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OCR & AI Data Extraction

Intelligent Document Processing & OCR Data Extraction

Invoices, purchase orders, KYC documents, bank statements and claim forms still arrive as PDFs and photos. We build document AI that reads them, extracts the fields you need, checks them against your rules and sends clean data to your systems.

  • Your data stays yours
  • Accuracy tested before go-live
  • Works with your CRM, ERP & WhatsApp

What this covers

  • Intelligent Document Processing
  • OCR & AI Data Extraction

Typical timeline

Proof of concept in 3–4 weeks; production rollout typically 6–12 weeks.

Who it is for

Who our Intelligent Document Processing service is for

Our pipelines combine OCR, layout understanding and language models, so they handle the scanned, handwritten and multi-format documents common in India, including GST invoices and Hindi text. A review screen catches low-confidence fields before they reach your books.

Discuss your requirement
  • 01

    Finance teams entering hundreds of vendor invoices a month

  • 02

    NBFCs, insurers and fintechs processing KYC and claim documents

  • 03

    Logistics firms handling bills, challans and delivery proofs

  • 04

    Legal and HR teams extracting clauses and details from contracts

Capabilities

What is included in Intelligent Document Processing

Invoice & PO extraction

GSTIN, invoice numbers, line items, taxes and totals captured and validated against purchase orders.

KYC document processing

PAN, masked Aadhaar, passports and bank statements parsed with checks for tampering and mismatches.

Form & handwriting OCR

Printed and handwritten forms digitised, including checkboxes and tables.

Contract data extraction

Parties, dates, amounts, renewal terms and key clauses pulled into a searchable register.

Validation & human review

Business rules, confidence scores and a reviewer screen for exceptions.

ERP & CRM posting

Approved data posted to Tally, SAP, Zoho or your own systems automatically.

Also covers Intelligent Document ProcessingOCR & AI Data Extraction

How we work

A clear, step-by-step delivery process

You always know what happens next, who is responsible and what you will receive at each stage.

Typical timeline

Proof of concept in 3–4 weeks; production rollout typically 6–12 weeks.

  1. 01

    Document sampling

    Real samples of each document type and the field list are collected.

  2. 02

    Extraction design

    OCR engine, layout models and validation rules are chosen.

  3. 03

    Accuracy tuning

    Extraction is tuned field by field on your samples.

  4. 04

    Integration

    The review screen and system posting are connected.

  5. 05

    Go-live

    Throughput and accuracy are monitored with feedback loops.

Deliverables

What you receive

  • Document extraction pipeline
  • Reviewer web interface
  • Validation rule engine
  • ERP or CRM integration
  • Accuracy and throughput report
  • Documentation and training

Technology & standards

Tools we work with

Google Document AIAWS TextractAzure AI Document IntelligenceTesseractPaddleOCRGPT-4o / Gemini visionPythonFastAPITally & Zoho APIs

We recommend tools based on your scale, budget and existing systems, not on what is fashionable. Every choice is explained in the proposal.

Engagement models

Choose how we work together

Proof of concept

A 3–4 week pilot on your own data with agreed accuracy targets, so you see real results before scaling.

Most chosen

Production build

Hardened integration, guardrails, monitoring and admin controls, delivered in milestones with a fixed quote.

Managed AI operations

Ongoing prompt and model tuning, evaluation runs, cost monitoring and feature additions on a monthly plan.

How pricing works: AI projects are priced in two stages: a fixed-price proof of concept, then a production quote based on what the pilot proves. Model and API usage costs are estimated upfront and billed at actuals.

Get a quote

FAQs

Intelligent Document Processing: frequently asked questions

How accurate is AI OCR on Indian invoices?

On clear digital and scanned invoices, key fields are extracted with high accuracy after tuning, and low-confidence fields are flagged for review. We measure accuracy on your own samples before go-live so you know the real number.

Can it read handwritten or poor-quality scans?

Handwriting and poor scans are harder, but modern models handle many cases. Anything below the confidence threshold goes to a human reviewer, so errors do not reach your records.

Is sensitive KYC data kept secure?

Yes. Documents are encrypted in transit and at rest, Aadhaar numbers are masked, access is role-based and retention follows your policy. Processing can run inside your own cloud account.

Can extracted data go straight into Tally?

Yes. Approved invoices can be posted into Tally or other accounting systems as vouchers, with duplicates and GSTIN mismatches blocked.

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Related services

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