AI Document Processing

Documents in. Validated data out. People only where it matters.

Invoices, purchase orders, freight bills, pay applications, permits and forms, read by AI, checked against your business rules, and posted to QuickBooks, Xero, your database or your ERP, with every exception shown to a person first.

  • No templates to build
  • Line items, not just totals
  • Set up by us, not by you
  • Audit trail on every field
app.pycasdesign.com/queue
The Pycas review queue: approved invoices and documents held for an arithmetic mismatch, a duplicate, and a missing PO

Live pipeline on sample invoices. Three of six held, each with the rule that held it.

The problem

Your team is the integration layer

Somewhere in your business a person opens a PDF, reads a handful of fields and types them into another system. Then someone else checks it. Two-thirds of accounts-payable teams still work this way, and the number went up last year, not down.

It is slow, it costs around nine dollars an invoice in staff time, and it is where errors enter your books. It also doesn't scale: more volume means more people, more overtime or a longer backlog.

The cheap capture apps read the document. They don't check it, match it, or tell you why something is wrong. That gap is what we fill.

Re-keying

Information already on the document is typed again anyway.

Silent errors

A transposed digit in a total or a wrong PO is found weeks later, if ever.

Backlogs

Documents sit in inboxes and shared folders until someone has time.

No audit trail

Who entered what, from which document, and who checked it is anyone's guess.

How it works

Document → Extract → Validate → Review → Export

Five stages. AI does the reading; your business rules decide what is acceptable; people handle only the exceptions.

1 · Document PDF · scan · photo · email attachment · upload · API 2 · Extract OCR + document understanding fields · tables · line items 3 · Validate your business rules totals · dates · vendors · POs 4 · Review exceptions only human approves or corrects 5 · Export QuickBooks · Xero · CSV database · API · ERP Passes all rules → auto-approved Fails a rule → flagged Audit trail: every field, its source document and page, the rule results, and who approved what and when

The exception routing is the point. Anything that fails a business rule is held for a person; everything that passes flows straight through with a full audit record.

Compared with what you may already have

Capture is cheap. Trusting the result is the expensive part.

Receipt capture built into accounting software, and the $20–$60 capture apps, are fine for clean, single-page receipts. They stop where the risk starts.

CapabilityBuilt-in capture
in accounting software
Capture apps
Dext, AutoEntry, Hubdoc and similar
Pycas managed pipeline
Header fields (vendor, date, total)YesYesYes
Line items and tablesNoSome plans, often extra creditsIncluded
Business-rule validation (math, dates, duplicates)Manual review of everythingBasic duplicate checksYour rules, deterministic, explainable
PO / receipt / rate matchingNoNoYes, against your records
Exception review screen with reasonsApprove everything one by oneConfidence flagsOnly failures, each with the rule that failed
Documents beyond invoices and receiptsNoBank statements as add-onPOs, freight bills, pay apps, permits, forms
Set up and rules written by a person who knows your businessYouYouPycas, included
Someone to handle the exceptions for youNoNoOptional add-on
Deployed into your own cloud account if requiredNoNoYes
Typical monthly costIncluded / ~$10$20 – $100$39 – $349

Competitor capabilities summarized from public pricing and product pages, September 2026; verify current details with each vendor. If a capture app is all you need, we will tell you so on the assessment call.

Where AI fits, and where it doesn't

The model is a component. The pipeline is the product.

We use commercial document-AI services (Amazon Textract, and large language models through Amazon Bedrock) for the parts pattern-matching cannot do reliably: reading documents with no fixed layout, pulling line-item tables out of arbitrary formats, classifying what arrived, and coping with handwriting and poor scans.

We deliberately do not use AI for validation. Checking that subtotal plus tax equals the total, that a date is plausible, or that a vendor is on your approved list is arithmetic and lookup. Doing it deterministically is faster, cheaper and more reliable, and it means the system can explain exactly why a document was held.

Anyone can call the same AI API. What you are buying is the layer around it: knowing which extractions to doubt, catching the discrepancies, and putting the doubtful ones in front of a person before they reach your ledger.

AI handles

  • Reading fields from documents with variable layouts and many senders
  • Extracting line-item tables (description, quantity, price)
  • Classifying incoming documents (invoice vs. statement vs. PO)
  • Handwriting and low-quality scans

Deterministic rules handle

  • Arithmetic checks: line items, subtotal, tax, total
  • Required fields, date plausibility, duplicate detection
  • Lookups against your vendor, PO, customer or rate records
  • Routing: auto-approve, or hold for human review
Step 0 · Free assessment · No commitment

Try it on your own documents

Send us up to 25 of your invoices, POs or forms. We set up an account for your document type, run them through the pipeline, and walk you through the results in the review screen: what was extracted, what was flagged, and why. Everything you see is the real pipeline on your data.

Samples and results are deleted 30 days after the assessment unless you continue. Accounts are set up by Pycas within one business day.

25

documents, free

Request a Free Assessment

Prefer to see it live? Book a 20-minute walkthrough and we'll process a document you send during the call.

Step 1 · The main offer

Fixed-price pilot: one document type, your rules, three weeks.

You send 50–100 real examples and tell us what "correct" means. We build the workflow, run every document through it, and hand you a results report you can check line by line.

  • Extraction and your business rules configured for one document type (up to 20 fields plus line items)
  • Up to 500 documents processed during the pilot, with the review screen for your team
  • Export to QuickBooks Online, Xero, CSV/Excel or your database
  • Written results: accuracy by field, exception rate, what was caught, hours it would save
  • A production quote with the pilot fee credited when you proceed within 60 days
Pilot fee
$2,900

Fixed. 50% on signing, 50% on delivery. Credited toward production.

Duration
3 weeks
Multiple document types or ERP integration
$4,900 – $6,900, quoted after discovery
Production build afterwards
Typically $7,500 – $25,000, fixed scope
Then
A managed plan or a care plan
Request a Pilot Scope Already scoped? Pay the $1,450 deposit
Step 2 · Managed plans

Priced like a capture app. Runs like a department.

Every plan includes extraction, your validation rules, the exception review screen, exports, and setup by Pycas. Unused documents never cost anything; overage is per document. Annual billing: two months free.

Secure card checkout by Square; no account needed. Charges appear as "SQ *PYCAS IMAGING" (our affiliate company). Cancel any time.

Starter

$39 /mo
100 documents · $0.40 each beyond
  • One document type, one workflow
  • Line items, validation rules, exception review
  • CSV / Excel export
  • 2 users · 90-day history
  • Setup by Pycas · email support
Subscribe · $39/mo

Scale

from$349 /mo
2,000 documents · $0.15 each beyond
  • Unlimited document types and workflows
  • Everything in Business
  • REST API, multiple connectors, custom rules
  • Unlimited users · custom retention
  • Named engineer · response-time commitment
Subscribe · $349/mo

Add-on: exceptions handled by Pycas

We review and resolve every held document within one business day, contact the vendor when a bill doesn't add up, and send you a weekly summary. Your team only sees the final numbers.

from $199 /mo
up to 60 exceptions/month

Plans run in Pycas's AWS environment and are activated by us after the free assessment or a pilot, usually within two business days. Need it deployed in your own AWS account, a document type with unusual rules, or an integration we don't list? That is the pilot path above.

What every engagement includes

Built around your documents and your rules

Ingestion

PDFs, scanned images, photos and email attachments, picked up from an inbox, a shared folder, an upload form or an API.

OCR & document understanding

Text and layout extraction that handles rotated scans, missing text layers and inconsistent templates from different senders.

Field extraction

The fields you define: vendor, invoice number, dates, PO, line items, totals, applicant details, permit numbers, whatever the document type needs.

Business-rule validation

Do the line items sum to the total? Is the date plausible? Is the vendor known? Does it match the PO? Rules are yours; we encode them.

Human review for exceptions

A review screen shows the document beside the extracted data, highlights what failed and why, and lets a person approve or correct it.

Integration & audit trail

Validated data lands in QuickBooks, Xero, your database or your workflow via connector, API, CSV or Excel, with complete processing and approval history.

Reference implementation

The pipeline you see in the screenshots

Pycas maintains a working invoice pipeline used for assessments: PDF and scanned-image intake, field and line-item extraction, arithmetic and business-rule validation, exception routing, review screen, audit trail and CSV export. The screenshots on this page are that system on sample documents.

Production plans use commercial document-AI services behind the same pipeline. We are happy to run it on your documents.

Production experience

The same pattern runs in ShootPro24AI

Confidence scoring, human-in-the-loop review routing, asynchronous processing on AWS and audit history are the core of ShootPro24AI, the platform Pycas developed and operates in production. Document processing applies the same engineering to a different file type.

Read the ShootPro24AI case study
Questions we get

Straight answers

Is the pilot really fixed at $2,900?

Yes, for one document type with up to 20 fields plus line items, up to 500 documents, and export to QuickBooks Online, Xero, CSV or your database. If you need several document types, an ERP integration, or deployment into your own AWS account, we quote $4,900–$6,900 after a discovery call and put the number in writing before any work starts.

What if the results aren't good enough?

You get the written results report either way, and you owe nothing beyond the pilot fee. Realistically, accuracy is rarely the problem on typed documents; the useful output of a pilot is knowing your exception rate and which rules catch what. If a capture app would serve you as well, we'll say so.

Why are your plans priced near the capture apps if you do more?

Because the software cost of reading a document is genuinely low now; that part shouldn't carry a premium. What costs money is setup, rules, integration and exception handling, which we price separately and up front (the pilot, the add-on, care plans) instead of hiding them in a per-document rate.

Where does my data go?

Documents and extracted data are stored encrypted in Pycas's AWS environment in the United States, isolated per customer, with retention you set (default 12 months on Business, 90 days on Starter, 30 days for assessments). Document-AI calls go to Amazon Textract and Amazon Bedrock in the same region, with AWS's AI-service content-use opted out, so your documents are not used to train any model. Scale customers can run the pipeline in their own AWS account.

Do you replace my bookkeeper or my accounting software?

No. We feed them. The pipeline posts clean, validated bills into QuickBooks or Xero, and your bookkeeper or accountant reviews the exceptions instead of typing every bill. Many of our best conversations start with the bookkeeper.

Can you handle scanned or photographed documents?

Yes. OCR runs before extraction, and low-confidence fields are flagged for review instead of guessed. Clean PDFs with a text layer give the best results; photographed receipts are the hardest and we will tell you what to expect after the assessment.

What is a "document"?

One file, up to 10 pages. A 3-page invoice is one document. Multi-invoice PDFs are split automatically and each invoice counts once.

Start with one document type.

Tell us which document your team keys in by hand and roughly how many arrive each month. We'll come back with a pilot scope within two business days, or run the free assessment on 25 samples first.