Document workflows

Document Intelligence & OCR

Many businesses still rely on manual data entry from PDFs, scans, invoices, forms, contracts, emails, and spreadsheets. Document Intelligence uses OCR and AI-assisted extraction to read documents, identify key information, and route the output into the right workflow.

The Little Octopus can help automate document-heavy processes while keeping human review in place where accuracy matters.

What this can include

A practical service shape, not a one-size-fits-all tool.

We keep scope clear, document data access, and build human review into workflows where accuracy or judgement matters.

01

Invoice & Purchase Order Extraction

Extract supplier names, dates, totals, line items, purchase order numbers, and payment details from invoices and finance documents.

02

Shared Mailbox Document Intake

Monitor a shared mailbox, classify incoming attachments, extract key details, and route items to the right team or folder.

03

Form & Application Processing

Extract structured data from application forms, onboarding documents, client forms, and operational paperwork.

04

Contract & Policy Summarisation

Create summaries, key-point extraction, renewal reminders, and searchable records from contracts or policy documents.

05

Human Review Workflows

Confidence scoring, exception queues, approval steps, and audit trails for documents that need manual checking.

Next step

Need help with Document Intelligence & OCR?

Not sure where AI fits in your business yet? We can review your current tools, processes, risks, and opportunities, then recommend a practical roadmap.