AI Agent for Document Extraction (IDs, PDFs, Invoices, Docs etc)

Jonathan Bayo

Starting at

$

1,499

About this service

Summary

Manual data entry from documents such as invoices, bank statements, or contracts is often slow, inaccurate, and expensive. Traditional OCR tools usually need custom templates or weeks of setup.
I offer an AI Document Extraction Agent trained specifically for your business. It processes IDs, invoices, bank statements, and other documents with over 99% accuracy, no template building required. The extracted data is sent directly to Google Sheets, your CRM, or ERP through an API, saving hours of manual work.
The system is secure (SOC 2 and HIPAA compliant) and can handle large volumes automatically, or flag uncertain entries for review. Clients appreciate how it combines reliability and speed without the need to expand their team. This is a complete, scalable system, ideal for finance teams, property managers, and any business that deals with large amounts of paperwork.

FAQs

  • What are the usage costs?

    Costs depend on Make.com operation volume. On the Core plan, 20,000 monthly operations start at about $25 per month, with higher-tier plans offering more capacity. I optimize workflows so you use the fewest possible operations to keep costs low.

  • What do I need to provide?

    Sample documents, a list of required fields, and your preferred output destination (Google Sheets, CRM, or API endpoint).

  • Timeline

    Setup typically takes 5 to 8 business days.

  • After delivery

    You receive a ready-to-run system, clear documentation, and optional support for scaling or new integrations.

What's included

  • Document Extraction AI Agent

    Learns from your document types such as ID scans, leases, invoices, and bank statements, then generates structured outputs with over 99% field-level accuracy.

  • Flexible Export Options

    Automatically delivers results to Excel, CSV, Google Sheets, or APIs for effortless integration.

  • Automated Processing Workflow

    Sets up ingestion pipelines through email, upload folders, or scanning to simplify and speed up document handling.

Duration

1 week

Skills and tools

AI Agent Engineer

AI Automation

AI Agent Developer

Google Sheets

Google Sheets

Make

Make

Industries

Accounting & Tax
Banking & Loans
Insurance

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