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. Delivery aligned to United States teams (USD).

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.

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.

Related Services

You might also need

Regional

Delivery considerations for your region

Compliance & Data (US)

For US teams, we build with auditability in mind: clear access boundaries, least-privilege roles, and reviewable operational controls.

We can align delivery with SOC 2 / ISO-friendly practices (without claiming certification): evidence-ready logs, secure-by-default config, and clear ownership.

  • SOC 2 / ISO-friendly implementation patterns (no certification claims)
  • Least-privilege access and permission boundaries
  • Security review checklists for auth, payments, and data flows
  • PII-safe logging + incident response playbooks (on request)
  • Retention and deletion flows where required
  • NDA + vendor onboarding docs on request

Timezone & Collaboration (Americas)

We support teams across the Americas with meeting windows that work for EST/CST/MST/PST.

We keep delivery predictable with weekly milestones, concise async updates, and written decisions to reduce calendar load.

  • Americas overlap with EST/PST-friendly windows
  • Async-first updates with written decisions
  • Weekly milestone demos + change control
  • Fast turnaround on blockers and clarifications
  • Clear owner per workstream and escalation path

Engagement & Procurement (US)

US-friendly engagement structure: clear SOWs, milestone billing, and invoice cadence that fits typical procurement workflows.

If you need vendor onboarding artefacts, we can provide security posture summaries and delivery process documentation.

  • USD invoicing and milestone-based payment schedules
  • SOW + scope lock options for fixed-scope work
  • Time-and-materials for evolving requirements
  • Procurement-ready documentation on request
  • Optional paid discovery to de-risk delivery

Security & Quality (US)

We ship with a security-first checklist and performance budgets—so releases stay stable under real traffic.

Expect clean PRs, reviewable changes, and production-ready testing from day one.

  • Threat-aware checks for auth, roles, and sensitive data flows
  • CI-friendly testing: unit + integration + critical path smoke tests
  • Performance budgets (Core Web Vitals-minded) and bundle checks
  • Structured logging + error tracking hooks (Sentry-ready)
  • Rollback-safe releases and clear release notes
Ready to start?

Want help with Document AI?

Get a clear plan for United States teams—scope, timeline, and next steps. USD-based engagements.

Reply within 2 hours. No-pressure consultation.