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Loved by 167+ operations teams

Intelligent Document Processing for Teams Still Retyping Invoices, Claims, and Forms

For finance, claims, and operations teams who still key data from PDFs and scans: a pipeline that reads each document, checks the values, and hands you only the exceptions.

  • 20+ hrs

    Manual keying saved weekly

  • 100%

    Low-confidence fields reviewed

How your project runs

01 · Free
TRIGGERNew orderSTEP 1Check stockSTEP 2Create invoiceSTEP 3Notify teamWorkflow runDone
  1. 01Free Document Review
  2. 02Label a Sample
  3. 03Build the Pipeline
  4. 04Test and Tune
  5. 05Launch and Handover

Teams we have built for:

  • Amazon Web Services
  • HubSpot
  • Linode
  • Microsoft Azure
  • Moodle
  • Magento
  • Oracle
  • Salesforce
  • SAP
  • Squarespace
  • Weebly
  • WP Engine
  • Google Cloud
  • DigitalOcean

The Problem

Your Team Retypes Documents Your Software Should Read

It shows up when volume grows faster than headcount: more vendors, more claim forms, more phone photos of paperwork, and an OCR tool that only reads the layouts it was set up for.

  1. Rekeying

    Staff retype invoice and claim fields from PDFs every day.

    Rekeying

    Fields are extracted, checked, and posted, so staff only touch the exceptions.

  2. New layouts

    A new vendor layout breaks the template-based OCR tool.

    New layouts

    Layout-aware extraction plus a language model reads layouts no template was built for.

  3. Silent errors

    Wrong totals slip into the ledger because nothing checks them.

    Silent errors

    Validation rules match totals, dates, and PO numbers before anything is exported.

  4. Audit trail

    Nobody can show where an exported value came from.

    Audit trail

    Every value links back to its page and field, and reviewer edits are logged.

Your accounts payable inbox fills up every Monday: invoices, credit notes, W-9s, and a bill of lading somebody photographed on a truck. Two people retype vendor names, totals, and line items into the ERP. The template OCR tool reads clean invoices, then breaks on every new vendor layout. A mistyped total slips into the ledger because nothing checks it, and month-end close stretches by days. Hiring more people for data entry fixes this week, not next quarter.

We start with your documents, not a demo file. We label a sample of real invoices, claims, or forms. Then we build a pipeline that sorts each file, reads it with layout-aware OCR, and calls a language model only for fields that need judgment. Validation rules check every value against your records. Anything uncertain goes to a reviewer with the field highlighted, so your team approves exceptions instead of retyping every page.

  • Scored on your documents

    Accuracy comes from a labeled sample of your own files, not from a vendor brochure.

  • People check the hard fields

    Values below the confidence threshold go to a reviewer with the source text highlighted on the page.

  • Data lands in your systems

    Validated values post to your ERP, CRM, or claims system with a link back to the page.

Our Intelligent Document Processing Process

From Sample Documents to a Live Pipeline in Five Clear Steps

You approve the field list and the labeled sample before we build, then review the accuracy report on your own documents before the pipeline touches production data.

  1. We look at 10 to 20 sample documents, where they arrive, and where the data must land. You get a written scope, the field list, and a fixed price before you share any production files.

What's Included

What You Get With Our Intelligent Document Processing Solutions

Everything from the moment a file arrives until approved data lands in your systems. You also get the labeled test set that proves the pipeline works.

  • Intake and classification

    Email inboxes, upload forms, and SFTP folders feed one queue that sorts every file by document type.

  • Field and table extraction

    Header fields, line items, and multi-page tables come out as clean, typed data your systems accept.

  • Validation against your records

    Totals, dates, tax IDs, and PO numbers are checked against your ERP or vendor list before export.

  • Human review queue

    Low-confidence fields are highlighted on the page image, so reviewers correct values in seconds instead of rekeying.

  • System exports and sync

    Approved data posts to QuickBooks, Xero, NetSuite, SAP, or Salesforce through their APIs, or to your own database.

  • Accuracy report and handover

    Field-level scores on your labeled sample, the code, the runbook, and 30 days of tuning after launch.

Compare Options

DeveloperLook vs IDP Software vs Offshore Data Entry

IDP software suits standard forms at high volume, and offshore keying suits small, irregular batches. Here is where each breaks down when intelligent document processing automation must fit your systems.

DeveloperLook
IDP Software
Setup
DeveloperLook: Scoped on your real documentsIDP Software: Self-serve templates and free trials
Unusual layouts
DeveloperLook: Custom extraction when templates failIDP Software: Strong on common invoice and ID forms
Accuracy proof
DeveloperLook: Measured on your labeled sampleIDP Software: Vendor benchmarks on sample files
System checks
DeveloperLook: PO, vendor, and policy lookupsIDP Software: Extra connectors, often at extra cost
Exceptions
DeveloperLook: Review queue with highlighted fieldsIDP Software: Built-in review screen
Volume spikes
DeveloperLook: Queued and processed in orderIDP Software: Scales well within plan limits
Ownership
DeveloperLook: Code and rules in your cloudIDP Software: Vendor subscription and data
Cost
DeveloperLook: Fixed build plus usage at costIDP Software: Per-page fees, cheapest for standard forms

Projects We've Built

Insurance, payroll, and finance products where claims, contracts, and invoices drive the work. They show how we build forms, records, and dashboards, not IDP pipelines themselves.

What Our Clients Say

What Clients Say After Launch

Feedback from teams we have built apps, platforms, and websites for.

We had a pretty specific idea of what we wanted our website to become, but I wasn’t sure how easily we could explain all of it to a development team. There were quite a few moving parts, and we were working toward a deadline, so I expected a few things to get lost along the way. That never really happened. They understood what we were trying to achieve, kept us updated throughout the process, and got everything ready within the agreed timeline. The final site feels much easier to navigate, works beautifully on mobile, and is noticeably smoother for our customers. It was a huge relief seeing the original idea actually turn into the website we had in mind.

Michael BennettFounder & CEO of Northbridge Consulting01 / 03
  • 1,250+

    Projects shipped

  • 10+

    Years of experience

  • Top 3%

    Upwork Top Rated Plus

  • 5 stars

    Average review score

  • 1,250+

    Projects shipped

  • 10+

    Years of experience

  • Top 3%

    Upwork Top Rated Plus

  • 5 stars

    Average review score

Want results like these?

Tell us what you are building. You get a reply within 24 hours on business days, then a written estimate.

Work Culture

Why Operations Teams Trust Us With Their Paperwork

What sets us apart from other intelligent document processing companies is proof: accuracy measured on your own documents, people on the hard fields, and a pipeline you own.

  • Your documents set the score

    We measure accuracy on a labeled sample of your own files. Vendor demo numbers don't decide whether a pipeline is ready for your ledger.

  • People stay on hard fields

    We route uncertain values to a person instead of forcing automation past its limits. Reviewers see the source text, so each check takes seconds.

  • Sensitive files stay scoped

    Documents stay in your cloud account, and we redact personal data where the workflow allows. Healthcare jobs run only on services covered by a signed BAA.

  • Honest about simple cases

    If your accounting tool's built-in bill capture already handles your volume, we say so before we quote. You pay for a pipeline only when it earns its keep.

  • Usage costs in the open

    You get a fixed build price and an estimate of OCR and model fees per 1,000 pages. Those fees are billed to your own accounts with no markup.

  • You own the pipeline

    Code, prompts, validation rules, and the labeled sample are yours at handover. Another team can maintain the pipeline without asking us for anything.

Overview

How does intelligent document processing work?

DeveloperLook builds intelligent document processing pipelines that read invoices, claims, and forms and post checked data to your systems. Each build covers intake, classification, field and table extraction, validation rules, and a human review queue. Projects start at $1,100, take 2 to 10 weeks, and are scored on your own documents.

DEVELOPERLOOK

Project facts · Intelligent Document Processing Services

Service
Intelligent Document Processing Services (intake, extraction, validation, review queue, system sync)
Typical timeline
2 to 3 weeks for one document type, 5 to 10 weeks for multi-system pipelines
Platforms
QuickBooks, Xero, NetSuite, SAP, Salesforce, and custom databases
Built with
Amazon Textract, Azure AI Document Intelligence, Google Document AI, Python, OpenAI, Claude
Experience
10+ years of development experience and 1,250+ shipped projects
Post-launch support
30 days of fixes and tuning after launch
Communication
Calls in US, UK, and AU business hours
Starting price
From $1,100 USD, fixed scope after a document review

Reviewed 28 Oct 2026 by Saimul Islam

Good fit

  • Accounts payable teams on many vendors

    Your AP team retypes invoices from dozens of vendor layouts into NetSuite or QuickBooks, and month-end close waits on the backlog.

  • Insurance claims and underwriting teams

    Your adjusters read claim forms, ACORD applications, and medical bills by hand before a claim can even move to review.

  • Logistics and freight operations

    You process bills of lading, delivery receipts, and customs paperwork, often photographed on a phone, and need the data in your systems the same day.

  • Healthcare billing and intake offices

    Your staff pulls patient details from referral faxes, insurance cards, and explanations of benefits, and every page holds protected health information.

  • Agencies selling automation to clients

    You resell automation and need document pipelines delivered under your brand, with the accuracy testing your clients will ask about.

Not a fit

  • Creating invoices from orders

    You need to generate and send invoices from store orders, not read incoming documents. Our Invoice Automation Software page covers that work at a lower price.

  • Questions across your documents

    You want staff to ask questions across policies and manuals rather than pull fields into a system. RAG Development is the better fit for that.

  • Budget under $1,100

    Your budget is under $1,100 and you handle a few dozen simple documents a month. Your accounting software's built-in bill capture is enough for now.

  • A vision model from scratch

    You want a new vision model trained on millions of images for a product feature. Our Machine Learning Development Services page covers custom model work at that scale.

Not sure we're the right fit?

Book a free call or message us. We'll tell you honestly whether we're the right team.

Pricing

Transparent Starting Prices for Intelligent Document Processing Services

These are starting points in USD. Your final price depends on your document types, scan quality, and target systems, and you get a fixed proposal after a free document review.

$1k$2k$3k$4k$5k$6k$7k$8k$1,100$3,300$7,200

For teams with one document type that eats hours of keying every week.

$1,100one-time, USD

Get a fixed quote
  • One document type, up to 15 fields
  • Extraction and validation rules
  • Review queue for low-confidence fields
  • Accuracy test on 100 of your documents
  • CSV export or one connected system
  • 30 days of fixes and tuning after launch

Recommended

For finance and claims teams handling several document types from one inbox.

$3,300one-time, USD

Get a fixed quote
  • Everything in One Document Type
  • Up to 5 document types with auto classification
  • Email inbox, upload, or SFTP intake
  • Lookups against your ERP or CRM records
  • Accuracy test on 300 of your documents

For operations that run many document types across several business systems.

$7,200one-time, USD

Get a fixed quote
  • Everything in Multi-Document Pipeline
  • Up to 15 document types, tables, and handwriting
  • Up to 3 connected business systems
  • PII redaction and role-based access
  • Audit trail and accuracy dashboard
  • Team training and runbook

For Agencies

White-Label Intelligent Document Processing Automation for Agencies

You own the client relationship. We supply the document pipelines behind your automation offer: labeled samples, extraction, validation, and the accuracy report your client signs off on. Your logo goes on every deliverable, and we join client calls only when you ask.

How the partnership works

White label: your client only ever sees your brand

Your clientSees only your brand
You, the agencyOwn the relationship
DeveloperLookBehind your brand
  1. Share the brief

    Send sample documents, target systems, and the monthly volume your client expects.

    • Client needs
    • You share the details
    • Details received
  2. We scope and price

    You get a fixed price, a timeline, and an accuracy test plan within 2 business days.

    • Scope and plan
    • Proposal to resell
    • Your quoteYOUR LOGO
  3. Build and hand off

    We deliver the pipeline, the accuracy report, and the runbook under your brand.

    • Done by our team
    • Your brand on it
    • Handed to your clientDone
  • Your client
  • You, the agency
  • DeveloperLook
  1. Share the brief

    Send sample documents, target systems, and the monthly volume your client expects.

    1. Client needs
    2. You share the details
    3. Details received
  2. We scope and price

    You get a fixed price, a timeline, and an accuracy test plan within 2 business days.

    1. Scope and plan
    2. Proposal to resell
    3. Your quoteYOUR LOGO
  3. Build and hand off

    We deliver the pipeline, the accuracy report, and the runbook under your brand.

    1. Done by our team
    2. Your brand on it
    3. Handed to your clientDone
  • Stay client-facing

    You run the relationship while we build quietly behind your brand.

  • Accuracy you can show

    Field-level scores on the client's own documents back up every proposal you send.

  • Senior engineers only

    Pipelines are built by engineers who have shipped OCR and language model work.

  • Predictable delivery

    Fixed scope and weekly updates keep your client's timeline and budget steady.

The Right Technology for Your Project

Technology Stack

We pick the OCR service and model per document type, keep files in your cloud account, and connect the output to the systems your team already runs.

    • AWS logoAmazon Textract
    • Microsoft Azure logoAzure AI Document Intelligence
    • Google Cloud logoGoogle Document AI
    • Tesseract OCR
    • OpenAI logoOpenAI
    • Anthropic Claude logoAnthropic Claude
    • Google Gemini logoGoogle Gemini
    • Meta Llama logoMeta Llama
    • Python logoPython
    • PostgreSQL logoPostgreSQL
    • Docker logoDocker
    • n8n logon8n
    • FastAPI
    • QuickBooks logoQuickBooks
    • Xero logoXero
    • NetSuite
    • SAP logoSAP
    • Salesforce logoSalesforce
01 / 04

FAQ

Frequently Asked Questions

Straight answers on cost, accuracy, document types, and data safety for IDP projects.

  • Intelligent document processing is software that reads business documents the way a trained clerk would: it sorts them, finds the fields, and checks the values. That is the core of intelligent document processing vs OCR: plain OCR only turns an image into text, while IDP knows a number is an invoice total and checks it against the line items. Common intelligent document processing use cases are accounts payable, claims intake, onboarding forms, and shipping paperwork.

  • Document processing software works in four stages: intake, classification, extraction, and validation. Files arrive by email, upload, or SFTP and are sorted by type. OCR and layout analysis turn each page into text with positions, then extraction models pull out fields and tables. Validation rules check the values, and anything below a confidence threshold goes to a person before export.

  • IDP projects start at $1,100 for one document type with validation, a review queue, and a 100-document accuracy test. The Multi-Document Pipeline plan is $3,300 for up to 5 types with ERP or CRM lookups, and the Back-Office IDP Platform starts at $7,200. OCR and model usage is billed to your own cloud accounts at cost.

  • One document type usually goes live in 2 to 3 weeks, and a multi-type pipeline with system lookups takes 5 to 10 weeks. Labeling the sample fills the first few days, so the start date depends on how quickly you can share real files. You get a dated plan with the fixed proposal, and the accuracy report comes before launch.

  • Start with the document that costs the most keying time, automate it end to end, then add the next type. An inbox or folder feeds the pipeline, extracted data posts to your ERP or claims system, and staff work a review queue instead of typing. Approvals and payments stay in the tools your back office already uses, so nobody learns a new system.

  • Amazon Textract, Azure AI Document Intelligence, and Google Document AI all offer asynchronous APIs for multi-page and batch jobs. We pick the service per document type by accuracy on your sample and price per page. The pipeline queues every file, so a spike of thousands of pages is processed in order instead of timing out, and you see the backlog on a dashboard.

  • No. Intelligent data processing is a loose term for applying AI to any data, while IDP deals with documents: PDFs, scans, photos, and email attachments. The two meet after extraction, when document data joins your other records. If your inputs are already structured rows in a database or an API feed, you need a data pipeline, not an IDP build.

  • Machine learning does three jobs in IDP: it classifies each document, locates fields and tables in the layout, and scores its confidence in every value. Pretrained models in the cloud OCR services cover common forms, and we train a custom extractor when your layouts are unusual. That learning is what separates artificial intelligence document processing from rigid templates.

  • Complexity is the biggest driver of accuracy: clean digital PDFs score highest, while faint scans, handwriting, stamps, and tables that span pages score lower. That is why we label a sample that includes your hardest documents and report accuracy per field. A printed total might post automatically at high confidence, while a handwritten date goes to a reviewer by rule.

  • Enterprises manage IDP risk with four controls: human review, validation against systems of record, access limits, and an audit trail. Review covers every low-confidence field, and the trail links each exported value to its page. We also redact personal data where the workflow allows and keep files in your cloud account. Healthcare documents run only on services covered by a signed BAA.

Saimul IslamFounder & CEO, DeveloperLook

Still have questions?

Send a message or book a call with the team.

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