Business outcome
Use this capability only after the framework identifies a defined decision, task, exception, owner, and operating outcome that can be improved with assistance or controlled automation.
Services
AI & Decision Support · AI & Machine Learning · Document Intelligence
AI Document Intelligence
Turn incoming documents into governed records without blind rekeying.
Manufacturing operations still receive POs, invoices, RFQs, specifications, certificates, packing lists, and bills of lading as unstructured files. We extract and validate required fields, route exceptions, and connect approved records to the systems that own them.
A strong fit when
- Customer-service teams rekeying purchase-order data into the ERP instead of reviewing exceptions and commitments
- Accounts-payable teams rekeying invoice data from PDFs and paper, creating avoidable errors and reconciliation work
- RFQ responses delayed because someone has to manually pull specs from drawings and data sheets
- No structured data from incoming documents — everything lives in email attachments and shared drives
Why this service exists
Connect the technology decision to the work the manufacturing business must control.
System responsibility
AI uses governed business context, records, workflow boundaries, permissions, and evaluation rules to assist documents, knowledge, forecasts, exceptions, and decisions.
Ownership and control
The manufacturer must control the use case, approved evidence, permissions, action boundaries, review thresholds, audit history, vendor dependencies, and accountable human response.
01
The Problem
Manufacturing documents require repetitive interpretation and re-entry before work can continue.
AI problems begin when a model or agent is chosen before the business has defined the task, evidence, permissions, decision rights, review thresholds, and exception response.
What leaders see
Promising pilots do not become dependable operating tools.
The demonstration works, but real records, permissions, edge cases, monitoring, and ownership are not ready for daily use.
What is actually happening
The use case has no governed workflow boundary.
Inputs, allowed actions, confidence thresholds, human review, audit history, and failure handling remain unclear.
What gets worse
Automation scales uncertainty.
Faster output creates more review work or risk when the underlying records and decision rules cannot be trusted.
02
What changes
Make the operating responsibility visible and governable.
Manufacturing operations still receive POs, invoices, RFQs, specifications, certificates, packing lists, and bills of lading as unstructured files. We extract and validate required fields,.
01
Operating outcome
Turn incoming documents into governed records without blind rekeying.
02
Evidence and controls the use case needs
approved source records, workflow context, permissions
03
Decision and exception path
Which decision or task should improve, what evidence supports it, what the system may do, and where a person remains accountable.
04
Ownership and continuity
AI needs trusted inputs, explicit permissions, measurable use cases, human-control points, auditability, and a defined response when confidence or conditions fall outside approved boundaries.
03
Architecture
Build the service around the business record and decision.
Which decision or task should improve, what evidence supports it, what the system may do, and where a person remains accountable.
01Source record
02Governed connection
03Validation
04Business system
05Accountable owner
Evidence and controls the use case needs
approved source recordsworkflow contextpermissionsdecision thresholdsexceptions and review history
04
Engineering scope
What Metrotechs engineers for AI Document Intelligence.
The exact scope follows the approved business objective, source records, dependencies, controls, and delivery sequence.
01
Purchase Order Extraction
Extract line items, quantities, pricing, ship-to addresses, and terms from supported purchase-order formats. Validate against governed customer, item, pricing, and order rules before a proposed entry is approved.
02
Invoice Processing
Extract supplier, line-item, amount, purchase-order, receipt, and payment-term data. Perform an evidence-backed match where the records permit it and route discrepancies for accountable review.
03
RFQ & Spec Sheet Parsing
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.
04
BOL & Shipping Document Processing
Extract shipment data from bills of lading, packing slips, and carrier documents. Reconcile it against expected shipment records and route discrepancies with the source evidence attached.
05
Multi-Format & Multi-Language
Handle PDFs, scanned images, email bodies, Excel attachments, and handwritten forms. Support for multi-language documents common in international supply chains.
06
ERP Auto-Entry with Validation
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.
05
Delivery sequence
From operating reality to a solution the business can own.
Document Workflow Audit
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.
Template & Model Training
Configure extraction for representative document formats and evaluate it across actual supplier and customer variation. Unsupported, low-confidence, or rule-breaking documents follow a defined review path.
Validation Rules & Business Logic
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.
ERP Integration & Routing
Connect extraction outputs to your ERP's order entry, AP, or purchasing modules. Configure exception routing for low-confidence extractions or validation failures.
Production & Accuracy Improvement
Deploy with accuracy tracking, exception dashboards, and continuous model updates. Extraction accuracy improves as the model processes more of your specific document formats.
Related services and systems
Continue through the connected operating environment.
Use these connected services and references to understand the records, workflows, and systems surrounding this work.
06
FAQ
Questions to answer before implementation begins.
Clear answers for manufacturing leaders evaluating the work, operating responsibility, and delivery path.
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.