DocPilot · HR-APP-0005

Supplier documents in. Approved, ERP-ready records out.

DocPilot takes one business document type end to end for B2B operations and finance teams: invoices, purchase orders, and contracts are captured, extracted field by field with confidence scores, validated against your rules (required fields, PO match, duplicate check, anomaly flags), and held for a named human approval before anything posts to your ERP. Every approved document stays searchable, and every action is in the audit trail.

$2,500 fixed DocPilot Pilot — one document type taken end to end for you: intake, extraction, validation rules tuned to your PO data, approval queue, and ERP sync, live in about 10 business days. You approve every document from your phone; nothing posts without your explicit human approval.
Then $299/mo per workspace. Cancel anytime.
Try the live demo below →
Billing is not connected on this page yet — the next step after the demo is a pilot request, and we confirm scope and price before any charge. Price above is an untested hypothesis, not proven demand. Billing not connected.
1. Document intakeInvoices, POs, and contracts arrive by email or upload (mock intake in this demo; your real inbox or folder at pilot).
2. ExtractionOCR + LLM extracts vendor, document number, amount, dates, and PO reference — each field with a confidence score (mock OCR/LLM in this demo).
3. ValidationDeterministic rules run first: required fields, amount-vs-PO match, duplicate document numbers, anomalies named — exceptions surface before they cost approver time.
4. Human approvalA named approver reviews the extracted fields and the evidence. Missing or anomalous documents are blocked by name; nothing is guessed.
5. ERP sync & searchApproved documents sync to your ERP (mock ERP in this demo) and join the searchable set, with the approval and sync in the audit trail.

Live demo — process a supplier invoice

SAMPLE DATA The companies, vendors, documents, and amounts below are sample data, honestly labelled, so you can see the whole journey end to end. Intake here is a mock intake adapter, extraction is a mock OCR/LLM adapter, PO lookup is a mock PO adapter, and ERP sync is a mock ERP adapter — no real document, approval, or posting happens, and no data leaves this page.

ERP outbox & synced documents SAMPLE

Synced documents (ERP-MOCK ids) appear here — for this tenant only.

Processing rules

Required fields (vendor, document number, amount, due date) must be present, the amount must match the PO within 2%, and a vendor document number can never enter twice. Incomplete or anomalous documents are blocked by name — the failing rule is stated, never worked around. A named human approves every document; the audit trail shows who approved what, and when.

Audit trail

DocPilot ready. Every intake, extraction, validation, block, approval, and sync is logged here — for this tenant only.

Support & legal

Support: pilot teams get email support and a shared issue log; validation rules are reviewed with you weekly during the pilot. DocPilot prepares document records for human approval — it does not provide accounting, tax, or legal advice, does not approve or pay anything itself, and does not replace your finance team's judgment; a named approver remains responsible for every posting. This demo stores data only in your browser; pilot deployments add real accounts, encrypted credentials, server-side tenant separation, and buyer PO/ERP access under your credentials before any real document is processed. Sample data is fictional. Billing is not connected.

Next step: run the demo, then request a pilot via the contact step on this page — we confirm scope, document type, and price before any charge.