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Property & construction
41 processesLease rent schedule preparation
Extract explicit rent periods and lease dates into a structured draft that a lease administrator can compare with the agreement. Keep concessions and conditional language visible so property accounting receives a reviewed schedule with the right context.
Lease agreement PDFs · Lease amendments processed with their own schemaRent roll acquisition intake
Extract a seller-supplied PDF rent roll into a consistent set of unit rows. Retain the report date and original rent labels so analysts can prepare their diligence workbook without silently treating a snapshot as verified property performance.
PDF rent roll exports · Scanned unit schedulesCAM reconciliation preparation
Structure the amounts printed on a common area maintenance statement before the accounting team begins its reconciliation. Retain expense categories, stated allocations, and billed estimates separately so the reviewer can see what the landlord’s statement actually reports.
Annual CAM reconciliation statement PDFs · Operating expense reconciliation statementsConstruction pay application review preparation
Prepare the printed totals and schedule-of-values rows from a contractor payment application for your reviewer. Keep current amounts, cumulative amounts, and retained balances in distinct fields before the project team compares the application with its records.
Contractor payment application PDFs · Schedule-of-values continuation sheetsSubcontractor lien waiver intake
Extract the identifying details and visible terms from submitted lien waiver documents into a structured intake register. Give the reviewer the stated waiver label, covered period, amount, and exceptions without making a legal conclusion about the document.
Subcontractor lien waiver PDFs · Scanned progress waiver documentsCommercial property T12 intake
Prepare property, monthly income and expense rows from a trailing twelve-month statement with fields you can edit. NOI and valuation external.
Trailing twelve-month statement PDFs · Scanned or photographed trailing twelve-month statement pagesLease amendment register capture
Prepare parties, execution date, changed clauses and stated effective date from an amendment with fields you can edit. Precedence external.
Amendment PDFs · Scanned or photographed amendment pagesTenant application record preparation
Prepare applicants, property, employer and stated income from a rental application with fields you can edit. Screening external.
Rental application PDFs · Scanned or photographed rental application pagesSecurity deposit ledger intake
Prepare tenant, balance, movements and stated deductions from a deposit ledger with fields you can edit. Trust reconciliation external.
Deposit ledger PDFs · Scanned or photographed deposit ledger pagesMove-in inspection checklist capture
Prepare unit, room, condition and notes from an inspection form with fields you can edit. Condition assessment external.
Inspection form PDFs · Scanned or photographed inspection form pagesMove-out damage estimate preparation
Prepare unit, item, observation and estimated charge from a move-out report with fields you can edit. Tenant liability external.
Move-out report PDFs · Scanned or photographed move-out report pagesTenant estoppel certificate intake
Prepare tenant, premises, stated rent, deposits and exceptions from an estoppel with fields you can edit. Legal reliance external.
Estoppel PDFs · Scanned or photographed estoppel pagesProperty tax notice accounting intake
Prepare parcel, assessment year, billed amount and due dates from a tax notice with fields you can edit. Tax advice external.
Tax notice PDFs · Scanned or photographed tax notice pagesHOA resale statement intake
Prepare unit, assessments, arrears and fees from a resale statement with fields you can edit. Closing requirements external.
Resale statement PDFs · Scanned or photographed resale statement pagesProperty mortgage statement accounting inputs
Prepare property loan, period, interest, principal and escrow from a mortgage statement with fields you can edit. Reconciliation external.
Mortgage statement PDFs · Scanned or photographed mortgage statement pagesProperty utility allocation statement capture
Prepare property, tenant, utility period, units and charges from an allocation statement with fields you can edit. Allocation fairness external.
Allocation statement PDFs · Scanned or photographed allocation statement pagesProperty management owner statement capture
Prepare property, rent receipts, expenses and owner distribution from an owner statement with fields you can edit. Ledger posting external.
Owner statement PDFs · Scanned or photographed owner statement pagesMaintenance proposal work order preparation
Prepare site, scope, labor, materials and quoted total from a vendor proposal with fields you can edit. Authorization external.
Vendor proposal PDFs · Scanned or photographed vendor proposal pagesTenant rent change notice indexing
Prepare tenant, unit, stated new rent and effective date from a rent notice with fields you can edit. Legality external.
Rent notice PDFs · Scanned or photographed rent notice pagesRecorded deed ownership register capture
Prepare grantor, grantee, parcel and recording reference from a recorded deed with fields you can edit. Title conclusions external.
Recorded deed PDFs · Scanned or photographed recorded deed pagesTitle commitment exception indexing
Prepare property, commitment date, requirements and listed exceptions from a title commitment with fields you can edit. Legal review external.
Title commitment PDFs · Scanned or photographed title commitment pagesProperty purchase contract deadline capture
Prepare parties, property, price and stated milestone dates from a purchase contract with fields you can edit. Calendar approval external.
Purchase contract PDFs · Scanned or photographed purchase contract pagesSubcontract change order intake
Prepare project, change reference, scope, amount and stated time impact from a change order with fields you can edit. Approval external.
Change order PDFs · Scanned or photographed change order pagesCertified payroll submission intake
Prepare project, week, worker classification and reported wages from a certified payroll report with fields you can edit. No wage-compliance certification.
Certified payroll report PDFs · Scanned or photographed certified payroll report pagesSubcontractor bid capture
Prepare trade, scope, exclusions and quoted amount from a bid proposal with fields you can edit. Award decision external.
Bid proposal PDFs · Scanned or photographed bid proposal pagesMaterial submittal register capture
Prepare project, specification section, product and revision from a submittal cover with fields you can edit. Technical approval external.
Submittal cover PDFs · Scanned or photographed submittal cover pagesRequest for information log intake
Prepare project, reference, question, responsible party and stated due date from an rfi with fields you can edit. Response generation external.
RFI PDFs · Scanned or photographed rfi pagesArchitect field instruction intake
Prepare project, issuer, issue date and instructed scope from a field instruction with fields you can edit. Contract impact external.
Field instruction PDFs · Scanned or photographed field instruction pagesSite inspection observation capture
Prepare location, date, observations and stated corrective items from an inspection report with fields you can edit. Certification external.
Inspection report PDFs · Scanned or photographed inspection report pagesDaily construction report capture
Prepare date, weather, workforce, equipment and progress notes from a daily report with fields you can edit. No productivity inference.
Daily report PDFs · Scanned or photographed daily report pagesConstruction timesheet cost coding inputs
Prepare worker, project, task, hours and period from a timesheet with fields you can edit. Costing rules external.
Timesheet PDFs · Scanned or photographed timesheet pagesProject material delivery intake
Prepare project, supplier, material, quantities and delivery date from a delivery ticket with fields you can edit. Receiving signoff external.
Delivery ticket PDFs · Scanned or photographed delivery ticket pagesEquipment rental ticket intake
Prepare equipment, project, start/end dates and stated rates from a rental ticket with fields you can edit. Rental-charge calculation external.
Rental ticket PDFs · Scanned or photographed rental ticket pagesConcrete batch ticket capture
Prepare mix, batch time, quantity and stated admixtures from a batch ticket with fields you can edit. Quality acceptance external.
Batch ticket PDFs · Scanned or photographed batch ticket pagesField work order cost capture
Prepare project, work performed, labor, materials and stated total from a work order with fields you can edit. Authorization external.
Work order PDFs · Scanned or photographed work order pagesConstruction meeting action register
Prepare project, dated action items and explicitly named owners from a meeting minutes with fields you can edit. No inferred commitments.
Meeting minutes PDFs · Scanned or photographed meeting minutes pagesSchedule progress report intake
Prepare activity IDs, reporting date and stated completion percentages from a progress report with fields you can edit. Forecasting external.
Progress report PDFs · Scanned or photographed progress report pagesConstruction bond record capture
Prepare principal, obligee, project, bond amount and term from a bond with fields you can edit. Surety verification external.
Bond PDFs · Scanned or photographed bond pagesPermit inspection card indexing
Prepare permit, site, inspection type, result and date as printed from a permit card with fields you can edit. Completion certification external.
Permit card PDFs · Scanned or photographed permit card pagesSite safety incident report intake
Prepare event, location, persons and reported circumstances from an incident report with fields you can edit. Investigation decisions external.
Incident report PDFs · Scanned or photographed incident report pagesWaste haul disposal ticket capture
Prepare project, material, hauler, weight and destination from a disposal ticket with fields you can edit. Environmental certification external.
Disposal ticket PDFs · Scanned or photographed disposal ticket pagesFinance
24 processesAP invoice intake
Replace an unstructured invoice attachment with the fields your payable intake process expects. Start with supplier identity, invoice references and amounts, then pass the checked result to your accounting workflow.
Supplier invoice PDFs · Scanned paper invoicesInvoice and PO matching preparation
Extract the purchase order reference and invoice lines into a structure your matching process can use. Keep document parsing distinct from your organization’s rules for quantities, tolerances and receiving.
PO-referenced supplier invoices · Purchase orders through a separate PO schemaCustomer purchase order entry
Turn a customer’s PO attachment into a consistent draft for your order desk. Capture what the buyer requested, then let your own process resolve products, addresses and commercial terms.
Customer purchase order PDFs · Scanned purchase ordersVendor W-9 onboarding
Capture selected W-9 fields in a consistent record for your vendor onboarding queue. Begin with identity and address information and decide separately whether your process requires sensitive identifiers.
Completed W-9 PDFs · Scanned supplier W-9 formsRemittance cash application preparation
Extract the customer’s payment reference and stated invoice allocations from a remittance document. Use the result to prepare an AR review alongside your bank and open-invoice records.
Remittance advice PDFs · Scanned payment allocation noticesVendor credit memo recovery intake
Prepare supplier, original invoice, reason and credited amount from a credit memo with fields you can edit. Allocation external.
Credit memo PDFs · Scanned or photographed credit memo pagesEmployee expense report intake
Prepare employee, period, category rows and requested reimbursement from an expense report with fields you can edit. Approval external.
Expense report PDFs · Scanned or photographed expense report pagesCustomer deduction claim intake
Prepare customer, invoice, reason code and claimed amount from a deduction notice with fields you can edit. Dispute decision external.
Deduction notice PDFs · Scanned or photographed deduction notice pagesReceivables aging collection preparation
Prepare customer, invoice, due date and aging balance from an ar aging with fields you can edit. Collection actions external.
AR aging PDFs · Scanned or photographed ar aging pagesSupplier balance statement intake
Prepare invoice references, credits and outstanding balances from a supplier account statement with fields you can edit. Matching external.
Supplier account statement PDFs · Scanned or photographed supplier account statement pagesCorporate card statement expense capture
Prepare cardholder, transaction dates, merchants and amounts from a card statement with fields you can edit. Coding external.
Card statement PDFs · Scanned or photographed card statement pagesPayroll register journal preparation
Prepare pay period, department, wages and deductions from a payroll register with fields you can edit. Journal posting external.
Payroll register PDFs · Scanned or photographed payroll register pagesCommission statement payout preparation
Prepare salesperson, deal reference, basis and stated commission from a commission statement with fields you can edit. Payout approval external.
Commission statement PDFs · Scanned or photographed commission statement pagesDeposit slip posting preparation
Prepare account reference, date, cash total and check rows from a deposit slip with fields you can edit. Bank confirmation external.
Deposit slip PDFs · Scanned or photographed deposit slip pagesPetty cash voucher capture
Prepare custodian, date, purpose and amount from a petty cash voucher with fields you can edit. Reconciliation external.
Petty cash voucher PDFs · Scanned or photographed petty cash voucher pagesCheck request approval preparation
Prepare payee, purpose, amount and requested date from a check request form with fields you can edit. Payment authorization external.
Check request form PDFs · Scanned or photographed check request form pagesDirect debit mandate record capture
Prepare payer, mandate reference, signed date and bank details from a mandate with fields you can edit. Mandate validation external.
Mandate PDFs · Scanned or photographed mandate pagesPayment confirmation remittance record
Prepare sender, recipient, reference and stated amount from a payment confirmation with fields you can edit. Bank settlement not verified.
Payment confirmation PDFs · Scanned or photographed payment confirmation pagesEscrow settlement accounting preparation
Prepare parties, closing date, disbursement rows and proceeds from a settlement statement with fields you can edit. Posting external.
Settlement statement PDFs · Scanned or photographed settlement statement pagesFixed asset disposal record capture
Prepare asset tag, disposition date, proceeds and stated approval from a disposal form with fields you can edit. Accounting treatment external.
Disposal form PDFs · Scanned or photographed disposal form pagesService completion accrual intake
Prepare contract, service period, completed work and stated value from a service acceptance certificate with fields you can edit. Accrual calculation external.
Service acceptance certificate PDFs · Scanned or photographed service acceptance certificate pagesTrade confirmation settlement capture
Prepare instrument, quantity, price and settlement date from a broker trade confirmation with fields you can edit. Trade reconciliation external.
Broker trade confirmation PDFs · Scanned or photographed broker trade confirmation pagesChargeback notice case preparation
Prepare transaction, dispute category, amount and response deadline from an acquirer chargeback notice with fields you can edit. Dispute filing external.
Acquirer chargeback notice PDFs · Scanned or photographed acquirer chargeback notice pagesGift card settlement statement capture
Prepare issuer, period, redemptions and fees from a gift card settlement with fields you can edit. Liability reconciliation external.
Gift card settlement PDFs · Scanned or photographed gift card settlement pagesLogistics
23 processesBill of lading shipment entry
Parse a shipper’s bill of lading into a consistent shipment entry shape. Keep freight rows, weights, and unit labels attached to the correct references so an operator can review the load details before they reach the transportation system.
Shipper bill of lading PDFs · Scanned freight bills of ladingProof of delivery billing preparation
Extract the delivery references and receiving details that a billing reviewer needs from a POD image or PDF. Build a structured record alongside the original receipt, then let your existing process determine whether the billing package is ready.
Proof of delivery PDFs · Scanned delivery receiptsFreight invoice audit preparation
Prepare a carrier invoice for your audit process by extracting its shipment references and individually labeled charge rows. Preserve the printed amounts and currency so your analysts can compare them with agreements and operational records in their own systems.
Carrier freight invoice PDFs · Scanned transportation invoicesCustoms document intake
Turn a commercial invoice into a structured intake worksheet for the brokerage team. Preserve declared merchandise descriptions, quantities, currencies, and references as supplied, then hand the record to the people responsible for entry preparation and review.
Commercial invoice PDFs · Packing list PDFs using a separate schemaCarrier rate confirmation intake
Prepare load reference, lane, agreed rate and accessorial terms from a rate confirmation with fields you can edit. Billing logic external.
Rate confirmation PDFs · Scanned or photographed rate confirmation pagesPacking list receiving preparation
Prepare shipment, SKU, quantities and package counts from a packing list with fields you can edit. Received quantity confirmation external.
Packing list PDFs · Scanned or photographed packing list pagesShipment arrival notice intake
Prepare shipment reference, terminal, arrival date and stated charges from an arrival notice with fields you can edit. Scheduling external.
Arrival notice PDFs · Scanned or photographed arrival notice pagesDelivery exception report capture
Prepare shipment, missing or damaged quantity, event date and notes from an exception report with fields you can edit. Responsibility external.
Exception report PDFs · Scanned or photographed exception report pagesContainer release order capture
Prepare container, authorized party, release reference and validity date from a release order with fields you can edit. Release authorization external.
Release order PDFs · Scanned or photographed release order pagesWarehouse receipt inventory intake
Prepare depositor, lot, quantity and storage location from a warehouse receipt with fields you can edit. Inventory posting external.
Warehouse receipt PDFs · Scanned or photographed warehouse receipt pagesContainer interchange condition capture
Prepare container, gate event, chassis and condition notes from an interchange receipt with fields you can edit. Damage adjudication external.
Interchange receipt PDFs · Scanned or photographed interchange receipt pagesScale weight ticket capture
Prepare vehicle, ticket date, gross, tare and net from a weight ticket with fields you can edit. Scale certification external.
Weight ticket PDFs · Scanned or photographed weight ticket pagesDangerous goods declaration intake
Prepare stated UN number, shipping name, class and packing group from a declaration with fields you can edit. No transport-compliance certification.
Declaration PDFs · Scanned or photographed declaration pagesCommercial invoice landed cost inputs
Prepare goods, stated origin, incoterm, freight and item values from a commercial invoice with fields you can edit. Duty and landed-cost calculation external.
Commercial invoice PDFs · Scanned or photographed commercial invoice pagesShipment booking confirmation capture
Prepare carrier, route, departure, equipment and booking reference from a booking confirmation with fields you can edit. Schedule verification external.
Booking confirmation PDFs · Scanned or photographed booking confirmation pagesDock appointment confirmation intake
Prepare site, reference, time window and stated requirements from an appointment document with fields you can edit. Booking changes external.
Appointment document PDFs · Scanned or photographed appointment document pagesWarehouse pick ticket capture
Prepare order, item, bin, quantity and lot from a pick ticket with fields you can edit. Fulfillment execution external.
Pick ticket PDFs · Scanned or photographed pick ticket pagesReturns authorization receiving intake
Prepare customer, return reference, authorized items and stated reason from an rma with fields you can edit. Refund approval external.
RMA PDFs · Scanned or photographed rma pagesCarrier damage claim preparation
Prepare shipment, event, claimed amount and supporting references from a damage claim form with fields you can edit. Liability external.
Damage claim form PDFs · Scanned or photographed damage claim form pagesDemurrage and detention charge intake
Prepare equipment, free-time dates, billed days and amounts from a charge notice with fields you can edit. Validity calculations external.
Charge notice PDFs · Scanned or photographed charge notice pagesParcel surcharge invoice review inputs
Prepare tracking number, base charge, surcharge labels and amounts from a parcel bill with fields you can edit. Contract audit external.
Parcel bill PDFs · Scanned or photographed parcel bill pagesExport permit record indexing
Prepare permit identifier, stated goods, validity and authority from a permit with fields you can edit. Regulatory sufficiency external.
Permit PDFs · Scanned or photographed permit pagesFreight carrier settlement intake
Prepare load references, gross pay, deductions and net pay from a carrier settlement sheet with fields you can edit. Payment release external.
Carrier settlement sheet PDFs · Scanned or photographed carrier settlement sheet pagesLending
22 processesMCA bank statement intake
Turn a merchant’s submitted bank statement into a consistent intake record. Define the fields your analyst actually reviews, then extract each file through the shared API using that schema.
Business bank statement PDFs · Scanned statement pagesBorrower income document intake
Give loan processors a predictable record for each submitted pay stub. Capture the employer, pay period and printed earnings while retaining the original document for the reviewer.
Pay stub PDFs · Images of employer-issued pay statementsSelf-employed borrower tax intake
Start with a focused Schedule C schema to extract the tax year, business identity and selected printed amounts. Build a reviewable document record before applying your lending policy.
Prepared Schedule C PDFs · Scanned business schedulesFunding application CRM intake
Capture the business and contact information your intake team needs from a completed application. Use the structured result as input to your own CRM mapping and review process.
Completed business funding applications · Broker application PDFsLoan package intake
Prepare each incoming document for a loan package register. A small intake schema can capture the document’s visible identity and dates before your application joins the result to the case.
Individually prepared income documents · Bank statementsMerchant processor statement revenue intake
Prepare sales, refunds, fees and net settlements from a processor settlement statement with fields you can edit. Revenue analysis is downstream.
Processor settlement statement PDFs · Scanned or photographed processor settlement statement pagesBusiness debt schedule transcription
Prepare creditor, balance, payment and maturity from a borrower debt schedule with fields you can edit. No credit decision.
Borrower debt schedule PDFs · Scanned or photographed borrower debt schedule pagesBrokerage asset statement intake
Prepare account owner, period, positions and ending value from an investment statement with fields you can edit. No asset verification.
Investment statement PDFs · Scanned or photographed investment statement pagesEquipment collateral schedule capture
Prepare serial identifier, description, owner and stated value from an equipment schedule with fields you can edit. No valuation.
Equipment schedule PDFs · Scanned or photographed equipment schedule pagesGuarantor personal financial statement capture
Prepare listed assets, liabilities and stated net worth from a personal financial statement with fields you can edit. Reviewer validates source figures.
Personal financial statement PDFs · Scanned or photographed personal financial statement pagesBusiness balance sheet spreading inputs
Prepare dated asset, liability and equity rows from a balance sheet with fields you can edit. No accounting restatement.
Balance sheet PDFs · Scanned or photographed balance sheet pagesBusiness profit and loss spreading inputs
Prepare period, revenue, expense categories and stated net income from a p&l with fields you can edit. No lender adjustments.
P&L PDFs · Scanned or photographed p&l pagesBorrowing base certificate intake
Prepare reporting date, eligible receivables, inventory and stated availability from a borrowing base certificate with fields you can edit. Review and downstream actions remain with your team.
Borrowing base certificate PDFs · Scanned or photographed borrowing base certificate pagesCollateral appraisal summary intake
Prepare subject, appraiser, effective date and stated value from an appraisal report with fields you can edit. No independent appraisal.
Appraisal report PDFs · Scanned or photographed appraisal report pagesLoan payoff statement intake
Prepare loan reference, good-through date, payoff and per-diem interest from a payoff statement with fields you can edit. Funds release remains external.
Payoff statement PDFs · Scanned or photographed payoff statement pagesClosing disclosure fee capture
Prepare loan identifiers, cash-to-close and itemized fees from a closing disclosure with fields you can edit. No disclosure compliance assessment.
Closing disclosure PDFs · Scanned or photographed closing disclosure pagesPromissory note servicing setup
Prepare principal, stated rate, maturity and payment terms from an executed note with fields you can edit. Servicing calculations external.
Executed note PDFs · Scanned or photographed executed note pagesLoan approval letter condition capture
Prepare amount, expiry and stated conditions from an approval letter with fields you can edit. No approval issuance.
Approval letter PDFs · Scanned or photographed approval letter pagesVehicle title collateral record capture
Prepare owner, VIN, jurisdiction and printed lienholder from a title image with fields you can edit. No title verification.
Title image PDFs · Scanned or photographed title image pagesSBA borrower information intake
Prepare business identifiers, ownership and stated responses from a completed borrower information form with fields you can edit. No eligibility decision.
Completed borrower information form PDFs · Scanned or photographed completed borrower information form pagesLoan servicing notice indexing
Prepare borrower, account, event date and stated change from a servicing notice with fields you can edit. No account mutation.
Servicing notice PDFs · Scanned or photographed servicing notice pagesGuaranty agreement obligation indexing
Prepare named guarantor, beneficiary, effective date and stated scope from a guaranty with fields you can edit. Legal review required.
Guaranty PDFs · Scanned or photographed guaranty pagesInsurance
20 processesCOI renewal intake
Turn an incoming certificate of insurance into structured coverage rows and named parties. Give the reviewer a starting record for checking the renewal against your requirements and prior certificate.
Certificate of insurance PDFs · Scanned renewal certificatesPolicy renewal comparison preparation
Extract a consistent set of declaration-page fields from the expiring policy and the proposed renewal. Use separate results to prepare the account manager’s comparison worksheet.
Current policy declaration pages · Renewal declaration pagesLoss run submission intake
Turn carrier loss run PDFs into consistent claim rows for the submission worksheet your account managers already maintain. Keep the report date, policy period, and printed financial labels together so the next reviewer can understand what each amount represents.
Carrier loss run PDFs · Scanned loss history reportsFirst notice of loss intake
Extract the reported facts from a submitted loss notice into a consistent intake record. Preserve the distinction between what the reporter wrote and what the claims team later establishes, with dates, policy references, and incident text ready for review.
Completed first notice of loss forms · Scanned incident intake formsACORD commercial application intake
Prepare applicant, operations, locations and requested coverages from a completed commercial application with fields you can edit. No underwriting decision.
Completed commercial application PDFs · Scanned or photographed completed commercial application pagesInsurance endorsement register capture
Prepare policy, effective date, form number and stated change from an endorsement with fields you can edit. No coverage interpretation.
Endorsement PDFs · Scanned or photographed endorsement pagesInsured property schedule intake
Prepare location, building values, occupancy and construction description from a statement of values with fields you can edit. No risk score.
Statement of values PDFs · Scanned or photographed statement of values pagesClaim repair estimate intake
Prepare claimant, estimate reference, labor, parts and totals from a repair estimate with fields you can edit. Claim approval external.
Repair estimate PDFs · Scanned or photographed repair estimate pagesClaim correspondence deadline capture
Prepare claim reference, sender, requested information and stated dates from a claim correspondence with fields you can edit. No automated response.
Claim correspondence PDFs · Scanned or photographed claim correspondence pagesPremium audit worksheet intake
Prepare period, payroll or sales exposure, classes and stated totals from an audit worksheet with fields you can edit. Audit conclusions external.
Audit worksheet PDFs · Scanned or photographed audit worksheet pagesCancellation and reinstatement notice intake
Prepare policy, event type, effective date and printed reason from a carrier notice with fields you can edit. Status verification external.
Carrier notice PDFs · Scanned or photographed carrier notice pagesWorkers compensation payroll exposure intake
Prepare work class, jurisdiction, wages and period from a payroll exposure report with fields you can edit. No rate or premium calculation.
Payroll exposure report PDFs · Scanned or photographed payroll exposure report pagesCommercial fleet schedule intake
Prepare VIN, vehicle description, use and listed coverage from a vehicle schedule with fields you can edit. No insurability decision.
Vehicle schedule PDFs · Scanned or photographed vehicle schedule pagesProperty inspection finding capture
Prepare property, inspection date, observations and stated recommendations from an inspection report with fields you can edit. No loss prediction.
Inspection report PDFs · Scanned or photographed inspection report pagesInsurance binder record intake
Prepare insurer, insured, coverage period and listed limits from a binder with fields you can edit. Reviewer checks contractual meaning.
Binder PDFs · Scanned or photographed binder pagesInsurance quote proposal preparation
Prepare proposed coverage, limits, premium and validity dates from a carrier quote with fields you can edit. Quote comparison external.
Carrier quote PDFs · Scanned or photographed carrier quote pagesAgency commission statement reconciliation inputs
Prepare policy, transaction, premium and commission from a carrier commission statement with fields you can edit. No automatic reconciliation.
Carrier commission statement PDFs · Scanned or photographed carrier commission statement pagesSubrogation demand intake
Prepare claimant, incident, demanded amount and supporting references from a demand letter with fields you can edit. Liability decisions external.
Demand letter PDFs · Scanned or photographed demand letter pagesClaim settlement statement capture
Prepare claim, payee, deductions and stated net payment from a settlement statement with fields you can edit. Settlement approval external.
Settlement statement PDFs · Scanned or photographed settlement statement pagesRisk engineering recommendation register
Prepare location, finding, recommendation and stated priority from a risk report with fields you can edit. No independent risk judgment.
Risk report PDFs · Scanned or photographed risk report pagesProcurement
12 processesSupplier registration form intake
Prepare legal name, address, contacts and stated capabilities from a registration form with fields you can edit. Approval external.
Registration form PDFs · Scanned or photographed registration form pagesSupplier banking change form capture
Prepare supplier, requested account, effective date and signer from a bank change form with fields you can edit. Independently verify before payment.
Bank change form PDFs · Scanned or photographed bank change form pagesSupplier tax exemption certificate intake
Prepare purchaser, jurisdiction, exemption reason and expiry from an exemption certificate with fields you can edit. Validity external.
Exemption certificate PDFs · Scanned or photographed exemption certificate pagesSupplier quality certification register
Prepare supplier, standard as stated, scope and expiry from a quality certificate with fields you can edit. Accreditation external.
Quality certificate PDFs · Scanned or photographed quality certificate pagesSupplier sustainability questionnaire capture
Prepare declared practices, dates and supporting references from a completed questionnaire with fields you can edit. No sustainability rating.
Completed questionnaire PDFs · Scanned or photographed completed questionnaire pagesSupplier quotation line item capture
Prepare supplier, item, unit price, lead time and validity from a quote with fields you can edit. Award comparison external.
Quote PDFs · Scanned or photographed quote pagesSupplier order acknowledgment intake
Prepare PO, accepted quantities, promised dates and stated exceptions from an acknowledgment with fields you can edit. ERP updates external.
Acknowledgment PDFs · Scanned or photographed acknowledgment pagesSupplier audit corrective action intake
Prepare finding, owner, stated action and target date from a corrective action report with fields you can edit. Closure approval external.
Corrective action report PDFs · Scanned or photographed corrective action report pagesSupplier product price list capture
Prepare SKU, unit, price, currency and effective date from a pdf price list with fields you can edit. Pricing policy external.
PDF price list PDFs · Scanned or photographed pdf price list pagesVendor master amendment intake
Prepare vendor reference, changed business fields and effective date from an amendment request with fields you can edit. Master-data authorization external.
Amendment request PDFs · Scanned or photographed amendment request pagesSupplier onboarding questionnaire capture
Prepare ownership declarations, operations and stated risks from a due-diligence questionnaire with fields you can edit. Assessment external.
Due-diligence questionnaire PDFs · Scanned or photographed due-diligence questionnaire pagesPurchase requisition intake
Prepare requester, cost center, items, quantities and requested date from a requisition with fields you can edit. Approvals external.
Requisition PDFs · Scanned or photographed requisition pagesTax
11 processesTax season client intake
Capture the tax year, payer or employer details, and selected form boxes in a consistent intake record. Start with one form type, then expand the schemas your practice needs while keeping document completeness and preparation decisions with your staff.
W-2 PDFs and supported images · 1099 variants using a schema for each relevant formTax notice response preparation
Prepare taxpayer, period, notice code, amount and stated response date from a tax authority notice with fields you can edit. Advice and response external.
Tax authority notice PDFs · Scanned or photographed tax authority notice pagesSales tax return bookkeeping capture
Prepare jurisdiction, period, taxable sales and stated tax from a filed sales tax return with fields you can edit. Filing external.
Filed sales tax return PDFs · Scanned or photographed filed sales tax return pagesBusiness personal property declaration capture
Prepare asset categories, acquisition costs and reported year from a property declaration with fields you can edit. Valuation external.
Property declaration PDFs · Scanned or photographed property declaration pagesPayroll tax return reconciliation inputs
Prepare quarter, wages, withholding and reported liabilities from a filed payroll return with fields you can edit. Reconciliation external.
Filed payroll return PDFs · Scanned or photographed filed payroll return pagesTax payment confirmation capture
Prepare taxpayer reference, tax period, payment date and stated amount from a tax payment receipt with fields you can edit. Settlement verification external.
Tax payment receipt PDFs · Scanned or photographed tax payment receipt pagesEstimated tax voucher intake
Prepare taxpayer, installment period, due date and stated amount from an estimated tax voucher with fields you can edit. Calculation external.
Estimated tax voucher PDFs · Scanned or photographed estimated tax voucher pagesTax extension acknowledgment indexing
Prepare taxpayer, form, period and stated acceptance from an extension acknowledgment with fields you can edit. Filing validation external.
Extension acknowledgment PDFs · Scanned or photographed extension acknowledgment pagesTax organizer response capture
Prepare answered questions and declared income-document checklist from a completed organizer with fields you can edit. Completeness external.
Completed organizer PDFs · Scanned or photographed completed organizer pagesRental property tax worksheet intake
Prepare property, income, expense categories and stated days of use from a client rental worksheet with fields you can edit. Deduction decisions external.
Client rental worksheet PDFs · Scanned or photographed client rental worksheet pagesCharitable contribution receipt capture
Prepare donor, donee, date, amount and stated goods received from a donation receipt with fields you can edit. Deductibility external.
Donation receipt PDFs · Scanned or photographed donation receipt pagesPeople operations
10 processesEmployee onboarding form intake
Prepare name, contact, start date and stated payroll details from an employee form with fields you can edit. Identity verification external.
Employee form PDFs · Scanned or photographed employee form pagesEmployment offer term capture
Prepare role, compensation, start date and stated conditions from an offer letter with fields you can edit. Contract advice external.
Offer letter PDFs · Scanned or photographed offer letter pagesLeave request record preparation
Prepare employee, dates, leave category and stated support from a leave form with fields you can edit. Entitlement decision external.
Leave form PDFs · Scanned or photographed leave form pagesTraining certificate register capture
Prepare attendee, course, issuer and expiry from a training certificate with fields you can edit. Competence validation external.
Training certificate PDFs · Scanned or photographed training certificate pagesProfessional license register intake
Prepare holder, jurisdiction, license type and expiry from a license document with fields you can edit. Current status verification external.
License document PDFs · Scanned or photographed license document pagesPerformance review record capture
Prepare employee, review period and explicitly stated ratings or goals from a completed review with fields you can edit. No automated evaluation.
Completed review PDFs · Scanned or photographed completed review pagesEmployment separation checklist intake
Prepare employee, dates, completed items and outstanding tasks from a separation checklist with fields you can edit. Employment decisions external.
Separation checklist PDFs · Scanned or photographed separation checklist pagesTime off balance statement capture
Prepare employee, period and stated leave balances from a balance report with fields you can edit. Accrual calculations external.
Balance report PDFs · Scanned or photographed balance report pagesEmployee travel authorization intake
Prepare traveler, dates, destination, budget and stated approval from a travel form with fields you can edit. Booking external.
Travel form PDFs · Scanned or photographed travel form pagesContractor timesheet approval inputs
Prepare contractor, project, period and hours from a contractor timesheet with fields you can edit. Billing and employment status external.
Contractor timesheet PDFs · Scanned or photographed contractor timesheet pagesLegal
14 processesCustomer contract commercial term capture
Prepare parties, term, fees and payment conditions from a customer agreement with fields you can edit. Legal interpretation external.
Customer agreement PDFs · Scanned or photographed customer agreement pagesStatement of work deliverable intake
Prepare project, deliverables, milestones and stated acceptance conditions from a sow with fields you can edit. No approval automation.
SOW PDFs · Scanned or photographed sow pagesMaster services agreement register
Prepare parties, effective date, renewal and stated notice clauses from an msa with fields you can edit. Counsel interprets obligations.
MSA PDFs · Scanned or photographed msa pagesContract renewal notice indexing
Prepare agreement reference, deadline and stated change from a renewal notice with fields you can edit. Calendar and response external.
Renewal notice PDFs · Scanned or photographed renewal notice pagesContract termination notice capture
Prepare parties, reference, stated termination date and reason from a termination notice with fields you can edit. Legal effect external.
Termination notice PDFs · Scanned or photographed termination notice pagesSoftware license agreement register
Prepare licensor, licensee, term, stated seat limits and fees from a license with fields you can edit. Compliance assessment external.
License PDFs · Scanned or photographed license pagesData processing agreement clause indexing
Prepare parties, processing purpose, stated locations and subprocessors from a dpa with fields you can edit. Privacy sufficiency external.
DPA PDFs · Scanned or photographed dpa pagesPurchase agreement obligation register
Prepare deliverables, consideration and dated obligations as stated from a purchase agreement with fields you can edit. Legal review external.
Purchase agreement PDFs · Scanned or photographed purchase agreement pagesAssignment agreement record intake
Prepare assignor, assignee, assigned rights and effective date from an assignment with fields you can edit. Enforceability external.
Assignment PDFs · Scanned or photographed assignment pagesContract amendment change register
Prepare agreement reference, changed clause text and date from an amendment with fields you can edit. Precedence external.
Amendment PDFs · Scanned or photographed amendment pagesLitigation invoice expense capture
Prepare matter, timekeeper, task and billed amount from a law firm bill with fields you can edit. Billing guideline audit external.
Law firm bill PDFs · Scanned or photographed law firm bill pagesCourt filing docket record capture
Prepare case, court, filing label and stated date from a filed document with fields you can edit. Docket verification external.
Filed document PDFs · Scanned or photographed filed document pagesLegal demand letter intake
Prepare parties, alleged issue, requested remedy and deadline from a demand letter with fields you can edit. Response advice external.
Demand letter PDFs · Scanned or photographed demand letter pagesCorporate resolution register
Prepare entity, meeting date and approved actions as written from a resolution with fields you can edit. Authority validation external.
Resolution PDFs · Scanned or photographed resolution pagesManufacturing
15 processesCertificate of analysis lot intake
Prepare product, lot, tests, stated results and specifications from a coa with fields you can edit. Quality release external.
COA PDFs · Scanned or photographed coa pagesCertificate of conformance register
Prepare supplier, part, lot and stated conformity from a coc with fields you can edit. Certification validity external.
COC PDFs · Scanned or photographed coc pagesFirst article inspection report capture
Prepare part, revision, characteristic and measured values from a fai with fields you can edit. Acceptance external.
FAI PDFs · Scanned or photographed fai pagesNonconformance report intake
Prepare part, lot, defect description and stated disposition from an ncr with fields you can edit. Quality decision external.
NCR PDFs · Scanned or photographed ncr pagesCorrective action report register
Prepare problem, stated cause, actions and owners from a capa or 8d report with fields you can edit. Effectiveness validation external.
CAPA or 8D report PDFs · Scanned or photographed capa or 8d report pagesCalibration certificate equipment register
Prepare equipment, lab, dates and reported results from a calibration certificate with fields you can edit. Fitness for use external.
Calibration certificate PDFs · Scanned or photographed calibration certificate pagesMaintenance service report capture
Prepare equipment, date, work performed and reported readings from a service report with fields you can edit. Maintenance scheduling external.
Service report PDFs · Scanned or photographed service report pagesProduction work order intake
Prepare product, revision, quantity, dates and routing as stated from a work order with fields you can edit. Production release external.
Work order PDFs · Scanned or photographed work order pagesBatch manufacturing record indexing
Prepare product, lot, process steps and recorded quantities from a batch record with fields you can edit. Release or compliance decisions external.
Batch record PDFs · Scanned or photographed batch record pagesMaterial safety data sheet indexing
Prepare product, manufacturer, revision and stated hazard classifications from an sds with fields you can edit. Safety interpretation external.
SDS PDFs · Scanned or photographed sds pagesTechnical specification sheet capture
Prepare part, revision, dimensions and stated tolerances from a specification with fields you can edit. Engineering approval external.
Specification PDFs · Scanned or photographed specification pagesEquipment test report capture
Prepare equipment, procedure, date and reported results from a test report with fields you can edit. Pass/fail policy external.
Test report PDFs · Scanned or photographed test report pagesSupplier deviation request intake
Prepare part, affected quantity, requested deviation and stated duration from a deviation request with fields you can edit. Approval external.
Deviation request PDFs · Scanned or photographed deviation request pagesReturn material analysis report intake
Prepare returned part, observed failure and stated findings from an analysis report with fields you can edit. Root-cause validation external.
Analysis report PDFs · Scanned or photographed analysis report pagesProduct warranty claim intake
Prepare product, serial, purchase date and reported fault from a warranty form with fields you can edit. Eligibility external.
Warranty form PDFs · Scanned or photographed warranty form pagesPublic & nonprofit
8 processesGrant application intake
Prepare applicant, project, requested amount and stated budget from a grant application with fields you can edit. Eligibility decisions external.
Grant application PDFs · Scanned or photographed grant application pagesGrant award letter register
Prepare recipient, award amount, period and stated conditions from an award letter with fields you can edit. Grant compliance external.
Award letter PDFs · Scanned or photographed award letter pagesGrant expenditure report capture
Prepare grant, period, budget categories and reported spend from an expenditure report with fields you can edit. Audit conclusions external.
Expenditure report PDFs · Scanned or photographed expenditure report pagesDonation pledge form intake
Prepare donor, amount, schedule and stated restrictions from a pledge form with fields you can edit. Collection actions external.
Pledge form PDFs · Scanned or photographed pledge form pagesRestricted donation acknowledgment indexing
Prepare donor, fund, date and stated restrictions from an acknowledgment with fields you can edit. Accounting treatment external.
Acknowledgment PDFs · Scanned or photographed acknowledgment pagesVolunteer registration form intake
Prepare volunteer, availability, interests and stated experience from a registration form with fields you can edit. Screening external.
Registration form PDFs · Scanned or photographed registration form pagesMunicipal permit application capture
Prepare applicant, site, proposed work and submitted details from a permit application with fields you can edit. Permit eligibility external.
Permit application PDFs · Scanned or photographed permit application pagesPublic records request intake
Prepare requester, stated scope, dates and preferred format from a request form with fields you can edit. Statutory response decisions external.
Request form PDFs · Scanned or photographed request form pagesOne process is a useful place to start.
Each workflow includes example data, editable starter fields, review checks, and a path to production. Create your schema, test representative documents, and expand when the next intake step is ready.
Compare extraction plansClassifying a business at intake?
The dedicated SIC classifier accepts applications and bank statements and returns industry codes, confidence, and evidence for underwriting review.
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