Document processing

Automated document processing workflow

Extract and classify data from invoices, contracts, and forms automatically with human validation control.

Find your starting pointAssess AI readiness
Initial Situation

The starting difficulty

Employees spend hours copying data from incoming email documents manually into internal database systems.

Workflow inputs

  • →Provider invoices
  • →Purchase contracts and addenda
  • →Claim forms
  • →Job applications and CVs
System actions

What Cytria builds

  • ✓Optical character recognition and automatic classification of incoming documents.
  • ✓Structured extraction of key fields (amounts, dates, references, signatories).
  • ✓Automatic cross-reference checks against existing CRM or ERP data.
  • ✓Unified validation interface highlighting extracted values directly on the original document.
Human-in-the-loop

Validation & control points

  • ✓The manager visually verifies highlighted fields (red or orange flags) in case of system doubt.
  • ✓Manual validation is mandatory before exporting entries to the accounting tool or ERP.
  • ✓Unreadable or unclassified documents are rejected and placed in a manual review queue.
Controlled output

Expected deliverable

Structured JSON or CSV file ready to import into your tools, with archived copy of the original document.

Sovereignty

Security & Hosting

Local execution of extraction models on virtual private server. No data transits outside national borders.

Workflow

Step by step process

1A new invoice in PDF format arrives in the shared inbox.
2The integration script sends the file to the private extraction model.
3The interface presents the extracted fields (VAT, IBAN, Amount) alongside the document.
4The accountant checks the alerts and clicks validate to trigger the payment.

Realistic scenario

A Geneva real estate agency automated the entry of 1500 maintenance invoices per month. Accounting processing time was reduced by 70% while eliminating IBAN errors through mandatory double validation.

Path

Implementation journey

Phase 1

Analysis of document types and data fields to extract.

Phase 2

Development of page separation and optical reading scripts.

Phase 3

Creation of the validation interface for managers.

Phase 4

API integration with the accounting ERP.

Service integration

Aligned delivery

This use case maps directly to our primary Solutions integration model.

Explore Solutions integration
Let's discuss

Bring your workflow.

Bring your specific business situation. We will help scope the data perimeter, define safety controls, and test a private prototype.

Describe your situationSpeak with Enrico