Softment

AI Development

Document AI (PDF Intelligence)

Turn messy PDFs and documents into structured data your systems can use. We build extraction pipelines, validation rules, and review flows—so automation is reliable and audit-friendly.

TimelineTypical: 3–7 weeks (scope-dependent)
Starting at$2.2k
Security-first AI integrations • Evals + logging + guardrails included

Overview

What this service is

Document AI covers parsing and extracting structured fields from PDFs, scanned documents, and forms—often with OCR and schema validation.

We implement workflows that handle real-world messiness: low-quality scans, missing fields, tables, and inconsistent formats.

Delivery includes review queues, confidence thresholds, and monitoring so automation improves over time without breaking compliance expectations.

Standard

AI delivery standard

Quality and safety practices we ship with AI builds so the system stays measurable, maintainable, and production-ready.

Logging + tracing

Conversation and tool traces with request IDs, error visibility, and debug-friendly runbooks.

Guardrails + safety

Tool allowlists, PII-safe patterns, refusal behavior, and escalation routes for edge cases.

Evals + regression tests

Golden queries, scorecards, and regression checks so quality improves over time instead of drifting.

Cost + latency controls

Caching, prompt discipline, retrieval tuning, and routing so your app stays fast and predictable at scale.

Documentation + handoff

Architecture notes, environment setup, and next-step roadmap so your team can iterate safely after launch.

Security-first integration

Secrets isolation, role-based access, audit-friendly actions, and minimal data retention by design.

Benefits

What you get

Reduce manual data entry and review effort

Handle messy PDFs with validation and fallbacks

Turn documents into clean JSON and database records

Add human review queues for edge cases

Improve accuracy with evals and sampling

Keep an audit trail for compliance workflows

Features

What we deliver

OCR + parsing pipeline

Extract text from scans, handle multi-page PDFs, preserve structure, and normalize outputs consistently.

Schema-based field extraction

Define the fields you need and extract into typed JSON with validation rules and confidence scoring.

Table and invoice-style documents

Capture line items and tabular data reliably with post-processing and reconciliation checks.

Human review workflow

Review queues for low-confidence outputs with side-by-side previews, edit controls, and approval logs.

Document search + Q&A (optional RAG)

Search across document libraries and answer questions with citations and permission-aware access.

Monitoring + quality iteration

Sampling, evaluation tests, drift tracking, and dashboards for extraction accuracy and failure modes.

Process

How we work

1
2–4 days

Discovery

Document types, required fields, and success criteria.

2
4–7 days

Prototype

Extraction baseline on sample documents.

3
2–3 weeks

Pipeline build

OCR/parsing, schema extraction, validation, and storage.

4
4–8 days

Review UX

Human review queue and audit logging.

5
2–4 days

Launch

Monitoring, sampling, and iteration plan.

Tech Stack

Technologies we use

Core

OCR (Tesseract / managed OCR)PDF parsingOpenAI / Anthropic (vision/text)Structured outputs

Tools

Validation rulesPostgreSQLQueues + retriesNext.js (review UI)

Services

S3 / Blob storageSentry / tracing

Use Cases

Who this is for

Invoice and receipt processing

Extract vendor, totals, line items, and metadata with validation and review workflows.

KYC and onboarding documents

Capture required fields, verify completeness, and route to review with auditable trails.

Contract and policy extraction

Extract clauses, dates, obligations, and structured summaries with citations for verification.

Research PDF libraries

Search and compare across large document sets with citations and controlled access.

Operations forms digitization

Convert internal forms into structured records and workflow triggers for faster ops.

AI Case Examples

Micro case studies (anonymous)

A few safe examples of outcomes we build for real operations—no client names, just results.

Secure Mobile Solution in Australian Defence Ecosystem

Problem: Secure data workflows were required in a regulated environment with strict access controls.

Solution: Hardened architecture with strict auth, encrypted storage, and audit-friendly engineering patterns.

Outcome: Deployed securely within a regulated ecosystem with clear handoff and operational guidance.

AI Knowledge Base Across 2,000+ Pages

Problem: Teams needed fast answers across long PDFs, but search was slow and results were inconsistent.

Solution: RAG with hybrid retrieval and reranking, plus grounded answers and safer fallback behavior.

Outcome: Reliable answers with <10s response times and measurable improvements on real queries.

Ops Automation with AI + n8n

Problem: Manual approvals and CRM syncing created delays and data inconsistencies across tools.

Solution: Event-driven automation with validation gates and AI-assisted classification where it improved routing.

Outcome: Reduced manual workload significantly with more reliable workflows and operator visibility.

Decision Guides

Not sure which to choose?

FAQ

Frequently asked questions

Yes. We use OCR to extract text and then apply schema extraction and validation, with review queues for low-confidence cases.

Yes. We implement table capture with post-processing checks to make sure totals and line items reconcile correctly.

We define validation rules, set confidence thresholds, add human review, and run evaluation tests on representative document samples.

We can store in your existing storage (S3/Blob) and keep metadata and extracted fields in your database with clear retention rules.

Yes. We can add document search + RAG Q&A with citations and permission-aware access on top of extraction workflows.

A sample set of documents, the fields you need, and any compliance or retention constraints.

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