One pipeline, many documents
Invoices, policy documents, certificates of insurance, equipment labels, business cards — photographed or uploaded, classified and extracted automatically.
Document Extraction · on the Vertiqa OS
Coming soon
Photograph it, upload it, done — the data files itself.
Vertiqa's Document Extraction agent will pull structured data from the paper of your business — invoices, policies, equipment labels, certificates — into the right CRM fields.
The problem it removes
Your business runs on documents — vendor invoices, insurance certificates, equipment nameplates — and every one gets re-typed by hand into the system, or filed as an unsearchable PDF.
What it will do
The working definition we are building against — if it misses how your business runs, tell us before we ship it.
Mapped to real fields
Extracted values propose themselves into the right structured fields on the right records — amounts, dates, serial numbers, coverage limits.
Confidence you can see
Every extraction shows its confidence and links to the source image, so low-confidence reads get a human eye before they land.
Builds on Vertiqa's shipped business-card extraction agent — the same photograph-to-fields pattern, generalized to the documents your business actually runs on.
The spine of every Vertiqa agent
Every agent runs inside the same system of record — bounded by what it remembers, what it is allowed to do, and what gets written down.
Memory
Works from your real history
Document Extraction will read the same governed timeline as every Vertiqa agent — your calls, notes, deals, and documents — instead of starting from a blank prompt.
Approval
You stay the decision-maker
Anything this agent drafts or proposes waits in your approval queue. It prepares the work; a human ships it.
Audit
Every run written down
Each run, artifact, and approval lands in the immutable audit log — so you can always answer what the agent did, when, and on whose say-so.
What this agent will not do
- Never commits extracted data without review — proposals only.
- Documents stay in your org's storage under your access controls.
Built for
Frequently asked
Is the Document Extraction agent available today?
Builds on Vertiqa's shipped business-card extraction agent — the same photograph-to-fields pattern, generalized to the documents your business actually runs on.
Will it act without my approval?
No. Like every agent on the Vertiqa OS, anything that leaves your organization or changes your records goes through a human approval gate. The agent prepares; you decide.
Where does it get its information?
From the same governed system of record as your team: your CRM, timeline, and documents — plus cited public sources where research is involved. It never gets raw database access, and every action is audit-logged.
How do I get it when it ships?
Talk to us. Early-access customers help shape the agent and get it first — and if this page misses something about how your business works, that feedback is exactly what we want before we build.
Want the Document Extraction agent first?
Early-access customers shape what we build. Tell us how this should work in your business — and get it before anyone else.
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