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Document digitization and automation

Process administrative and financial documents with less manual data entry.

I design workflows to receive, extract, classify, validate, organize, and deliver information when invoices, supporting documents, forms, PDFs, or images consume too much manual effort.

Services for companies in Medellín and Colombia. I support remote projects and, depending on scope, needs that require on-site support.

Document-heavy processes

  • Invoices, supporting documents, or forms require manual reading, capture, and validation.
  • Documents arrive through email or different channels and must be classified and filed.
  • The process needs to know what document arrived, who validated it, where it was stored, and what result it produced.

How I approach it

  • Inventory the document flow, formats, owners, and rules.
  • Extract information through OCR or structured reading when appropriate.
  • Classify, validate, rename, organize, and store documents.
  • Integrate results with SharePoint, databases, workflows, or business systems.
Technology according to the process

The goal is to reduce manual capture, search, and classification without losing document control, permissions, or traceability.

PDF · OCR · Python · SharePoint · Microsoft Graph · automatización

The next step is to understand the current process.

This capability can be combined with integration, automation and data analysis within the same project. I review your process first; then we agree on the components it needs and the scope of the solution.