We automate it.
Document to spreadsheet automation - done for you. Send us your invoices, forms, or reports and we deliver clean data to your spreadsheet, CRM, or database. Try it free with 5-10 documents.
Real client result
20 hours/week of manual data entry
reduced to zero.
Upload 5-10 sample documents. Invoices, forms, reports - anything with data you need extracted.
We extract the data fields you need and send you the structured output. You see exactly what you'd get.
If the output works, we build a pipeline that runs automatically. If not, no hard feelings.
"His work saves us 10 to 20 hours of staff time each week."
Robert · Finance · Invoice Processing
"In literally a matter of hours we had exactly what we needed. He was able to intuit better than we could what would work best for us."
Patrick · Verified Client · Document Extraction
"Extraordinarily helpful and creative in finding ways to solve the problem. His skills and approachability are a real asset."
Michael · Verified Client · Workflow Automation
"He strives to always complete the job until the customer is 100% satisfied. Amazing work!"
David · Verified Client · Report Automation
Send us 5-10 sample documents. We'll extract the data and show you the output.
Most projects are up and running within 2-4 weeks. We handle all the technical work so your team can focus on running your business.
We've worked with everything from custom databases to enterprise ERPs. If it has an API or can export data, we can automate it. We'll assess your specific systems during the initial consultation at no cost.
QuickBooks, Salesforce, HubSpot, Google Sheets, Airtable, and countless other CRMs and ERPs. If it has an API, we can integrate with it. For older systems or newer platforms that don't have an API yet, we can also use browser automation to make it work.
We flag low-confidence extractions for human review rather than silently passing bad data downstream. You only receive data we're confident in. During setup, we test against your real files to identify and handle the edge cases that show up in your documents.
It depends on your situation and tolerance for error. We can run fully automated with automatic flagging of anything uncertain, or we can build in a manual review checkpoint before data hits your systems. We'll recommend the right approach after reviewing your files.
Your files stay in your own storage (OneDrive, Google Drive, etc.). We connect via API and use AI to extract fields. We're happy to sign NDAs and discuss any data handling concerns during your consultation.
We provide ongoing support and can adjust the automation as your business needs evolve. Our monthly maintenance plan covers monitoring, updates, and support.
DIY tools require you to put everything together yourself. They also charge per action, which gets expensive depending on your volume. On top of that, getting them accurate with complex or messy documents takes a lot of time. We handle everything end-to-end and specialize in the kinds of unstructured document workflows that DIY tools can't handle reliably.