos, or uploads are read, categorized by expense type, and logged in your accounting system automatically.
Report parsing
Supplier reports, carrier invoices, and third-party data exports are parsed on a schedule and loaded into your systems in the format you need.
Document routing & filing
Incoming documents are classified by type and routed to the right folder, person, or system based on what they contain.
Common questions
What document types does Document AI handle?
PDFs, scanned images, Word documents, Excel files, email attachments, and web form submissions. The AI reads typed and printed text, and often handwriting, depending on how legible it is.
How accurate is the extraction?
Structured documents like invoices and forms extract most reliably. For less structured documents like contracts, the AI scores its confidence on each field so a person can check the uncertain ones. Before go-live we measure accuracy on a sample of your own documents, and we add human review wherever an error would be costly.
Where does the extracted data go?
Wherever you need it. Common destinations include QuickBooks, Xero, HubSpot, Salesforce, Google Sheets, Airtable, and custom databases. We connect to whatever is already in your stack.
What about data security and confidentiality?
We treat confidentiality as a design requirement. We can deploy locally processed models for sensitive document types (legal, medical, financial) that never send data to third-party cloud services. We discuss your specific requirements during the AI Readiness Audit.
How long does it take to build?
A focused document AI automation for one document type (e.g., invoices into QuickBooks) typically takes one to two weeks in the build sprint. More complex multi-document workflows are scoped specifically during the audit.
Ready to find out what's worth automating?
Start with the $297 AI Readiness Audit. In one fixed-scope week it maps your highest-ROI automation opportunities and delivers a written implementation plan before you commit to anything larger.
Take the free assessmentTell us what's eating your week
Book a 30-minute call. We'll ask how the work gets done today and tell you whether an audit makes sense.
Connect locally
Metro Detroit, MIIn person for workshops and strategy sessions.