Prove it on your documents
No generic demo decides anything. We baseline accuracy on a sample of your real files, and we report the number we actually measured — including where it fell short.
Our process
How we take documents
How we take documents
from chaos to clean data
Document automation fails when it is sold as magic. We work in short, evidence-led stages — you see real accuracy numbers on your own documents before anyone signs a deployment plan.
Principles
Three rules we hold ourselves to
Automate the routine, escalate the rest
Straight-through processing where confidence is high, a human reviewer where it isn't. Every field carries a confidence score so the split is a setting, not a guess.
Leave an audit trail
Regulated industries have to explain decisions. Every extraction, correction and posting is logged with who, what and when — so an auditor can follow any record end to end.
Engagement
Six stages from first call to steady state
Each stage ends with something you can judge — a number, a working pipeline or a signed-off result — before the next one starts.
01
Discovery
We sit with the team that actually handles the paperwork. What arrives, in what format, at what volume, and what happens to it today — including the workarounds nobody documented.
You get: a scoped document inventory and the target metrics we will be measured against.
02
Proof of value
We run a representative sample of your real documents through MATRIX as-is and measure field-level accuracy. This is where you find out what automation is genuinely worth on your data.
You get: a measured accuracy baseline per field, and an honest view of what needs work.
03
Model training & configuration
We tune extraction models to your layouts, encode your business rules, and map every output field to its destination in your ERP, CRM or warehouse.
You get: a configured pipeline running end to end in a test environment.
04
Parallel run & UAT
MATRIX processes live volume alongside your existing process. Your team reviews the output rather than trusting it — and every correction they make trains the model.
You get: sign-off backed by live results, not a sandbox demo.
05
Deployment & integration
Production rollout with the security review your compliance team needs: access roles, encryption, data residency, retention and logging all settled before go-live.
You get: MATRIX live in production, wired into your systems of record.
06
Monitor & improve
Accuracy is tracked continuously. When document formats change — and they always do — we see the drift in the dashboard and retrain before it becomes a backlog.
You get: a system that gets more accurate with use, and a team that stays with it.
In production
What happens to every document
Once live, this runs on every file — in seconds, without anyone opening it.
Ingest
Email, scanner, SFTP or API — any format, any quality.
Classify
Invoice, contract, claim or form — sorted on arrival.
Extract
Vision plus NLP pull every field with a confidence score.
Validate
Rules and ML checks flag only genuine exceptions.
Integrate
Clean data posts to your ERP, CRM or warehouse.
Agentic automation
Extraction is the input, not the output
Once fields are extracted, a MATRIX agent evaluates them against your rules and context, then acts — it doesn't just hand a person clean data and stop there.
Extracted data
Every field, with a confidence score attached.
MATRIX agent
Applies your rules, checks context, decides the next step.
Your systems
ERP, CRM, ticketing or a reviewer — whichever fits the action.
- Posts records to ERP or CRM over API
- Opens a ticket for exceptions
- Routes low-confidence items to a reviewer
- Triggers the next step in a workflow
Working together
What we need, and what you can expect
What we need from you
- A representative sample of real documents — including the messy ones
- Access to someone who knows the process end to end
- Clarity on what "correct" means for each field
- A named contact in IT for the integration stage
What you can expect from us
- Measured accuracy figures, reported as measured
- A clear statement of what we cannot automate well
- Your data handled under signed confidentiality terms
- The same engineers after go-live, not a handover to strangers
Questions
The things people ask first
How long before we see something real?
The proof-of-value stage is deliberately short — we want you looking at accuracy numbers on your own documents early, because that is the only evidence that settles whether a full deployment is worth doing. Exact timing depends on how quickly a representative sample can be shared and how many document types are in scope.
What happens with documents MATRIX gets wrong?
They are routed to a human reviewer rather than posted. Every field carries a confidence score, and you set the threshold at which a document stops being straight-through and starts needing eyes. Each correction a reviewer makes is fed back into training, so the same failure gets rarer over time.
Do we have to replace our existing systems?
No. MATRIX sits in front of the systems you already run and posts structured data into them. Integration is over REST, SFTP or a message queue, with connectors for common ERP and CRM platforms including SAP, Oracle, Dynamics and Salesforce.
How is our data protected during the pilot?
Sample documents are processed under signed confidentiality terms, encrypted in transit and at rest, restricted to the engineers working on your engagement, and deleted on request at the end of the pilot. Full detail is in our Privacy Policy.
What happens when our document formats change?
Accuracy is monitored continuously, so a new supplier template or a redesigned form shows up as a measurable drop rather than a silent backlog. Retraining on the new layout is part of ongoing support, not a new project.
Start with a sample, not a contract
Send us the documents that slow your team down most. We'll run them through MATRIX and show you the measured result — including whatever it struggles with.