How It Works
From incoming document to completed workflow.
PDocs AI automates the repetitive document handling that normally sits between inboxes, business systems, customers, billing teams, compliance teams, and archives.
Ingest
Documents arrive from email, web upload, API, SFTP, scanners, mobile capture, customer portals, or business systems.
Normalize
Files are converted, cleaned, split, merged, deskewed, thumbnailed, and prepared for processing.
Classify
AI identifies document type, source, customer, process, and likely business object match.
Extract
OCR and AI extraction pull key metadata, dates, totals, reference numbers, names, and document fields.
Validate
Rules check required documents, confidence thresholds, missing data, duplicates, and customer-specific conditions.
Review Exceptions
Humans only handle exceptions using a modern review workspace with document tools and AI recommendations.
Deliver
PDocs AI generates customer packets and sends them through email, SFTP, API, portals, or downstream systems.
Archive & Search
Immutable originals, converted versions, OCR text, audit trails, retention policies, and AI search are maintained.