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Alltomate builds document automation systems that capture files, extract and validate data, route exceptions and approvals, update your business systems, and file the final document automatically.
The friction happens around the document: downloading attachments, copying fields, checking values, finding an approver, chasing a response, updating another system, and filing the final version correctly.
Invoices, contracts, forms, and supporting documents arrive through email, uploads, shared folders, chat, and portals with no consistent intake path.
Staff copy names, dates, reference numbers, amounts, and other fields from PDFs or scans into spreadsheets, CRMs, accounting tools, or ERPs.
People forward documents manually, follow up in chat, lose track of status, and only notice delays when someone asks what happened.
Missing fields, duplicate invoices, low-confidence OCR results, unusual contracts, and policy exceptions are handled differently every time.
Inconsistent naming, duplicate versions, and manual folder selection create retrieval problems long after the original task is complete.
A useful document workflow does more than read a PDF. It connects intake, decision logic, people, systems, and storage into one controlled process.
Monitor inboxes, forms, folders, portals, cloud storage, or APIs and move new documents into a governed workflow.
Classify document types and extract required fields using OCR, structured parsing, or AI where it adds practical value.
Check required fields, compare against system records, detect duplicates, and send uncertain results to review.
Send documents to the correct owner, department, queue, or approval chain based on defined business rules.
Create records, update fields, trigger downstream tasks, and synchronize status across connected business tools.
Rename files consistently, store them in the right location, log decisions, and preserve the history of the process.
We automate repeatable document-heavy processes while keeping control points for exceptions, approvals, and judgment-heavy decisions.
Build a reliable intake layer for documents arriving through email, forms, shared folders, upload portals, or APIs. Files can be classified, renamed, checked, routed, and passed into the right downstream workflow automatically.
Explore Document Processing AutomationExtract names, dates, invoice numbers, totals, addresses, IDs, and other fields from structured or semi-structured documents, then validate the output before it reaches another system.
Explore OCR & Data ExtractionCapture invoices, extract key fields, check for duplicates or missing data, apply routing rules, trigger approvals, update accounting systems, and file the completed record.
Explore Invoice Processing AutomationRoute documents based on amount, department, document type, risk level, or other business conditions. Add reminders, escalation paths, approval records, and fallback owners.
Explore Document Approval AutomationMove contracts through generation, review, approval, signature, status tracking, filing, and system updates without relying on manual handoffs between teams.
Explore Contract Workflow AutomationApply naming conventions, create folder structures, tag files with metadata, route documents to the correct location, and reduce duplicate or misplaced versions.
Explore File Organization AutomationDocument automation works best when the workflow distinguishes between predictable work and cases that need human judgment. We design validation and review paths into the system from the start.
Document-heavy workflows rarely follow one perfect path. Review requirements, missing information, compliance checks, and edge cases need to be designed into the system rather than handled as afterthoughts.
The value is fewer manual touches, clearer ownership, better data quality, and a process that keeps moving.
Extract and transfer document data without repeatedly copying the same information between files and systems.
Route work immediately, send reminders automatically, and escalate overdue items without manual follow-up.
Standardize fields, validate required data, and reduce duplicate or incomplete records before they spread downstream.
Make document status, ownership, exceptions, and completion events easier to trace across the workflow.
Each workflow is built around the source, the document, the business rules, the review points, and the systems that need to stay in sync.
Exceptions such as missing purchase orders, unknown vendors, or duplicate invoice numbers can pause the workflow and route to a finance review queue.
Approval rules can change based on contract value, deal type, required clauses, or other operating conditions before the document is sent for signature.
High-confidence documents can continue automatically while uncertain extraction, missing information, or unusual document types are routed for review.
The system is designed around the document lifecycle, business rules, review points, and destination systems before automation logic is built.
Trace where documents come from, who touches them, which data matters, where delays happen, and what systems need to stay aligned.
Document validation rules, approval conditions, confidence thresholds, duplicate logic, fallback paths, and human review requirements.
Implement the workflow across intake channels, OCR or extraction services, automation tools, storage, approval systems, and business applications.
Test clean documents, poor scans, missing fields, duplicates, rejected approvals, API errors, and other cases that can break a happy-path demo.
Show us how documents enter your business, who touches them, where data gets copied, how approvals happen, and where files end up. We will identify the strongest automation opportunities and the controls needed to make them reliable.
