Document Intelligence Agent

What it does

• ✓Ingests PDFs and images from email, storage, or API upload
• ✓Classifies documents: invoice, contract, purchase order, receipt
• ✓Extracts structured data — vendor, amount, date, line items — with high accuracy
• ✓Routes to the correct approval workflow based on document type and value

How it works

1. 1

   Connect your email inbox or document storage (SharePoint, Google Drive, S3)

2. 2

   The agent classifies, extracts, and validates every document on arrival

3. 3

   Approved documents sync to your ERP or finance system automatically

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