Claude & OpenAI for Documents and Company Knowledge
Leading AI models inside your daily operations: incoming email sorted, details pulled out of messy documents and PDFs, and a secure company knowledge base your team can ask questions.
AI models are excellent at reading messy information and unreliable at maths you depend on. I use them for the first job: pulling the details out of PDFs, scanned invoices, emails and contracts, and answering questions from your own documents with links to the source. Numbers, balances and routing decisions stay in fixed rules. Every extraction must fit a set format and comes with a confidence score, so anything uncertain goes to a person instead of into your books.
What is included
- Details pulled from documents into a fixed format
- Your documents indexed so they can be searched by meaning
- Answers with links to the source, so they can be checked
- Confidence scores, with unsure cases sent to a person
- AI instructions saved and versioned, not improvised
- AI model chosen to balance cost and accuracy
What you receive
Document reader
Documents in, checked and organised data out, with a confidence score on every field.
Knowledge base
Your documents indexed and searchable, with links back to the source.
AI instruction library
The AI instructions and formats, saved as versions you can review and change.
Accuracy test set
A set of real documents kept aside to measure accuracy before and after any change.
How it is built
- AI output always fits a set format before it is saved
- Confidence limits set to how much risk you accept
- A source link on every answer
- Calculations done by fixed rules, not the AI
- Cost measured per document, not guessed
- Backup handling for blurry and handwritten documents
Think this is what you need?
Tell me the process and the systems involved. I will confirm whether this is the right fit and give you a fixed price.