AI document processing for invoices, contracts and forms
Every PDF that lands in a shared inbox becomes someone's ten minutes of typing. A Sorol document agent reads it, pulls out the fields that matter, checks them against your records and files the result in the right system — and when something doesn't match, it shows a person exactly what and why.
- Supplier contract PDF uploaded to the shared drive
- Extracts parties, term, renewal date and notice period
- notion.createPage → contract register · renewal reminder set
- Spots an auto-renewal clause with a 60-day notice window
- Summary sent to the owner — the review takes minutes, not an afternoon
What the document agent handles
Invoice & bill capture
Extracts vendor, amounts, line items and PO numbers, then drafts the bill in your accounting tool.
Matching & reconciliation
Checks invoices against purchase orders and receipts, and flags mismatches before anything is paid.
Contract review prep
Pulls key dates, terms and renewal clauses into a summary your team can check in minutes.
Form & application intake
Reads submitted forms, validates required fields and chases whatever is missing.
Receipts & expenses
Categorises receipts and attaches them to the right transactions.
Shared-inbox triage
Sorts inboxes like accounts@ and admin@ — files what's routine, surfaces what isn't.
Plugs into the tools you already use
- Xero
- QuickBooks
- Gmail
- Google Drive
- Dropbox
- Notion
- Airtable
- Stripe
Not on the list? If it has an API — or even just an inbox — we can usually connect it. The audit confirms every integration before a build starts.
Where your team stays in the loop
- Payments are never sent automatically — bills are drafted and held for approval.
- Low-confidence fields are highlighted for a person instead of guessed.
- Source documents stay in your storage; the agent links to them rather than copying them around.
From first call to an agent in production
- 01
Understand
Every engagement starts with a free automation audit. We sit with your team, map how the work really flows, and find the handful of processes where an agent pays for itself. You keep the workflow map and the roadmap either way.
- 02
Design & build
Fixed scope, fixed price, weekly updates. We build the agents against your real tools and your real edge cases, with a human approval step anywhere the stakes are high. First agent live in weeks, not months.
- 03
Run & improve
We don't hand off and vanish. We train your team, watch the agents work in production, and keep tuning until they run without us. You own everything we build.
Common questions
It depends on your documents, so we measure it on your real ones before launch. Anything the agent is unsure about is flagged for review rather than filed, so mistakes surface instead of hiding.
Something else on your mind? Ask us directly — we reply within one business day.
Related services
Custom agent systems
Multi-agent builds for the workflows that don't fit a template — designed around your process, deployed in your stack, owned by you.
AI audit & roadmap
Where we always start: a map of how your business runs and a prioritized list of the automations worth building — and the ones to skip.
Customer support agents
Answer routine questions instantly, around the clock, in your brand voice — and escalate the hard ones to your team with full context, so nothing sits in the queue overnight.
Start with the free audit.
In about a week you'll know exactly where an agent would pay off in your business — and where one wouldn't. You keep the map either way.
Get your free AI audithello@sorol.ai · we reply within one business day