AI Document Extraction
AI document extraction with your rules encoded.
We encode the extraction rules per document type — which version wins, which field maps where — so documents are read on arrival, not re-keyed.
Built with the leading AI platforms
NVIDIA
Anthropic
The broken Friday
The documents never stop. Someone re-keys them.
From operations teams we have sat with: ops managers, controllers, revenue-cycle and practice-ops leads at mid-market and PE-backed companies between $20M and $500M — not shopping for software, watching the document pile eat a person’s week.
The weekly item-change PDF, parsed store by store
A 7–10 page item-change PDF lands from the co-op every week, and someone breaks it down store by store — stale location or on-hand data breaks it.
The 20–50 tab monthly mega report
The co-op pushes a 20–50 tab Excel workbook each month; an ops person pulls the count sheets out and pushes them to the stores as PDFs.
Every initialed box on every scanned consent form, checked by eye
Field staff scan consent forms in and revenue-cycle clerks verify every initialed box one by one — the kick-back rate to the field stays high.
Timesheets hand-delivered by Dropbox every cycle
Timesheets and payroll reports arrive by Dropbox for hand-cleaning every cycle — when the vendor changed, the layouts changed and the routine broke.
Seventy documents per case, assembled by hand
Verifying one eligibility case means pulling 70 documents reaching 5 years back across 18 third-party services — per case, every time.
What manual costs
Re-keying is a payroll line, not a nuisance.
What the manual way looks like when every document is handled by a person: it arrives, sits in an inbox, gets read, gets re-keyed, and the errors surface weeks later. Your numbers will differ — the first document type we shadow puts figures on yours before anything gets built.
From anonymized engagements — a ~20-store retail co-op member, multi-branch home health, a physician-group practice
How it works
AI document search — every field findable again after extraction.
No document-management migration, no new system to learn. The rules your best re-keyer applies become the extraction, and every extracted field keeps a pointer back to its source page.
- 01
Shadow one document type
We watch one document type for a week — every layout, every exception, every place the data lands — before anything gets encoded.
- 02
Encode the extraction rules
Which version wins, which field maps where, the confidence threshold on each — documented per document type, auditable, yours to keep.
- 03
Humans see exceptions only
The AI reads every incoming document; the exceptions the rules cannot resolve queue for a person, and approved fields write through the same day.
The tool reads the document. It doesn’t know your rules.
Every tool on page one will read the document. None of them knows the addendum supersedes the contract, that this vendor’s “each” is a case, or where the field goes in your ERP.
Our AI does the reading; your rules — encoded, auditable, yours — do the judging. Approved fields write through with the source page attached.
Led by Peter Enestrom.
Questions
Asked by ops managers and controllers.
The straight answers, before you book anything.
What’s holding your business back?
A workflow ready for automation. An AI product you want to build. A problem that has sat on the roadmap for years. Let’s talk about what it would take to solve it.
Talk to Zaigo