Data Function

Document processing and data entry: Documents in, structured data out, exceptions to a person

Invoices, applications, contracts, filings and forms arrive as PDFs and attachments. We extract the fields, validate them against rules and reference data, push the clean records into your systems and send only the exceptions to a person.

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Demand Pay · Custom software · AI legal platform

Sound familiar?

The problems we hear

Finance, operations and compliance teams, and any business that re-keys documents.

  • Staff type invoice and form data into accounting or line-of-business systems.
  • Errors surface weeks later in reconciliation.
  • Volumes spike at month end.
  • Scanned documents and inconsistent layouts defeat simple templates.

How we approach it

What we do about it

  1. 01

    Extraction that fits the document

    OCR for scans, language models for variable layouts, structured templates where layouts are fixed.

  2. 02

    Validation gates

    Totals that add up, vendors that exist, dates in range, duplicates caught, confidence thresholds that route doubtful records to review.

  3. 03

    Integration

    Clean records pushed into QuickBooks, Xero, your ERP or database through their APIs.

  4. 04

    Scale and audit

    We have processed hundreds of thousands of regulatory filings with pipelines like this; every record keeps a link to its source document.

Tools and technology we typically use

  • OCR and language-model extraction
  • Validation rules and reference data
  • QuickBooks Online and Xero APIs
  • Queues and workers (SQS, RabbitMQ, Celery)
  • S3 or Canadian-region storage

We are not resellers. We recommend the option that fits your needs and data constraints.

Proof

Where we have done this

Real systems in production, with the business problem, what we built and how the client uses it.

All work

Guides

Read before you decide

All guides

Questions

About document processing & data entry

How accurate is automated extraction?

Accuracy depends on the document type and is measured on your documents before launch. Validation gates and an exceptions queue mean low-confidence records are checked by a person rather than loaded blindly.

Where are the documents stored?

In storage you control, in the region you need, with access controls and retention rules agreed with you.

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Free consultation

Not sure where to start?

A free 30-minute call is enough for us to tell you whether automation or custom software will pay off, what we would do first and roughly what it would cost. No preparation needed.

Talk about your documentsFind out what you can automate

Or reach us directly:info@datafunction.ca+1 416-319-3884