Operations teams waste hours re-keying data buried inside PDFs. FileSurf applies advanced AI capabilities to your PDF workflows — extracting, validating, and routing structured data automatically at scale.
Use Cases
Upload hundreds of vendor invoices in one batch. FileSurf's AI extracts supplier name, line items, totals, tax fields, and PO references — then validates each invoice against your custom approval rules before routing to finance.
Pull key terms from complex multi-page PDF contracts: party names, effective dates, payment schedules, termination clauses, and SLA commitments. Results are structured, searchable, and ready to sync into your CRM or CLM.
Automatically compare PDF filings against required schemas — flag missing disclosures, out-of-range values, or unsigned sections before submission. Works on SEC filings, FDA forms, insurance applications, and more.
Powerful Features
Everything you need to streamline your workflow with AI-powered automation.
FileSurf's AI reads native PDFs, scanned images, and mixed-content documents. It handles complex layouts — multi-column tables, rotated text, handwritten annotations — and returns clean, structured JSON you can act on immediately.
Define the exact fields, data types, and business rules your PDF workflow requires. FileSurf validates every extracted record against your schema in real time, rejecting non-conforming documents and surfacing specific errors for review.
Route processed PDFs and their extracted data to the right destination automatically — downstream APIs, cloud storage, ERP systems, or approval queues — based on document type, validation status, or extracted field values.
Every PDF run logs the source file, extraction confidence scores, validation results, routing decisions, and timestamps. Meet audit, compliance, and data-lineage requirements with zero extra effort.
FAQ
FileSurf offers end-to-end AI for PDF workflows: document classification, intelligent data extraction (from native PDFs and scanned images), custom schema validation, automated routing, and full audit logging. The AI handles complex layouts including multi-column tables, form fields, and handwritten content — returning structured JSON ready for downstream systems.
Yes. FileSurf processes both native (text-layer) PDFs and image-only scans using optical character recognition combined with AI layout understanding. Extraction accuracy typically exceeds 97% for standard business documents. Confidence scores are returned per field so low-confidence extractions can be flagged for human review.
You define a custom schema in FileSurf's no-code schema builder or via JSON configuration. Schemas specify required fields, allowed data types, acceptable value ranges, cross-field rules (e.g., 'end date must follow start date'), and mandatory signatures. Documents that fail validation are quarantined with specific error messages rather than silently passed through.
FileSurf processes standard business PDFs (1–20 pages) in under 8 seconds per document. A 500-document invoice batch completes in approximately 15–20 minutes, including extraction and validation. For very high-volume workflows, the API supports concurrent uploads to further reduce processing time.
FileSurf integrates with downstream systems via REST API, webhooks, and scheduled exports. Common integration targets include ERP platforms (SAP, NetSuite, Oracle), CLM tools (Ironclad, Conga), cloud storage (S3, Google Drive, SharePoint), and databases. Zapier support enables no-code connections to 5,000+ additional apps.
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