The challenge our clients face
An agent or administrative team receiving a purchase order, supporting document, or survey must open it, read it, extract the relevant information, and re-enter it into their business tool.
At scale, this task consumes significant time, and the risk of errors grows with volume. A wrong reference, incorrect quantity, or processing delay can occur.
Which documents can be processed automatically?
Document processing isn’t limited to one type:
Purchase orders, especially in high-volume B2B environments.
Supporting documents in customer, tenant, or user files: move-in/move-out records, SLS and OPS surveys, account openings.
Surveys and forms, where responses must be read and transferred to your systems.
Incoming mail, regardless of format: PDFs, scanned images, or spreadsheet files.
Automating this process doesn’t mean giving up control. It means eliminating manual work for tasks that can be done faster and more reliably.
Our solution for automated document processing
Every organization receives different documents in different formats. Cockpit adapts to your documents and your business tools.
Cockpit
Cockpit reads and understands your incoming documents, no matter the format (PDF, image, spreadsheet file). It extracts the key information, verifies it, and integrates it directly into your existing business tools. Your teams no longer need to manually re-enter what AI can read and process for them.
Discover Cockpit- Reads and analyzes documents in all common formats
- Automatically extracts and verifies key information (references, quantities, amounts)
- Integrates directly with your existing business tools (ERP, CRM), eliminating re-entry
- Reduces error risk for high-volume document processing
Results achieved by our clients
time saved on automated B2B document processing
error rate on purchase order reading
document handling that keeps pace, even during peak periods
What’s your potential time savings on document processing?
Customer case study
How Bruneau, a leader in office supplies and furniture, automated its purchase order processing.
“It works incredibly well. There’s a 0% error rate. The tool accurately detects all the information we need to move fast.”
Bruneau freed its agents from purchase order data entry. Previously, agents had to verify the entered information. Now, everything is automated, with no manual review required.
- 150 purchase orders processed per month
- Up to 70% time saved on B2B document processing
- 0% error rate
Frequently asked questions
Does Cockpit read all document formats, including scans or images?
Yes, Cockpit analyzes your incoming documents regardless of format, including scanned or photographed files.
Do the extracted details integrate directly with my ERP or CRM?
Yes, extracted information is seamlessly integrated into your existing business tools, with no manual re-entry required.
Does automated document processing eliminate all human oversight?
You decide the level of control: an agent can validate sensitive or high-volume cases before final processing.
Is this need limited to B2B companies?
Document processing applies to any organization handling high volumes of documents: tenant files and supporting documents in social housing, user correspondence and requests in local government, or B2B purchase orders.