Planned product · Custom development enquiries open
This is a proposed product scope. There is no released software, working demo or source-code download yet. You can download the planning brief below or discuss a custom implementation.
Who this is for
Operations teams processing supplier forms, invoices, purchase orders or onboarding documents.
The problem worth solving
Documents arrive in different formats. Copying fields into a spreadsheet is slow, while blindly accepting model output can propagate mistakes into downstream systems.
A useful first workflow
An operator uploads a document, compares proposed fields with the source, corrects uncertain values and approves a structured export. Failed or duplicate files remain visible in a review queue.
Proposed first release
- One document family and an agreed field schema
- Upload, extraction and a side-by-side human review interface
- Field validation, duplicate detection and CSV export
- Job status, processing errors and an auditable approval record
Designed for further development
- Add document schemas and validators independently
- Replace OCR or model providers behind a documented adapter
- Add ERP destinations after the reviewed export flow is accepted
The implementation plan calls for a customer-controlled repository, documented module boundaries, migrations, sample data and setup instructions. Deliverables, third-party licenses and any redistribution rights are agreed in the project scope. No existing reusable implementation is claimed on this page.
Acceptance checks to agree
- Missing and invalid required fields prevent approval
- The reviewer can trace an extracted value back to its source
- Reprocessing preserves a clear version history
- An approved export follows the agreed schema and excludes unapproved files
Scope boundaries
Accounting advice, automatic money movement and universal document accuracy are not part of this plan.
What to bring to a discussion
Provide redacted sample documents, target fields, validation rules and a description of the receiving system.
Explore the related planned demonstration for a concrete user journey and validation plan.
Use this scope with your team
Free Markdown planning brief. This is a requirements document, not a software package.
Build it for your workflow
I lead the technical work directly and involve collaborators when the agreed scope needs them. We begin with the data, integration constraints and acceptance checks, then agree the release and handover.
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