AI Document Processing Agent

Convert documents into validated structured data with confidence scoring and human review.

Who is it for?

Operations, healthcare administration, SaaS operations and document-heavy teams.

Book a Demo Discuss Your Integration

doc_5107 · Invoice

Fields extracted

24/26

3 flagged for review

Document type: Invoice · classified
Total amount: $14,820.00 · high risk
Tax ID: Low confidence · 0.61
Rule check: Subtotal + tax = total

schema: invoice.v1
always reviewed: 3 money fields

Synthetic demo data.

Pipeline

Upload
Storage
OCR / Vision
Classification
Extraction
Validation
Review
Export
Audit

Core features

What the agent does.

Capabilities built into the product — not a services checklist.

Document upload
File validation
OCR/vision integration
Document classification
Schema-based extraction
Field confidence
Business-rule validation
Human review
JSON export
Downstream delivery
Audit trail

Use cases

Forms
Applications
Invoices
Reports
Operational documents

See all use cases

How it works

From request to audited outcome.

Each step is observable. Side effects are idempotent, and configurable gates hold high-impact actions for a human.

01UploadFile intake
02StorageObject store
03OCR / VisionText + layout
04ClassificationDocument type
05ExtractionSchema fields
06ValidationBusiness rules
07ReviewHuman in the loop
08ExportJSON delivery
09AuditEvent log

Integration API

API-first, versioned under /v1.

Anything the interface can do is available over the API — because the interface uses the same contract.

POST/v1/documentsUpload a document for classification and extraction.
GET/v1/documents/{id}Retrieve extraction results with per-field confidence.
GET/v1/documents/schemasList the document types and fields this deployment extracts.
GET/v1/documents/review-queueOpen review tasks, with the reason and the fields to check.
POST/v1/documents/{id}/reviewSubmit human review corrections for low-confidence fields.
POST/v1/documents/{id}/exportDeliver validated structured data downstream.

Read the API conventions

Integration options

Object storage
OCR
CRM/ERP
Databases
Custom APIs

Vendor-specific connectors stay isolated from agent logic, external IDs are stored alongside internal IDs, and mock connectors let you see the agent run before any client credential exists.

How integration works

Getting to production

Three stages for Document Processing.

Demo

Mock connectors and synthetic data. Shows the agent's reasoning, tools and audit trail end to end.

Pilot

Sandbox or controlled client data with approval gates enabled and evaluation running.

Production Integration

Environment-specific configuration, live connectors, monitoring and business KPI tracking.

Also in the suite

Related agents.

AI Sales Qualification Agent

Qualify, score and route inbound leads with AI-driven recommendations and CRM actions.

Explore agent

AI Customer Support Agent

Answer questions using approved knowledge and escalate when confidence or policy requires a human.

Explore agent

AI Operations Workflow Agent

Interpret requests and execute approved multi-step workflows across business systems.

Explore agent

Next step

See the Document Processing agent on your data.

We'll run a demo on synthetic data, then map the pilot against your systems, permissions and success criteria.

Book a Demo Discuss Your Integration

Or email sales@crewtac.com