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AtomsAI / Document intake agent

Every document read. Checked and filed.

Reads invoices, forms and statements the moment they arrive, checks them against your records, and puts the data where it belongs. Your team only sees the ones that need a person.

Built for finance, operations and admin teams buried in paperwork.

Bluewater Logistics · Accounts payable Live
Email from billing@atlastrucking.com
Invoice_88231.pdf Read in 4 seconds
Supplier Atlas Trucking
Invoice #88231
Amount $4,860.00
PO 55-1042
Due Nov 30
Matches PO 55-1042 Rate matches the contract Not a duplicate
Approved and posted to NetSuite
40 seconds from inbox to ledger · no one had to type a thing

Why it matters

Invoices, forms and statements arrive all day by email, upload and scan.
Someone has to open each one, read it and type it into your systems.
Only then can any work start.

Hours of typing

Skilled people spend their day copying numbers from a PDF into another screen.

Mistakes slip through

A wrong amount or a duplicate invoice gets paid, and no one notices until month end.

Work waits in the inbox

Claims, loans and payments can't move until the paperwork is entered.

Someone types in every document. Most never needed a person.

Same documents. A fraction of the work. What 1,000 supplier invoices a month take, typed by hand and with a document intake agent
Typed by hand
6 min time per invoice
100 hours of typing a month
3 days before it's in the system
With the agent
Under 1 min time per invoice
15 hours of typing a month
Same day days before it's in the system
Your team checks the exceptions instead of typing, and wrong or duplicate invoices are stopped before they're paid. Illustrative

What it does

Everything your admin team does with paperwork. In seconds, for every document.

Reads any document.

Invoices, delivery notes, forms and receipts, whether typed, scanned or photographed on a phone.

Example · three documents, three formats
Invoice PDF Atlas Trucking · $4,860 Read
Scanned delivery note Signed by J. Ortiz · Load 7781 Read
Phone photo of a receipt Fuel · $186.40 · Oct 12 Read

Pulls out what matters.

Every field links back to where it was found.

Invoice number #88231 · found on page 1
Amount $4,860.00 · found on page 1
PO number 55-1042 · found on page 1

Checks before it files.

Matches each invoice to the order and what was received, and holds anything that doesn't add up.

Example · fuel invoice checked against the order
Purchase order $2,130.00
Goods received $2,130.00
Invoice $2,310.00
Invoice is $180 over the order. Held for review, not posted.

Chases what's missing.

Asks the sender for exactly what's needed.

Email to Ridge Carriers
Hi, invoice #4410 doesn't include a PO number. Could you reply with it so we can pay you on time?
Reply received · invoice moved on

Files it in the right place.

Into your accounting, CRM or document system, ready to use.

Invoices → NetSuite, as bills
Delivery notes → Attached to the shipment
Contracts → SharePoint, by customer

Knows when to ask a person.

Sends the document, the problem and the options to the right person.

To Maria · Accounts payable
Document
Coastline Fuel invoice
Why
Amount is $180 over the PO
Ready
Approve, reject or ask the supplier

Handles every format.

No templates to set up for each supplier or form.

PDF Scans Phone photos Handwriting Email bodies Spreadsheets Word files Multiple languages

Less typing, fewer mistakes.

Most documents go straight through. Your team handles the exceptions, and wrong or duplicate payments are stopped.

Example · one month, one accounts team
4,200 documents this month
83% done without a person
38s from inbox to system, on average
61 wrong or duplicate invoices stopped

Sources, capabilities and integrations

Every way documents arrive. Connected to your systems.

One agent for every inbox, upload and scanner. Every document ends up in the system it belongs to, with a link back to the original.

6

Ways in. One queue.

Email inbox Upload portal Scanner Phone photo Fax Shared drive

Secure by default

SOC 2 Type II, HIPAA and GDPR. Your data is never used to train models.

Documents today 00:00 → 23:59

Always on

Documents are read the moment they arrive, day or night, so the queue is clear when your team starts.

Hands over to your team

The right person, with the document, the problem highlighted and the options ready to approve.

When it hands over
  • As per your rules
  • Amounts don't match the order
  • It can't read a field with confidence
  • The document type is new
AI agent
  1. Amount mismatch ML Maria L. Accounts payable
  2. New supplier TB Tom B. Procurement
  3. Contract terms PM Priya M. Legal
Handover note · the original, the problem highlighted, what to decide

At home in your stack

NetSuite, QuickBooks, Xero and SAP. Salesforce and HubSpot. Google Drive, SharePoint and Dropbox. Shared inboxes in Gmail and Outlook. Anything else through APIs and webhooks.

Scoped access, approved per action

Document queue

Every document. One queue.

See where every document stands: filed, held, or waiting on someone.

Document queue · today All sources Illustrative
Documents in 412
Done without a person 83%
Average time 38s
Problems caught 19
Invoice · Atlas Trucking $4,860 · matched to PO Posted
Invoice · Coastline Fuel $2,310 · PO says $2,130 Needs review
Proof of delivery · Load 7781 Signed, attached to shipment Filed
Invoice · Ridge Carriers No PO number on it Waiting on supplier
Invoice · Atlas Trucking Same as #88231 Duplicate blocked
1 document needs a person Review Hold
  • One view of every document From every inbox, upload and scanner, with its status.
  • Every field traceable Click any value to see where it was found on the page.
  • Duplicates stopped The same invoice sent twice is caught before it's paid.
  • Review in one click Approve, correct or send back anything that's held.

Drowning in paperwork? There's a play for that.

Pick your industry to see which documents the agent reads, checks and files.

Logistics & freight

Carrier invoices and delivery proofs pile up, and billing waits on paperwork.

  1. Invoice match

    Carrier invoice, checked and posted

    Email
    Trigger

    A carrier emails an invoice for a delivered load.

    Agent

    Reads it, matches the rate and load, flags extra charges.

    Result

    Paid at the agreed rate

  2. Proof of delivery

    Signed delivery note to invoice

    PhotoScan
    Trigger

    A driver snaps the signed delivery note.

    Agent

    Checks the signature and date, attaches it to the shipment.

    Result

    Customer billed the same day

Illustrative workflows, configured around your rules and integrations. Contact us

Insurance

Claims stall while staff key in forms, photos and repair quotes.

  1. Claim intake

    First notice of loss, complete

    EmailUpload
    Trigger

    A customer sends a claim form and photos.

    Agent

    Reads the form, checks the policy, asks for what's missing.

    Result

    Claim ready for an adjuster

  2. Invoice check

    Repair estimate review

    Email
    Trigger

    A garage sends a repair estimate.

    Agent

    Compares parts and labour with approved rates.

    Result

    Over-priced lines flagged

Illustrative workflows, configured around your rules and integrations. Contact us

Lending

Loan files sit incomplete while staff check payslips and bank statements by hand.

  1. Application pack

    Payslips and statements, read

    UploadEmail
    Trigger

    An applicant uploads income documents.

    Agent

    Pulls income and employer, checks they match the application.

    Result

    File ready for underwriting

  2. Chase

    Missing document reminder

    EmailSMS
    Trigger

    A bank statement is missing a month.

    Agent

    Asks the applicant for exactly what's missing.

    Result

    File complete in days, not weeks

Illustrative workflows, configured around your rules and integrations. Contact us

Healthcare

Referrals and insurance forms arrive by fax and email, and get keyed in by hand.

  1. Referral intake

    Referral to patient record

    FaxEmail
    Trigger

    A clinic faxes a referral letter.

    Agent

    Reads patient details and reason, creates the record.

    Result

    Patient ready to schedule

  2. Insurance card

    Card photo to coverage

    Photo
    Trigger

    A patient uploads their insurance card.

    Agent

    Reads member ID and plan, adds them to the chart.

    Result

    Coverage checked before the visit

Illustrative workflows, configured around your rules and integrations. Contact us

Manufacturing

Supplier invoices, packing slips and certificates all need checking against orders.

  1. Invoice match

    Three-way match

    Email
    Trigger

    A supplier invoice arrives.

    Agent

    Checks it against the PO and what was received.

    Result

    Posted, or held with the reason

  2. Certificates

    Quality certificate on file

    EmailUpload
    Trigger

    A batch certificate is sent with a delivery.

    Agent

    Reads batch and spec, files it with the delivery.

    Result

    Ready for audit

Illustrative workflows, configured around your rules and integrations. Contact us

Real estate

Leases and tenant applications take hours to review and enter.

  1. Application pack

    Tenant application, checked

    Upload
    Trigger

    An applicant uploads ID, payslips and references.

    Agent

    Reads each one and checks income against the rent.

    Result

    Ready for a decision

  2. Lease abstract

    Key lease terms, pulled

    UploadEmail
    Trigger

    A signed lease is added.

    Agent

    Pulls rent, dates, break clauses and renewals.

    Result

    Terms in the system, renewals on the calendar

Illustrative workflows, configured around your rules and integrations. Contact us

Finance & accounting

Month end means hundreds of invoices and receipts to enter and code.

  1. Invoice capture

    Invoices into the ledger

    Email
    Trigger

    Invoices land in the accounts payable inbox.

    Agent

    Reads, codes and posts each one, blocking duplicates.

    Result

    Inbox cleared every day

  2. Expenses

    Receipts to expense lines

    Photo
    Trigger

    An employee snaps a receipt.

    Agent

    Reads amount, date and merchant, checks the expense policy.

    Result

    Expense ready to approve

Illustrative workflows, configured around your rules and integrations. Contact us

Education

Admissions teams sort transcripts, IDs and forms for every applicant.

  1. Application pack

    Transcripts and IDs, read

    UploadEmail
    Trigger

    An applicant uploads their documents.

    Agent

    Pulls grades and details, checks the pack is complete.

    Result

    Application ready to review

  2. Chase

    Missing transcript

    Email
    Trigger

    A required transcript isn't in the pack.

    Agent

    Asks the applicant for it before the deadline.

    Result

    Fewer incomplete applications

Illustrative workflows, configured around your rules and integrations. Contact us

What the agent checks and where it files follows your rules for each document type.

Controls and evals

Nothing posted on a guess. Every field traceable.

Controls

  • Your approval rules Amount limits, tolerances and who signs off. Anything outside goes to a person.
  • Unsure means a person If a field can't be read with confidence, it's held, never guessed.
  • Sensitive data protected Bank details and IDs are masked and access is limited by role.
  • Full audit trail Every document, field, check and change is logged with the original.

Evals

  • Tested on your documents A sample of your real invoices and forms, including the messy ones.
  • Re-tested on every change A saved test set re-runs whenever rules or document types change.
  • Accuracy checked Reviewers spot-check fields, and every correction improves the agent.
  • Measured against your goals Straight-through rate, accuracy and time saved, reviewed with you weekly.

Pricing

Custom built. Priced for your requirements.

No fixed tiers. Every document intake agent is built around your journeys, channels and systems, so we price it the same way: after we understand what you need.

What shapes the price

  • Number of documents a month
  • Document types: invoices, forms, statements
  • Sources: inboxes, uploads, scanners
  • Systems it files into
  • Checks and approval rules

Always included

  • Design and build with our team
  • Testing on your own documents before launch
  • Accuracy checks after go-live
  • Weekly reviews and tuning
  • Security: SOC 2 Type II, HIPAA, GDPR

Tell us what you need.

Share your journeys, channels and systems. We'll come back with a scope and a price.

Contact us

Bring 50 documents. We'll show you what goes straight through.

Share a sample of your invoices or forms. We'll show what the agent reads, what it checks, and which ones still need a person.

Contact us

Request a thirty-minute session.

Tell us about your workflow. We’ll reply to arrange a time; submitting this form does not book a calendar slot.

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