AI document processing for insurance and finance

Turn policies, forms and invoices into checked, structured data. Processing runs inside your systems, with people reviewing failed checks.

From a document to data your team can use.

  1. Receive & protect

    Identify documents. Mask personal data.

  2. Extract & check

    Read fields against your rules.

  3. Use & review

    Structured data, with exceptions for people.

Processing runs inside your infrastructure; failed checks go to a person.

Template OCR and custom document AI

Template OCR

Rule-based tools caught only part of the field list in the insurance case. Operations still retyped policy documents by hand.

Custom document AI

The engine identifies the policy type, loads its rulebook, masks personal data and verifies extracted fields against format and policy rules. Failed checks go to a person.

How document processing works

  1. Receive

    WhatsApp, email, chatbot

  2. Identify

    Identify policy type and load its rulebook

  3. Protect

    Mask names, phones and IDs before any AI reads it

  4. Extract

    Extract 180+ fields

  5. Verify

    Verify every field against format and policy rules

  6. Route

    Route failed checks to a person

Insurance document processing, in production

Insurance document AI

Insurance marketplace, India

Live
~98%
fields read correctly
hand-verified test set
80%
faster turnaround on quotes and policies
client-reported result
+10–20%
more quotes converted into issued policies
client-observed range
78%
lower AI cost per document processed
hand-verified test set

Delivered by our founding team at a previous firm. Clients anonymised under NDA.

The invoice engine for supply-chain finance

Some problems repeat across clients, so we package them as engines you deploy in your VPC or on-prem and pay for by volume. Real-time invoice parsing and validation for supply-chain finance: varied invoice layouts and handwritten tier-3 bills, three-way PO/GRN/invoice match, duplicate and tamper checks, sub-second against 30 seconds to 3 minutes for legacy async queues, 50–60% lower cost per invoice than template OCR (benchmarked on representative sets). Bank-statement analysis for underwriting as a companion.

Straight answers

How are extraction errors handled?

Every field is checked against format and policy rules. Failed checks are routed to a person.

Do you need our data to leave our environment?

No. We build and deploy inside your infrastructure.

Are invoice engine figures client outcomes?

No. The invoice engine figures are benchmarked on representative sets. Proof of value runs on your own documents.

Who owns the model and code?

For custom builds, the code, the weights we train for you and your data are handed over to your team. Packaged engines use volume-based pricing; confirm their deliverables and usage terms when scoping the engagement.

Start with one costly process

Tell us what your team does today, where it gets stuck and what a better outcome would look like.