Canonical: https://www.strataigize.com/services/ai-systems/document-processing-agents/ Description: AI document processing agents that turn invoices, contracts and forms into structured records in your systems, with exceptions sent to a person, not guessed. [Home](https://www.strataigize.com/) / [Services](https://www.strataigize.com/services/) / [AI systems](https://www.strataigize.com/services/ai-systems/) / Document processing agents Service and operations # Documents in, structured records out, exceptions to a person. An AI document processing agent reads invoices, contracts, applications and forms, extracts the fields your process needs, checks them against your rules, writes the record into your system, and sends anything it cannot resolve to a person with the page highlighted. [Book an audit →](https://www.strataigize.com/audit/)[All eleven systems](https://www.strataigize.com/services/ai-systems/) Who it is for ## Built for the team that _does this by hand._ 01 Finance teams keying invoices and receipts into an ERP by hand 02 Legal and property teams abstracting contracts and leases into a register 03 Public programs processing applications that carry the same twenty fields in a hundred layouts What it does ## Document processing agents, _by the job._ Read ### Reads any layout Scans, photos, PDFs and email attachments, in the layouts your suppliers actually send. A layout change stops breaking the pipeline because the model reads the page, not a template. Extract ### Extracts and validates Fields checked against each other and against your master data: totals that add up, vendor numbers that exist, dates in range. A failed check is an exception, never a silent write. Write ### Writes to the system of record The record lands in your ERP, CRM or case system through its API, with the source page and the confidence per field stored beside it. Escalate ### Escalates with the evidence A person sees the page, the extracted values and the check that failed, resolves it in one screen, and the resolution teaches the rule set. How it is built ## The build, _in order._ Every system here is scoped as one bounded workflow with a written success metric and a kill threshold agreed before the build. The steps below are the ones specific to this one. 01 ### Label a sample first A sample of your real documents, hand-labelled with your team, becomes the evaluation set every later change is measured against. It is written before the build, not after. 02 ### Report accuracy per field Extraction is measured field by field against that set before any time-saving claim is made. A field the model cannot read reliably is routed to a person by design. 03 ### Shadow the current process The agent processes live documents beside your team for a cycle. Its records are compared with theirs, and the differences are read one by one. 04 ### Go live with exception routing Clean documents flow through. Exceptions queue for a person with the evidence attached, and the exception rate is reported every week. In production at Strataigize ## We run this _ourselves._ Our own operator agent turns recorded meetings into written digests for the team, and our reporting pipeline reads raw exports from the advertising platforms into one client record each week under a rule that a client whose facts came back thinner than last time is not published. The exception-first design on this page came from that work. [The autonomous operator running our agency](https://www.strataigize.com/case-studies/ai-agents-for-business-the-autonomous-operator-running-our-agency/) Governance ## What a person _still approves._ - A failed validation is always an exception for a person, never a best guess written to your system - Every extracted field keeps its source page and its confidence, so an auditor can trace a record to a document - Documents are processed inside your tenancy or in a region you choose, and never used to train a shared model The rest of the posture is published on [trust and security](https://www.strataigize.com/trust/): client-granted access you can revoke, credentials in managed stores, an AI governance summary aligned to the NIST AI Risk Management Framework, our subprocessors, and a DPA on request. We do not hold SOC 2 and we say so there. Price ## Published, _not gated._ Pilot builds $25,000 to $60,000 fixed, production retainer from $8,000 per month. Every AI build starts with a $7,500 AI Opportunity Audit over two weeks that is credited toward the build if you proceed, and a pilot is one bounded workflow on your real data over 30 to 90 days with a written success metric and a kill threshold. The full price list is on the [pricing page](https://www.strataigize.com/pricing/), and the cost drivers, with the questions that expose a padded quote, are in [how much AI agents cost in 2026](https://www.strataigize.com/insights/how-much-do-ai-agents-cost/). Questions ## Document processing agents, _answered._ What is AI document processing? Reading documents that were made for people, such as invoices, contracts, applications and forms, and turning them into structured records a system can act on, with checks that catch what the model misread. The older name for the narrow version is intelligent document processing, or IDP. How accurate is AI document extraction? It depends on the document, and it has to be measured rather than quoted. We hand-label a sample of your real documents first, report field-level accuracy against it before the build proceeds, and keep that set as the regression test for every later change. A vendor quoting one accuracy figure for all documents is quoting a marketing number. Can it handle contracts and leases, not only invoices? Yes. Contract review, lease abstraction and application processing are the same pipeline with a different field list and different checks: clauses instead of totals, dates and parties instead of vendor numbers. The evaluation set is built the same way. Related ## Where this _connects._ [AI workflow automation](https://www.strataigize.com/services/ai-automation-services/) · [Internal knowledge assistants](https://www.strataigize.com/services/ai-systems/internal-knowledge-assistants/) · [Computer vision systems](https://www.strataigize.com/services/ai-systems/computer-vision-systems/) The other systems in the catalogue: [lead qualification agents](https://www.strataigize.com/services/ai-systems/lead-qualification-agents/), [outbound sales agents](https://www.strataigize.com/services/ai-systems/outbound-sales-agents/), [customer support agents](https://www.strataigize.com/services/ai-systems/customer-support-agents/), [internal knowledge assistants](https://www.strataigize.com/services/ai-systems/internal-knowledge-assistants/), [ad optimization systems](https://www.strataigize.com/services/ai-systems/ad-optimization-systems/), [client reporting automation](https://www.strataigize.com/services/ai-systems/client-reporting-automation/), [content engines](https://www.strataigize.com/services/ai-systems/content-engines/), [computer vision systems](https://www.strataigize.com/services/ai-systems/computer-vision-systems/), [mcp servers and agent-callable surfaces](https://www.strataigize.com/services/ai-systems/agent-callable-surfaces/), [always-on operations agents](https://www.strataigize.com/services/ai-systems/autonomous-operations-agents/). Teams that hand us the number - ![Podz logo](https://www.strataigize.com/logos/clients/opt/podz.webp) - ![Crush Crush logo](https://www.strataigize.com/logos/clients/opt/crush-crush.webp) - ![Kleo logo](https://www.strataigize.com/logos/clients/opt/kleo.webp) - ![Backroad Mapbooks logo](https://www.strataigize.com/logos/clients/backroad.svg) - ![GameGo logo](https://www.strataigize.com/logos/clients/opt/gamego.webp) - ![ZivTrack logo](https://www.strataigize.com/logos/clients/zivtrack.svg) - ![Sad Panda Studios logo](https://www.strataigize.com/logos/clients/opt/sad-panda.webp) - ![Appomate logo](https://www.strataigize.com/logos/clients/opt/appomate.webp) Pilot builds $25,000 to $60,000 fixed, production retainer from $8,000 per month Real ranges, published. Ad spend stays in your own accounts. [See the full pricing table →](https://www.strataigize.com/pricing/) Where this fits: [see the Strataigize Growth System](https://www.strataigize.com/how-we-work/), the ladder every engagement runs on. ### Talk to the build team about document processing agents Name the workflow you want it to run and we reply within 24 hours with whether it is a fit, the bounded scope we would propose, and the payback math. ## Start with _one workflow._ A free 30-minute audit call with the senior team names the workflow this system should run first and what it should cost, whether you build it with us or not. [Book your growth audit →](https://www.strataigize.com/audit/) Canadian and looking at funding? [How the BDC LIFT program works](https://www.strataigize.com/bdc-lift-program/). Public sector? [How we build for government](https://www.strataigize.com/industries/public-sector/). [Rated **5.0** on Clutch](https://clutch.co/profile/strataigize-marketing)