Your Paperwork.
Processed in Seconds.
AI extracts data from invoices, receipts, and compliance docs — then pushes it straight into Xero, MYOB, or your business systems. No manual entry. No errors.
From $5,000 setup + $500/mo · 2-4 week delivery · Free audit available
Quick Answer
Document automation uses AI to extract data from invoices, receipts, compliance certificates, and other business documents — then routes that data into your accounting, CRM, or management systems automatically. Perth businesses processing 200+ documents monthly save $2,000-$4,000/month in staff time. Forge & Lever delivers custom document automation from $5,000 with ROI in month 1.
The reality
Your Team Is Drowning in Paper.
Every week, someone on your team spends hours manually entering invoice data into Xero, sorting receipts into spreadsheets, or chasing compliance certificates that expired last month. It's slow, error-prone, and it's costing you real money.
The worst part? By the time a human catches a data entry mistake or a missed expiry date, the damage is already done — wrong payments, failed audits, lost time fixing problems that shouldn't exist.
$12-20 cost per manually processed invoice
10-30 min time per invoice (manual data entry)
3-5% error rate in manual data entry
The numbers
Manual vs Automated
| Metric | Manual | AI-Automated |
|---|---|---|
| Time per invoice | 10-30 minutes | 1-2 seconds |
| Cost per invoice | $12-20 | $2.36 |
| Error rate | 3-5% | Less than 1% |
| Scalability | Linear (more staff) | Near-zero marginal cost |
| After hours | Not available | 24/7 processing |
“Processing 200 invoices manually costs $2,400-$4,000 per month in staff time. Our system does it for $500-$800 per month.”
— Forge & Lever
Who it's for
Document Automation for Every Industry
Quote & Invoice Chaos
Handwritten quotes in Word, manual invoicing in Xero, chasing payment manually. Every job means another round of copy-paste between apps.
Quote → invoice → send → track → flag overdue
Quote auto-generates invoice → sends to client → tracks payment → flags overdue. End-to-end, hands-free.
Tax Season Document Tsunami
Clients email or drop off boxes of receipts. Staff spend days manually entering data into Xero, classifying expenses, and chasing missing documents.
Upload → classify → extract → push to Xero
Client uploads or emails docs → auto-classify → extract data → push to Xero with correct coding. Minutes instead of hours.
Patient Paperwork Overload
Patient intake forms (paper or PDF), manual entry into clinical systems. Reception staff buried in admin instead of patient care.
Digital intake → extract → push to clinical system
Digital intake → auto-extract patient data → push to Cliniko, Halaxy, or Best Practice. Zero re-keying.
Application Processing Bottleneck
Tenant applications arrive as PDFs. Manual scoring against criteria, then manual lease generation. Every vacancy means hours of admin.
Application → extract → score → generate lease
Application received → auto-extract details → score against your criteria → generate lease. Days of work in minutes.
How it works
From Audit to Automation
Free Document Audit
We analyse your document workflows: what types, volumes, where they come from, where data needs to go. You get a clear proposal with ROI projections.
Design & Connect
We build your document pipeline — OCR extraction, classification rules, and integration with your accounting or management software. You approve the logic before we connect to live systems.
Test & Launch
Every pipeline is tested with your real documents. We run parallel processing for a week to verify accuracy before switching over.
Monitor & Optimise
Your team gets training. We monitor accuracy, handle edge cases, and continuously improve extraction quality. Monthly reports show exactly how much time and money you're saving.
Pricing
Transparent Document Automation Pricing
Invoice Processing
$5,000-$8,000 setup
+ $500-$800/mo retainer
Invoices → extracted data → Xero/MYOB/QuickBooks automatically. Email or upload trigger. Dashboard for tracking volume, accuracy, and exceptions.
Document Classifier
$8,000-$15,000 setup
+ $800-$1,500/mo retainer
Multi-document type handling — invoices, receipts, purchase orders, quotes. Auto-routing to the right system. Exception alerts for anything that needs human review.
Compliance Pipeline
$10,000-$20,000 setup
+ $1,000-$2,000/mo retainer
Healthcare or trades compliance docs — expiry tracking, auto-reminders before certificates lapse, full audit trail. Never miss a renewal again.
Not sure which tier? Book a free document audit — we'll recommend the right solution for your volume and document types.
Need a website chatbot instead? See our AI Starter Kit. Need broader process automation? See Workflow Automation.
Common questions
Frequently Asked
Invoices, receipts, purchase orders, quotes, compliance certificates, safety docs, patient intake forms, tenant applications, and more. If it's a structured or semi-structured document, we can extract data from it.
We support PDF, scanned images, email attachments, and digital forms.
Our AI extraction achieves less than 1% error rate for standard document types like invoices and receipts. For complex or handwritten documents, we build in human-review workflows for low-confidence extractions.
Accuracy improves over time as the system learns your specific document formats.
Yes. We integrate with Xero, MYOB, QuickBooks, and most major Australian accounting platforms. We also connect to industry-specific systems like Cliniko (healthcare), PropertyMe (real estate), and Simpro (trades).
If you use it, we can probably connect to it.
2-4 weeks depending on complexity. Invoice processing is the fastest (2 weeks). Multi-document classifiers and compliance pipelines take 3-4 weeks.
You'll see the system processing real documents before we go fully live.
Exception handling is built in. Documents that fall below our confidence threshold get flagged for human review with the extracted data pre-filled — your team just confirms or corrects.
Over time, these exceptions decrease as the system learns.
Book a free document audit. We'll analyse your current document workflow, estimate your costs and time savings, and show you a working prototype with your actual documents.
No obligation.
Ready to Stop Processing
Documents Manually?
Book a free document audit. We'll map your document workflow, identify the biggest time sinks, and show you exactly how much you could save.