Form Extract

SmallAI in first build
AI · Operations, accounting, anyone doing data entry

Extracts data from incoming orders, forms and PDFs into tables.

Coding Ideas

Built in this build

  • Document/photo upload
  • Field extraction and correction
  • Table view
  • Template/field definitions
  • Record list
  • Settings
  • Read and fill fields from a document
  • Flag suspicious values
  • Batch processing queue
  • Processed-document summary

Vision (needs external services)

  • CSV export

The build delivers the entire scope above as one coherent application. Items in the vision column require real external services (payments, messaging, integrations) and are not part of this version.

Customer features

  • Document/photo upload
  • Field extraction and correction
  • Table view

Admin modules

  • Template/field definitions
  • Record list
  • Settings

AI capabilities

  • Read and fill fields from a document
  • Flag suspicious values

Automations

  • Batch processing queue

Analytics & reports

  • Processed-document summary

Integrations

  • CSV export

Mobile

  • Mobile document capture

Roles & permissions

  • Manager
  • Operator

AI

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