Document intake and triage
How incoming documents could be read, checked and routed for approval, with people reviewing anything uncertain.
This is an illustrative workflow, not a client deployment. It shows how BillianceAI would approach this kind of problem. It contains no client data and makes no claims about results.
The problem
Teams receive a steady flow of forms, invoices and correspondence. Each item must be read, keyed into a system and passed to the right approver — slow, repetitive and error-prone work.
The approach
Use generative AI to extract structured information from each document, validate it against business rules, and send uncertain cases to a person rather than guessing.
The engineering involved
- 01
Intake
Documents arrive by email, upload or scan.
- 02
Extraction
Key fields pulled into a structured format.
- 03
Validation
Checks against business rules; low confidence is flagged.
- 04
Approval
Routed to the right person, with the source attached.
Outcomes
Not applicable — this is an illustrative workflow, so there are no results to report.