Invoices in the inbox, purchase orders in a folder, contracts in a drawer — and someone retyping all of it. CTS builds AI document pipelines for Pittsburgh businesses that read, extract, validate, and file that paperwork into your accounting, CRM, and job systems automatically, with a human check exactly where it counts.
Four stages, each one auditable. Built to match how your paperwork actually arrives.
Documents arrive however they arrive — email attachments, scans, phone photos, portal uploads. The pipeline watches those channels and pulls everything into one queue, so nothing depends on someone remembering to forward a PDF.
AI reads each document and extracts the fields you care about — vendor, amounts, dates, line items, terms — then validates them against your rules. Totals that don't add up or vendors you've never seen get flagged, not filed.
Extracted data lands where it belongs: bills in QuickBooks, contacts in the CRM, job docs on the job record. Entered once, correct everywhere — and the original document stays attached for reference.
Financial and client documents are sensitive, so deployment is designed around your risk tolerance — business-grade AI services with no-training agreements, or fully private processing for regulated and confidential work.
Very — on typed documents especially — but no system is perfect, so every pipeline includes validation rules and a review queue. High-confidence docs flow through; anything questionable stops for a human.
Processing runs on business-grade AI with no-training agreements, or fully private for sensitive workloads. Nothing gets pasted into free consumer AI tools.
If anyone spends a few hours a week keying invoices or forms into software, automation typically pays for itself within months. We'll estimate your break-even for free.
Bring us one week's worth of documents and we'll show you what a pipeline would do with them. Related: AI workflow automation and AI consulting for Pittsburgh businesses.