Parse-It

From inbox to invoice, automatically

AI document automation built for operations teams. Parse-It reads your PDFs, sends clean data to your systems, and files every document where you can find it in seconds.

No re-keying JSON, XML and CSV output Powered by Google Gemini
Rate confirmation · detected automatically
AI
RATE CONFIRMATION
Load #RC-55018
CarrierLone Star Freight
PickupDallas, TX
DeliveryMemphis, TN
ChargeQtyAmt
Linehaul1$2,150
Fuel1$318
// to your TMS { "load": "RC-55018", "carrier": "Lone Star", "origin": "Dallas, TX", "dest": "Memphis, TN", "charges": [ { "code": "LH", "amt": 2150 }, { "code": "FSC", "amt": 318 } ] }
Three pillars

Read it. Run it.
Archive it.

Bills of lading, invoices, delivery receipts, rate confirmations and purchase orders, handled from arrival to archive.

Documents inEmail, SFTP, upload, driver app
ExtractAI reads the fields
WorkflowCheck, review, route
Your systemsTMS, ERP, accounting
ImagingSearchable archive

"A delivery receipt arrives by email. Parse-It reads it, sends the data to your TMS, files the PDF in Imaging, and your customer sees it in their portal."

Extract

Turn documents into data.
No re-keying.

Define the fields you need and Parse-It pulls them out, even on layouts it hasn't seen before. Administrators set up new document types without developers.

AI-powered extraction

Google Gemini reads documents and pulls out exactly the fields you define, including line items and tables.

Automatic detection

Drop in any document and Parse-It identifies its type and applies the right setup.

Split and rename

Split large scanned batches into single documents and rename them by what's inside.

Hands-free intake

Watch Office 365 or Gmail mailboxes and SFTP folders, with routing rules and a vendor upload portal.

Field mapping functions

Reusable rules to clean, reformat and calculate values before data is sent.

Human-in-the-loop Inbox

Custom review forms, accept or reject paths, and every edit tracked.

A visual Workflow Designer for what happens next

Design what happens after a document is read. Schedule workflows, copy them between environments, and follow every run step by step in the logs.

API Call Conditional Check AI Decision Data Transform Email SFTP Upload Read Barcode Imaging Inbox Review Error Handler
Inbox · 3 waiting for review
Invoice · Lone Star FreightTotal doesn't match rate confirmation
RejectAccept
BOL · Northwind FoodsMissing PO number
RejectAccept
Delivery receipt · ContosoLow-confidence signature date
RejectAccept
Execute

One click instead of
five applications.

Give your team and your customers buttons and forms that look up information, call your systems and get work done.

Execute buttons

Build what each button does as a step-by-step flow: input forms, live lookup dropdowns, API calls, conditions, loops and emails.

AI Lookup and address search

Ask AI to find or complete information, and validate addresses with Google Places.

Public and mobile buttons

Share buttons on a public page and choose which ones appear on mobile.

Customer self-service, built in

Customers place orders, track shipments, request rates and pay invoices on their own, in a portal with your branding.

  • Order Entry with AI pre-fill from a PDF
  • Track & Trace with route summaries
  • Rate Quote requests
  • Invoices and submission history
  • Address Book with file or API import
  • Per-client overrides for forms and fields
Pay an invoice · Guest payment
INV-30418
Contoso · Due Nov 15
$12,400.00
Card details entered securely via Stripe
Card surcharge (optional)$0.00
Pay $12,400.00
Receipt emailed automatically · no account needed
Imaging

Every document,
found in seconds.

Captured automatically from email, SFTP, scanners and the driver app, indexed by AI and barcodes, and available to search, view and share.

Capture

  • Email and SFTP capture with routing rules
  • Upload and batch upload
  • Driver app and API ingest with access keys
  • Duplicate detection and file conversion

Index

  • Document types with searchable fields
  • Barcode indexing
  • Rules that classify and index automatically
  • Unindexed queue with the reasons shown

Retrieve and share

  • Search and filter by any field
  • Built-in viewer, full screen
  • Email documents to customers
  • Storage buckets, API access and ingest logs
Platform

Your brand.
Your customers. Your rules.

Features that apply across Extract, Execute and Imaging.

Integrations

Office 365GmailSFTPREST APIsGoogle GeminiGoogle PlacesStripeCloudConvert
Get started

Stop re-keying. Start parsing.

Send us a few of your real documents and we'll show you the data Parse-It pulls out.