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AI document processing dashboard — interactive preview

Pick a sample on the left. Watch the workflow run. Inspect the structured output. This is a mock — real builds adapt to your tools and data.

Sample documents

Pick any sample. Each one ships with its own raw document, schema, confidence scores, and review rules — same as a real implementation.

Document
Acme Supplies — INV-2041
Two-page PDF with three line items and a non-standard tax column.
Avg. confidence
Run to compute
Auto-approved
Above your threshold
To review
Routed to humans

Automation pipeline

Mocked latency. In production, the same stages run on your inbox, your storage, and your tools.

  1. 01
    Ingest
    Pulled from ap-inbox@company.example, deduped against last 90 days.
  2. 02
    OCR + layout parse
    Pages segmented, tables and totals isolated from boilerplate.
  3. 03
    Schema extraction
    Vision model fills your invoice schema: vendor, line items, totals.
  4. 04
    Validate + match PO
    Totals must reconcile. Vendor matched to existing record.
  5. 05
    Route exceptions
    Below-threshold fields drop into the AP review queue.
  6. 06
    Push to QuickBooks
    Approved bills sync with the source PDF attached.

Before / after

Left: what landed in the inbox. Right: what your system of record gets.

Raw document
Invoice

Acme Supplies — INV-2041

ACME  SUPPLIES  LLC                     INVOICE
1450 Industrial Pkwy, Reno NV 89502
Invoice #: INV-2041     Date:  04/30/2026
Bill To: Northbound Logistics, Attn: AP

Qty   Description                  Unit     Amt
2     Pallet wrap, heavy           120.00   240.00
14    Steel banding (50ft)         310.00  4 340.00
1     Freight (LTL)                                3 840.00
                                  Subtotal  8 420.00
                                  Tax 8%      673.60
                                  TOTAL     9,093.60

Remit to: Acme Supplies LLC, Acct ****8821
Notes:  net 30 — please reference PO-7741
Vendor
Acme Supplies LLC
Pages
2
Source
ap-inbox@company.example
Received
Today, 09:14
Structured output
Schema

Awaiting run…

Run the pipeline to see fields, confidence, validation, and exports.

Extracted fields

Each field carries a confidence score. Below threshold lands in the review queue.

Fields appear after the pipeline runs. Each row shows the extracted value, a confidence score, and whether it can auto-approve or needs a human.

Validation warnings

Validation runs after extraction — totals reconcile, sanctions cleared, playbook compared. Errors block exports.

Human review queue

Anything the model is not sure about, or anything that breaks policy, drops here with the source page side-by-side.

Export targets

Approved records flow to your systems. Items that need review wait until a human signs off.

After approval, structured records are pushed to your downstream systems. Each export carries a back-link to the source document.

Integrations we have wired before

  • QuickBooks
  • Xero
  • NetSuite
  • Ironclad
  • Notion
  • Google Drive
  • S3

Mock document samples. Client deployments connect to real OCR, storage, accounting, contract, and approval systems with audit trails on every field.

Adapt this document flow to your back office

The preview above uses mock document samples. Real implementations connect to your inbox, Drive, S3, SharePoint, OCR engines, accounting tools, ERP, or contract systems with human review and audit trails around every field.