Document AI / From PDF to data
Document AI and OCR for invoices, contracts and PDFs
Friday Works combines Document AI, OCR, extraction models and validation rules to turn invoices, contracts and forms into structured data. Low-confidence fields are routed to a person before approved data enters a CRM, ERP or operational workflow.
Best-fit scope
When does this service create value?
Invoice and document OCR
Extract supplier, document number, dates, line items and totals to reduce entry and support reconciliation.
Contracts and records
Identify parties, dates, clauses or tracking metadata across varied document templates.
Operational forms and PDFs
Turn unstructured content into records that can be searched, classified or used to trigger workflows.
Deliverables
What your team receives
- 01
Document-sample, target-field and quality-criteria analysis.
- 02
An ingestion, OCR, extraction, validation and storage pipeline.
- 03
A human-review interface for missing or low-confidence fields.
- 04
A target API or integration, quality visibility and operational documentation.
Process
From business problem to operating system
01. Gather representative samples
Include varied formats, scan quality, languages and difficult cases rather than only clean documents.
02. Define the schema
Agree required fields, normalisation, cross-checks and acceptable error thresholds.
03. Build & evaluate
Measure accuracy by field and document group, then set thresholds for human review.
04. Integrate the workflow
Send approved data to the target system, preserve traceability and monitor drift over time.
Timeline
A roadmap shaped by scope and evidence
One document type
A pilot often takes 3–6 weeks when representative samples and a clear schema are available.
Several document types
Split into stages according to template variation and target systems.
Continuous tuning
Quality is monitored as new templates, poor scans and form changes appear.
Frequently asked questions
Before we begin
01Can OCR be perfectly accurate?
That should not be assumed. Quality depends on templates, scan quality, language and target fields. The system needs a representative evaluation set and human review for uncertain fields.
02How is Document AI different from basic OCR?
OCR turns images into characters. Document AI also classifies documents, understands layout, extracts fields and applies validation rules to create data that a workflow can use.
03Can extracted data be integrated with an ERP or CRM?
Yes, when the target provides an API or suitable import mechanism. Mapping, approval state, idempotency and reconciliation should be designed with the document pipeline.
Talk to Friday Works
Turn documents into actionable data
Share a sanitised sample set and the fields you need. We will help establish a baseline and a practical pilot scope.
Describe your project