Webbit
Turn documents and repetitive admin into structured work.
We automate the intake, extraction, classification and routing of business documents and administrative requests. People keep the judgement and approvals; systems handle the repetitive sorting, field entry and chasing.
Who it is for: Finance, operations and admin teams processing invoices, forms, contracts, applications or supplier documents by hand.
Problems this solves
- Documents arrive in every format: PDFs, scans, emails and spreadsheets need manual review before anything can be processed.
- Key fields are retyped: Names, amounts, dates and reference numbers are copied into finance or operations systems.
- Approvals chase the same people: Documents sit in inboxes while someone works out who needs to approve them.
- Missing information is found late: Incomplete applications or invoices are discovered downstream, creating rework.
Example workflows
Supplier invoice intake
Starts when: An invoice arrives by email or upload.
- Classify the document and extract agreed fields.
- Validate totals, supplier and purchase reference.
- Flag missing or low-confidence fields.
- Route to approval and update the finance record.
A person decides: A finance owner reviews exceptions and approves payment.
Result: Invoices reach the right queue with structured data and visible issues.
Client document collection
Starts when: A client starts an application or onboarding process.
- Send the correct document checklist.
- Track what has been received.
- Extract and validate key fields.
- Remind the client about outstanding items.
A person decides: A coordinator reviews unusual documents and decides when the file is complete.
Result: The team spends less time chasing the same missing documents.
Contract and form routing
Starts when: A signed document or completed form is received.
- Identify document type and relevant policy.
- Extract parties, dates and commercial terms.
- Check required fields and approval rules.
- Route to the correct reviewer with a summary.
A person decides: Legal or commercial reviewers keep decision authority.
Result: Reviewers receive a consistent summary and the correct supporting file.
What you get
- Less document shuffling: Files are classified and routed with structured metadata instead of manual triage.
- Exceptions are visible: Low-confidence extractions and missing fields are surfaced rather than silently accepted.
- Auditable handoffs: The workflow records who received what and which rule was applied.
- Scoped automation: High-impact actions can require human approval before the system proceeds.
Works with
- Email and shared drives
- Accounting and ERP systems
- Document management platforms
- CRM and case management
- E-signature tools
- Custom databases
Honest limits
- Handwritten, damaged or highly variable documents may require human review or a narrower scope.
- Extraction should use confidence thresholds and approval rules; it isn't error-free.
- Regulated records may require retention and access controls outside the automation itself.
Questions
Can you automate scanned documents?
Often yes, using OCR and extraction, but quality depends on scan quality and document variability. We test representative samples and define when a person must review.
Does the system approve invoices automatically?
Only if you explicitly design it to. Most clients keep approval with a person while automating extraction, validation and routing.
Where do processed documents go?
Wherever your process requires: your document system, accounting platform, shared drive or a structured database. Access is set up inside your existing accounts where possible.
How accurate is extraction?
That depends on document type and quality. We test against your samples, set confidence thresholds and route uncertain results to review rather than claiming perfect accuracy.
Home · Services · Book an Automation Audit