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Automate Document Data Extraction and Approvals
Extract agreed fields from supported document layouts and streamline human reviews or approval routing. Discuss sample documents and workflow requirements first.
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About this service
What we will deliver
Reduce repetitive handling of invoices, forms and other predictable business documents. We configure extraction of approved fields from defined layouts, with human review or approval routing where included.
What We Can Help With
Extract agreed values from a fixed document layout.
Send structured output to a supported destination.
Flag incomplete or uncertain results for human checking.
Route reviewed documents to an agreed approver.
How the Service Works
1. Review redacted sample documents, layouts and expected fields.
2. Choose the appropriate extraction and validation approach.
3. Build the agreed workflow and human review steps.
4. Test with representative examples and hand over the configuration.
Explore Our Packages
Basic, Standard and Premium describe listed package scopes, features and prices. You can order a suitable package directly or message us to discuss a tailored solution. Additional requirements may affect the final scope, price and delivery.
What We'll Need
Authorized representative document samples with sensitive information redacted where possible.
The exact fields and examples of correct outputs.
Reviewer, approver and destination permissions for relevant tiers.
Important Limitations
No guarantee of 100% OCR or AI extraction accuracy or universal format support.
Consequential decisions still require authorized human review.
Before you choose a package
Use the package details and service FAQs to check fit. Confirm anything unclear with Crevli before ordering.
- Scope and access: agree the outcome, required inputs, account permissions and exclusions. Never send passwords or secret API keys in chat.
- Software costs: confirm any subscriptions, hosting, licenses or usage charges separately. Do not assume these are included in the package price.
- Delivery and handover: confirm when the delivery period starts, how the work will be reviewed, and which files or access will be handed over.
- After delivery: check the included revisions and agree any additional fixes, support or maintenance in writing. Do not assume ongoing support is included.
Before you get started
Frequently asked questions
Basic covers one fixed layout with up to five agreed fields. Standard covers one layout with up to ten fields and a review queue. Premium covers two fixed layouts with up to ten fields each and approval routing. We confirm feasibility using sample documents; changing layouts, handwritten quality or inconsistent files may require additional scope.
Basic ($149): one fixed layout, five fields and ten sample tests, extraction only. Standard ($449): one fixed layout, ten fields, one human review queue and twenty sample tests. Premium ($899): two fixed layouts with up to ten fields each, an agreed approval-routing flow and thirty sample tests. Features are package-specific rather than automatically cumulative.
No. Standard provides a human review queue, and Premium adds an agreed approval-routing workflow. A responsible person remains in control of consequential approvals. Basic does not include review or approval routing.
Provide authorized, representative sample documents with confidential details redacted wherever possible, the exact fields to extract, examples of correct output, and agreed source/destination access. Basic requires ten samples, Standard twenty and Premium thirty for the listed tests. Premium also needs reviewer and approver routing rules.
We agree on validation and exception handling within your selected scope. Low-confidence, missing or inconsistent values must be flagged for checking, not silently treated as verified facts. No OCR or AI extraction is guaranteed to be 100% accurate.
No. Provider usage, OCR/document-AI credits, API fees, software licenses, hosting, extra storage and ongoing processing or maintenance are separate unless explicitly included in the project agreement. Package testing counts are not unlimited production usage.
Yes, through a separately agreed scope. Each package covers the specified number of document layouts and fields. Additional layouts, integrations, approval paths or major changes require a quote rather than being counted as an in-scope revision.
Estimated delivery is 4 days for Basic, 8 days for Standard and 12 days for Premium, starting after requirements, samples and authorized access have been accepted. Each includes one consolidated in-scope revision round. Defects against agreed acceptance criteria are corrected without consuming that revision.
Yes, subject to a feasibility review and a separately agreed expansion. Each package applies only to its stated document layouts.
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