Document Extraction Agent — Stock Statements & Beyond Home - Incentius - Enable Digital Transformation [![Logo](/img_astro/incentius-logo.svg)](/) Solutions About [Case Studies](/portfolio/) [Blogs](/blog-posts/) [Career](http://aurochs.freshteam.com/jobs) Open main menu ![Menu icon](/img_astro/menu1.png) [Get In Touch](/contact/) Solutions [![](/img_astro/generative-black.svg) ![](/img_astro/brain-green.svg) Voice AI](/voice-ai/) [![](/img_astro/product-development-black.svg) ![](/img_astro/product-development.svg) Product Development](/product-engineering/) [![](/img_astro/generative-black.svg) ![](/img_astro/brain-green.svg) Generative AI](/generative-ai/) [![](/img_astro/data-black.svg) ![](/img_astro/database-green.svg) Data Engineering](/data-engineering/) [![](/img_astro/mvp-black.svg) ![](/img_astro/rocket-green.svg) Data & Analytics](/data-analytics/) [![](/img_astro/cloud-black.svg) ![](/img_astro/computing-green.svg) DevOps & CloudOps](/devops-and-cloudops/) About Us [![](/img_astro/product-black.svg) ![](/img_astro/product-green.svg) About Us](/about-us/) [![](/img_astro/team_black.svg) ![](/img_astro/team_green.svg) Team](/team/) Solutions ![](/img_astro/dropdown-arr.svg) [ ![](/img_astro/generative-black.svg) Voice AI ](/voice-ai/)[ ![](/img_astro/product-development-black.svg) Product Development ](/product-engineering/)[ ![](/img_astro/generative-black.svg) Generative AI ](/generative-ai/)[ ![](/img_astro/data-black.svg) Data Engineering ](/data-engineering/)[ ![](/img_astro/mvp-black.svg) Data & Analytics ](/data-analytics/)[ ![](/img_astro/cloud-black.svg) DevOps & CloudOps ](/devops-and-cloudops/) [Blogs](/blog-posts/) About ![](/img_astro/dropdown-arr.svg) [ ![](/img_astro/product-black.svg) About Us ](/about-us/)[ ![](/img_astro/team_black.svg) Team ](/team/) [Case Studies](/portfolio/) [Career](http://aurochs.freshteam.com/jobs) [Get In Touch](/contact/) AI Agent # Document Extraction ## From PDFs and Scans to Structured, Validated Data Stock statements, invoices, distributor reports, KYC packs — the documents that power your operations rarely arrive as clean data. Our extraction agent reads them the way a careful accountant would, validates against a typed schema, and writes the result straight into your systems. [Request a Demo](/contact/) ## What This Agent Does Document understanding is more than OCR. The agent reads layouts, infers field meaning, validates types, and tags low-confidence cells for review — so what reaches your downstream system is reliable. ### Ingest Any PDF ### Schema-Constrained Output ### Header & Line-Item Split ### Validate & Correct ### Async Worker Queue ## Reference Use Case — Stock Statements Pharma distributors send monthly stock statements as PDFs. Each one has a different layout. Our agent reads them all into one canonical schema — distributor metadata up top, dozens of SKU rows in the body, validated types throughout. ### Distributor Header Identifying details extracted with the type and format the downstream system expects — not free-text strings. * ✓ Name, full address, city, state, pincode * ✓ GSTIN (validated format), PAN * ✓ Drug License & FSSAI numbers * ✓ Contact, email, website * ✓ Statement period start & end dates ### Line Items Every SKU on the statement, parsed into a typed row — quantities as integers, values as floats, units normalised. * ✓ Product description & packing unit * ✓ Opening, purchase, sale, closing quantities * ✓ Opening, purchase, sale, closing values (₹) * ✓ Type-checked: integers, floats, dates ## The Pipeline 01 ### Upload PDF arrives via the upload endpoint — UI, email-ingest, or a watched folder. The document gets a record and status of `processing`. 02 ### Enqueue An RQ job is enqueued on a Redis-backed worker queue, so the API stays responsive while heavy extraction runs in the background. 03 ### VLM Extraction A vision-language model runs against the typed Pydantic schema. Output is constrained to the shape your downstream code expects. 04 ### Validate Field types are checked, totals are sanity-checked against line items, and low-confidence cells are flagged for review. 05 ### Persist The structured result is saved alongside the source file, with an audit trail and a status of `processed`. 06 ### Review & Edit A side-by-side viewer lets a human compare the original PDF and the extracted fields, edit anything that needs correcting, and approve. ## Sample Output What you get back — a clean JSON document validated against the typed schema, ready to load into your warehouse, ERP, or analytics pipeline. stock\_statement\_oct\_2024.json ``` { "distributor_name": "Aarogya Pharma Distributors Pvt. Ltd.", "distributor_address_line": "Plot 14, MIDC Industrial Area, Phase II", "distributor_city": "Pune", "distributor_state": "Maharashtra", "distributor_pincode": "411019", "distributor_gstin": "27AABCA1234N1Z5", "distributor_pan": "AABCA1234N", "distributor_dl_no": "20B/MH-PUN/2019", "distributor_fssai_no": "11522003000324", "start_date": "Oct 2024", "end_date": "Oct 2024", "items": [ { "product_description": "Paracetamol 500mg Tablets", "packing": "STRIP", "opening_qty": 1240, "opening_value": 18600.00, "purchase_qty": 5000, "purchase_value": 75000.00, "sale_qty": 4820, "sale_value": 96400.00, "closing_qty": 1420, "closing_value": 21300.00 } // ... 187 more rows ] } ``` ## Under the Hood A boring, reliable pipeline — which is exactly what you want when you're processing thousands of documents a month. ### Vision-Language Models VLM Run for production extraction. Pluggable — we can swap in your preferred VLM provider or run it on-prem. ### FastAPI + Postgres + Redis A typed API surface, a relational store for documents and extractions, and an RQ-based async worker queue. ### Pydantic-Typed Schemas Schema-as-code. The same types validate the model output, the API response, and your downstream consumers. ## Where It Fits ### Pharma Distribution Stock statements, secondary sales reports, distributor returns. ### Finance & AP Invoice and bill-of-lading capture into your ERP without manual entry. ### KYC & Onboarding Identity documents, address proofs, and licence packs into structured records. ### Legal & Contracts Key clause extraction and structured summaries from long-form contracts. ## Explore other AI agents ### Lumière — Restaurant Concierge ### Aria — Real Estate Agent ### Eric — Voice Concierge ### GTM Engine ## We use cookies We use cookies to improve site. Some cookies are necessary for our website and services to function properly. 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