You should not need a technical team to automate your paperwork. The platform is built for the messy reality of small business - blurry phone photos, crinkled receipts, and handwritten forms.
What you get
- Zero setup tax - no training required. If you can describe what to extract, the system can extract it.
- Human-level reading - pulls fields from non-standard files that traditional OCR often misses.
- Instant export - move data into Excel, CSV, or JSON without retyping.
- Real-world captures - works on blurry photos, folded paper, and handwriting, not just clean PDFs.
Typical documents
- Invoices and receipts
- Purchase orders
- Handwritten and printed forms
- Scanned paperwork from email or mobile photos
Recommended setup
- Create a workflow with Web import for dashboard uploads.
- Choose Instinct for quick setup or a Pretrained model for standard document types.
- Set review to automatic if you trust the extraction, or manual if you want to check every file.
- Export to CSV or Excel for your accounting workflow.
Getting started quickly
- Sign up and open Workflows.
- Add a workflow for your most common document type.
- Upload a few test files from Files.
- Review the extracted fields and adjust your workflow if needed.
See Common questions for quick answers, or Workflows docs for detailed configuration.