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.
Official services partner of the platforms defining AI
NVIDIA
Anthropic
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.
The errors are quiet. The drift compounds.
What we have measured inside contract-heavy finance teams. The contract data entry treadmill looks cheap until you price the rework, the rate drift, and the invoices nobody checks.
From anonymized engagements — PE-backed hospice care, chemical distribution
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.
We were burned before, so the bar was proof on our own documents. The parallel run is what got us there.
Led by Peter Enestrom.
Asked by controllers and finance leads.
The straight answers, before you book anything.
Contract data extraction is the process of pulling defined fields — parties, rates, effective dates, surcharges, terms — out of contract documents such as PDFs, scans, and emailed files, and structuring them so another system, like an ERP, can use them. Done properly, each extracted field keeps a reference back to the exact page it came from.
Contract abstraction usually means a services firm reading contracts and summarizing them by hand, often as part of a full library migration. Contract data extraction is narrower: defined fields are pulled by encoded rules and delivered into the systems that consume them, with an audit trail per field. Abstraction describes the document; extraction feeds the process.
Yes. Most of the contracts we see arrive as SharePoint PDFs, scans, and inbox attachments, with no API behind them. The documents are read where they already live, and the extraction rules are tuned field by field against your actual files, not a sample set.
Approved fields are written into Sage or Business Central through your existing import or posting process, with the source-page reference attached to each field. Nothing writes automatically: a human approval step sits between extraction and the ERP, and your team reviews only the exceptions.
The addendum chain is encoded as a rule: the latest addendum supersedes the original contract and every earlier addendum for the fields it changes. Extraction always prices from that chain, and each field shows which document — and which page — supplied the value, so the answer can be checked.
Start with one workflow.
Tell us where your team loses hours. We will come back with a straight answer on whether AI can help, what it would take, and what it would pay.