Ai4G solutions

Document processing and file management

Turn documents and folders into organised, usable information

We classify, extract, convert and consolidate documents and files to support downstream processes with structured, reviewable information.

Tell us about your case

The challenge

When information is trapped in documents and folder structures

PDFs, images, spreadsheets, emails and compressed files require reading, renaming and comparison tasks that take time and make it difficult to maintain a consistent approach.

  • Documents are classified or renamed manually.
  • Relevant data has to be copied from PDFs or images.
  • Comparing different versions and formats leads to errors.
  • Supporting evidence is spread across folders and periodic deliverables.

The outcome

Classified documentation and data ready for review or integration

We automate the process from receiving a file through to its organisation, extraction, validation and consolidation, while retaining the link to the original document.

  • Consistent file structures.
  • Automatically extracted and validated data.
  • Reproducible cross-format comparisons.
  • Complete, version-controlled document deliverables.

What we do

Capabilities applied to your operations

We select and combine the capabilities required according to the challenge, existing systems and the outcome the project needs to deliver.

  • Classification and organisation

    We rename, move and organise documents according to metadata, dates, categories and business rules.

  • Extraction from PDFs and images

    We convert tables, codes, dates, amounts and entities into structured data, using OCR where appropriate.

  • Reconciliation and conversion

    We compare and transform Excel, TXT, CSV, XLSX, Parquet and other formats.

  • ZIP, email and folder automation

    We process compressed files, exported messages and complete directory trees.

  • Consolidation and supporting evidence

    We consolidate scattered deliverables, check for duplicates and generate indexes and appendices.

Use cases

Practical, measurable examples

  • Automated filing

    Documents are assigned to folders by client, case, year and document type.

  • Invoice data extraction

    The tool reads documents, extracts codes, dates and amounts, and generates a table for review.

  • Cross-format comparison

    A reference Excel file is cross-checked against a TXT file to identify missing or inconsistent records.

  • Periodic consolidation

    Twelve monthly files are converted into a validated annual dataset together with its supporting evidence.

How we work

From the challenge to a solution designed to scale

  1. Assessment

    We identify the challenge, the users involved, the available data and the business outcome the solution needs to deliver.

  2. Functional MVP

    We build an initial usable version to validate the approach with real cases, measure its impact and adjust priorities.

  3. Production rollout

    We integrate, automate and strengthen the solution so that it can operate securely, with traceability and the capacity to evolve.

  • Less manual work

    Repetitive filing, reading and comparison tasks are carried out consistently.

  • Better organisation

    Documents follow common naming conventions and structures, making them easier to find.

  • Greater control

    Each data point retains its link to the source and the validations applied.

Let’s discuss your case

Define a practical, measurable initial scope.

Request an assessment