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Success
[PRO SERVICES / BUILD]

Automate
Data Entry
For Good.

Someone on your team is retyping invoices, orders or forms into a system that already knows the answer. We build the AI pipeline that reads the document, checks itself, and posts it where it needs to go.

A stack of paperwork being read by software
Read once, posted everywhere

61%

WORK ABOUT WORK, ASANA UK 2021

6 Apr 2026

HMRC MTD FOR INCOME TAX PHASE 1

Days

FROM AUDIT TO FIRST PIPELINE LIVE

[THE SHIFT]

RPA only solved part of it.

For years the answer to manual data entry was RPA: record the clicks, hard-code the field positions, hope the supplier never changes the invoice template. UiPath, Blue Prism and Automation Anywhere made that category mainstream.

The problem: brittle flows fail when the input changes. A bank tweaks a statement layout, a supplier adds a column, a PDF gets re-exported, and the ops team's back in the queue.

Modern extraction works from the document content, not one fixed screen path. Structured data, confidence per field, and a hand raised when it isn't sure.

OLD-SCHOOL RPA

  • One template, one bot, one supplier
  • Breaks the day a column moves
  • Can't read handwritten notes
  • Maintenance eats the savings
  • Confidence: it ran, or it didn't

AI EXTRACTION

  • Handles layout and wording changes
  • Works from content, not pixel positions
  • Reads scans, photos and clear handwriting
  • Corrections feed prompts, rules and tests
  • Confidence per field, escalates the rest
[THE PIPELINE]

Five stages. Same pattern every time.

Invoices, orders, expense receipts, supplier onboarding packs, KYC documents, claim forms. The document changes. The pipeline doesn't.

01

Intake

Inbox, shared drive, supplier portal, scan-to-email, WhatsApp from the field. Whatever you've already got. We don't change how documents arrive.

02

Read

Parsing layer first (Reducto, Google Document AI or Amazon Textract, depending on volume and document type), then an LLM that pulls the structured fields you actually care about.

03

Validate

VAT numbers checked against HMRC, totals reconciled, supplier matched, duplicate guard. Anything dodgy is flagged before it gets near your ledger.

04

Human gate

Low confidence or above a threshold? It lands in a one-screen review queue. Two clicks to approve or correct. Corrections feed the next pass of rules, prompts and tests.

05

Post

Straight into Xero, QuickBooks, Sage, NetSuite, Salesforce, HubSpot, your bespoke ERP, or the spreadsheet we'll eventually replace. Whatever you already use.

[WHAT WE READ]

Pick your paperwork.

If a person on your team is typing it in today, we can probably automate it. The ones we get asked for most:

Supplier invoices

PDF, scan or photo. Line items, VAT, PO match, supplier lookup. Posted into Xero, Sage, QuickBooks or NetSuite with a trail.

Sales orders

The orders customers email you as PDFs or in the body of an email. Read, validated against your catalogue, dropped into your ERP.

Expense receipts

Photographed on a phone in a taxi. Date, supplier, VAT, category. Right currency, right project, right approver.

KYC / onboarding

Passports, utility bills, certificates of incorporation, bank statements. Extracted, screened, filed under the right entity.

Delivery notes

Three-way match against PO and invoice. Shortages flagged, dates captured, photos kept against the record.

Insurance & claim forms

First-notice-of-loss, repair quotes, supporting photos. Pulled into your claims system with the right policy attached.

Inbound email triage

A shared inbox where every message becomes a ticket, a CRM update, a calendar event or a reply. Read, classified, routed.

Referral & intake forms

For clinics, agencies, advisers. The forms you get from clients or partners that someone re-keys into your system. Read in the format you got them.

[HOW WE WORK]

Where we come in.

Audit, build, hand back. Fixed-scope phases, one document type first, your team trained on the review queue before we leave.

We don't sell you a platform. We build it on the tools that fit your volume, your stack and your budget, and you own the code at the end.

BOOK A DATA ENTRY AUDIT
01

Data entry audit

Send us 30 real documents and a 15-minute Loom of how they're processed today. We come back with what to automate first, what to leave alone, the rough cost, and the rough payback. One page, no decks.

02

Pilot on one document type

We pick the highest-volume document and build the full pipeline for it. Intake, read, validate, gate, post. It runs on a small slice of real traffic so you can compare it to the person doing it today.

03

Ramp and evaluate

We run it side by side with your team until the accuracy numbers say it's ready. You see the per-field confidence, the disagreement rate, the time saved. Then we cut traffic over.

04

Add the next document type

The plumbing's done. Adding sales orders after invoices, or claim forms after KYC, reuses the same intake, review and posting pattern. You roll on at the pace you can absorb.

[THE GUARDRAILS]

A human is in the loop where it matters.

A model output is a candidate value, not a fact. Here's how we keep bad data away from the ledger.

Confidence per field

The pipeline records how sure it is about each value, not just the document. Confident totals can post; the one date it's not sure about goes for review.

Thresholds you control

You decide what auto-posts, what needs a glance, and what needs a manager. Different rules for £50 receipts and £50,000 invoices. We tune it with your finance team.

UK GDPR & automated decisions

Where automated decisions could have legal or similarly serious effects for a person, the UK GDPR automated decision-making rules and the Data (Use and Access) Act 2025 matter. We design those paths with human review and a written DPIA.

UK / EU data residency

We default to UK or EU hosting and to model providers with no-train commitments. If your data can't leave the UK, we'll tell you what's possible and what isn't.

Full audit log

Every document, every extracted value, every human override, kept and queryable. When the auditor or HMRC asks how that number got into the ledger, you can show them.

Corrections become tests

When your team corrects a value in the review queue, we turn the example into a regression test or extraction rule. The same failure gets checked before the next release.

[THE STACK]

We pick the right tool, not our favourite.

Gartner published its first Magic Quadrant for Intelligent Document Processing Solutions in September 2025. Forrester's closest recent Wave is Document Mining and Analytics Platforms, Q2 2024. Useful context, but not a shopping list. Tool choice depends on volume, document type and where the data has to go.

PARSE & OCR

For the read layer

Reducto, LlamaParse, Mistral OCR, Unstructured, Azure Document Intelligence, AWS Textract, Google Document AI. We choose per document type and volume.

EXTRACTION LLMs

For the judgement layer

Claude Sonnet, Gemini and GPT-class vision models, routed by document type, cost and confidence. No default vendor because there isn't one.

ENTERPRISE IDP

When that's the right fit

ABBYY Vantage, Hyperscience, Rossum and UiPath Document Understanding all turn up in our work. We'll recommend them when they fit, and tell you when they don't.

[QUESTIONS]

The ones we get asked first.

Q.01

How accurate is it really?

On clean invoices and orders, the read layer usually handles the headline fields well. Scans, photos and complex multi-page documents need more checking, which is why every field has a confidence score and anything below your threshold goes for human review. The right question isn't "is the AI perfect" but "is the whole pipeline more accurate than what we do today", and that one we answer with numbers from your pilot.

Q.02

Do I have to fire anyone?

That usually isn't the point. The data entry job shrinks, but the person moves onto work they were too busy to do: supplier relationships, exception handling or the next bit of the back office that's still on paper. If you want to reduce headcount, this gives you a route through attrition rather than redundancies.

Q.03

What about hallucinations? Making up numbers?

Fair worry, and the right way to handle it isn't to trust the model. We treat extracted fields as candidates, not facts. Totals are recomputed from line items. VAT is checked against HMRC. Suppliers are matched against your master list. Anything that doesn't reconcile gets surfaced before it posts. The model can be wrong; the pipeline catches it.

Q.04

Where does our data go?

Default is UK or EU hosting, with provider terms checked before build. If you've got tighter constraints (financial services, healthcare, anything FCA or NHS-touching), we'll design around them and write it down in a DPIA. If nothing can leave your tenancy, we'll tell you which providers can run that way and what it costs.

Q.05

We've already got UiPath / Blue Prism / Power Automate. Why not just use that?

Use what you've got where it earns its keep. RPA is fine for the deterministic bits, click here, copy there. The reading and the judgement are where AI extraction is a step change and where the RPA bots tend to break. We're happy plugging an extraction service into your existing UiPath or Power Automate flow rather than replacing it.

Q.06

How much does it cost?

Audit is a fixed fee. A first pilot pipeline is priced per phase, scoped against how many systems it has to talk to. Running costs scale with document volume and provider choice. We tell you both numbers before you commit.

Q.07

Will it work with our weird internal system?

Probably. If it has an API, we connect to it. If it has a database, we write to it. If it has neither, we'll either build the connector or, more often, replace the weird internal system with something proper while we're there. That's the day job.

Q.08

What if Making Tax Digital is what's prompting this?

Good timing. MTD for Income Tax applies from 6 April 2026 to sole traders and landlords with qualifying income above £50,000, with the £30,000 threshold following from 6 April 2027. If you're doing the bookkeeping for clients in that range, automated intake of receipts and invoices is one way to absorb the extra workload without hiring.

Vu Agency working session

Stop paying people to retype things.

Send us thirty real documents and a short Loom of how they're handled today. You'll come away with a clear answer on what to automate first and what the pipeline would look like. Thirty minutes, no slides.

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