Document & Data Processing
Read incoming documents, extract structured data, validate it and enter it where it belongs. Uncertain fields go to a person.
Example: document intake
Overview
Forms, invoices, referrals, orders and ID documents arrive by email, upload and scanner every day, and someone retypes them into another system. Shiro builds intake pipelines that classify each document, extract the fields you need, check them, and enter them into the destination system. Anything the system is unsure about is sent for review rather than guessed.
Routine work in roles such as
- Data-entry clerk
- Order-entry clerk
- Insurance verification staff
- Referral coordinator
The goal is to take repetitive tasks off these roles so people can focus on customers and decisions.
More workflows in this area
Order entry
What the system handles
Classification
Each incoming file is identified by type so it follows the right path from the start.
Field extraction
Values are read from PDFs, emails and forms, with OCR for scans where it is reliable enough.
Validation
Formats, required fields and cross-references are checked before anything is entered.
System entry
Clean data is written to your CRM, ERP, accounting or records system through its own interfaces.
Order processing
Order emails and PDFs become entered orders, inventory is checked, and confirmations go out.
Filing and traceability
Every original is stored and linked to the record it produced, so any value can be traced back.
What stays with your team
These cases are routed to a person by design, with the context needed to act.
- Fields below the confidence threshold
- Document types the system has not seen before
- Values that fail validation
- Incomplete orders and conflicting information
Systems it typically connects to
- Email and file uploads
- Document storage
- CRM, ERP and accounting systems
- Databases and spreadsheets
Integrations are confirmed during the assessment, based on what each of your systems supports.
Start with one workflow.
Walk us through how this work is done today. We'll show you what could be automated, what should stay with your team, and what it would take to build.