Invoice and Receipt Processing
Read supplier invoices and expense receipts, extract the supplier, dates, amounts, tax and line items, and prepare them for your accounting system.
Invoices, receipts, application forms, contracts and emailed PDFs all arrive with the same problem: someone has to read them, pick out the details that matter and type them into another system. We build document processing that uses AI and clear rules to read each document, extract the key fields, check them and send them to your accounting system, CRM or database, with a person reviewing anything that does not look right.
A supplier invoice should become a draft bill in your accounting system. A completed application form should become a record in your CRM. A signed contract should have its key dates, parties and terms pulled out and stored where your team can find them. We build systems that do this reading and filing for you.
AI handles the parts that need understanding, such as finding the total on an invoice that uses an unusual layout, or working out what kind of document has just arrived. Rules handle the parts that must always be right, such as checking that line items add up, that a supplier already exists or that a required field is filled in. Anything that fails a check goes to a person to confirm, so your records stay accurate.
Most businesses still move a large part of their information by hand, from a document into a system.
Each document only takes a few minutes to read and type up, but the work never stops, it piles up at busy times and it depends on someone noticing every detail. A mistyped amount, a missed renewal date or a form filed in the wrong place tends to surface later as a payment problem, an unhappy customer or a report nobody trusts.
Socialist Fox builds document processing around the paperwork your team already handles and the systems it needs to end up in.
Read supplier invoices and expense receipts, extract the supplier, dates, amounts, tax and line items, and prepare them for your accounting system.
Turn completed forms and applications, whether typed, scanned or photographed, into structured records in your CRM or database.
Pull out parties, dates, renewal terms, notice periods and other key clauses so they can be tracked instead of forgotten in a folder.
Watch a shared inbox, pick up the documents that arrive, work out what each one is and send it down the right path.
Sort incoming documents by type, customer, supplier or urgency so each one reaches the right person or process.
Produce short, plain summaries of long reports, contracts or case files so your team can see what matters before reading the full text.
Apply your business rules to every extracted value, such as totals adding up, required fields being present and records matching what is already in your system.
Give your team a simple review screen showing the document beside the extracted details, so they can confirm or correct anything flagged.
Good document processing takes the typing away while keeping a person in charge of the decisions that matter.
Your team stops retyping details from documents and starts checking the few that need attention.
Every extracted value is checked against your rules before it reaches your systems, so fewer mistakes slip through.
Invoices, applications and requests move on as soon as they arrive instead of waiting in a pile.
When the volume of paperwork rises, the system keeps up without you needing extra hands for data entry.
You can see which document each record came from, what was extracted and who approved any changes.
Details that used to sit inside PDFs become structured data you can search, filter and report on.
Finance, operations and admin staff spend more of their week on work that needs their judgement.
If someone on your team spends a large part of the day reading documents and typing what they find, there is very likely a better way.
We start with your real documents and your real systems, not a generic demo.
We look at a sample of the documents your team handles, how they arrive, how much they vary and where the details end up today.
Together we decide which fields matter, what counts as correct and which checks a value must pass before it is saved.
We decide which documents can flow straight through, which need a person to confirm and who that person should be.
We build the extraction, checks and review screen, and connect them to your accounting system, CRM, database or shared storage.
We run real past documents through the system, compare the results with what your team entered and tighten the rules where needed.
After launch we watch the exceptions your team corrects and use them to improve the checks and extraction over time.
AI reading documents is not perfect, so we never pretend it is. We build every system so that uncertain results are checked by a person before they reach your records.
Read invoices from a shared inbox, match the supplier, check the totals and create draft bills for your finance team to approve.
Let staff upload photos of receipts, extract the merchant, date and amount, and prepare expense claims for approval.
Turn completed customer or client applications into CRM records, flagging missing information before anyone follows up.
Extract parties, start dates, renewal dates and notice periods into a register that sends reminders before deadlines.
Classify incoming emails and attachments as orders, queries, complaints or paperwork and send each one to the right team.
Produce short summaries of long reports or case files, with links back to the relevant pages for anyone who needs the detail.
Read purchase orders or order forms, check product codes and quantities against your records and create orders ready for fulfilment.
We include what your workflow needs and leave out what it does not.
Some document processing relies on third-party services that charge based on use, such as AI models that read and summarise text and services that turn scanned pages into text. Before building, we estimate these running costs with you based on the kinds of documents you handle, and we look at simpler, lower-cost options wherever they do the job.
Most business paperwork that follows a recognisable pattern, including supplier invoices, receipts, purchase orders, application forms, contracts, letters and emailed PDFs. Typed, scanned and photographed documents can all be handled, although very poor scans or messy handwriting will usually need a person to check them.
It is good, but it is not perfect, and we never present it as if it were. That is why every system we build checks extracted values against your business rules, such as totals adding up or a supplier already existing, and sends anything uncertain to a person to confirm before it reaches your records.
Yes. Older template-based tools struggled when every supplier used a different layout. AI can find the right details across many layouts, and we test it with a sample of your real documents so we know where it works well and where a review step is needed.
In most cases, yes. Most accounting systems, CRMs and databases can receive data through an API, so extracted details can become draft bills, contact records or database entries. We review your systems early to confirm what is possible.
AI Solutions and Automation covers workflow automation in general, such as routing requests, drafting replies and connecting steps in a process. Document and Data Processing focuses specifically on reading documents, extracting and checking the details they contain and getting that data into the right system accurately.
Carefully. We limit access to the people who need it, choose services with suitable data protection terms, avoid keeping documents longer than necessary and agree with you how personal data is stored and processed. You own the data and the code we build.
Usually, yes. AI models and document reading services typically charge based on how much they are used. We estimate these costs with you before building, based on the documents you handle, and use simpler, lower-cost options where they do the job.
Connecting business tools so a new enquiry or signed quote triggers every follow-on step automatically, with nothing copied by hand.
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