Document Automation Assessment

Invoices Purchase Orders Sales Orders Order Receipts Delivery Challans Bills / Receipts Statements Forms and Applications Other business documents

What other documents? (optional)

Almost all documents follow the same format. About 1–2 layouts. We receive a few different formats. About 3–5 layouts. Every vendor or customer has a different document format. We start with the formats you use most. Formats frequently change. This needs a closer look. Layouts that keep changing can mean a recurring cost, or a computer on your side that can run a stronger local model. Not sure. Email hello@gentlereminder.in and we will work it out together.

We aim to automate as much of the extraction as we can, at little or no recurring cost.

Less than 100 If this takes under about 10 hours a month, manual entry is usually the better fit. 100–500 Worth a proper look. We can see whether automation fits this amount of work. 500–2,000 At this volume, the time you get back can show up soon after the setup is in place. 2,000–5,000 The setup has a fixed cost. The return starts once it is running, so the manual work you are doing today is the work automation would already be doing if it had been in place a few weeks ago. 5,000–10,000 The setup has a fixed cost. The return starts once it is running, so the manual work you are doing today is the work automation would already be doing if it had been in place a few weeks ago. More than 10,000 The setup has a fixed cost. The return starts once it is running, so the manual work you are doing today is the work automation would already be doing if it had been in place a few weeks ago.

More on how that cost behaves over three years: invoice automation cost over three years.

Or enter an approximate monthly volume.

Basic details (document number, date, party name, total amount) Tax information Product / Service details Line items (description, quantity, rate, amount) Custom fields / Other information Almost everything from the document

Line-item extraction includes individual product/service descriptions, quantities, rates and amounts, rather than just document totals.

Approximately how many individual fields do you need to extract? (optional)

For example, bill number is one field, date is a second, due date is a third, and party name is a fourth. A rough count is the number of columns in your Excel sheet, or the number of boxes your accounting or ERP import asks for.

Entirely manual data entry. Manual entry using Excel. We use some automation, but still require manual intervention. We use existing document-processing software. Other / Not sure.

Optional. A name, the provider, or a link helps us see what you already use.

Software name

Provider

Link

Approximately how much time does your team spend processing documents each month?

We can prepare a voucher, Excel, or CSV file in the shape your portal imports. Connecting directly into the portal is separate custom work, and we can do that too.

Software name (optional)

Drop 1–3 sample documents here

PDF, JPG, PNG, XLS or XLSX. Up to 5 MB each. This step is optional.

A sample is used only to judge whether automation is feasible for your documents. We do not sell or share your personal information with third parties except as required to provide our services or comply with legal obligations. Please remove confidential details where you can. Nothing is sent until you submit. See our privacy policy.

Your Document Processing Profile

Name

Business email

Phone / WhatsApp

Company name

Website (optional)

Additional comments (optional)

I agree that Gentle Reminder may use these details, and any sample documents I attach, to review this request and reply to me. See our privacy policy.

What documents are you tired of processing manually?

Your Document Processing Profile

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