Automatic data extraction from encorp.ai reads contracts, forms and other PDF files from email, a shared folder or manual upload and writes their fields to your CRM, ERP or spreadsheet. Uncertain fields go to a person for review, so your people check instead of retyping.
The low-confidence field waits for a person before the record enters the CRM.
People open a document, look for the fields and retype them into a CRM, an ERP or a spreadsheet. The work is slow and dull, and every mistake costs time later.
We start with the document types with the highest volume and connect them to the systems you already use.
We start with the document types with the highest volume, such as contracts, applications and forms.
Documents arrive by email, shared folder or manual upload and follow one path.
AI finds the fields you need in the document and validates them before they move on to your system.
When AI is unsure about a field, the document stops for review by one of your people.
The checked data is written straight into the system your team works in.
We measure the result against the baseline and improve the solution every month in AI Ops.
People stay in the process, but their time goes into checking, not retyping.
| Step | Today | With automation |
|---|---|---|
| Intake | Documents are gathered from inboxes and folders by hand | They come in on their own from email, folder or upload |
| Searching | A person looks for every field in the document | AI finds the fields and arranges them |
| Entry | Fields are retyped into the CRM, ERP or spreadsheet | Data is written straight into the system |
| Control | A mistake surfaces later, when it already costs time | Uncertain fields stop for review before they enter the system |
| Development | The process stays as it is | The solution is measured and improved every month in AI Ops |
The first measurable results usually come within 2–4 weeks of the start.
We pick the document types with the highest volume, look at your systems and agree how we will measure success.
We tune the extraction and checks to your documents and connect the output to your CRM, ERP or spreadsheet.
We run the solution on real documents under supervision and measure it against the baseline.
Solutions that work get support and improvements every month.
These are generalised scenarios, with no client names and no real data.
Applications and forms from customers whose data has to go into the CRM.
Contracts from which deadlines and terms are extracted.
Waybills and accompanying documents whose data is entered into the system.
Implemented a custom AI agent for Econt, the leading logistics provider in Bulgaria, to automate customer support.
Vivacom is one of the leading telecommunications companies in Bulgaria, offering a full range of services including mobile, fixed-line, internet, and digital television. As part of the United Group, Vivacom is recognized for its innovation, reliable network infrastructure, and customer-centric approach. The company serves millions of residential and business clients, delivering high-speed connectivity, advanced telecom solutions, and cutting-edge digital services across the country. With a strong focus on digital transformation, 5G technology, and smart business solutions, Vivacom continues to play a key role in shaping the future of Bulgaria’s telecom sector.
Delivered AI-focused educational trainings for Forbes Bulgaria to empower business leaders with practical knowledge.
| For whom | Teams that retype data from documents into a CRM, an ERP or a spreadsheet today |
|---|---|
| Documents | Contracts, applications, forms, waybills and other PDF files |
| Intake | Email, shared folder, manual upload |
| Review | Low-confidence fields are reviewed by a person before they enter the system |
| Output | CRM, ERP or spreadsheet |
| First result | 2–4 weeks from the start |
| Price | On request |
| Ownership | The code, the model instructions and the deployment are yours |
AI reads the document the way a person would: it finds the fields you need, recognises what each one means and arranges them in a structured record. In a contract these may be the parties, the deadlines and the terms; in an application or a form, the data the customer filled in. The fields are then validated and written to your CRM, ERP or spreadsheet.
The difference from plain text recognition is the checking. The solution knows which fields it is looking for, validates them and flags when it is unsure. When confidence is low, the document stops for review by one of your people before the data reaches the system. That person corrects what is needed and confirms the record instead of retyping the whole document. The solution is part of our AI business process automation service and is tuned to the documents you actually receive.
You start with the document types that take up the most time today. We do not automate everything at once: in the first week we pick the types with the highest volume, look at where they come from and which system the data has to go into. Typical examples are applications and forms from customers whose data goes into the CRM, contracts from which deadlines and terms are extracted, and waybills and accompanying documents in logistics.
If your main flow is invoices, there is a separate solution for them: AI invoice automation, which sorts incoming and outgoing invoices and passes the data to your ERP. This page is about all other documents. If you have few documents or each one is different, manual processing may remain the better deal, and we will tell you so on the first call. It is free, takes 30 minutes, and afterwards you know whether it makes sense to continue.
Yes, the solution also works with scanned documents, as long as their quality allows them to be read. We do not promise this in advance for every document: we test it in the pilot with your real scans and see which go through on their own and which go to a person for review. Scanned documents go through the same check rules as the others, so uncertain fields stop for review by a person. If a document type is hard to read, you see it during the pilot, not after go-live.
Where the data stays is decided together with you. The architecture is agreed against your data and security requirements: where documents come in, where they are processed and which system they are written to. The solution connects to the systems you already use and does not require you to buy a new platform. The code, the model instructions and the deployment are yours, so control over the solution stays with your company after the project ends.
The first measurable results usually come within 2–4 weeks of the start. As a standalone project we start with a free call, a review of the documents and agreed metrics, then tune the extraction and run it in a pilot on real documents under supervision. Every solution is measured against its baseline for time, cost and errors, and if it does not deliver, it does not reach production. We stop it and pick the next process.
In a full AI transformation with the Encorp AIM (AI Implementation Method), data extraction is one of the processes chosen at Gate 1 from the opportunity map. There the test is a pilot in phase 2, with real documents and agreed metrics, and the solutions that work go into production in weeks 11–12. After go-live they move to AI Ops: support, improvements and new processes every month, with response within 24 hours.
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