Contract Data Extraction
Contract data extraction with an audit trail back to the source page.
Stop rekeying contracts into your ERP — we encode the extraction field by field, with human approval before anything writes to Sage or Business Central.
Built with the leading AI platforms
NVIDIA
Anthropic
The broken Friday
Billing quietly runs off last year’s PDF.
From finance and operations teams we have sat inside: PE-backed services companies and distributors whose contract source of truth is a PDF library, not the ERP.
Contracts and addendums in SharePoint, rekeyed into the ERP
Every addendum changes the rates, and someone keys the new price sheet into Sage or Business Central by hand — billing prices from whatever was keyed last.
Nobody is checking invoice prices against the contracted price sheet since she left
A consolidated supplier PDF lands monthly, split by hand into location sub-invoices. The contract-price check belonged to one person — she left, and it left with her.
Price updates that arrive at renewal, as a spreadsheet
Supplier pricing updates show up as an Excel file at contract renewal, with no formal change-notification requirement in between. Whatever drifts mid-contract, nobody sees.
Reports that arrive as documents and get re-keyed
Tank-terminal inventory and status reports land as documents, keyed into the system by hand — at one global chemical distributor running roughly $500M of revenue across multiple ERPs.
Delivery changes trapped in the customer-service inbox
Shipping documents and delivery changes sit as PDF attachments in the customer-service inbox, never reaching the ERP — the system of record is quietly wrong.
What manual costs
The errors are quiet. The drift compounds.
Reported operating examples show where manual work adds up. Your audit establishes the workload, error rates, and costs in your business.
From anonymized engagements — PE-backed hospice care, chemical distribution
How it works
Data extraction services for PDFs, emails, and no-API systems.
We encode the extraction field by field. The rules — which addendum wins, which field maps where — become the system, and every extracted value carries a pointer back to the exact source page.
- 01
Map the contract library
We inventory where contracts live — SharePoint libraries, inbox attachments, scans — trace the addendum chains, and write down which fields your ERP consumes. You keep the map.
- 02
Encode the extraction
Extraction rules are built field by field against your documents, with confidence scores and a per-field audit trail back to the source page. Latest addendum wins by rule.
- 03
Approve exceptions only
Humans see only fields the rules cannot resolve — an approval queue, not rekeying. Approved fields write to Sage or Business Central with the source pointer attached.
New OCR won’t fix a contract that was never encoded.
Extraction vendors lead with accuracy claims; buyers arrive burned and want proof on their own files, not a demo set. Contract abstraction services want the whole library migrated before billing sees a benefit.
Our AI reads every contract and addendum against rules we encode — only the fields your ERP consumes, each auditable back to the exact source page. The encoded extraction runs in parallel with your manual process, compared line by line, before anyone relies on it.
Led by Peter Enestrom.
Questions
Asked by controllers and finance leads.
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