Document Skills Library

Read supplier invoices, identify header and line-item information, and convert invoice content into structured data for downstream processing.

Understand purchase orders from customers or internal procurement teams and capture commercial, delivery, and line-item information.

Capture transaction details from retail, travel, dining, fuel, and other expense receipts.

Identify credit adjustments issued against invoices and capture the values required for reconciliation and posting.

Extract debit adjustments, references, reasons, and amounts for reconciliation and accounting workflows.

Read account statements and structure balances, account details, and individual transactions for reconciliation and analysis.

Structure card account information, statement balances, and transaction-level details.

Capture payer, payment, invoice-reference, deduction, and allocation information from remittance documents.

Understand payment notifications and map transfers to counterparties, invoices, and settlement references.

Capture requisition requests, requester information, requested goods or services, cost allocations, and approval details.

Interpret RFQs and structure buyer requirements, specifications, quantities, delivery expectations, and commercial conditions.

Extract supplier pricing, validity, delivery lead time, commercial conditions, and line-item responses for sourcing comparison.

Understand supplier or customer order confirmations and compare accepted quantities, pricing, and delivery terms against the original order.

Capture shipment and goods-delivery information for receiving, matching, and inventory workflows.

Structure warehouse receiving records and compare quantities received with purchasing and delivery documents.

Extract packaging, item, weight, dimension, and shipment details from packing lists.

Understand ocean-freight bills of lading and structure parties, voyage, cargo, container, and routing information.

Extract shipment, routing, cargo, and party information from non-negotiable sea transport documents.

Capture air-cargo shipment, routing, carrier, handling, and charge information from AWBs.

Extract customs-relevant commercial details from invoices accompanying international shipments.

Read origin certificates and structure exporter, consignee, goods, origin, certification, and shipment information.

Structure customs declarations for import/export compliance, shipment checks, and duty-related workflows.

Extract carrier charges and shipment references for automated freight-audit and reconciliation workflows.

Read customer orders and capture customer, item, price, quantity, delivery, and commercial information for order processing.

Extract applicant details, requested products or services, declarations, and supporting information from onboarding forms.

Read passport identity pages and structure biographical and machine-readable information.

Capture identity, demographic, validity, and address information from national identification cards.

Extract licence-holder identity, licence number, validity, address, and vehicle-class information.

Extract visa-holder, validity, entry, sponsor, and immigration-related information from visa documents.

Capture employment authorisation, holder, employer, occupation, and validity information.

Identify the person or organisation, address, issuer, and document date from acceptable address-verification documents.

Extract registered-company information, officers, ownership details, addresses, and filing data from registry documents.

Capture company identity, incorporation, jurisdiction, and registration information from incorporation certificates.

Identify parties, dates, obligations, commercial terms, clauses, renewal provisions, and signatures in business contracts.

Extract parties, confidentiality scope, duration, exclusions, governing law, and execution details from NDAs.

Structure scope, deliverables, milestones, responsibilities, fees, assumptions, and acceptance criteria from SOWs.

Understand tender requirements, submission instructions, evaluation criteria, scope, contractual terms, and mandatory schedules.

Capture employee, role, compensation, benefits, dates, probation, notice, and employment terms.

Structure candidate contact information, employment history, education, skills, certifications, and languages from resumes.

Extract employee, employer, earnings, deductions, contributions, and net-pay information.

Capture employee or contractor hours, projects, activities, dates, overtime, and approvals from timesheets.

Understand employee expense submissions and structure claimant, category, amount, supporting-document, and approval information.

Capture taxpayer identity, reporting period, income, deductions, taxable values, tax due, and declaration information from structured tax forms.

Extract payer, payee, taxable payment, withholding rate, tax withheld, and reporting-period information.

Extract financial periods, statements, account lines, totals, and comparative figures from financial reports.

Capture policyholder, incident, claimant, loss, requested compensation, declarations, and supporting-document references.

Understand policyholder, insured subject, coverage, exclusions, limits, deductibles, premiums, and policy periods.

Capture insured party, insurer, coverage, limits, policy numbers, and validity dates from insurance certificates.

Extract patient, provider, diagnosis, treatment, billing, and claim information from medical reimbursement submissions.

Capture provider, patient, treatment, billing, and payment information from healthcare invoices.

Identify patient, provider, dates, diagnoses, observations, treatments, recommendations, and supporting clinical information.

Extract patient, prescriber, medicine, dosage, frequency, duration, and prescription date.

Extract account, service address, consumption, billing period, charges, taxes, and payment information from utility bills.

Capture account, subscription, usage, recurring charge, one-off charge, tax, and total information from telecom bills.

Understand field-service work performed, equipment serviced, findings, parts, labour, recommendations, and customer sign-off.

Capture requested work, asset information, priority, scheduling, instructions, parts, and completion status.

Structure inspection points, readings, pass/fail outcomes, defects, corrective actions, and technician sign-off.

Extract inspection scope, observations, measurements, defects, severity, corrective actions, and sign-off.

Capture non-conformance details, affected material or process, root cause, disposition, corrective action, and ownership.

Read product, batch, test, specification, result, approval, and laboratory information from certificates of analysis.

Understand chemical identity, hazards, handling, storage, exposure controls, emergency measures, and regulatory information.

Capture regulated-goods descriptions, classifications, packaging, quantities, emergency details, and shipper declarations.

Extract vehicle identity, ownership, registration, technical specifications, and validity information.

Structure property details, valuation methods, comparables, assessed value, valuer information, and report dates.

Extract ownership, property, title, encumbrance, registration, and transaction information from property title documents.

Capture borrower, property, loan balance, interest, instalment, escrow, arrears, and payment information.

Extract parties, premises, term, rent, deposits, renewal, escalation, obligations, and termination provisions from leases.

Extract guest, stay, room, tax, service, incidental, and payment details from hotel folios.

Capture trip, traveller, expense, allowance, supporting-document, and approval information from travel claims.