Data pulled from documents and into your systems automatically.
No manual keying. No transcription errors. Relevant data extracted from documents, emails and forms and delivered to the right place without a person doing it.
What the data extraction agent does
Identify. Extract. Populate.
When a document, email or form arrives containing data your operation needs, the agent identifies the relevant fields, extracts the values and populates your system automatically. The data arrives where it needs to be without anyone copying it across. Your team validates the output and moves the process forward.
Capabilities
What it handles.
Field identification
Identifies the relevant data fields across varied document formats and layouts. Does not require a fixed template to extract accurately.
Automated population
Extracted data delivered directly into your CRM, case management system, spreadsheet or workflow. No manual entry required between receipt and processing.
Validation and confidence routing
Extracted values assigned a confidence score. High confidence data populated automatically. Lower confidence items flagged for human validation before they enter your system.
Enrichment
Where additional data can be derived or cross-referenced from existing sources, the agent enriches the extracted record automatically before it reaches your system.
Who it is for
Built for operations that move data from documents into systems.
Finance and FinTech
Extract data from applications, statements and supporting documents. Populate your systems without manual entry at every stage of the process.
Legal
Extract key dates, parties, obligations and values from contracts and legal documents. Populate your matter management system without fee earner involvement at the data entry stage.
Insurance
Extract claim details, policy information and supporting evidence from incoming documents. Populate your claims system accurately and immediately.
Recruitment
Extract candidate data from CVs and application forms. Populate your applicant tracking system without your team manually entering every record.
What is included
What you get.
Configured for your document types and target data fields.
Direct integration with your existing systems.
Confidence scoring with human validation routing.
Enrichment from additional sources where applicable.
Full audit trail of every extraction.
Frequently Asked Questions
Common Questions.
PDFs, Word documents, emails and form submissions are supported as standard. The agent is configured for the specific formats your operation uses.
Accuracy depends on document quality and consistency. We test against real documents from your operation before deployment and set confidence thresholds accordingly.
The item is flagged for human validation. The agent does not populate your system with uncertain data.
Handwritten content is assessed during the discovery call. Reliability depends on the legibility and consistency of the documents involved.
Yes. Integration points are mapped during the discovery call. Extracted data is delivered directly to your existing CRM, case management system or workflow.
Find out how much manual data entry you could eliminate.
Book a discovery call. We will map your document types and show you exactly what the agent would extract and where it would go.
Book a discovery call →