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AI · Documents

AI for document processing and understanding.

The system reads a document, understands it and turns it into a structured record other systems can use.

The AI runs in a closed environment with no internet connection and works only with your documents.

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When clients usually bring us in

  • staff hunt for information across documents
  • documents are reviewed by hand
  • support answers the same questions repeatedly
  • you need classification or data extraction
  • you want AI inside the business process, not beside it

Your documents stay with you

We deploy document AI in a closed environment with no connection to the internet. It works only with the documents and data we give it, so your documents never go to public AI services or onto the internet.

What this means for you

  • Less time spent looking for information.
  • Less manual retyping of data.
  • Faster processing of documents and requests.
  • More consistent answers from your team.
  • A clear trail of where each answer came from.

Problem → solution

Which documents we process

  • contracts
  • tender documentation
  • invoices
  • forms
  • internal documents
  • technical documentation
  • letters and applications

What the AI does with a document

Reads and classifies

It recognises the document type and routes it into the right process.

Structures

It extracts the fields your systems need: parties, amounts, dates, references.

Compares and checks

It compares versions, checks against the template and flags deviations.

Finds what's missing

It flags missing data or attachments before the document moves on.

Summarises

It produces a summary highlighting risks and obligations.

Extracts deadlines and requirements

From tender or contract documents it extracts deadlines, conditions and requirements.

Use cases

Tender documentation

Conditions, deadlines and required references are extracted from a long tender.

Incoming invoices

Data reaches the accounting system without retyping.

Contracts

A review of obligations, deadlines and deviations from the standard template.

How we protect your documents

Contracts, invoices, HR and business records are often the most sensitive data a company holds. That is why security is part of the design from day one, not an add-on at the end.

  • a closed environment with no internet connection
  • the AI learns from and answers only from the documents and data we give it
  • documents never go to public AI services
  • role-based access and a record of who reviewed or changed what
  • low-confidence data is approved by a person before it goes into the ERP or another system

A document's path through the system

01

Ingestion

the document arrives by email, through a form, from a folder or from the document system

02

Reading

conversion to text; for scans, with text recognition

03

Classification

what type of document it is and where it belongs

04

Extraction

reading the fields the business process needs

05

Validation

checking against existing data, rules and code lists

06

Structured record

the data in a form other systems can use

07

Routing

the document and the data go to the right person or system

08

Human review

borderline cases go for approval instead of a silent guess

09

Archiving

storage with metadata and an audit trail

Accuracy and borderline cases

No document-reading system is perfectly accurate, so the more useful question is what happens when it is unsure. The right design makes uncertainty visible: the record is flagged and sent for review rather than written as a value someone has to chase down the chain later.

We measure accuracy on your documents, not on generic samples. That is why, before go-live, we need a sample of real documents - including the badly scanned, incomplete and unusual ones.

What we need from the client

  • a sample of real documents, including the awkward ones
  • the list of fields the process actually needs
  • validation rules and code lists
  • where the results go and who uses them
  • agreement on who reviews the borderline cases

How we design the AI

Use case

We start by defining which decision or step the AI takes over, and where it must stop.

Data

We map sources, quality and access. Without organised data, AI cannot produce a dependable result.

Architecture

We choose the model, the retrieval approach and the point where AI plugs into the existing process.

RAG, agents, tools

The agent uses your systems through their APIs, within the permissions you define.

Keeping AI in control

Guardrails

What the AI may and may not do, when it must ask a person and when it stops the process.

Human in the loop

A person approves the sensitive steps. Each approval is logged together with the reason.

Evaluation

Regular checks on sample sets, so we notice when answer quality drifts.

Monitoring and cost

Tracking success rate, failures and cost per task, with alerts when something deviates.

Related work

FAQ

What about scanned documents?

We use OCR; scan quality affects accuracy, so critical fields always include human confirmation.

Which documents can AI process?

Invoices, purchase orders, contracts, quotes, minutes and other documents you need data or answers from.

Does a person still check the result?

Where a mistake is costly, yes. Low-confidence data is sent for approval before it goes into the ERP or another system.

Are our documents safe?

Yes. Document AI runs in a closed environment with no internet connection, access is role-based and every review is logged. Documents never go to public AI services.

Does the AI learn from the internet?

No. The AI learns from and answers only from the documents and data we give it, not from the internet.

Related reading

Tell us what you need

A few sentences are enough: what you need, for which process or system and by when. We will reply by email.

Related solutions

Sounds like your project?

Send us the project description, your existing system, the tender documents or the event date.

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Or email info@epix.si