AI automation
Accounting document processing
From client email to verified records: documents are identified, read, classified and matched without manual sorting.
- Role
- Freelance
- Type
- AI automation
Problem
Client documents arrive as email attachments, and someone has to sort them, check them and chase whatever is missing.
Approach
The workflow receives attachments, identifies the client, validates each file and detects duplicates.
OCR extracts the text, and an AI model classifies each document and pulls out its key data.
Documents are matched against pending requests, records update automatically, and every event is logged.
Result
A follow-up system spots missing documents and reminds clients automatically until the required files arrive: less manual work, no missed documents, faster accounting operations.
Stack
- OCR
- LLM
- Email automation