AI Agents & WorkflowsTurn Unstructured PDFs & Files into Clean Data

Stop typing data from PDFs into spreadsheets

Manual data entry wastes hours and causes costly typos. We build automated document intelligence pipelines that parse messy invoices, bank statements, contracts, and scans into clean, verified structured data.

Overview

Why this matters for your operations

Every growing business receives hundreds of unstructured files every month: vendor invoices, shipping manifests, legal contracts, identity proofs, and receipts.

Rakebig deploys multimodal vision models and specialized OCR agents that parse complex tables, handwritten notes, and multi-page layouts into clean JSON schemas, automatically validating totals and inserting records into your CRM or accounting software.

Core Capabilities

Engineered for production scale & reliability

Complex Table & Layout Parsing

Multimodal Vision

Flawlessly extracts multi-line items, nested columns, and irregular tables from scanned or digital PDFs.

Automated Math & Schema Validation

Zero Errors

Performs checksum calculations on taxes, discounts, and totals before writing to your database.

Direct CRM & Database Pipeline

End-to-End

Inserts extracted line items straight into Perfex CRM invoices, MySQL, PostgreSQL, or Google Sheets.

Human-in-the-Loop Review UI

Quality Control

Flags uncertain values or low-confidence fields for quick 1-click human verification.

How It Operates

The end-to-end data pipeline

01

Document Ingestion

Files arrive via email attachments, file drops, mobile uploads, or webhooks.

02

Multimodal OCR & Vision

Vision models extract semantic structure, key-value pairs, and line-item tables.

03

Schema Formatting & Checks

Data is normalized into target JSON schemas with math reconciliation.

04

System Sync

Data is written to your CRM, ERP, or accounting system with attached source files.

Measurable ROI

Outcomes that justify the investment

99.4%Extraction Accuracy

High precision across scanned documents, images, and digital PDFs.

90%Time Saved

Eliminate manual data entry and invoice logging.

InstantProcessing Speed

Multi-page documents processed and ingested in under 15 seconds.

Delivery Process

A clear 4-step path from scope to launch

  1. 01

    Sample Document Analysis

    We review your document variations, messy layouts, and required output schemas.

  2. 02

    Extraction Pipeline Build

    We build tailored prompt chains, vision extractors, and normalization rules.

  3. 03

    Integration & Validation

    We connect the pipeline to your incoming email inbox, cloud storage, and CRM.

  4. 04

    Testing & Go-Live

    We run hundreds of historical sample files to verify 99%+ accuracy before automating live flows.

Common Questions

Frequently asked questions

Can this handle poorly scanned documents and handwritten text?

Yes. We use advanced multimodal vision models that excel at reading low-resolution scans, slanted photos taken from mobile phones, and clear handwriting.

How does the system ensure numbers are not hallucinated?

We implement deterministic post-processing: line items must sum up to the invoice total, tax percentages must mathematically match, and dates are strictly validated against target schemas.

Can incoming emails with PDF attachments be processed automatically?

Yes. We set up automated email webhooks that detect attachments, run extraction, file the document in cloud storage, and create the corresponding record in your CRM.

What formats can you export the data to?

We export to JSON, CSV, Excel, direct REST API webhooks, or directly populate your database and CRM.

Ready to automate with certainty?

Schedule a technical scoping session to map out your custom AI pipeline with our engineering team.