Document Extraction Module for Your SaaS Product

• CTO or VP Engineering
• Product Manager
• Head of Platform
• Founder of a vertical SaaS

Many SaaS products ask users to upload documents: invoices in AP software, payslips in HR and lending tools, bills of lading in logistics platforms, contracts in procurement suites. Users then type the same data into forms. Building reliable extraction in-house means handling OCR, layouts, model choice, confidence, review and multi-tenancy, which pulls engineers away from the core product.

We build a document extraction service that your product calls through an API. Each document type has a versioned JSON schema, and tenants can add custom fields within limits you set. The pipeline runs OCR with layout detection, classifies the document and extracts fields with a language model, returning each value with a confidence score and a bounding box on the source page. Model routing sends easy pages to cheaper models and hard pages to stronger ones. An embeddable review component lets your users confirm low-confidence fields, and their corrections feed back into evaluation. Results go out by webhook. It runs in your cloud account, with tenant isolation and no training on customer documents.

• API service with versioned schemas per document type
• Per-tenant custom fields and validation rules
• Values returned with confidence scores and source bounding boxes
• Model routing by page difficulty to control cost
• Embeddable review component for low-confidence fields
• Evaluation suite tracking accuracy per document type and model version

1. 01Receive the uploadYour product sends the document and tenant ID to the extraction API.
2. 02Classify and readOCR and layout detection run, and the document type is identified.
3. 03Extract to schemaFields are extracted to the tenant's schema with confidence scores and bounding boxes.
4. 04ValidateFormat checks and tenant rules run, such as totals adding up or dates falling in range.
5. 05Review if neededLow-confidence or failed fields appear in the embedded review component for the user to confirm.
6. 06Deliver and learnResults are sent by webhook, and user corrections are stored for evaluation.

1. API and tenancy
   • Extraction API with authentication
   • Tenant registry and schema store
   • Usage metering
2. Document processing
   • OCR with layout detection
   • Document classifier
   • Model router
3. Extraction and validation
   • LLM extractor with JSON schema enforcement
   • Validation rules per tenant
   • Confidence scoring
4. Review
   • Embeddable review component
   • Correction capture
5. Delivery and evaluation
   • Webhook delivery with retries
   • Evaluation suite and accuracy dashboard

Your users confirm low-confidence fields in the review component inside your product, and your team approves schema changes and model upgrades after checking evaluation results.

• Your product backend via REST API and webhooks
• Cloud object storage such as S3, Azure Blob Storage or Google Cloud Storage
• Hosted model providers or self-hosted models
• Your frontend framework for the review component
• Observability stack for metrics and logs

• Tenant isolation in storage, processing and logs
• No training on customer documents, with provider retention disabled where available
• Schema and model changes released only after evaluation passes
• Personal data masked in logs
• Per-tenant rate limits and usage metering

• Deployment in your cloud and region supports data residency commitments under GDPR and the DPDP Act 2023.
• Audit logs of extraction and user corrections help evidence data handling in customer security reviews.

• SaaS & AI Product Companies

  Security Questionnaire Answering Assistant

  Draft answers to security and AI due-diligence questionnaires from your own policies, reports and past answers, with citations, confidence and owner approval before anything goes to a customer.

• Fintech & Payments

  Invoice and GST Data Extraction for B2B Payments

  Extract GSTINs, HSN lines, tax splits and IRN data from supplier invoices before a B2B payment or invoice financing is released, with tax-logic and duplicate checks.

• NBFCs & Lending

  Loan Application Document Extraction

  Read loan files from branches, DSAs and digital journeys, extract KYC, income and business fields into your LOS, and flag missing or inconsistent documents before credit review.

• Logistics & Supply Chain

  Freight Invoice Audit Against Rate Contracts

  Audit every carrier or transporter freight bill against your rate contracts, shipment data and PODs, recalculate each charge and flag overbilling, duplicates and unsupported surcharges.