Finance & Operations

Document & Data Processing Agent

Process PDFs, forms and spreadsheets: extract, clean, validate and organize the information.

Your AI Workforce — selected

Tick as many as you need. We configure each one around how your organization works.

What it does

Four Jobs, One Agent

  1. Reads PDFs, scanned forms and spreadsheets and pulls out the fields you need.

  2. Cleans and standardizes the values instead of importing whatever was typed.

  3. Validates against your rules and surfaces what does not pass rather than guessing.

  4. Organizes the output into whatever system or format the work actually goes into.

Where it fits. Manual document processing and data entry consume staff time across grants, finance, programs, HR and reporting. It is the same work in every department.

Getting started

What It Takes, What You Get

Samples of the documents or formsyou processThe fields you need out of themand the rules they must satisfyRESULTSStructured, validated data out ofunstructured documentsAn exceptions list short enough towork through by handStaff hours returned from dataentry to program work

What we need from you

Samples of the documents or forms you process and the fields you need out of them and the rules they must satisfy.

What you get

Structured, validated data out of unstructured documents, an exceptions list short enough to work through by hand and staff hours returned from data entry to program work.

SETUPYour programsApproved informationWorkflowsRequirementsConfiguring…Live

Available With Setup

We configure this around your organization: your programs, approved information, workflows and requirements.

PDFs Scanned forms Spreadsheet Your team

How it connects

PDFs, scanned forms, spreadsheet and your team, linked in one workflow.

More agents

Also in Finance & Operations

Available With Setup

Bookkeeping Assistant

Import statements, organize transactions, reconcile accounts and prepare routine reports.

View agent
Available With Setup

Invoice, Expense & Reconciliation Agent

Extract invoices and receipts, match them to transactions and surface the exceptions.

View agent
Available With Setup

Budget Monitoring & Financial Reporting Agent

Track budget-to-actuals and draft the summaries leadership and funders need.

View agent
See the whole category →

Build the workforce your organization needs.

Select the functions you want to take off your team’s plate. We configure them around your organization’s workflows, systems and requirements.

Build Your Workforce →