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Document Processing & OCR

AI document processing and OCR that turns paperwork into usable data.

Extract, check and route data from forms, contracts, orders and claims, without the manual entry.

We build document workflows that read PDFs, scans and photos, pull out the fields you need, check them against your rules and prepare records for review in the systems your team already uses.

  • A person approves before saving
  • Varied layouts and scans
  • Drafts in the systems you use

No upfront consultation fee. Free discovery and a free tailored proposal.

The challenge

Reading the document is only the first step.

Documents arrive as PDFs, scans and phone photos. Someone reads each one, types it in, checks it and files it, and mistakes still surface weeks later.

Manual processing
With document automation
Every form keyed in field by field
Fields extracted from varied layouts
Documents sorted by hand from inboxes
Classified and matched to the right customer, applicant or case
Duplicates and missing details found too late
Rules flag duplicates, gaps and mismatches at entry
Every document checked the same way
People review only the doubtful fields
Re-typed again into the CRM or ERP
Approved records prepared as drafts or import files
What we build

What happens after extraction.

Reading text is the easy part. The value is in classifying, checking and routing each document, so your team only handles the exceptions.

01

Capture from anywhere

Documents arrive by email, upload or a shared folder, as PDFs, scans or phone photos.

02

Extraction

Names, dates, reference numbers, line items and totals pulled from varied layouts, without fixed templates.

03

Classification and routing

Each document is classified, matched to the right customer, applicant or supplier, and routed to the team that handles it.

04

Validation rules

Rules check that required fields are present, dates and totals are valid, and the document isn't a duplicate.

05

Review queue

Staff see the document beside the extracted fields, correct anything doubtful and approve. Edits are logged.

06

Drafts and exports

Approved records prepared as drafts or import files for your CRM, ERP, HR system or database.

See how it works

How a document becomes a record.

Rules run the same checks every time. AI reads the document and suggests the matches, and a person approves before anything is saved.

See it with
  1. Step 1 of 4Document received

    A claim form and photos arrive on WhatsApp

  2. Step 2 of 4Read and extracted

    Reads the policy number, incident date and claim details

  3. Step 3 of 4Checked by rules

    Policy is active and required fields are present

  4. Step 4 of 4Draft or review

    Claims officer approves, and a case is opened

    Recorded in your systemsHanded to your team
AI reads and decides within your rulesAutomated stepsYour team, when a person is needed
Connected systems

From inbox to your systems.

The pipeline collects documents where they already arrive and delivers checked records to the systems your team works in.

Where documents arrive
  • Gmail
  • WhatsApp
  • Upload portal
Team and review
  • Slack
  • Google Sheets
Your document pipelineExtraction, rules and review
CRM and HR
  • HubSpot
  • Salesforce
  • Greenhouse
  • Zoho
ERP and data
  • SAP
  • PostgreSQL
  • Custom APIs

Exports depend on each system's API or import format and your permissions. Where a system has no API, we prepare import-ready files.

Workflow Automation →
Accuracy and privacy

Checked before it reaches your systems.

No OCR or AI system reads every document correctly, so review stays part of the process. Personal, legal and financial documents are sensitive, so data handling is agreed before anything goes live.

Drafts, not final records
Records are prepared as drafts or held for review, and a person approves before anything is saved.
Doubtful fields to people
Low-confidence fields, poor scans, handwriting and failed rules go to the review queue.
Minimal data access
Encrypted transfer, limited retention and an audit trail of extractions, edits and approvals.
Deployment options
Cloud, private cloud or self-hosted setups are assessed for sensitive documents. AI providers are confirmed per project.
Our work

Document automation, in production.

Client systems that read unstructured sources and documents, check them and hand people clean records, plus solution showcases for claims, CVs, contracts, quotations, supplier papers and loan files.

How we work

From sample documents to a working pipeline.

  1. 01

    Sample assessment

    We test your real documents, including the messy ones, to see what can be read reliably.

  2. 02

    Field and rule design

    We agree the fields, validation rules, review steps and where each record goes.

  3. 03

    Pilot

    We run a pilot on live documents, measure the exceptions and tune the extraction and rules.

  4. 04

    Rollout and refine

    We move to production, train your team on the review queue and refine from real use.

Every project has an agreed scope and acceptance criteria before the build starts.

Project scope

Scoped around your documents.

Every document workflow is different, so we scope yours around the documents, checks and systems involved. These factors shape it.

Document types
One document type, or forms, contracts, claims and receipts together.
Layouts and quality
Clean digital PDFs, or many layouts, poor scans and handwriting.
Volume
How many documents arrive each month, and how quickly they need processing.
Validation and review
Simple field checks, or matching against orders, records and policies.
Export integrations
How many target systems, and whether they have APIs or need import files.
Security and deployment
Cloud, private cloud or self-hosted. AI and OCR usage fees are separate.
FAQ

Document processing questions.

Straight answers about scope, data, ownership and support. Can’t find yours? Ask us directly below.

What types of documents can you process?

Application and onboarding forms, contracts, CVs, purchase orders, delivery orders, quotations, insurance claims, ID and KYC documents, receipts and invoices, in PDF, scanned image or photo form. We handle both structured templates and messy, varied layouts, in single or multi-page batches, and can support multiple languages and mixed English and Bahasa Malaysia documents.

How accurate is the extraction, and what happens to low-confidence fields?

Extracted fields get a confidence score, and required fields are checked against your validation rules, such as totals that must add up, dates in valid ranges and names matched to your customer or supplier records. High-confidence documents that pass the rules move on as drafts; anything ambiguous or failing a rule goes to a human review queue so a person confirms it before it reaches your systems. You decide the confidence threshold. No OCR or AI system is error-free, so review stays part of the process.

Which systems can you export to?

We export validated data into CRMs such as HubSpot and Salesforce, HR and recruitment tools, ERPs such as SAP, accounting systems such as Xero, and Google Drive, Notion, spreadsheets or a database via their APIs. If a system has no API, we can generate import-ready files. The pipeline maps extracted fields to your own records, codes and categories.

Can it read scanned or photographed documents, not just digital PDFs?

Yes. The OCR layer handles scans, phone photos and faxed pages, including skewed or slightly crumpled documents. We apply de-skewing, cropping and image cleanup before extraction, and the LLM layer then interprets the text in context rather than relying on fixed field positions. Very poor scans and handwriting are harder to read, so they go to manual review.

Can it recognise different document layouts?

In most cases, yes. We pair OCR with language models that read the document in context rather than relying on fixed templates, so new layouts from customers, suppliers or applicants usually work without extra setup. We test on your real samples, and unusual layouts or poor scans go to review.

How do you handle confidential and sensitive documents?

Personal, legal and financial documents are sensitive, so security is designed in. We minimise data retention, use permissioned APIs and encrypted transfer, keep an audit trail of extractions and edits, and can run the pipeline in a private cloud, bring-your-own-key or self-hosted setup. We confirm data handling for each project, including which AI providers are used, their no-training terms where available, and where the system is hosted (your infrastructure or a managed server).

Does it update our systems automatically?

Not by default. Records are prepared as drafts or held for review, and a person approves before anything is saved. You choose which document types, if any, can move straight through once they pass every rule.

How do you stop data going to the wrong record?

With rules, not just AI. We check key details on each document, such as a customer name, ID number or order reference, against the record it's heading for, and stop anything that doesn't match. Duplicate checks run against the target system itself, and a reviewer approves before anything is saved.

Do we own the pipeline, and how is it maintained?

You own the bespoke deliverables built for your project under our agreement. Framworq keeps its pre-existing tools and reusable components, with the rights your team needs to use the system. We build on your infrastructure and accounts where possible, hand over documentation and train your team to add document types and adjust validation rules. You can choose a separate plan to monitor accuracy, tune prompts and handle new document formats.

Next step

Show us the documents slowing your team down.

Send a few sample documents and tell us where the data goes today. We'll show you what can be automated and prepare an initial plan built around your workflow.