How it works

From document to checked data, in three steps.

Send a document, review what's flagged, and send the data where it needs to go. You approve everything that leaves.

01

Send the document

Upload a PDF or image, drop a ZIP of many, forward it to your team's private email address, or send it through the API. Pick the document type or let it be detected.

02

It's read and checked

Fields are extracted with a confidence score, then an independent second pass checks each value against the document. Totals, formats and required fields are checked by rule.

03

You review and send it on

See what's flagged and why, fix anything that's off, and approve. Then export to CSV or Excel, sync to QuickBooks, or pull it through the API.

Before and after

The same invoice, two ways.

Without Lumen DocAI — every document, every time
CASCADE FABRICATION CO.
Portland, OR, USA
InvoiceINV-2847
Date2026-08-14
ConsigneeMeridian Imports
Line items
LED panel light 40W9405.11
Mounting bracket kit7326.90
Driver module 24V8504.40
Total15,820.00
Accounting system — manual entry
INV-2847
Cascade Fabrication Co.
8504.4O!
15,820.00
One document, typed field by field — and a typo (O instead of 0) that nobody catches.
With Lumen DocAI — the same document
CASCADE FABRICATION CO.
Portland, OR, USA
InvoiceINV-2847
Date2026-08-14
ConsigneeMeridian Imports
Line items
LED panel light 40W9405.11
Mounting bracket kit7326.90
Driver module 24V8504.40
Total15,820.00
Lumen DocAI — extracted and checked
Invoice number
INV-2847
99✓
Vendor
Cascade Fabrication Co.
97✓
HS code · line 3
8504.40
96✓
Total (USD) · matches lines
15,820.00
98✓
Incoterms aren't on this invoice. A request to Cascade Fabrication is drafted and waiting for your approval.
Every field filled and checked against the page in one pass — and the one thing missing is flagged, with who to ask.

Sample document. Values and confidence scores are an example.

What happens after extraction

Every field is scored, and every gap has an owner.

%

A confidence score you can act on

Each score blends the model's own confidence, an independent verification against the document, and rule-based checks. A well-formatted but wrong value can't score high.

✓

Checks that catch real mistakes

Line items that don't add up to the total, quantity × price that doesn't match, net weight above gross, malformed HS codes and unsigned bills of lading are flagged with the reason.

?

Missing information, routed

Anything missing or doubtful is listed with who owns the answer and how urgent it is. The supplier's email is taken from their own document or a contact you saved — never guessed.

✉

Requests you approve

Requests to outside contacts are drafted for you and only sent when a person approves them. Requests to teammates arrive in their Lumen inbox.

You stay in control

Nothing leaves without a person saying yes.

No email goes to a supplier or vendor until someone on your team approves it, and documents are only sent to accounting after they're approved. Exports, approvals and integration changes are recorded in your account's audit log.

See it on your own documents.

The Free plan includes 25 documents a month. Clean digital PDFs work best today.

Start free