Reduce manual transcription
Prepare structured fields from recurring document types.
Extract the agreed information from invoices, forms or PDFs, validate the fields and send usable records to your spreadsheet or system. Keep the source and uncertainties attached.
Discuss your projectA 15-minute conversation about your workflow, your tools and where to start.Explore the workflow
Prepare structured fields from recurring document types.
Retain references so staff can verify extracted information.
Flag missing or ambiguous fields instead of quietly filling gaps.
850+ hours
Microsoft reports this saving in Volvo Group’s invoice and claims processing, using document extraction and connected workflows.
An enterprise operation processing documents across markets. Its volume and process differ from a small document workflow.
Microsoft · Volvo GroupPublication date not stated · Accessed 2026-09-24A finding from another organization. This is not a Betterlane result or a guarantee for your project.A fictional example to make the workflow tangible. The interface illustrates the process; it is not a live demonstration.

A fictional invoice enters the agreed intake folder.
The workflow identifies supplier, date and total, with an unclear invoice number flagged.
Accepted fields enter a spreadsheet or compatible system with a source reference.
Our College Database work extracts and organizes information from public institutional documents, keeping source files and checking records before updates. It is own-product research and extraction work, not a client invoice-processing deployment.
Access, costs and acceptance criteria are agreed before implementation.

Compare extracted fields with representative source documents. Check missing pages, poor scans, ambiguous fields and duplicates; uncertain values must remain flagged and reviewed before the agreed downstream action.
You decide the exact fields you need, collect every PDF under a stable name, extract the text (with OCR only for scanned pages), and pull each field into a table. Then you check every value against the document it came from before anything is loaded. The checking is what makes the table usable; extraction alone is the easy half.
Let’s understand where work repeats and design a workflow that helps your team.
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