Document automation

    Document automation that turns paperwork into data your systems can use.

    ReportMiner is document automation software that reads invoices, POs, and forms, then routes clean data straight into your workflow. No templates to build. No manual keying to babysit.

    ReportMiner · invoice_batch.pdf Auto-captureData Preview
    Report model
    Northwind Traders140 Market St, Chicago IL
    INVOICE
    #INV-20847
    Bill toAcme Corp
    Date2026-06-14
    DescriptionQtyAmount
    Steel widgets120$4,800
    Assembly kit40$3,200
    Freight1$480
    Total$12,480.00
    invoice_no
    vendor
    date
    total
    Data preview
    Live output
    Invoice_NoVendorAmount
    INV-20847Acme Corp$12,480.00
    INV-20848Globex$8,940.00
    INV-20849Soylent$3,120.00
    INV-20850Initech$15,600.00
    templateless

    No template. No setup. Just data.

    Most document workflow automation software makes you build a template per layout. ReportMiner doesn't. A plain-English prompt tells the AI what to pull and how to shape it, straight to clean JSON.

    01
    Any document
    no template
    Source unstructured
    INV A-7782 · 04/18
    Northwind Trading Co.
    Bill to: Acme Corp

    Steel widgets ·· 4,800
    Assembly kit ··· 3,200
    Freight & tax ·· 4,480

    Amount due USD 12,480
    02
    One prompt
    plain english
    LLM Generate AI
    Extract vendor, invoice_no, total, and line_items from the doc. Return JSON.
    RunDone maps by meaning
    03
    Clean data
    structured
    JSON Parser ready
    { "vendor": "Northwind", "invoice_no": "A-7782", "total": 12480.00, "currency": "USD", "line_items": 3, "terms": "Net 30" }
    0 templates any vendor layout seconds to structured
    consistency

    Different formats in. One clean dataset out.

    Feed it a hundred invoice styles from a hundred vendors. Get back one clean, consistent dataset, every time, the foundation any business document automation depends on.

    extraction

    Point-and-click, then hands-off.

    Point-and-click or fully automatic. ReportMiner finds each field, names it, and scores its confidence before anything moves downstream, so document process automation runs without a human in the loop.

    TechCorp Solutions Inc.
    123 Business Avenue, Suite 100
    New York, NY 10001
    Phone: (555) 123-4567
    Email: purchasing@techcorp.com
    Website: www.techcorp.com
    PURCHASE ORDER
    PO # : PO-2025-001
    Date: October 27, 2025
    Due Date: November 15, 2025
    VENDOR
    Global Supplies Ltd.
    456 Industrial Park
    Los Angeles, CA 90001
    Phone: (555) 987-6543
    Contact: John Smith
    SHIP TO
    TechCorp Warehouse
    789 Distribution Center
    Newark, NJ 07101
    Phone: (555) 456-7890
    Attn: Receiving Department
    Part #DescriptionQtyUnit PriceTotal
    LAP-001Dell Latitude 5520 Laptop - Intel i7, 16GB RAM, 512GB SSD10$1,299.00$12,990.00
    MON-024LG 27" 4K UHD Monitor - IPS Display, USB-C10$449.99$4,499.90
    KEY-010Logitech MX Keys Advanced Wireless Keyboard10$119.99$1,199.90
    MOU-015Logitech MX Master 3 Wireless Mouse10$99.99$999.90
    DOC-005USB-C Docking Station - Dual Monitor Support10$189.99$1,899.90
    Subtotal:$21,589.60
    Shipping:$125.00
    Tax (8.5%):$1,835.12
    Total:$23,549.72
    Use mouse wheel or buttons to zoom • Click and drag when zoomed
    DueDate:November 15 , 2025
    Status:
    VendorName:Global Supplies Ltd.
    VendorAddress:456 Industrial Park Los Angeles , CA 90001 Phone : (555 ) 987-6543 Contact : John Smith
    ShipToName:TechCorp Warehouse
    ShipToAddress:789 Distribution Center Newark , NJ 07101 Phone : (555 ) 456-7890 Attn : Receiving Department
    Subtotal:21589.60
    Tax:1835.12
    Shipping:125
    Total:23549.72
    Items (5 items)
    built for complexity

    Purpose-built for complex documents at scale.

    Automate the documents that break simpler tools, non-standard layouts, hierarchical tables, dense columns, and mainframe reports, without building a rule for each one.

    AP automation

    Accounts payable automation, start to finish.

    From capture to approval, ReportMiner drives invoice automation across the whole queue. It reads each invoice, runs the three-way match against the PO, flags exceptions, and routes the rest for approval, no manual keying in between.

    Captured3
    Acme Corp$12,480
    INV-20847PO-4419
    routing →
    Globex Ltd$8,940
    INV-20851PO-4420
    Soylent$3,120
    INV-20852
    Matched2
    Initech$15,600
    INV-20848PO-4417
    3-way match
    Umbrella$6,210
    INV-20849PO-4418
    3-way match
    Needs review1
    Vandelay$4,505
    INV-20850
    amount mismatch
    Approved2
    Hooli$9,300
    INV-20845
    posted to ERP
    Stark Inc$21,050
    INV-20846
    posted to ERP
    ocr

    Even the messy scans.

    Built-in OCR straightens, sharpens, and reads scanned and photographed documents, so automation keeps running even when there's no clean source file.

    Northwind Tradersscanned copy
    INVOICE
    #INV-20847
    Bill toAcme Corp
    Date2026-06-14
    DescriptionQtyAmount
    Steel widgets120$4,800
    Assembly kit40$3,200
    Total$12,480.00
    Document intelligence

    Structure from plain prose.

    Document intelligence that pulls dates, amounts, parties, and reference numbers out of free-form text no fixed template could catch, and classifies each document as it lands.

    Payment of $12,480.00 from Acme Corporation was received on June 14, 2026 against reference #INV-20847.
    amount12480.00
    partyAcme Corp
    date2026-06-14
    refINV-20847
    sources & destinations

    Connect any document to any system.

    ReportMiner ingests your most common business documents and delivers clean data wherever your workflow needs it to go.

    Sources
    Business documents
    InvoicesAP / AR
    Purchase ordersProcurement
    Financial statementsBanking
    Bills of ladingLogistics
    Forms & applicationsOnboarding
    Receipts & remittancesExpenses
    And many morestructured or unstructured
    PDFWordExcelScans / imagesEmailEDITXT / CSVHTML+ more
    ReportMinerAI extraction
    Destinations
    Systems & tools
    DatabasesSQL Server, Oracle, Postgres
    SnowflakeCloud data warehouse
    Excel / CSVSpreadsheets
    JSON / XMLAPIs & feeds
    Power BIBI & dashboards
    Salesforce / DynamicsCRM systems
    And many moreREST APIs, files, cloud storage
    throughput

    Built for volume.

    Process thousands of documents an hour, unattended, so overnight backlogs are cleared before anyone is at their desk.

    INVOICE
    Widgets$4,800
    Kit$3,200
    Total$12,480
    BILL
    Consulting$6,200
    License$2,740
    Due$8,940
    RECEIPT
    Service$2,100
    Parts$1,020
    Total$3,120
    0
    documents processed
    4,000+ pages / hour, fully unattended
    accuracy

    Accuracy you can see.

    Every field is checked. ReportMiner reports error, null, and warning counts, and flags low-confidence values before they post to your systems.

    0errors
    0nulls
    1warning
    invoice_no
    INV-20847
    date
    2026-06-14
    total low confidence, reconciled
    $12,480.00
    vendor
    Acme Corp
    downstream

    Straight into your stack.

    Structured output flows to your ERP, databases, Excel, and BI tools, ready to use, with no copy-paste in between.

    Data Preview
    VendorAmount
    Acme Corp$12,480
    Globex Ltd$8,940
    Soylent$3,120
    Database
    Excel / CSV
    JSON / XML
    BI dashboard
    onboarding & support

    You won't set this up alone.

    ReportMiner is no-code, but you still get real people in your corner. We help you automate your first document workflows, and our team stays close after you go live. Most teams are in production within days, not months.

    Great customer service, from real people

    Reach a team that actually knows the product. Quick, helpful answers when you need them, not canned replies.