AI capabilities / Vision and OCR
Vision and OCR that turns paper into structured data
Receipts, invoices, IDs, tax forms, contracts, and photos, extracted to structured data, validated against your schema, and routed into the system you already use. Runs inside your own federation, so the documents never leave the building.
What vision and OCR replaces
Vision and OCR replaces manual data entry, the staff member typing fields off a document by hand. The document is scanned or photographed, the federation extracts the fields, and the result routes to the next step in your workflow.
Most organizations still type a great deal of data off paper. Tax firms type W2s and 1099s into prep software. Clinics type insurance cards into the record system. Contractors type receipts into accounting. Insurance teams type quote intake forms. The work has rules; the system just needs to read the document correctly.
Vision plus OCR plus a language model works better than legacy OCR alone. Legacy OCR struggles with handwriting, low resolution photos, and unusual layouts. Modern vision capable models read receipts and forms with accuracy that approaches a human, and they extract to a schema you define, running inside your federation rather than a hosted API you do not control.
The architecture under the hood
A document arrives by upload, email, or mobile capture. It is sent to a vision capable model inside your federation, along with a structured output schema describing the fields to extract. The model returns data matching that schema. Validation rules then run: required fields, date formats, dollar amounts, and totals matching line items. A document that fails validation goes to a human review queue. A document that passes has its fields written straight to the destination system.
For high volume document types the federation maintains a confidence score per field and an overall confidence per document. Documents below a threshold go to human review automatically. Documents above it go straight through, and the threshold is yours to set.
Further reading: Anthropic vision documentation, OpenAI vision documentation, and AWS Textract for a legacy OCR comparison.
Stack
What the intake layer is built from
Extraction
Vision capable models sized to run inside your federation, chosen for accuracy against your document types.
Capture
Web upload, email parsing, and mobile capture, each feeding the same pipeline.
Schema enforcement
JSON Schema and typed validation catch malformed extractions before they reach a downstream system.
Routing
CRM, tax prep software, record systems, and SQL, wherever the field needs to land.
Where this fits
Industries that benefit most
W2, 1099, and K1 intake
Tax documents and receipts extracted straight into tax prep software fields.
MedicalInsurance card capture
Insurance card capture and record system field write back at intake.
ConstructionCrew expense tracking
Receipt capture for crew expense tracking and project costing from job site photos.
InsuranceQuote intake
Quote intake form extraction and routing straight into the policy system.
FAQ
Vision and OCR questions
How accurate is vision and OCR extraction?
For typed documents such as a W2 or invoice, extraction runs above 99 percent. For hand written or poorly lit photos it runs closer to 90 percent, and we tune the human review threshold so accuracy at the destination matches your tolerance.
What happens to documents containing PII?
Extraction runs on inference inside your own federation. Documents are not sent to a public API without your consent and a data agreement.
Can it handle multi page documents?
Yes. The pipeline handles single page receipts up to contracts of a hundred pages, processed page by page with consolidation at the end.
What happens when a document format changes?
Vision plus a language model is far more robust to format change than template based OCR. If a form layout changes, the system keeps extracting fields by name rather than by pixel position.
Can it extract from a phone photo?
Yes. Hand held photos taken by crew on job sites extract at acceptable quality for receipts and invoices.
Begin
Ready to stop retyping documents by hand?
The readiness assessment covers your document workload alongside everything else your federation would need to run.