Typing data off PDFs
Your team reads documents and re-keys the same fields into other systems all day.
Document processing automation
Documents that read themselves.
AI document processing for growing businesses — invoices, statements, bills of lading, PODs, tax forms and contracts read by AI, checked against your rules and filed where they belong, with a person reviewing anything unusual. Built on your tools, owned by you.
- Claude
- Outlook
- Gmail
- SharePoint
- Google Drive
- QuickBooks
In short
TribeHQ is an AI automation agency for growing businesses. AI document processing automation for growing businesses: invoices, bills of lading, PODs, tax forms and contracts read, checked and filed automatically, with people reviewing exceptions.
- Who it’s for
- growing businesses and lean teams, including accounting & bookkeeping firms, tax preparation firms, logistics & supply chain teams and trucking companies
- Built on
- Claude, Outlook, Gmail, SharePoint, Google Drive and QuickBooks
- Timeline
- One-week workflow audit, then a 2–4 week build sprint
- Cost
- Fixed-fee audit, then a quoted build sprint — see pricing
- Your team’s time
- Under 10 hours of your team’s time from audit to go-live
- Ownership
- You own the code and accounts. No licence fees to us, no lock-in.
Sound familiar?
Missing or wrong documents
Nobody notices a missing page or wrong figure until it causes a problem later.
Files saved anywhere
Documents end up in inboxes and downloads folders instead of the right client or job folder.
Document processing automation, built for your business.
Custom to your process, built on the tools you already use — and a person approves anything that matters.
Capture
- Documents collected from email, uploads and portals
- Invoices, statements, BOLs, PODs and forms recognised
- Key fields extracted with AI
- Scans and phone photos handled
Check
- Fields validated against your rules and records
- Missing pages and documents flagged
- Totals and references cross-checked
- Low-confidence results sent to a person
Route & file
- Data sent to your accounting, TMS or CRM
- Files named and saved to the right folder
- Follow-ups for missing items
- Logs of every document processed
Map. Build. Run.
- 01Workflow audit1 week, fixed fee. We map how it works today and agree what to fix first. Your team: about 3 hours.
- 02Build sprint2–4 weeks. We build, test and document it on your stack. Your team: about 1 hour a week.
- 03Run & improveMonthly, optional. We monitor and tune it. Cancel anytime — it stays yours. Your team: about 30 minutes a month.
Questions about document processing automation
What is AI document processing?
Using AI to read documents like invoices, statements and forms, pull out the information you need, check it and send it to the right system — instead of people typing it in.
Which documents can be processed?
Invoices, bills, receipts, bank statements, tax forms, bills of lading, proofs of delivery, contracts and most structured or semi-structured business documents, including scans and phone photos.
How accurate is it?
Accuracy depends on document quality and type, so we test on your real documents before go-live and send anything low-confidence or outside the rules to a person.
Do we need document AI software?
Not necessarily. We build on Claude and the email, storage and business tools you already use, so there’s no per-page subscription and you own the workflow.
Who is it for?
Accounting and tax firms handling client documents, logistics companies handling BOLs and PODs, and any growing business whose team re-types data from PDFs.
See what this would look like for you.
A 30-minute call. We’ll look at how you work today and tell you what’s worth building — and what isn’t.