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Stackline

Process Automation

Document data extraction

Extract the fields you need from recurring invoices, forms and reports in PDF, Excel or email, check them, and deliver the data to the right system.

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Conceptual architecture · illustrative, no real data

What we build

Invoices, forms and reports arrive as files, and someone types their contents into a system by hand.

  • Collection of documents from email or a shared folder
  • Extraction of the fields you need
  • Checks that flag documents for manual review
  • Delivery of the data to the target system

How it works

A typical data flow, from your equipment to the place the data is used.

Conceptual architecture · illustrative, no real data

  1. Incoming documentYour systems
  2. Stackline extractionStackline software
  3. ChecksWhere the data goes
  4. Target systemWhere the data goes

Getting started

What we need from you

  • Sample documents to process
  • Which fields are needed
  • Where the data should go

What you receive

  • An automated processing workflow
  • A review list for documents that need attention
  • A list of supported document types

Questions

It goes to a review list for a person to handle, instead of being processed wrongly.

Common ones such as PDF, Excel and email. We confirm the exact formats using your samples.

From a dedicated email address or shared folder. The extracted data then goes to the system that uses it.

More in Process Automation

Service overview

Have a similar task?

Send a short note about the equipment and software you use and what should change. We'll answer with questions or a first step.

Discuss your project