Document and data intelligence

Turn documents and data into useful business information.

Read incoming documents, structure the important fields and check them against your business records. Connect accepted information to the systems that need it, with source references and a clear route for exceptions.

Practical applications.

01

Extraction and classification

Identify the document and structure the fields your process needs.

02

Validation

Check totals and compare records before accepting data.

03

Reconciliation

Bring statements, fees and currency records into a common structure.

04

Traceable reporting

Keep the source reference alongside the accepted result.

Evidence connected to the working paper.

XeroviLink

XeroviLink is our Excel add-in that connects working papers to the exact supporting evidence in your documents, with an optional AI assistant to help prepare schedules and samples for review. Included in our premium AI package for audit and accounting clients, XeroviLink is available for a one week trial.

Explore XeroviLink

Systems and delivery.

Documents and accounting/ERP records

We agree accepted formats, field definitions, validation rules and exception ownership. Source references remain attached to the usable output.

What you receive

Structured outputs linked to source evidence, with validation and a review path for exceptions.

Check extraction, totals, normalisation and confirmed exports against source records; retain exceptions for review.

What we need from your team

Representative documents and statement formats, field definitions, currency and fee mappings, validation rules and the receiving ERP or accounting structure.

Specific project evidence

Related delivered work.