Label PDFs, forms, scans, invoices, contracts, and handwriting to fine tune AI, powering reliable document automation for fintech, insurance, healthcare, and tax.
TALK TO OUR EXPERTS
Reliable AI document automation and intelligent document processing
Made to handle long clips, crowded scenes, and tight QA. Get fast frame edits, dependable tracking and masks, plus the review tools and integrations that keep datasets consistent and ready to train.
Document Classification
Tag whole documents or single pages by type, intent, or risk. Achieve cleaner routing, fewer misfires, and downstream rules that behave the same on friday night as monday morning.
Document Text Extraction
Pull text and its coordinates from scanned PDFs and emails. Keep spans anchored to the source so checks, highlights, and audits point to the exact line—not a guess.
Named Entity Recognition (NER)
Identify specific data like people, amounts, dates, policy numbers, and tax IDs, and then match repeat mentions across pages. Your models gain real-world context, auditors have concrete backing, and exports stay matchable.
Sentiment Analysis
Interpret sentiment in claims notes, support texts, and chat logs to assess overall tone. Detect frustration or risk early, auto-prioritize queues, and send sensitive cases to humans before escalation.
Document Conversation
Ask document questions and get span-grounded answers with citations. Auditors see the exact line; reviewers jump to context; models learn from corrections. No hand-wavy summaries—just verifiable, clickable receipts.
Translation
Translate documents while keeping the structure intact. OCR handles multiple scripts, layouts, formats; exports stay normalized so downstream rules don’t fork by country, currency, or calendar quirks.
Complex Document Support
Built for the real world: mixed scans, photos, stamps, tables, handwriting, and shifting templates—even 200-page packets. Detect document and page types, split bundles cleanly, and keep everything traceable across sections.
Dependable Accuracy
Confidence thresholds, gold sets, targeted sampling, and inter-annotator agreement help maintain quality measurability. Drift dashboards and SLAs make “accuracy” a number on a chart—not a feeling in a meeting.
Supported document types
Document automation for PDFs, forms, bank statements, and contracts using OCR/ICR, NER, and table extraction.
PDFs
Extract text with layout coordinates, reference spans, and correct skew or glare for reliable verification.
Invoices, Receipts, and Statements
Capture headers, line items, currencies, and taxes; reconcile totals and normalize formats for ERP or risk analysis.
Contracts, Forms, Affidavits
Pull clauses, parties, dates, signatures, and required fields; keep each value anchored to the source text.
Handwriting, Signatures, Stamps
Read cursive, verify signatures visually, detect stamps and seals, and route uncertain regions for review.
Emails and Attachments
Ingest email bodies and files, preserve sender and time metadata, and process mixed attachments uniformly.
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Multi-Page Packets
Detect document and page types, split bundles precisely, and maintain cross-page references for audit trails.
Images
OCR photos and scans, de-noise, deskew, and anchor extracted text to pixels for citation.
Multilingual and multi-script docs
Process major scripts and locales, normalize dates and numbers, and consistently export structured outputs.
IDs Proofs
Extract names, numbers, experiences, and addresses from passports, licenses, and utility bills with confidence checks.
PDFs
Extract text with layout coordinates, reference spans, and correct skew or glare for reliable verification.
Invoices, Receipts, and Statements
Capture headers, line items, currencies, and taxes; reconcile totals and normalize formats for ERP or risk analysis.
Contracts, Forms, Affidavits
Pull clauses, parties, dates, signatures, and required fields; keep each value anchored to the source text.
Handwriting, Signatures, Stamps
Read cursive, verify signatures visually, detect stamps and seals, and route uncertain regions for review.
Emails and Attachments
Ingest email bodies and files, preserve sender and time metadata, and process mixed attachments uniformly.
Multi-Page Packets
Detect document and page types, split bundles precisely, and maintain cross-page references for audit trails.
Images
OCR photos and scans, de-noise, deskew, and anchor extracted text to pixels for citation.
Multilingual and multi-script docs
Process major scripts and locales, normalize dates and numbers, and consistently export structured outputs.
IDs Proofs
Extract names, numbers, experiences, and addresses from passports, licenses, and utility bills with confidence checks.
PDFs
Extract text with layout coordinates, reference spans, and correct skew or glare for reliable verification.
Invoices, Receipts, and Statements
Capture headers, line items, currencies, and taxes; reconcile totals and normalize formats for ERP or risk analysis.
Contracts, Forms, Affidavits
Pull clauses, parties, dates, signatures, and required fields; keep each value anchored to the source text.
Handwriting, Signatures, Stamps
Read cursive, verify signatures visually, detect stamps and seals, and route uncertain regions for review.
Emails and Attachments
Ingest email bodies and files, preserve sender and time metadata, and process mixed attachments uniformly.
Multi-Page Packets
Detect document and page types, split bundles precisely, and maintain cross-page references for audit trails.
Images
OCR photos and scans, de-noise, deskew, and anchor extracted text to pixels for citation.
Multilingual and multi-script docs
Process major scripts and locales, normalize dates and numbers, and consistently export structured outputs.
IDs Proofs
Extract names, numbers, experiences, and addresses from passports, licenses, and utility bills with confidence checks.
PDFs
Extract text with layout coordinates, reference spans, and correct skew or glare for reliable verification.
Invoices, Receipts, and Statements
Capture headers, line items, currencies, and taxes; reconcile totals and normalize formats for ERP or risk analysis.
Contracts, Forms, Affidavits
Pull clauses, parties, dates, signatures, and required fields; keep each value anchored to the source text.
Handwriting, Signatures, Stamps
Read cursive, verify signatures visually, detect stamps and seals, and route uncertain regions for review.
Emails and Attachments
Ingest email bodies and files, preserve sender and time metadata, and process mixed attachments uniformly.
Multi-Page Packets
Detect document and page types, split bundles precisely, and maintain cross-page references for audit trails.
Images
OCR photos and scans, de-noise, deskew, and anchor extracted text to pixels for citation.
Multilingual and multi-script docs
Process major scripts and locales, normalize dates and numbers, and consistently export structured outputs.
IDs Proofs
Extract names, numbers, experiences, and addresses from passports, licenses, and utility bills with confidence checks.
Your documents, decoded in seconds. One platform for hundreds of industry use cases.
Read, validate, and export complex documents at scale: layout-aware OCR, field checks, and reviewer queues that keep finance, insurance, and tax workflows effective.
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Finance
Automate KYC/KYB packs, bank statements, and chargeback bundles. Extract IDs, names, amounts, and balances. Reconcile totals. Flag mismatches for review. Export clean JSON to core banking or risk systems without spreadsheet cleanup.
Insurance
Process ACORD forms, FNOL packets, and loss runs reliably. Detect document or page type. Pull parties, dates, coverage limits, and line-items. Reconcile sums. Route low-confidence fields to adjusters. Keep decisions span-grounded for audits.
Tax
Normalize W-2/1099/1040 and GST/VAT invoices into consistent schemas. Handle multi-page tables, currency and date formats, and line-item totals. Export to ERP/AP. Reduce month-end rework with validation rules that catch silent errors.
Legal
Turn contracts, NDAs, and discovery bundles into structured fields. Extract clauses, parties, obligations, renewal dates, and governing law. Anchor each value to a source span. Version changes so reviews and redlines stay traceable.
Lending
Speed up applications, disclosures, and income proofs. Validate identity, incomes, and liabilities. Map line-items across pay stubs and statements. Link supporting documents. Export decisions with citations to ensure underwriting remains explainable and compliant.
Public Sector & Compliance
Digitize permits, filings, and regulatory reports. Enforce required fields and ranges. Keep multilingual formats straight. Preserve audit trails. Export standardized records so compliance teams can review decisions, not spend time fixing document formatting.
Finance
Automate KYC/KYB packs, bank statements, and chargeback bundles. Extract IDs, names, amounts, and balances. Reconcile totals. Flag mismatches for review. Export clean JSON to core banking or risk systems without spreadsheet cleanup.
Insurance
Process ACORD forms, FNOL packets, and loss runs reliably. Detect document or page type. Pull parties, dates, coverage limits, and line-items. Reconcile sums. Route low-confidence fields to adjusters. Keep decisions span-grounded for audits.
Tax
Normalize W-2/1099/1040 and GST/VAT invoices into consistent schemas. Handle multi-page tables, currency and date formats, and line-item totals. Export to ERP/AP. Reduce month-end rework with validation rules that catch silent errors.
Legal
Turn contracts, NDAs, and discovery bundles into structured fields. Extract clauses, parties, obligations, renewal dates, and governing law. Anchor each value to a source span. Version changes so reviews and redlines stay traceable.
Lending
Speed up applications, disclosures, and income proofs. Validate identity, incomes, and liabilities. Map line-items across pay stubs and statements. Link supporting documents. Export decisions with citations to ensure underwriting remains explainable and compliant.
Public Sector & Compliance
Digitize permits, filings, and regulatory reports. Enforce required fields and ranges. Keep multilingual formats straight. Preserve audit trails. Export standardized records so compliance teams can review decisions, not spend time fixing document formatting.
Finance
Automate KYC/KYB packs, bank statements, and chargeback bundles. Extract IDs, names, amounts, and balances. Reconcile totals. Flag mismatches for review. Export clean JSON to core banking or risk systems without spreadsheet cleanup.
Insurance
Process ACORD forms, FNOL packets, and loss runs reliably. Detect document or page type. Pull parties, dates, coverage limits, and line-items. Reconcile sums. Route low-confidence fields to adjusters. Keep decisions span-grounded for audits.
Tax
Normalize W-2/1099/1040 and GST/VAT invoices into consistent schemas. Handle multi-page tables, currency and date formats, and line-item totals. Export to ERP/AP. Reduce month-end rework with validation rules that catch silent errors.
Legal
Turn contracts, NDAs, and discovery bundles into structured fields. Extract clauses, parties, obligations, renewal dates, and governing law. Anchor each value to a source span. Version changes so reviews and redlines stay traceable.
Lending
Speed up applications, disclosures, and income proofs. Validate identity, incomes, and liabilities. Map line-items across pay stubs and statements. Link supporting documents. Export decisions with citations to ensure underwriting remains explainable and compliant.
Public Sector & Compliance
Digitize permits, filings, and regulatory reports. Enforce required fields and ranges. Keep multilingual formats straight. Preserve audit trails. Export standardized records so compliance teams can review decisions, not spend time fixing document formatting.
Finance
Automate KYC/KYB packs, bank statements, and chargeback bundles. Extract IDs, names, amounts, and balances. Reconcile totals. Flag mismatches for review. Export clean JSON to core banking or risk systems without spreadsheet cleanup.
Insurance
Process ACORD forms, FNOL packets, and loss runs reliably. Detect document or page type. Pull parties, dates, coverage limits, and line-items. Reconcile sums. Route low-confidence fields to adjusters. Keep decisions span-grounded for audits.
Tax
Normalize W-2/1099/1040 and GST/VAT invoices into consistent schemas. Handle multi-page tables, currency and date formats, and line-item totals. Export to ERP/AP. Reduce month-end rework with validation rules that catch silent errors.
Legal
Turn contracts, NDAs, and discovery bundles into structured fields. Extract clauses, parties, obligations, renewal dates, and governing law. Anchor each value to a source span. Version changes so reviews and redlines stay traceable.
Lending
Speed up applications, disclosures, and income proofs. Validate identity, incomes, and liabilities. Map line-items across pay stubs and statements. Link supporting documents. Export decisions with citations to ensure underwriting remains explainable and compliant.
Public Sector & Compliance
Digitize permits, filings, and regulatory reports. Enforce required fields and ranges. Keep multilingual formats straight. Preserve audit trails. Export standardized records so compliance teams can review decisions, not spend time fixing document formatting.
Enterprise level security for AI document processing in high stake use cases
Read, validate, and export complex documents at scale: layout-aware OCR, field checks, and reviewer queues that keep finance, insurance, and tax workflows effective.
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Certifications & governance
GDPR-aligned controls, SOC 2 practices, and HIPAA-ready handling. DPAs/BAAs on request, documented subprocessors, breach notification, and immutable activity history to support risk reviews and internal audits.
Access, encryption & audit
SSO/SAML with SCIM, least-privilege roles, IP allowlists, and session policies. TLS in transit, AES-256 at rest, optional customer-managed keys, and end-to-end audit logs for labeling, reviews, and exports.
Data residency & deployment
Choose storage/processing region, enforce retention, and restrict exports. Private networking (VPC peering/VPN), single-tenant or on-prem options, and environment isolation for dev, staging, and production.
Certifications & governance
GDPR-aligned controls, SOC 2 practices, and HIPAA-ready handling. DPAs/BAAs on request, documented subprocessors, breach notification, and immutable activity history to support risk reviews and internal audits.
Access, encryption & audit
SSO/SAML with SCIM, least-privilege roles, IP allowlists, and session policies. TLS in transit, AES-256 at rest, optional customer-managed keys, and end-to-end audit logs for labeling, reviews, and exports.
Data residency & deployment
Choose storage/processing region, enforce retention, and restrict exports. Private networking (VPC peering/VPN), single-tenant or on-prem options, and environment isolation for dev, staging, and production.
Uncover hidden revenue buried in your documents with Taskmonk.
Make your documents pay for themselves—recover missed revenue, cut rework, and move decisions faster with audit-ready data, not guesswork.
Proven at scale
Handle high-volume statements, claims, and invoices with reliable speed and flexible capacity. We provide managed datasets with scoring checks, disagreement reviews, and audit-ready records—so automation works smoothly even when formats or volumes change.
Measurable Quality
Quality controls link dataset numbers to business results, such as STP rate, field accuracy, turnaround time, and errors. Dashboards quickly show drift and disagreements, helping to cut mistakes and accelerate the transition from pilot to launch.
Built for Production
Run real IDP pipelines, not just demos. Layout-aware OCR, schema checks, RAG-style grounding, and span citations streamline setup, while flexible reviewer capacity handles challenging cases without compromising standards.
Transparent Delivery
Receive weekly QA reports, clear requirements, and a comprehensive data history for each export. You’ll always know who labeled what, under which guideline, and why it was approved—proof to help in audits and disputes.
Proven at scale
Handle high-volume statements, claims, and invoices with reliable speed and flexible capacity. We provide managed datasets with scoring checks, disagreement reviews, and audit-ready records—so automation works smoothly even when formats or volumes change.
Measurable Quality
Quality controls link dataset numbers to business results, such as STP rate, field accuracy, turnaround time, and errors. Dashboards quickly show drift and disagreements, helping to cut mistakes and accelerate the transition from pilot to launch.
Built for Production
Run real IDP pipelines, not just demos. Layout-aware OCR, schema checks, RAG-style grounding, and span citations streamline setup, while flexible reviewer capacity handles challenging cases without compromising standards.
Transparent Delivery
Receive weekly QA reports, clear requirements, and a comprehensive data history for each export. You’ll always know who labeled what, under which guideline, and why it was approved—proof to help in audits and disputes.
Expert annotation services for document automation
Pair Taskmonk’s tooling with an expert workforce to label at speed, hold quality steady, and turn documents into export-ready data—without adding headcount or duct-taping vendors.
TALK TO OUR EXPERTS
End-to-end project management
From scoping to delivery, we define ontology, gold sets, QA rubrics, and SLAs; run weekly reviews; and keep timelines, metrics, and scope aligned—so programs scale without surprises or rework.
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Document annotation expertise
Trained operators for text classification, NER, signatures/stamps, and page-type detection. We calibrate on challenge sets so that edge cases, such as handwriting, low-resolution scans, and mixed bundles, are handled consistently every time.
Secure, scalable, cost-predictable
SSO access, region pinning, retention controls, and auditable activity history. Elastic capacity for spikes, transparent pricing, and reports covering quality, throughput, and rework so you can forecast confidently.
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48-hour proof of concept
Share a sample dataset and SOPs. We stand up the workflow, assign annotators, and return labeled samples with QA metrics and exports in 24–48 hours—evidence before you commit.
End-to-end project management
From scoping to delivery, we define ontology, gold sets, QA rubrics, and SLAs; run weekly reviews; and keep timelines, metrics, and scope aligned—so programs scale without surprises or rework.
Document annotation expertise
Trained operators for text classification, NER, signatures/stamps, and page-type detection. We calibrate on challenge sets so that edge cases, such as handwriting, low-resolution scans, and mixed bundles, are handled consistently every time.
Secure, scalable, cost-predictable
SSO access, region pinning, retention controls, and auditable activity history. Elastic capacity for spikes, transparent pricing, and reports covering quality, throughput, and rework so you can forecast confidently.
48-hour proof of concept
Share a sample dataset and SOPs. We stand up the workflow, assign annotators, and return labeled samples with QA metrics and exports in 24–48 hours—evidence before you commit.
FAQ
What’s the difference between document automation, OCR/ICR, and intelligent document processing (IDP)?
OCR (Optical Character Recognition) or ICR (Intelligent Character Recognition) converts pixels to text. IDP (Intelligent Document Processing) adds text classification, named entity recognition (NER), table extraction, and validation. Document automation wraps these with rules, HITL (human-in-the-loop) review, and exports (JSON/CSV) so work moves through core systems reliably.
Do we still need human-in-the-loop (HITL) review?
Yes—for fields with low confidence, unfamiliar document templates, handwritten text, or poor-quality scans. Human-in-the-loop (HITL) review helps identify silent failures, connects corrections to the original data source, and provides feedback for training purposes. This ensures document automation accuracy improves without interrupting production workflows.
What level of accuracy can we expect for document text extraction?
Baseline accuracy depends on the mix of document types. Focusing on key data fields, using schema checks, and employing inter-annotator agreement (IAA)-backed quality assurance (QA) can typically increase field-level accuracy into the 90th percentile. Structured invoices improve faster; however, accuracy is harder to boost for more complex sets that include handwriting, stamps, or tables spanning multiple pages.
Can LLMs replace traditional OCR/ICR + IDP stacks?
Large Language Models (LLMs) enhance document automation by helping with pre-labeling, quality assurance (QA), and answering questions from documents. However, they still rely on accurate Optical Character Recognition (OCR) or Intelligent Character Recognition (ICR) and layout detection for structured data. A recommended approach is to use OCR or ICR and IDP for extracting data, and LLMs for reasoning and validation. Use confidence thresholds and human-in-the-loop (HITL) review to ensure quality.
Are there benchmarks for “document AI” beyond marketing claims?
Yes—new community leaderboards evaluate OCR, KIE, VQA, table extraction across multiple datasets. These help compare models and set grounded expectations before pilots. We use similar task-level metrics internally.
How do costs compare between managed IDP and LLM APIs?
Practitioners note that managed doc-AI tools can be pricier but more predictable/obedient; LLMs may be cheaper per page, yet they require extra validation to avoid mistakes. A pilot with your documents clarifies the true cost-to-accuracy.
What does integration look like—and how quickly can we pilot it?
Deterministic exports (JSON/CSV/Parquet), webhooks, and APIs connect to RPA, claims, ERP, and core banking. We offer a 48-hour POC using your samples to validate document automation accuracy, throughput, and reviewer load before broader rollout.
End pilot fatigue. Go live with AI document processing that delivers 99.9% accuracy, measurable ROI, and audit-ready outputs from day one.
