Document processing — Morentix AI Labs

AI document processing: invoices, forms and reports read, checked and sorted, with data extracted into your systems after a person approves it.

AI document processing

AI document processing reads the invoices, forms and reports someone types into a system by hand today, extracts the fields you need, checks them and sends them on, with a person approving the results before anything is recorded.

We start with a set of your real documents and the correct values for each one. The processing is tested on them, so you see how accurate it is on your documents before you decide, rather than taking a vendor’s word for it. Documents it cannot read clearly go to a person instead of being guessed.

For example

For example: supplier invoices read from email attachments, checked, and recorded in your accounting system once a person approves them.

An illustration of the kind of work we do, not a client project.

Before: Supplier invoices today: Invoice PDF: Opened by hand; Every field: Typed into accounting; Typing mistakes: Found at month end
After: Read and checked: Supplier: Read from the invoice; Invoice date: Read from the invoice; Total: Checked against the order; Status: Approve to record

What document processing includes

Sample documents with correct values: Real invoices or forms from your business, each with the values a person would enter.
Reading and extraction: Supplier, dates, totals, line items or form fields read from PDFs, scans and photos.
Review before recording: A person checks and approves the extracted values before they reach your systems.
Output where you need it: Sent to your accounting system, ERP, spreadsheet or database.
A manual route for hard cases: Unclear or unusual documents go to a person, with the reason flagged.

Who it’s for

Finance teams entering invoices by hand: Supplier invoices typed into accounting, field by field.
Operations teams processing forms: Applications, claims or delivery notes checked and entered by hand.
Businesses receiving many formats: Reports and documents from partners, each laid out differently.

What you get at handover

Everything is handed over in your name, so you can run it, change it or move it to another team.

The processing, running in your own accounts
The test documents and the accuracy results
The review screen, and who approves results
The manual route for documents it cannot read
The expected monthly running costs

What we need from you

A project moves fastest when these are ready. We help you put together anything you do not have yet.

A set of real documents, with the correct values for each
Access to the system the results go into
Agreement on which AI tools may see the documents
A person to review and approve results

How an engagement runs

1. Scope: We agree in writing what will be delivered, what is not included, and how we will both know it is done.
2. Build: Our engineers build with AI tools, in increments you can see as the work progresses.
3. Review: A named person on our team checks every output before it reaches you, and you approve each milestone.
4. Deliver and support: You receive the work, its documentation and everything needed to run it. Maintenance is available on a monthly plan.

How we keep AI reliable

Real examples first: We collect real examples from your business, with the correct answers, before we build.
Tested against them: We test against those examples and show you the results.
A person approves: Anything that sends messages, moves money or changes records has a person approving it, unless you decide otherwise.
Running costs stated: You know the monthly running costs before handover.
A manual fallback: Every automation has a documented manual fallback.

What affects the cost

We quote after a scoping conversation, so there is no fixed price on the site. These are the factors that move the cost of this work up or down; the proposal states the scope, what is not included and the price.

Number of document types: Invoices alone is a smaller job than invoices, delivery notes and claims.
Variety of layouts: Many suppliers with different layouts need more testing.
Quality of the documents: Clear PDFs are easier than phone photos or handwriting.
Where the results go: Writing into an ERP or accounting system adds integration work.
Volume: How many documents arrive, which drives running costs.

Technologies we commonly use

AI models for reading text and layout
PDF, scan and photo input
Accounting and ERP connections
Google Sheets
Python
Email inbox connections

Offered as

Fixed-scope project
Milestone-based build
Monthly maintenance or retainer

How each model works: https://morentixailabs.com/services#engagement-models

Questions

How accurate will it be?: That depends on your documents, so we measure it rather than promise it: we test on your real samples against the correct answers and share the results before you decide.
Can it write into our accounting or ERP system?: Usually, through that system’s API or an import. We confirm it during scoping, and nothing is written without the approval step you choose.
Can it read scanned or photographed documents?: Often, yes, though accuracy depends on their quality. Testing on your real samples shows how well it reads your documents.
Do we still need people?: Yes. A person approves results before they are recorded, and handles the documents the system flags as unclear.
Which documents can it handle?: Invoices, purchase orders, delivery notes, application forms and reports are common. We confirm which of yours suit it during scoping.

Want this for your business?

Tell us what you need. A founder reads every enquiry and replies with questions or a proposed scope.

Tell us what you want to build. Describe the work. We will scope it with you, or tell you plainly if it is not work we should take on.

Start a project: https://morentixailabs.com/contact?topic=document-processing

How to contact Morentix

A founder reads every enquiry and replies with questions or a proposed scope. Nothing starts until the client approves the scope.

Enquiry form: https://morentixailabs.com/contact
Sales email: sales@morentixailabs.com
General email: info@morentixailabs.com
Phone: +91 91422 72521, +91 80104 00609
WhatsApp: +91 80104 00609 (https://wa.me/918010400609?text=Hi%20Morentix%2C%20I'd%20like%20to%20discuss%20a%20project.)
LinkedIn: https://www.linkedin.com/company/morentix
Instagram: https://www.instagram.com/morentix/
Based in: Pune, Maharashtra, India

The form can be opened with the kind of work already chosen:

Document processing: https://morentixailabs.com/contact?topic=document-processing
Website: https://morentixailabs.com/contact?topic=websites
Web application or MVP: https://morentixailabs.com/contact?topic=web-applications
Internal tool: https://morentixailabs.com/contact?topic=internal-tools
Integration or API: https://morentixailabs.com/contact?topic=integrations
Technical consulting: https://morentixailabs.com/contact?topic=technical-consulting
Maintenance: https://morentixailabs.com/contact?topic=maintenance
AI automation: https://morentixailabs.com/contact?topic=ai-automation
AI agent or chatbot: https://morentixailabs.com/contact?topic=ai-agents
AI feature in our software: https://morentixailabs.com/contact?topic=ai-features
Strategy or research: https://morentixailabs.com/contact?topic=ai-strategy
Morentix Helm interest: https://morentixailabs.com/contact?topic=helm
Something else: https://morentixailabs.com/contact?topic=other