Reads any document.
Invoices, delivery notes, forms and receipts, whether typed, scanned or photographed on a phone.
AtomsAI / Document intake agent
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.
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.
Skilled people spend their day copying numbers from a PDF into another screen.
A wrong amount or a duplicate invoice gets paid, and no one notices until month end.
Claims, loans and payments can't move until the paperwork is entered.
What it does
Invoices, delivery notes, forms and receipts, whether typed, scanned or photographed on a phone.
Every field links back to where it was found.
Matches each invoice to the order and what was received, and holds anything that doesn't add up.
Asks the sender for exactly what's needed.
Into your accounting, CRM or document system, ready to use.
Sends the document, the problem and the options to the right person.
No templates to set up for each supplier or form.
Most documents go straight through. Your team handles the exceptions, and wrong or duplicate payments are stopped.
Sources, capabilities and integrations
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.
SOC 2 Type II, HIPAA and GDPR. Your data is never used to train models.
Documents are read the moment they arrive, day or night, so the queue is clear when your team starts.
The right person, with the document, the problem highlighted and the options ready to approve.
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
See where every document stands: filed, held, or waiting on someone.
Pick your industry to see which documents the agent reads, checks and files.
Carrier invoices and delivery proofs pile up, and billing waits on paperwork.
A carrier emails an invoice for a delivered load.
Reads it, matches the rate and load, flags extra charges.
Paid at the agreed rate
A driver snaps the signed delivery note.
Checks the signature and date, attaches it to the shipment.
Customer billed the same day
Claims stall while staff key in forms, photos and repair quotes.
A customer sends a claim form and photos.
Reads the form, checks the policy, asks for what's missing.
Claim ready for an adjuster
A garage sends a repair estimate.
Compares parts and labour with approved rates.
Over-priced lines flagged
Loan files sit incomplete while staff check payslips and bank statements by hand.
An applicant uploads income documents.
Pulls income and employer, checks they match the application.
File ready for underwriting
A bank statement is missing a month.
Asks the applicant for exactly what's missing.
File complete in days, not weeks
Referrals and insurance forms arrive by fax and email, and get keyed in by hand.
A clinic faxes a referral letter.
Reads patient details and reason, creates the record.
Patient ready to schedule
A patient uploads their insurance card.
Reads member ID and plan, adds them to the chart.
Coverage checked before the visit
Supplier invoices, packing slips and certificates all need checking against orders.
A supplier invoice arrives.
Checks it against the PO and what was received.
Posted, or held with the reason
A batch certificate is sent with a delivery.
Reads batch and spec, files it with the delivery.
Ready for audit
Leases and tenant applications take hours to review and enter.
An applicant uploads ID, payslips and references.
Reads each one and checks income against the rent.
Ready for a decision
A signed lease is added.
Pulls rent, dates, break clauses and renewals.
Terms in the system, renewals on the calendar
Month end means hundreds of invoices and receipts to enter and code.
Invoices land in the accounts payable inbox.
Reads, codes and posts each one, blocking duplicates.
Inbox cleared every day
An employee snaps a receipt.
Reads amount, date and merchant, checks the expense policy.
Expense ready to approve
Contracts and case papers need careful reading before anything is entered.
A signed contract comes back from a client.
Pulls parties, dates, fees and renewal terms.
Terms logged, renewal reminder set
A new client returns intake forms.
Reads them, checks for conflicts, opens the matter.
Matter ready for the lawyer
Admissions teams sort transcripts, IDs and forms for every applicant.
An applicant uploads their documents.
Pulls grades and details, checks the pack is complete.
Application ready to review
A required transcript isn't in the pack.
Asks the applicant for it before the deadline.
Fewer incomplete applications
What the agent checks and where it files follows your rules for each document type.
Controls and evals
Pricing
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.
Tell us what you need.
Share your journeys, channels and systems. We'll come back with a scope and a price.
Contact usShare a sample of your invoices or forms. We'll show what the agent reads, what it checks, and which ones still need a person.
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