From prototype to delivery
We built a working proof of concept early and tested it against real invoices from day one — accuracy on *their* documents, not on a demo set. Each iteration was measured, and the extraction logic tuned against the formats that tripped it up.
Crucially, we designed a review workflow around the AI: extractions the system is confident about flow straight through, while uncertain fields are flagged for a quick human check — a glance and a click instead of full manual entry. We delivered integrated with the client's existing process, so parsed data lands where the team already works.
What we built
Company side vs Client side
4/
Beginner
Intermediate
Advanced
01
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Beginner
AI extraction of key fields from any invoice layout: bill to / bill from, invoice number, issue and due dates, line items, totals, taxes, payment details
02
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Intermediate
Handles PDFs, scans, and photos — no template setup per contractor
03
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Beginner
Confidence scoring: high-confidence invoices pass straight through; uncertain fields are flagged for human review
04
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Beginner
Side-by-side review screen: original invoice next to extracted data, corrections in one click
05
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Beginner
The system learns from corrections, improving on each contractor's quirks over time
06
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Beginner
Structured output delivered into the client's existing systems (ERP or accounting integration)
01
Beginner
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A personal portal where clients see their quote, move date, crew, and status
02
Intermediate
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Document uploads and e-signatures for estimates and agreements
03
Beginner
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Direct messaging with the office, attached to the job
4/ Ready for a Full Course?
10 Meetings
Marathon
Empower Your Learning: Master AI in 10 Expert-led Sessions
Beginner
Intermediate
Advanced
01
Data Science Meets AI
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Beginner
02
AI Business Program
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Intermediate
03
AI Music Production
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Beginner
04
AI Camp for Kids
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Beginner
05
AI Camp for Teenagers
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Beginner
The situation
Our client -
a busy moving company — wasn't short on software. They already had a well-known CRM. On paper, it did everything. In practice, that was the problem: it did everything *except* fit them.
Terms & Conditions - the basics
Having said that, Terms and Conditions (“T&C”) are a set of legally binding terms defined by you, as the owner of this website. The T&C set forth the legal boundaries governing the activities of the website visitors, or your customers, while they visit or engage with this website. The T&C are meant to establish the legal relationship between the site visitors and you as the website owner.
T&C should be defined according to the specific needs and nature of each website. For example, a website offering products to customers in e-commerce transactions requires T&C that are different from the T&C of a website only providing information (like a blog, a landing page, and so on).
T&C provide you as the website owner the ability to protect yourself from potential legal exposure, but this may differ from jurisdiction to jurisdiction, so make sure to receive local legal advice if you are trying to protect yourself from legal exposure.
What to include in the T&C document
Generally speaking, T&C often address these types of issues: Who is allowed to use the website; the possible payment methods; a declaration that the website owner may change his or her offering in the future; the types of warranties the website owner gives his or her customers; a reference to issues of intellectual property or copyrights, where relevant; the website owner’s right to suspend or cancel a member’s account; and much, much more.
To learn more about this, check out our article “Creating a Terms and Conditions Policy”.
What we achieved
Facts
3/ What
“ This is the space to share a review from one of the business's clients or customers”
[X]% of bookings now made online, without staff involvement
“ This is the space to share a review from one of the business's clients or customers”
No-shows down [X]% thanks to automated reminders
“ This is the space to share a review from one of the business's clients or customers”
Front desk time spent on booking admin down [X] hours per week
“ This is the space to share a review from one of the business's clients or customers”
Double-bookings since launch: O
Designed with You in Mind
This is the space to introduce the Product section. Showcase the types of products available and underline any important or unique features.
Hundreds of invoices. Zero retyping.
Every contractor formats invoices differently. Our AI parser reads them all — and turns each one into clean, structured data automatically.
Product Name
This is the space to introduce the Product section and showcase the types of products available.
Product Name
This is the space to introduce the Product section and showcase the types of products available.
Product Name
This is the space to introduce the Product section and showcase the types of products available.
Product Name
This is the space to introduce the Product section and showcase the types of products available.
05/ What will
You Achieve
Essential AI Knowledge Base
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Hands-on Workshops on All Leading Platforms
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Accredited Diploma for Future Jobs
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Networking with AI Visionaries
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The situation
Our client receives a vast stream of invoices from contractors — and no two look alike. Different layouts, different templates, PDFs, scans, photos. The data needed is always the same: who billed whom, invoice number, dates, line items, amounts, payment terms. But extracting it meant a person reading every invoice and retyping each field into the system.
At volume, that's not a chore — it's a department. Hours of skilled people's time spent on transcription, with the typos, fatigue, and delays that manual entry always brings. The information was already in the invoices. It just couldn't get out on its own.
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Understanding it together
We started by collecting the reality: a large sample of real invoices in all their inconsistent glory — clean PDFs, scanned pages, odd layouts. We sat with the team doing the manual work to learn what "correct" means to them: which fields matter most, what a costly mistake looks like, and where a human eye is still genuinely needed.
That last point shaped the design. The goal wasn't to remove people — it was to remove retyping. Humans should be reviewers with judgment, not typists.