Document processing only works when companies can trust how documents, extracted data and exceptions are handled.
Request private workflow reviewDocuments arrive through controlled intake channels. Each one is classified, validated and cross-checked before anything moves forward — nothing is silently auto-posted.
Documents arrive through defined channels — UI upload, email, API, webhook, or ZIP batch. The intake path for each workflow is agreed upon during the workflow review, before onboarding begins.
Each document is classified by type, validated against the expected structure, and cross-checked against the other documents in the same operation. A document that does not pass this step does not proceed.
Extracted data does not reach downstream systems automatically without passing the validation and — where required — human review steps. Uncertain or inconsistent cases are held in an exception queue, not forwarded.
During early access, every workflow is reviewed before onboarding. We do not open access to a workflow we have not examined. The review covers:
What documents are processed — types, formats, sources, and any edge cases the workflow regularly encounters.
Where documents come from — the intake channel and how documents arrive in practice.
What data must be extracted — the specific fields, values and structures the operation depends on.
What systems receive the output — the destination, format, and any transformation the data needs before it arrives.
What cases require human review — the exception criteria that must route to a person before data is forwarded.
Every extracted value traces back to its source document. Validation signals and an audit trail accompany the data at every stage. If a downstream team questions a value, you can show them where it came from and how it was validated — not just what the final record says.
Extracted fields maintain a direct reference to the source document and the region they came from. There is no gap between a record in your system and the document it originated from.
Each field in the output carries a signal explaining why it passed or why it was flagged — format, cross-document consistency, expected range, or structural position.
Every processed document produces a record: when it arrived, what was extracted, which validations ran, whether it was flagged, who reviewed it, and what decision was made.
The Traceability page covers the full pipeline — from source linkage through exception routing to the complete audit record.
Risky, unclear, or inconsistent cases are routed to a person — not pushed straight into downstream systems. The exception path is a deliberate design decision, not an afterthought.
Documents with ambiguous content, conflicting values, or low-confidence fields are separated from clean cases and placed in an exception queue. The two paths do not mix.
Reviewers see each exception alongside the source document, the extracted values, and the specific signals that triggered the flag. They make a decision; the system records it.
Only records that passed validation or explicit human review reach your exports and integrations. The exception queue is a gate, not a log.
Exception criteria — what constitutes a case that must wait for human review — are defined per workflow during the onboarding review, not applied generically.
Data is processed in controlled infrastructure. We are honest about what that means in practice for early-access customers.
Document processing runs in a controlled environment. Access to processing infrastructure is restricted and not exposed to the public internet beyond the defined intake channels.
Dedicated processing lanes and reserved capacity are available for teams with high-volume or time-sensitive workflows. These are configured per engagement during the workflow review.
Data residency, retention, and infrastructure specifics are discussed and agreed as part of the workflow review — before any documents are processed. There is no single configuration applied uniformly to all customers.
Honesty about the current state of the product is part of how we build trust with the teams that use it.
Every onboarding starts with a workflow review. We look at what documents you process, where they come from, what data must come out, and what cases need a human in the loop — before anything is built or connected.
Request private workflow review