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Services

Document and data extraction

We build pipelines that turn PDFs, scans and public records into structured data, with a review step for anything the system is unsure about.

The problem

Off-the-shelf extraction tools handle common forms from large issuers. They struggle with the documents that make up a real workload: unusual layouts, scans of scans, a fund’s K-1 with forty pages of footnotes, a county’s permit export. Teams end up paying someone to retype data that already exists, and AI tools that fail silently make the problem worse because nobody knows which numbers to trust.

What we deliver

  • An extraction pipeline built for your document types, running in your own cloud account
  • A link from every extracted value back to the page and box it came from, with a confidence score
  • A review queue for low-confidence fields, so a person checks only what needs checking
  • Exports into the systems you already use, such as your tax software, accounting system, CRM or database
  • An accuracy report measured on your documents

Sensitive files stay in your environment, and the pipeline can run on model endpoints that do not retain your data.

Where it applies

Accounting
K-1s, brokerage statements and bank statements extracted into your tax or accounting software.
Commercial real estate and title
Rent rolls, operating statements, deeds and loan documents loaded into a database you can query.
Law
Large record productions indexed and summarized, with every extracted field linked to its source page.
Sales and marketing
Lead lists built from permits, property records and business licenses, refreshed into your CRM.
Public data
Bulk federal and state records ingested and matched across sources.

Further reading

Start with one dataset, one report or one document type.

We will look at the systems and records involved and recommend a first step.