Invoices, quotes and reports drafted for you to approve.
Document and Data Automation reads the documents your team handles every day, such as invoices, quotations, purchase orders and spreadsheets, and turns them into drafts, entries and reports. A person checks and approves each one before it is used.
What is Document and Data Automation?
Paperwork is slow because each document is read, retyped and checked by hand. This solution takes one paperwork workflow at a time: it reads the incoming document, pulls out the details, fills the draft or the spreadsheet row, and flags anything that does not match. Your team approves instead of typing.
Who is Document and Data Automation for?
- Manufacturers and traders handling purchase orders, quotations and invoices.
- CA firms and offices that process the same kind of document every month.
- Any team that builds the same report from spreadsheets every week.
What does Document and Data Automation do?
- Reads invoices, quotations, purchase orders and forms, including scanned ones.
- Fills a draft quotation, invoice or spreadsheet row from them.
- Flags missing or mismatched details for a person to check.
- Builds weekly or monthly reports from your spreadsheets.
- Keeps a record of what was processed and who approved it.
What stays with your people?
The assistant takes the repeated part of the job. These stay with your team:
- Approving every document before it is sent or entered.
- Prices, terms and anything involving money.
- Tax and compliance decisions. These go to your CA.
How is Document and Data Automation set up?
It runs in the same five stages as every Globuzz AI project. Nothing goes live without your written sign-off.
- Audit: we map the workflow and agree the number we will measure.
- Design: we write down what the AI does, what it must never do, and when it hands over to a person.
- Build: we build in a test copy, never on your live system first.
- Test: we run real examples, log the errors and fix them.
- Go live: you approve the switch-on, we train your team and stay on for support.
What do we need from you?
- Sample documents for the one workflow we start with, with private details removed if you prefer.
- Where the output goes: your billing software, a sheet or a shared folder.
- Who approves the drafts.
Questions about Document and Data Automation
What is document automation?
It means using software to read documents such as invoices and quotations, pull out the details and fill drafts or spreadsheets, so a person approves instead of retyping.
Will it send invoices on its own?
No. It prepares drafts. A person checks and approves each one before it is sent or entered.
Can it read scanned or photographed documents?
Usually yes, if they are readable. Poor scans are flagged for a person rather than guessed.
Do you start with all our paperwork at once?
No. Globuzz starts with one workflow, usually the one that costs the most hours, and adds others once it works.
Tell us which document your team retypes most.
Last updated: 15 October 2026