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Operations

Document Classification

Classifies incoming documents (invoices, contracts, quotes, correspondence) and archives them in the right location in your DMS.

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LawAccountingGovernmentInsurance

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

Without AI Agent

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.
With Document Classification

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

api

Step 1 of the automated process.

Recognize Type

analysis

Step 2 of the automated process.

Extract Metadata

data

Step 3 of the automated process.

Archive in DMS

output

Step 4 of the automated process.

Check Completeness

api

Step 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.

-85%
Archiving Time

automatic classification

-70%
Search Time

everything is tagged and findable

100%
Compliance

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

SharePointGoogle DriveM-FilesDropbox BusinessBox

Email & Scanning

OutlookGmailFujitsu ScanSnapKofax

ERP

AFASExact OnlineSAP
Frequently asked questions

Frequently asked questions

Can the agent handle handwritten documents?

Yes, via OCR technology the agent recognizes scanned and handwritten documents. Accuracy depends on legibility.

How does the agent learn our file structure?

During setup, we analyze your existing folder structure and classification rules. The agent learns from corrections and becomes increasingly accurate.

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.

Get started with Document Classification

Book a free 30-minute intake. We analyse your situation and put together a tailored proposal.

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