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🧠 Document Intelligence

Transform any document into structured, actionable data with AI-powered extraction and processing.

Overview​

FlowLogik's Document Intelligence vertical uses advanced AI to automatically extract, validate, and process information from any type of document - no templates or manual data entry required.

Supported Document Types​

Financial Documents​

  • Invoices - Extract vendor info, line items, totals, tax, due dates
  • Receipts - Capture merchant, date, items, amounts for expense tracking
  • Bank Statements - Extract transactions, balances, account details
  • Purchase Orders - Parse PO numbers, items, quantities, prices

HR Documents​

  • Resumes/CVs - Extract candidate info, experience, education, skills
  • Job Applications - Parse applicant data, qualifications, references
  • Employment Contracts - Extract terms, compensation, start dates
  • Time Sheets - Process hours, projects, billable time

Legal & Compliance​

  • Contracts - Extract parties, terms, dates, obligations, clauses
  • NDAs - Parse confidentiality terms, parties, durations
  • Terms & Conditions - Extract key legal terms and requirements
  • Compliance Forms - Process regulatory documents and certifications

Business Documents​

  • Business Cards - Extract contact info, company details
  • Forms - Process any structured or semi-structured form
  • Reports - Extract data from financial, sales, or operational reports
  • Custom Documents - Train AI on your specific document types

Key Features​

AI-Powered Extraction​

  • No templates needed - Works with any document format
  • Multi-language support - Process documents in 50+ languages
  • High accuracy - 95%+ extraction accuracy on standard documents
  • Continuous learning - AI improves with each document processed

Validation & Quality​

  • Automatic validation - Verify extracted data against business rules
  • Confidence scores - See AI confidence for each extracted field
  • Human-in-the-loop - Review low-confidence extractions
  • Error detection - Identify missing or inconsistent data

Format Support​

  • PDFs - Scanned or digital PDFs
  • Images - JPG, PNG, TIFF, HEIC
  • Office files - Word, Excel, PowerPoint
  • Email attachments - Automatically process emailed documents
  • Batch processing - Upload multiple documents at once

Common Workflows​

Invoice Processing Pipeline​

  1. Receive - Email, upload, or API submission
  2. Extract - AI captures vendor, items, amounts, dates
  3. Validate - Check against PO, vendor database, business rules
  4. Approve - Route for approval if needed
  5. Sync - Push to accounting system (QuickBooks, Xero, etc.)

Resume Screening​

  1. Upload - Receive resume via email, form, or ATS
  2. Parse - Extract contact info, experience, education, skills
  3. Score - AI scores candidates against job requirements
  4. Match - Compare to job descriptions and existing database
  5. Route - Send qualified candidates to hiring manager

Contract Analysis​

  1. Upload - Submit contract for review
  2. Extract - Pull key terms, dates, obligations, parties
  3. Analyze - Identify risks, unusual clauses, missing terms
  4. Compare - Check against standard templates
  5. Alert - Notify stakeholders of important terms or risks

Integration Options​

Direct Integrations​

  • Accounting - QuickBooks, Xero, Zoho Books, Sage
  • Storage - Google Drive, Dropbox, OneDrive, Box
  • Email - Gmail, Outlook, Office 365
  • CRM - Salesforce, HubSpot, Pipedrive
  • ATS - Greenhouse, Lever, BambooHR

Input Methods​

  • Web Upload - Drag & drop in dashboard
  • Email - Send to your FlowLogik email address
  • API - Programmatic document submission
  • Webhooks - Trigger workflows on document upload
  • Browser Extension - Capture from any webpage

Output Options​

  • JSON/CSV - Structured data export
  • Database - Direct database writes
  • Spreadsheets - Google Sheets, Excel
  • APIs - Send to any REST API
  • Custom webhooks - Real-time notifications

Getting Started​

Step 1: Choose Document Type​

Select the type of document you want to process or start with a custom type.

Step 2: Upload Sample Documents​

Upload 3-5 sample documents to test the extraction accuracy.

Step 3: Configure Fields​

Review extracted fields and customize as needed. Add validation rules.

Step 4: Set Up Integration​

Connect your destination system (accounting, CRM, database, etc.).

Step 5: Test & Deploy​

Process a few test documents, then enable automatic processing.

Best Practices​

For Best Results​

  • Good quality scans - Use 300 DPI or higher for scanned documents
  • Clear images - Ensure text is readable and not blurry
  • Standard formats - PDFs and images work best
  • Consistent documents - Similar document structures improve accuracy

Validation Rules​

  • Set up validation rules to catch errors early
  • Use confidence thresholds to trigger human review
  • Create custom business rules for your specific needs
  • Monitor and adjust rules based on results

Batch Processing​

  • Group similar documents for more efficient processing
  • Use folders or tags to organize document types
  • Schedule batch uploads during off-peak hours
  • Monitor processing queue and errors

Pricing​

Document Intelligence is included in all FlowLogik plans:

  • Starter - 100 documents/month
  • Professional - 1,000 documents/month
  • Business - 5,000 documents/month
  • Enterprise - Unlimited documents

View full pricing →

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