Document Classification with AI
Classifies incoming documents (invoices, contracts, quotes, correspondence) and archives them in the right location in your DMS.
At a glance
8 hours/week
time saving
5x within 3 months
expected ROI
Live in 3 weeks
from intake to production
GDPR-compliant
EU hosting & human-in-the-loop
Time savings and ROI are indicative and depend on your process, data and volume.
Before & after
From manual to automatic
Manual document sorting costs you hours every day
- Documents arrive via email, post-scan, portals, and uploads — there is no uniform processing.
- Incorrectly archived documents lead to search time, missed deadlines, and compliance risks.
- During audits and reviews, finding specific documents is a hassle.
Every document in the right place, automatically
- Recognizes the document type (invoice, contract, letter, etc.) with high accuracy via AI classification.
- Extracts metadata (date, amount, parties, reference number) and adds it as searchable tags.
- Automatically archives in the right folder or category in your document management system.
- Flags missing documents (e.g., a contract without a signed version) and incomplete files.
Workflow
How it works
See how the agent moves through the process step by step — you stay in control of every decision.
Workflow in action
Document Classification · Automatically sort and archive documents
Receive Document
apiStep 1 of the automated process.
Recognize Type
analysisStep 2 of the automated process.
Extract Metadata
dataStep 3 of the automated process.
Archive in DMS
outputStep 4 of the automated process.
Check Completeness
apiStep 5 of the automated process.
0
Steps completed
5
Total steps
What it delivers
Never search for documents again
The agent processes every incoming document automatically, so you always know where everything is and can quickly pull the right documents during audits.
automatic classification
everything is tagged and findable
audit-ready documentation
Figures are indicative and depend on your processes and volume.
Integrations
Works with your software
Integrates with document management systems, email servers, and scanning solutions.
Document Management
Email & Scanning
ERP
Frequently asked questions
What does the Document Classification agent do exactly?
The agent recognizes incoming documents such as invoices, contracts, quotes and correspondence, extracts key metadata (date, amount, parties, reference number), and archives each document in the right folder or category in your document management system. It uses OCR to also process scanned and handwritten documents, with accuracy depending on legibility.
What does this agent cost?
Standard agents like this one start from €2,500; a custom implementation tailored to your systems starts from €5,000. You can start with a free AI scan to see which quick wins apply to your business.
How long does implementation take?
Implementation typically takes about 3 weeks, including mapping your existing folder structure and classification rules.
How is my document data protected?
Documents are processed on EU servers in line with GDPR, and we can sign a data processing agreement. The agent only extracts the metadata needed for classification and archiving.
Which systems does the agent integrate with?
The agent integrates with document management systems such as SharePoint, Google Drive and M-Files, email and scanning tools like Outlook, and ERP systems such as AFAS.
Does the agent archive everything automatically, or are uncertain cases reviewed?
Routine classification and archiving run automatically, but the agent flags documents it isn't confident about, or files that appear incomplete — such as a contract missing a signed version — for manual review before archiving.
How does the agent learn our folder structure, and can it be adjusted later?
During setup we analyze your existing folder structure and classification rules, and the agent learns from the corrections you make. We monitor performance and adjust the configuration if your document management system or its API changes.
No matching agent? Have a custom AI agent built
Your process is unique. We build AI agents tailored to your workflow, integrations and goals. Contact us for a free intake.
Deep dive
More from our knowledge base
AI for Notary Offices: Practical Applications
Notary offices can use AI for file preparation, intake, and client communication, provided confidentiality, GDPR, and AML rules remain leading and the notary stays ultimately responsible for every deed.
Read articleSectorsAI for insurance advisors: 6 practical use cases
Insurance advisory firms drown in policy changes, claims, and quote requests. AI can handle most of the groundwork, provided you know where advisory responsibility begins.
Read articleTrendsAI in the financial sector: what works in the Netherlands
Dutch financial organizations face a choice: take the initiative with AI or watch as competitors gain ground. This article shows which applications already deliver measurable returns.
Read article
You work directly with Erwin Berkouwer, founder of UnifyAI — no account managers or junior consultants in between.
Erwin has 8+ years of experience in data and AI (banking, retail, e-commerce) and applies the same AI automation internally that he builds for clients. Per project he brings in the right specialist from his network.
Read more about Erwin and the way we workGet started with Document Classification
Book a free 30-minute intake. We analyse your situation and put together a tailored proposal.