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Document automation

Turn documents
into dependable data

Extract structured data from invoices, contracts, purchase orders, forms and scanned PDFs, with accuracy checks and a clear record of every step.

  • Structured data extraction
  • Accuracy and review
  • Complete audit trail
  • Finance system integration
  • Flexible document intake
From £495/mo
AI monthly plans
4hr
Response commitment
24/7
Service monitoring
UK-wide
Service delivery

From files
to finance systems

Manual document handling slows finance teams and leaves important data trapped in files. Wanzo extracts structured information from invoices, contracts, purchase orders, application forms and scanned PDFs, then prepares it for the systems your team already uses.

We design the workflow around your documents, approval rules and finance process. Accuracy checks flag uncertain fields for review instead of hiding them. Each document keeps a traceable record of what was captured, changed and approved. Your service runs on a monthly retainer, so it can be monitored and refined as volumes, formats and business rules change.

What's included

Structured data extraction

Capture agreed fields from invoices, contracts, purchase orders, application forms and scanned PDFs. The output follows a consistent structure ready for validation and transfer into your systems.

  • Invoice line items
  • Contract dates and terms
  • Application form fields

Accuracy and review

Set rules for required fields, accepted formats and expected values. Low-confidence results are held for human review so questionable data doesn't move quietly into finance workflows.

  • Confidence thresholds
  • Field validation rules
  • Human exception review

Complete audit trail

Keep a time-stamped record of each extraction, review and approval. Teams can trace the source document, see what changed and identify who accepted the final data.

  • Source document links
  • Recorded field changes
  • Approval history

Finance system integration

Connect processed data to the finance system you already use through an agreed integration or structured export. Wanzo maps fields and hand-off points around your current process.

  • Mapped finance fields
  • Controlled data transfer
  • Existing approval routes

Flexible document intake

Handle incoming documents across email attachments, uploads and scanned files, subject to agreed workflow design. Classification sends each file to the right extraction and review route.

  • Email attachments
  • Secure file uploads
  • Scanned business records

Ongoing managed service

Document formats and business rules change. The monthly retainer covers ongoing support, monitoring and agreed refinements, so the service doesn't become an unsupported project after launch.

  • Continuous service monitoring
  • Agreed workflow refinements
  • Monthly technical support

Control beyond extraction

One accountable service

Wanzo manages the automation and the technology beneath it. If document processing depends on cloud, security or connectivity, there's one team responsible for the working service.

Practical controls first

We define the fields, checks, review steps and destinations before processing begins. You can see where human approval sits and how exceptions move through the workflow.

Improvement after launch

The work continues after launch through a monthly retainer. We monitor the service and refine agreed rules as your documents, volumes and internal processes change.

Questions people ask

What is AI document processing?

AI document processing uses software to read business files and turn selected information into structured data. Wanzo configures it around documents such as invoices, contracts, purchase orders, application forms and scanned PDFs. The service can classify files, extract agreed fields, apply validation rules and send exceptions for human review. It then passes approved data into an agreed finance workflow or structured export.

How accurate is AI document processing?

Accuracy depends on document quality, layout consistency and the fields being extracted. We don't apply a made-up percentage to every file type. Wanzo combines extraction rules, confidence thresholds, validation checks and human review for uncertain results. The workflow can compare values against expected formats and stop incomplete records from moving forward. You'll also have an audit trail showing the source, changes and approval history.

Can document processing integrate with our finance system?

Yes, Wanzo can pass approved document data into an existing finance system through an agreed integration or structured export. We first map the fields, validation rules, approval points and system access available. The exact connection depends on your finance platform and its supported interfaces. Where a direct integration isn't appropriate, we can design a controlled hand-off that preserves review status and the audit record.

Can AI process scanned PDF documents?

Yes, scanned PDFs can be included in the workflow, provided the text and layout are readable enough to process. Scan quality, handwriting, damaged pages and inconsistent templates can affect extraction. We test representative files before agreeing the workflow and set confidence thresholds for review. Uncertain fields won't be treated as approved data automatically; they can be routed to a person with the original document available for comparison.

How much does AI document processing cost?

Wanzo's AI services start with AI Starter from £495 a month. AI + Managed IT starts at £1,250 a month and is the most popular plan, while AI Transformation starts at £2,950 a month for broader operational change. The right plan depends on document volume, variation, review requirements and the finance system involved. Pricing is monthly, so support and agreed improvement continue after the initial workflow goes live.

Put document processing to work

Show us the documents and finance process involved, and we'll identify a sensible starting point for a monthly service.

No commitment. No sales pressure. Just honest advice.