Document automation that reads, extracts, and files
Document automation uses AI to read the paperwork that moves through your business, invoices, intake forms, permits, contracts, extract the data, and file it in the right system, with anything uncertain sent to a person first.
Trusted by growth-minded businesses across the Upstate and beyond.
What is included in document automation?
Greenville Digital Solutions builds these with a confidence threshold you set: high-confidence fields are filed automatically, and anything below the line goes to a person for review, so nothing wrong gets filed. Documents are processed in your own storage and never used to train a model.
Reads what you receive
PDFs, photos, scans, and email attachments read automatically, whatever form the paperwork arrives in.
Structured extraction
The fields you need pulled into structured data with a confidence score on each.
A human review step
Anything below the confidence threshold you set routed to a person before it is filed, so accuracy stays high.
Filed where it belongs
Extracted data written to your CRM, accounting, or storage, so nobody re-types it.
Your data stays yours
Documents processed in your own storage and never used to train a model.
An audit trail
Every document logged with what was extracted and where it went.
Results from businesses like yours
Every number here is tied to a named client and a date.
Steele T. Williams Law
A solo litigation attorney needed local search dominance against established firms with dedicated marketing budgets, in a market where 90% of clients start with Google.
Read the case studyUniversal Projections
A specialty AV and projection installer needed local search visibility across a wide service radius without paying per-city for a dozen separate sites.
Read the case studyHow document automation runs
It removes the re-typing. It stays accurate. It handles the volume. It is private.
Map the documents
The document types you handle and the fields you need from each.
Set the threshold
The confidence line above which fields file automatically and below which they go to review.
Build and connect
Extraction wired to your CRM, accounting, or storage.
Test on real documents
Your actual paperwork run through and verified before go-live.
Monitor
Accuracy watched and the model tuned to your documents over time.
What owners say after the first quarter
Sixty days to #1 for our money keyword. Past agencies took eighteen months and never got there.
They shipped a full K-12 lesson planning AI for me. Six generators, real production users, in under a month.
Who document automation is for
Quoted per project by the document types and volume, usually $3,500 to $12,000 with a monthly fee for processing and tuning. The review step is part of the build, not an add-on, because filing wrong data automatically is worse than not automating at all.
Businesses processing invoices
Where accounts payable re-types vendor invoices by hand.
Offices with intake forms
Medical, legal, and service intake that arrives on paper or PDF.
Contractors handling permits
Where permit and inspection paperwork moves between systems.
Anyone re-keying contracts
Where signed agreements need their terms pulled into a system.
Workflow automation
A form fill becomes a CRM record, a text, a calendar hold, and a quote draft without anyone typing it twice.
CRM integration and sync
Leads from your site, your AI receptionist, and your ads land in one CRM record with the source attached.
Email and SMS sequences
Every lead gets a follow-up in minutes and a sequence timed to your sales cycle.
Make search your most reliable revenue channel.
What is already written on the page does not need a person to key it into a system.
Ask about document automation
Free audit first. A person replies within one business day with a plan and a price.
Document automation: common questions
How accurate is document extraction?
High-confidence fields are filed automatically. Anything below the threshold you set goes to a person, so nothing wrong gets filed.
What documents can it handle?
Invoices, receipts, intake forms, contracts, permits, and most scanned paperwork.
Is my data secure?
Yes. Documents are processed in your own storage and never used to train models.
Where does the data go?
Into your CRM, accounting, or storage, whichever you use.
Do I have to review everything?
No, only the fields below your confidence threshold. The rest files automatically.
Can it handle handwriting?
Printed and typed reliably; handwriting depends on legibility, and uncertain fields go to review.