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AI Agents

AI Document Intake Agent

Invoices, applications and forms read, extracted and filed into your systems while you do literally anything else.

24 vetted developers deliver this service Typical delivery: 3–5 weeks
Fixed price
$5,450 AUD
Ex GST · fixed-scope written quotes · no obligation
Talk to a human first
✓ Service Guarantee on every engagement
✓ You own everything: code, accounts, content
✓ Australian developers, Australian hours
AI Document Intake Agent example design, screen 1 of 3
AI Document Intake Agent example design, screen 2 of 3
AI Document Intake Agent example design, screen 3 of 3

Concept previews illustrating this service's typical deliverables.

What this is

The service, straight up.

Somewhere in your business, someone spends hours retyping information that already exists: supplier invoices into the accounting system, application forms into the CRM, compliance paperwork into spreadsheets. This agent takes that job: documents arrive (email attachment, upload, scan), get read and classified, their data extracted against your field definitions, validated against your rules (ABN checks, totals that add up, duplicates caught), and entered into Xero, your CRM, or wherever the data actually lives.

The design principle is the exception lane: clean documents flow straight through; anything ambiguous, unusual or failing validation queues for a human decision with the original alongside the extraction. You start supervising everything and promote document types to straight-through processing as trust builds, with the audit trail keeping every step accountable. Accuracy on well-defined document types is excellent in 2026; the build's job is wiring it safely into YOUR systems.

What's included
  • Email, upload and scan intake channels
  • Classification + extraction to your fields
  • Validation rules: ABN, totals, duplicates
  • Direct entry to Xero / CRM / your systems
  • Exception lane with human review queue
  • Full audit trail of every document
How it works

Fixed price, not fixed blind.

01
Two-minute brief

Tell us about your business and pick this service. The listed price anchors every quote: no bait, no mystery ranges.

02
Three of the 24

Within 24 hours, three of the 24 vetted developers who deliver this service send written, fixed-scope quotes. Compare and choose.

03
Build, guaranteed

Typical delivery in 3–5 weeks. If a matched developer drops the ball, we step in. Service Guarantee, always.

FAQ

Fair questions.

On defined document types with the validation layer, straight-through accuracy runs well above human retyping (which nobody audits). The exception lane exists precisely so the ambiguous few get eyes instead of guesses.
Messy is normal; the setup phase samples your real documents and builds against them, not against ideal specimens. Truly chaotic types simply stay on the human lane until patterns emerge.
Xero and MYOB natively, most modern CRMs via API, spreadsheets where that is honestly where the data lives. Name your stack in the brief and the quote will confirm each connection.
Ready when you are

AI Document Intake Agent, $5,450.

Three written quotes from the 24 vetted developers who deliver this service, inside 24 hours. Free, no obligation, Service Guarantee included.

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