Document processing automation

Intelligent Document Processing Development

Salt builds document processing workflows that turn invoices, purchase orders, contracts, shipping documents, and application files into reviewed structured records. OCR or AI extraction is combined with validation, exception handling, and a defined system handoff.

Example use cases

What can we build with document processing automation?

These are examples, not a complete list of what we can build. We develop custom solutions around your business process, including use cases not listed here. Delivered client work is identified separately below.

01Accounts payable

Invoice data extraction & review

Staff retype supplier invoices before finance can review them.

Start with
PDF or scanned invoices, supplier records, and agreed invoice fields.
What we can build
Extract supplier, invoice number, dates, totals, and line items; flag missing values and possible duplicates.
Your team gets
A reviewed invoice record ready for an accounting-system handoff.

Plan for: Payment approval remains in your finance workflow; extraction does not authorize payment.

Discuss this use case
02B2B sales operations

Purchase order entry automation

Customer purchase orders must be manually entered into your order system.

Start with
Emailed purchase orders, customer references, and a product catalogue.
What we can build
Extract order details, map item codes, and route unmatched products or quantities for review.
Your team gets
An approved draft sales order with a link to the original purchase order.

Plan for: Agree how to handle customer-specific SKUs, prices, and incomplete order details.

Discuss this use case
03Contract operations

Contract data & renewal tracking

Key dates and obligations are difficult to find across contract files.

Start with
Agreements, amendments, and the fields your team wants to track.
What we can build
Extract parties, dates, renewal terms, and relevant passages for reviewer verification.
Your team gets
A reviewed contract register with source references and renewal reminders.

Plan for: A qualified reviewer interprets obligations; extracted text is not legal advice.

Discuss this use case
04Logistics operations

Shipping document processing

Shipment documents and delivery evidence are scattered across email.

Start with
Bills of lading, packing lists, delivery receipts, and shipment references.
What we can build
Capture agreed shipment fields, attach the source files, and flag mismatches.
Your team gets
A searchable shipment document record linked to the relevant order.

Plan for: Handle unclear scans and conflicting references through an exception queue.

Discuss this use case
05Operations teams

Application & onboarding document intake

Reviewers spend time checking whether an application is complete.

Start with
Application forms, supporting documents, and a required-field checklist.
What we can build
Classify the files, extract agreed fields, and identify missing information.
Your team gets
A structured application package ready for a person to review.

Plan for: Eligibility and approval decisions need separately defined rules and responsible owners.

Discuss this use case
06Records and data teams

Legacy record digitization

Historical PDFs and scans cannot be searched or imported reliably.

Start with
A bounded archive, target record schema, and representative labeled samples.
What we can build
Extract text and agreed fields, record source locations, and review exceptions.
Your team gets
Searchable records with traceable links back to the original files.

Plan for: Benchmark scan quality and error rates before committing to a large archive migration.

Discuss this use case

Don’t see your use case? We can build around it.

Your project can adapt these examples, combine several workflows, or solve a different problem. Tell us what you need to achieve and which systems you use. We’ll define the scope, integrations, and a practical first release with you.

Discuss your workflow

The solution in action

From a daily task
to a connected workflow.

An illustrative flow to make the scope tangible. We adapt the steps, roles, and controls to your business.

  1. 01

    A document arrives

    Capture the file and identify the agreed document type.

  2. 02

    Fields are extracted

    Validate required values and flag uncertain results.

  3. 03

    A reviewer approves

    Send accepted data downstream and retain the source reference.

What we can build

The capabilities behind the workflow.

Structured extraction

Define the fields, tables, and formats your workflow needs.

Exception queues

Route missing fields and uncertain results for review.

System handoff

Map accepted records to an API or agreed export format.

Related documentation experience

AI-assisted clinical intake

The clinical-intake project connects recorded assessments, timestamped transcripts, and structured draft summaries for clinician review. This is related documentation experience, not a delivered OCR, invoice-extraction, or accounts-payable automation case study. Those workflows remain examples of scopes to assess for a new project.

Explore what Salt delivered
Inside the project
  • Guided assessment capture and recording playback
  • Timestamped transcription and structured summaries
  • Configurable documentation templates

Read the project scope and implementation details to assess the fit for your business.

Plan before you build

Agree on the inputs.
Know what success means.

Systems, data & access

Representative files, field definitions, review rules, retention requirements, and the receiving system interface.

What to measure

Field accuracy on a labeled sample, exception rate, review effort, and failed downstream transfers.

A focused first release

One document type and a representative sample, including difficult and incomplete examples.

Delivery with SPARK

Make the next decision with evidence.

Explore the SPARK framework

Define the workflow, test the uncertain parts, and release an agreed scope. Use the pilot to decide what belongs in the next stage.

  1. Agree on the scope. Map users, exceptions, systems, and acceptance criteria.
  2. Test the first workflow. One document type and a representative sample, including difficult and incomplete examples.
  3. Build and validate. Review working software, access boundaries, and integration failures.
  4. Release and improve. Establish a baseline using the agreed measures and review what users need next.

Before you decide

Questions buyers ask.

Connected expertise

Explore your next step.

AI & Automation

Let’s define a useful first release

Tell us where the work gets stuck.

Bring your current workflow, the systems involved, and the outcome your team needs. We’ll help identify a practical starting scope.

Discuss your workflow