What leaders see
Promising pilots that do not change daily work.
Teams test tools, get useful output, and still copy results into spreadsheets, tickets, emails, or ERP screens by hand.
AI & Machine Learning · Document Intelligence
Stop paying people to type numbers from one system into another. Operationally complex businesses still process thousands of POs, invoices, RFQs, spec sheets, and BOLs manually — reading PDFs, retyping data into the ERP, and fixing the errors that come with it. Document intelligence extracts structured data from unstructured documents automatically, with validation rules that catch errors before they enter your systems.
01
The Problem
The problem is rarely that the model cannot generate an answer. The real problem is that the data, permissions, exception rules, and action boundaries are not governed well enough for AI to affect production work.
What leaders see
Teams test tools, get useful output, and still copy results into spreadsheets, tickets, emails, or ERP screens by hand.
What is actually happening
Source data, permissions, business rules, exception handling, and audit trails are not clean enough for the system to take action.
What gets worse
Bad inputs move faster, decisions become harder to trace, and teams lose confidence before AI becomes operationally useful.
02
What Changes
Operationally complex businesses still process thousands of POs, invoices, RFQs, spec sheets, and BOLs manually — reading PDFs, retyping data into the ERP, and fixing the errors that come with it. Document intelligence extracts structured data from unstructured documents automatically, with validation rules that catch errors before they enter your systems.
Automatically extract line items, quantities, pricing, ship-to addresses, and terms from incoming POs in any format — PDF, email, fax image, EDI. Validate against your item master and pricing rules before entry.
Extract vendor, line items, amounts, PO references, and payment terms from supplier invoices. Three-way match against PO and receipt automatically. Route exceptions for review instead of manually matching every invoice.
Extract technical requirements, material specifications, quantities, and tolerances from RFQs and engineering drawings. Structure the data so your estimating team starts with a populated template instead of a blank screen.
Extract shipment data from bills of lading, packing slips, and carrier documents. Automatically reconcile against expected shipments and flag discrepancies.
Handle PDFs, scanned images, email bodies, Excel attachments, and handwritten forms. Support for multi-language documents common in international supply chains.
Extracted data flows into your ERP with configurable validation rules — item number verification, price tolerance checks, quantity limits, and customer account validation. Errors are caught before entry, not after.
03
How It Fits Your Operations
Related Foundations
Follow the dependencies behind this service instead of treating it as an isolated project.
Build the governed records, pipelines, and definitions AI needs to produce reliable results.
Explore next stepPrepare secure infrastructure, access controls, monitoring, and recovery for production AI workloads.
Explore next stepEvaluate the use case, owned data, permissions, review model, and workflow outcome before implementation.
Explore next stepAssess readiness, dependencies, risk, architecture, and implementation order before engineering begins.
Explore next stepLaunchpad Before Engineering
Launchpad assesses the business and turns discovery into priorities, risks, readiness, architecture, and an implementation Roadmap. Metrotechs then engineers and supports the approved solution.
04
Delivery sequence
Operationally complex businesses still process thousands of POs, invoices, RFQs, spec sheets, and BOLs manually — reading PDFs, retyping data into the ERP, and fixing the errors.
Inventory all document types processed manually — POs, invoices, RFQs, BOLs, spec sheets. Quantify volume, error rates, processing time, and cost per document. Prioritize by ROI.
Configure extraction templates for your most common document formats and train models on your specific document variations. Each supplier and customer may format documents differently — the model handles it.
Define the validation rules that catch errors before data enters your ERP — item master lookup, price tolerance, quantity checks, customer/vendor verification, and duplicate detection.
Connect extraction outputs to your ERP's order entry, AP, or purchasing modules. Configure exception routing for low-confidence extractions or validation failures.
Deploy with accuracy tracking, exception dashboards, and continuous model updates. Extraction accuracy improves as the model processes more of your specific document formats.
05
FAQ
Straight answers to what operators ask before committing budget to this work.
PDF (native and scanned), email bodies, Excel/CSV attachments, TIFF/JPG images (including fax), Word documents, and EDI. If your team currently reads it and types data from it, we can automate the extraction.