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Infocredit SolutionsA member of Infocredit Group

Solution 02

AI & intelligent automation

Apply AI and automation to document-heavy and repetitive work.
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The problem

Teams spend significant time reading documents, re-keying data and chasing approvals — work that is repetitive, error-prone and slows everything that depends on it.

Signs you need this

  • Staff re-key data from PDFs, scans or emails into business systems
  • Matching documents against records is done line by line by hand
  • Routine approvals wait in inboxes
  • Month-end or period-end work depends on overtime

The solution

How we solve it

  1. Step 01

    Capture

    Ingest documents from email, uploads or shared folders.

  2. Step 02

    Extract and classify

    Identify the document type and pull out the fields that matter.

  3. Step 03

    Validate and match

    Check values against business rules and existing records; flag exceptions for people.

  4. Step 04

    Post and record

    Write approved results to the target system with a full audit trail.

What we offer

  • Intelligent document processing
  • Document classification and data extraction
  • Workflow automation
  • Internal knowledge assistants
  • AI-assisted communications with human review
  • Exception handling and approval routing
  • Connecting AI outputs to business systems

What you receive

  • Automated document workflow
  • Exception review screen
  • Integration with target systems
  • Audit trail of every automated step

Intended benefits

  • Less manual handling and re-keying
  • Faster turnaround on routine work
  • People focused on decisions that require judgement

AI operates within defined processes, permissions and review points. Uncertain outputs are routed to people, not passed silently downstream.

Case study

EPW

Challenge

EPW's team handled invoices and bank statements manually, reading each document, keying the data, reconciling transactions and posting entries by hand.

What we delivered

  • Automated extraction of data from invoices
  • Automated extraction of transactions from bank statements
  • Reconciliation of statement lines against invoices and records
  • Posting of reconciled entries, with exceptions routed to staff for review

Outcome

Repetitive document handling moved from manual keying to an automated, reviewable workflow, leaving the team to focus on exceptions.

Talk to us about ai & intelligent automation

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