AI Capability

AI Document Classification & Auto-Sorting

AI helps classify scanned documents by type — invoice, contract, receipt, letter or medical record — using categories and routing agreed for your archive.

Overview

AI classification uses document content to suggest or assign categories and route records to the agreed folder or system. Define the categories, check representative documents and agree how ambiguous or incomplete records will be reviewed before processing the full archive.

Key Benefits

Classification categories agreed for your document types
Supports: invoices, contracts, receipts, letters, medical records, forms, and more
Automatic routing to correct folders, systems, or workflows
Flags documents needing review: missing signatures, incomplete data
Custom categories tailored to your organisation's document types
Batch processing with review requirements agreed during scoping

How AI Auto-Classification Works

After scanning and OCR, our AI analyses the content, layout, and structure of each document to determine its type. It uses large language models that understand document context — not just keywords. Documents are then automatically sorted into your folder structure, tagged with metadata, and routed to the appropriate system or team.

AI-Powered Document Intelligence

AI Sorts Your Documents Automatically

AI classifies scanned documents — invoices, contracts, receipts, medical records and letters — using categories and review requirements agreed for your archive. AI document chat is an optional add-on to scanning and digitisation. The conversation below is synthetic: its sample counts, values and estimates illustrate a workflow, not measured service results.

1. We Scan & OCR Your Documents

OCR creates searchable text. Agree sample checks and review requirements for your documents.

2. AI Indexes Your Knowledge

Your documents can form a searchable knowledge base powered by AI embeddings, subject to the processing arrangements discussed for your project.

3. Ask Questions, Get Answers

Your team asks questions in plain English and checks the answers against references to the source documents.

Answers with source references for review
Every answer is traceable back to the source document

Discuss Your Handling Requirements

Describe your confidentiality requirements
Discuss OCR and AI processing before sharing files
Tell us who needs access to the output
Tell us your preferred delivery destination
Discuss originals and working copies before project acceptance
Pexatech Document AI
Demo

Classify the 500 documents we scanned today

Synthetic example: 500 documents classified with an illustrative 99.1% confidence estimate, not measured service accuracy. Breakdown:

187 Invoices → moved to /Finance/Invoices/2024/
94 Contracts → moved to /Legal/Contracts/ (12 flagged for review — missing signatures)
73 Receipts → moved to /Finance/Expenses/ | 58 Letters → /Correspondence/ | 88 Other → /Uncategorised/
Ask about your documents...
Project requirements firstDiscuss handling before sharing recordsDescribe your delivery needs

A FEW THINGS TO KNOW

Good questions.
Clear answers.

Everything else you might be wondering.
Still have a question?

Let’s talk

Ready to digitise your documents?

Tell us about your records, approximate volume and required output so the scope and delivery can be discussed.