Document Intelligence
Turn documents into structured operational data.
Cass & York builds systems that extract, validate, review, and route information from PDFs, scans, photos, forms, and handwritten documents.
The resulting data can be delivered directly into ERP, CRM, accounting, database, and custom operational systems.
The problem
Manual data entry is often a document problem.
A PDF arrives by email. A field employee uploads a photo. A vendor sends a form. Someone opens it, finds the required values, types them into another system, and checks the result.
The workflow works until volume increases.
We automate the path between the source document and the operational record.
Documents we can process
Real-world paperwork in the formats you actually receive.
- +PDFs
- +Scans
- +Photos
- +Handwritten forms
- +Invoices
- +Manifests
- +Delivery tickets
- +Work orders
- +Inspection forms
- +Applications
- +Estimates
- +Statements
- +Receipts
- +Certificates
- +Multi-page document packages
- +Email attachments
How it works
From incoming document to approved record.
01
Ingest
Bring documents into the workflow through the channel the operation already uses.
- +File upload
- +Mobile capture
- +APIs
- +SFTP
- +Cloud storage
- +Existing applications
- +Batch imports
02
Extract
Choose the processing approach that fits the document and the required fields.
- +OCR
- +Handwriting recognition
- +Vision models
- +Language models
- +Document classification
- +Structured parsers
- +Template extraction
03
Validate
Check extracted data before it enters a system of record.
- +Business rules
- +Required fields
- +Existing records
- +Reference data
- +Valid identifiers
- +Totals
- +Dates
- +Cross-document relationships
04
Review
Route uncertain documents or fields to a human reviewer.
05
Deliver
Write approved information directly into the systems that need it.
- +ERP
- +CRM
- +Accounting systems
- +Operational databases
- +Customer portals
- +Data warehouses
- +Internal applications
- +Third-party APIs
Human review
Real documents are messy.
We can create review interfaces where uncertain values are highlighted beside the source document and corrected before downstream processing.
- +Difficult handwriting
- +Low-quality scans
- +Missing fields
- +Different layouts
- +Rotated pages
- +Duplicate documents
- +Incomplete submissions
- +Conflicting values
Common applications
Document workflows tied to an operational outcome.
01
Accounts Payable
Invoice → extraction → validation → approval → ERP/accounting
02
Field Operations
Ticket or work order → structured data → operational system → billing
03
Logistics
Manifest or delivery document → validated load record → TMS/ERP
04
Applications
Application → structured profile → review → CRM/case system
05
Compliance
Inspection or regulatory document → structured record → reporting/archive
06
Construction
Project documents and field paperwork → extracted information → project workflows
Production experience
Designed around operational scale.
Cass & York is led by an engineer with experience building production document-processing systems handling large volumes of real-world operational documents.
That experience includes difficult scans, extraction, validation, human review, and downstream system integration.
The focus is not simply whether a model can read one document. It is whether the entire workflow can operate reliably in production.
Reliability & controls
Trace the document all the way to the record.
- +Confidence thresholds
- +Duplicate detection
- +Processing queues
- +Retry handling
- +Failed-document workflows
- +Manual correction
- +Audit history
- +Monitoring
- +Processing metrics
- +Role-based access
- +Source-to-record traceability
Start a conversation
Still entering information from documents manually?
Show us the documents, what your team needs to extract, and where the information should go.
Discuss Document Automation