AI & document workflows
Turn incoming financial documents into structured information your team can validate, review and use.
Your project investment
£2,500–£7,000
Indicative range · GBP
Final price agreed after we confirm your scope.
Built for your next step
Lenders, brokers, fintech operations teams and wealth platforms.
Measure extraction accuracy, exception rates and review time on a representative sample agreed with your team.
A clearly defined scope
Document upload workflow for agreed document types
AI extraction of agreed fields into structured records
Validation rules and confidence-based exception handling
Human review and correction workflow
Export to one agreed CRM or existing system
Evaluation with representative documents and handover
Document types, fields, volumes and destination system are defined before delivery. Human approval remains part of exception handling; credit decisions and financial advice are outside scope.
From first conversation to handover
Review your challenge, systems and dependencies. Agree deliverables and acceptance criteria.
Implement the agreed workflows, with regular reviews and feedback from your team.
Test the agreed journeys, support deployment and hand over to your team.
The details that matter
A few things to know about scope, timing and working together.
The displayed range is indicative. We agree a defined scope, acceptance criteria and a project quote before work starts. Requests beyond that scope are estimated separately.
A product or operations contact, access to the agreed systems and documentation, representative test data, and timely feedback. We confirm access and integration dependencies before scheduling delivery.
The target delivery window is 3–5 weeks, starting once scope, access and dependencies are ready. Third-party approvals or changes to the agreed scope can affect timing.
We hand over the agreed deliverables and documentation with a walkthrough for your team. Further features, monitoring and ongoing maintenance can be scoped as a separate engagement.
Prices are indicative GBP project ranges. Final scope, deliverables, acceptance criteria and price are agreed before work starts. Timelines assume defined scope, available technical access and compatible third-party integrations. Vendor, infrastructure, regulatory and licensing costs are excluded.
Let’s make progress
Tell us about your product and what’s slowing you down. We’ll help define the right scope for AI Financial Document Automation.