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Compliance

Document Triage & Auto-Filing

Drop any business document into one zone and let the system read it, classify it, and figure out what to do with it. Invoices, receipts, contracts, and statements are extracted, matched to existing records or turned into new ones, each as a one-click confirm, never a blind write.

AgentConnectorComponent
Effort
Light-medium · 3-5 days
Maturity
Production
Industries
Cross-industry
Integrations
BlueCube Core, LlamaIndex, BlueCube Easy Admin

What it does

The document dump zone is a single drag-and-drop inbox for everything that lands on your desk: PDFs and images (JPEG, PNG, TIFF), one file or a whole batch at once. Each upload is validated for type and size up front, with clear reasons for anything rejected, so nothing fails silently halfway through.

Once a document is in, it's processed automatically. First it's classified (invoice, receipt, bank or credit-card statement, contract, tax document, payslip, or "other"), each with a confidence score, and anything below the confidence threshold is flagged for a quick manual check rather than trusted blindly. Then it's extracted: structured fields are pulled from the document, including counterparty, dates, amounts, VAT, and line items, turning a flat PDF into usable data.

With the content understood, triage decides the next action. The system proposes a top candidate plus ranked alternatives, each with a plain-language reason and a confidence score: link the document to an existing open invoice, expense, or contract; create a brand-new expense, invoice, or contract pre-filled from the extracted fields; route a bank or card statement straight into the statement importer; or flag it as a duplicate. Duplicate detection runs ahead of you, surfacing collisions on file hash, invoice number, or supplier-plus-amount-plus-date before you create anything twice.

Accepting a suggestion either completes in place (linking, archiving a duplicate, or filing a standalone document) or opens the relevant create form already filled in, which then links the source document back to the record it produced. Documents can be triaged in bulk, so an entire pile clears in one review pass.

Why it matters

One inbox for everything. Instead of routing invoices, receipts, contracts, and statements to different places, you drop them all in one zone and the system sorts out what each one is.
Reading and data entry happen for you. Automatic classification and field extraction turn a stack of PDFs into structured expenses, invoices, and contracts, with no retyping of counterparties, amounts, dates, or line items.
Every document gets a recommended next step. Triage doesn't just file documents, it proposes whether to link, create, import, or discard, with a reason and confidence, so you decide in a glance.
Duplicates are caught before they cost you. File-hash, invoice-number, and supplier/amount/date collision checks stop the same bill from being booked twice.
Low-confidence cases surface instead of slipping through. Anything the system isn't sure about is flagged for review rather than auto-filed, keeping bad data out of your books.
Clear a backlog in one pass. Bulk triage processes an entire upload batch at once, and statements hand off directly to the import-and-reconcile flow, so a month's paperwork becomes a single review session.

How it works

  1. 1

    Drop it in. Drag one document or a whole batch into the dump zone (PDF, JPEG, PNG, or TIFF, up to 20 MB each). Each file is validated for type and size on the spot: anything unsupported is rejected with a clear reason, so the rest of the batch still goes through.

  2. 2

    Classify. Every uploaded document is automatically sorted into a type (invoice, receipt, bank or credit-card statement, contract, tax document, payslip, or other) and given a confidence score. Anything below the confidence threshold is flagged for a quick manual check instead of being acted on.

  3. 3

    Extract. The document's content is read and structured: counterparty, dates, amounts, VAT, and line items are pulled out, turning a flat file into usable data.

  4. 4

    Check for duplicates. Before anything is created, the system looks for collisions on file hash, invoice number, and supplier-plus-amount-plus-date. If it finds one, it surfaces the original and proposes filing the new document as a duplicate.

  5. 5

    Triage. From the extracted data, the system proposes a next action, a top candidate plus ranked alternatives, each with a plain-language reason and a confidence score: - Link to an existing open invoice, expense, or contract - Create a new expense, invoice, or contract, pre-filled from the extracted fields - Import: route a bank or card statement straight into the statement importer - Duplicate: archive against the original - Standalone: file as-is when no accounting action is needed

  6. 6

    Confirm. You review the suggestion and accept or adjust. Linking, archiving, and standalone filing complete in place; a "create" action opens the relevant form already filled in, and on save the source document is automatically linked back to the record it produced.

  7. 7

    Clear in bulk. Steps 1 to 6 run across a whole batch, so an entire pile of paperwork is triaged in a single review pass.

Integrates with

BlueCube CoreLlamaIndexBlueCube Easy Admin

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