Automation 02 — Document Processing

Every document read, extracted, and filed — without anyone touching it

Manual document handling is one of the biggest hidden costs in any professional services business. It's slow, error-prone, and entirely automatable. We eliminate it.

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What this changes

15 min

Manual processing time per document

2 min

Automated processing time per document

99%+

Extraction accuracy with validation layer

The problem

Every document that arrives is costing you more than you think

The cost isn't just the time — it's the errors, the delays, and the people you can't redeploy.

What's happening right now

Invoice or document arrives by email or post
Someone opens it, identifies what it is, and decides what to do with it
Key fields typed into accounting or practice management software by hand
Entry cross-checked by a second person — because errors happen
Original filed in a folder — or lost entirely

At 150 documents a month, that's 37 hours of admin. At 500, it's a full-time job. And every error that gets through creates downstream problems that take even longer to fix.

Document Processing replaces the entire receipt, extraction, validation, and filing loop with an AI-powered workflow that handles any document format — PDFs, emails, scans.

Works with Xero, Sage, QuickBooks, and most practice management systems via API or direct integration.

How it works

Five steps. No manual handling.

Click any node to see what happens at each stage.

Click a node above to see what happens at that step

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What you get

A complete package — not just a workflow

Every Document Processing build includes everything you need to run and maintain it.

The build

Mini process audit — we map your current document handling before building anything
n8n workflow: email/folder watch → AI extraction → validation → accounting system push
Handles invoices, receipts, compliance forms, and any repeatable document type
Validation layer: extracted data checked against your chart of accounts or supplier list
Exception routing: documents that fail validation flagged for human review, not silently dropped

The handover

Standard Operating Procedure: how the workflow operates end to end
User guide: how to add new document types, adjust validation rules, manage exceptions
Implementation guide: tested against your actual documents before go-live
Audit log: every document processed with timestamp, extracted data, and outcome recorded
30-day monitoring period and optional ongoing retainer

from £2,000Complete package including audit

15 → 2 minPer document processed

3–5 monthsTypical payback period

Keep it working as your documents change

Document formats evolve. New suppliers, new systems, new requirements. A retainer keeps the extraction rules current and catches anything that breaks silently.

from £250/monthCancel anytime