For the work that eats your busy season

Every document read, named, filed and ticked offWithout anyone typing it in

Forms become clean data. Batches get split into properly named files. Everything lands in the folder it belongs in, and anything it cannot place gets flagged rather than guessed at.

Works with the folders, naming and systems you already use.

Processed, last 10 days
Documents782
Keyed by hand0
Flagged for review9
Annual declaration, Northwind TradersRead, 34 lines extracted, uploadedDone
Provider batch, 412 pagesSplit into 41 documents, named and filedDone
Valuation report, ContosoFiled to C clients, checklist updatedDone
Unrecognized formNo matching document type, left for reviewFlagged

Example data

The problem

Paper arrives, and somebody has to read all of it

Read it, key it in, name it, file it, tick it off. It shows up nowhere on an org chart, and in the busy season it takes months.

Keying in by hand

Somebody reads a form and types every line in. It is slow, boring, and where mistakes come from.

Filing that never ends

Every document needs the right name and folder. Get it wrong and nobody ever finds it again.

One PDF, forty documents

One file arrives holding dozens of separate documents. Someone splits it by hand, page by page.

Stop keying documents in

A form goes in and clean, uploadable data comes out

It reads the document and returns a proper table with the right headers, ready to load into whatever you already use. Work that took months in the busy season takes minutes.

  • Short forms or eighty page ones, handled the same way.
  • Any printed document, rather than one fixed form. Describe the fields and it extracts them.
  • Into your system, your way, whether that is a file upload or straight in over an API.
Annual declaration, 34 lines
Went inA scanned annual declaration, 12 pages
Came out34 rows with the right headers, ready to uploadReady
Time takenUnder a minute, and nobody typed a line
Months of keying, every seasonNow minutesDone

Illustration

It files itself

Into the folders you already have, named the way you already name things

Documents arrive by email and by provider drop. It works out what each one is, names it to your convention for that type, and puts it in the client folder it belongs in.

  • Your existing folder structure, rather than a new one you have to migrate to.
  • A naming schema per document type, so files sort properly forever after.
  • Picks up from email and FTP, so it does not matter how the provider sends it.
Filed this morning
EmailN, Northwind Traders2026-08-12_Northwind_Declaration.pdf
FTPC, Contoso Ltd2026-08-12_Contoso_Valuation.pdf
FTPF, Fabrikam Inc2026-08-12_Fabrikam_SitePlan.pdf
EmailA, Acme Coffee Co.2026-08-12_Acme_Declaration.pdf

Example filing

Batches, undone

One four hundred page PDF becomes forty correctly named files

Providers send everything in one file. It finds where each document ends and the next begins, reads enough of each to know whose it is, names it and files it.

  • It finds the breaks itself, rather than splitting on a fixed page count.
  • It reads each piece to name it, so the client and the date come from the document.
  • Then it files them, so a batch arrives and quietly disappears into the right folders.
provider_batch_0811.pdf, 412 pages
1 to 92026-08-12_Northwind_Policy.pdfFiled to N clients
10 to 212026-08-12_Contoso_Policy.pdfFiled to C clients
22 to 302026-08-12_Fabrikam_Policy.pdfFiled to F clients
and 38 more41 documents, all named and filedDone

Example batch

It tells you what it could not place

Nothing gets quietly filed in the wrong folder

A misfiled document is worse than an unfiled one, because nobody knows to look for it. Anything it cannot identify, or any client it cannot match, stops and waits for a person.

  • Unknown document types are flagged, rather than forced into the closest match.
  • A missing client folder is raised, rather than created in the wrong place.
  • The queue is short, because it is only the genuinely ambiguous ones.
Needs review, 9 of 782
UnknownHandwritten cover sheetNo matching document type
No matchNorthwynd TradersClient folder not found, possible spelling
UnclearScan cut off at the marginCould not read the policy number
Everything else773 filed without anyone lookingClear

Example queue

The tracking, done too

Your checklist ticks itself off as things arrive

Most teams keep a list of which documents came in from which client. Updated by hand, it is usually wrong. This updates it as each document lands.

  • Updated as it files, so the board matches the folders without anyone reconciling them.
  • You can see who is still missing what, which is the actual question people ask.
  • Works with the board you already run, rather than adding another one.
Documents received
Northwind TradersDeclaration, valuation report, site planComplete
Contoso LtdValuation report received, declaration outstandingWaiting
Fabrikam IncSite plan received, two documents outstandingWaiting
Acme Coffee Co.Declaration, valuation report, site planComplete

Example board

New paperwork, no new project

Describe a document once and it handles that forever

A document type is a description of what that document says and looks like, a naming pattern, and where it goes. Add as many as you need.

  • You add the types, without waiting on us or paying for a change.
  • Written in plain English, so the person who knows the paperwork can do it.
  • No limit, so a whole new line of business is an afternoon rather than a rebuild.
Document types, 7
Annual declarationOne line per item, totals at the bottom, signed at the endExtract
Valuation reportFigures per site, usually sent by the providerFile
Site planA drawing of the premises with the layout markedFile
UnknownAnything that matches nothing aboveFlag

Example types

Getting started

Processing your documents inside a week

We build the first document types with you, from the paperwork you already handle.

1

You send us a stack

A few of each document you handle, plus the folders and names you already use. That is enough.

2

We connect the sources

Your mailbox, the drop folder, and wherever files end up. Nothing changes for anyone sending them.

3

You check the flags

Everything it is sure about gets filed. You check the short queue it flagged, then move on.

Questions

The things operations managers ask us first

What is a document processing app?

A document processing app reads incoming paperwork and does the work a person would otherwise do by hand: extracting the data, splitting batches into separate documents, naming each one, filing it in the right folder and updating whatever list tracks it. Arnold does all four, and flags anything it cannot identify rather than guessing.

What kinds of document can it read?

Any printed or scanned document, rather than one fixed form. You describe what a document type says and looks like in your own words, and it extracts the fields you name. Forms, reports, policies, statements and plans are all in scope.

What happens when it is not sure?

It stops. An unrecognized document type or a client it cannot match is flagged and left for a person, because a document filed in the wrong folder is worse than one that has not been filed at all.

Do we have to change how we file things?

No. It works with your existing folder structure and your existing naming conventions. Your team keeps looking in the same places for the same files.

Can it split a batch file from a provider?

Yes. It detects where each document inside the batch ends and the next begins, reads enough of each to identify whose it is, then names and files them separately. A four hundred page batch becomes around forty properly named documents.

How much can it handle?

Volume is the point. One client processed 782 documents in about a week and a half, all of which had previously been handled by hand. Individual documents run from a couple of pages to eighty.

Which industries is this for?

Anywhere paperwork arrives faster than people can key it in. Insurance and law are the sharpest fit, along with agriculture, healthcare administration and anyone dealing with regulated filings.

Send us a stack of your paperwork. We will show you it processed.

Fifteen minutes on your own documents, not a canned demo. You will see the data it pulls out and exactly what it takes to set up.

No obligation, and nothing to install to take a look.