“Purchase orders arrive as PDFs, photos or email text, and someone retypes each one.”
Customer, items, quantity, rate and date are read into a draft order. A person confirms it before it is saved.
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Digital · AI automation · Document processing
Intelligent documentprocessing
Since 201565+ in-house teamKolkata office, 5 team bases
Intelligent document processing for sales and operations heads who retype invoices and quotes. Let software read the paper, and let a person check the odd ones.
A strategist calls you in one working day.
/ 01 Intelligent document processing
Software reads the page.A person checks the doubt.
Software can read a document in seconds, but only a person should settle a number it is unsure of. PromotEdge sets up intelligent document processing that reads purchase orders, quotations, invoices and forms into the system you already use, and sends every doubtful field to your team before it is saved.
PromotEdge is a marketing and growth agency, not an IT company. Slow order entry slows revenue, so we start with orders, quotations. Invoices, dealer forms and KYC (know your customer) papers come next.
This is one part of our AI automation work. It does not fit every business. A few documents a week, or papers that look different every time, are cheaper to type by hand, and we will say so.
- 2015working with Indian brands since
- 65+in-house team: strategy, creative, media and tech
- 4pillars under one roof: strategy, advertising, digital, on-ground activation (BTL)
- 6cities: head office in Kolkata, teams in Mumbai, Delhi, Bangalore, Guwahati and Bhubaneswar
/ 02 What we set up
From the first sampleto the live flow.
| Part | What we do | What you receive |
|---|---|---|
| Document map | List each document type, who gets it and where its data goes | A one-page map |
| Sample test | Read a sample of your own papers and count the wrong fields | A test sheet by field |
| Fields and checks | Agree the fields, the checks on totals and dates, and who confirms | A check list you approve |
| Reading set-up | Set up a reading tool that works with Google or Microsoft services, or one you own | A working flow on test files |
| Review screen | Doubtful fields show beside the document image for a person to confirm | A queue with an owner |
| Link to your system | Approved data goes to your ERP, accounts software, CRM or sheet | A tested link and a log |
| Access and retention | Who sees which papers, how long files stay, and the notice where consent is needed | An access list and a retention note |
Fees for reading tools and their licences are paid to their providers, at actuals.
Our beliefOur job is to impress your customers, not you.
/ 03 Common hurdles
What usually gets in the way,and the way through.
“Supplier invoices pile up before month end, and mistakes show up late.”
Each invoice is read into your accounts software as a draft. Totals and the tax number are checked, and any mismatch goes to a person.
“One supplier sends five different invoice layouts.”
We start with the layouts you see most and send the rare ones to a person. The list grows when a layout repeats.
“We tried OCR (software that turns a picture into text), and it got half the fields wrong.”
Reading text is only step one. We test on your own papers, add checks on the numbers and decide which fields a person always confirms.
“Dealer forms and KYC papers are scanned, but nobody can search them.”
Names and numbers are stored against the record, with the scanned image beside them.
“The papers carry personal data, and nobody is sure who may open them.”
Access and storage are agreed before the first file is read. See the rules fold below.
Not sure which paper to start with? Tell us which one your team retypes most. Book a 30-minute AI check
/ 04 How we work
One document type first,then the next.
The timeline depends on how many document types and layouts you have, and how quickly your team sends samples. We confirm it in the quote. Our servicing team is based in cities across India.
- 01
Pick one document type
Usually the one your team retypes most, such as purchase orders or supplier invoices.
- 02
Test on your own papers
We read a sample of real documents and show you every field it got wrong.
- 03
Agree the checks
You decide which fields a person always confirms and which can pass when the checks are clean.
- 04
Run beside the manual work
For a while your team keeps typing as before, and we compare. Nothing is saved to your system on trust.
- 05
Go live for that one type
Doubtful fields go to a named person with a time limit. The log shows every document.
- 06
Review every month
We read the errors, fix the rules and add the next document type.
Tell us what’s not working. We’ll send you an honest one-page growth plan, free.
Go deeperMore on this
Deeper reading if you want the research behind the plan.
How we deliver it, and why
Raju Barui (backend developer) and Rima Shaw (senior account manager) are part of the team that does this work.
How your business model changes the plan
A dealer-led maker (see manufacturing) starts with dealer orders. An exporter starts with invoices and shipping papers. A logistics firm starts with delivery receipts. A lender (see banking and finance) starts with KYC forms.
- Test on your own papers first. Demo files are clean, and yours are not. A test sheet by field.
- Check numbers with rules. A total that does not add up is easy to catch with a rule. A check list you approve.
- Send doubt to a named person. A queue nobody owns just becomes another pile. An owner and a time limit.
Personal data in your papers: what the rules say
Consent and safety
India's DPDP Act, 2023 says consent must be free, specific, informed, unconditional and unambiguous, with a notice given first. A business must keep reasonable security safeguards, report a breach, and erase data once its purpose is served unless a law says to keep it. The 2025 Rules phase in over 18 months. This is general guidance, not legal advice.
Source: DPDP Act, 2023 (MeitY copy) and PIB, 14 November 2025, read 14 October 2026
AI in document processing: today and next
Today
Microsoft says Azure Document Intelligence reads key data from forms and documents, with an invoice model. Google says Document AI turns document data into structured data, including key-value pairs in forms and tables. Microsoft claims high accuracy on structured documents. Neither has seen your papers, so we test on them.
Source: Microsoft Learn (8 September 2026) and Google Cloud Document AI (13 October 2026), read 14 October 2026
Next
Our view: reading will get easier and cheaper, and deciding what a doubtful field means will stay with your team. Want us to look at which papers to start with? Ask us.
Papers with personal data and unsure about the rules? Raise it on the first call. Talk to us
/ 05 Cost
What affects the cost of document processing.
No price list. These things move the number.
We publish no price list, because ten invoice layouts and one order form are different jobs. The first step is a 30-minute AI check: a call with a strategist and a one-page plan on where AI would help first, for projects we think we can help.
What affects the cost
- Number of document types and layouts
- Languages and scan quality
- How many fields a person must confirm
- The system the data goes into, and its link
- Personal data in the papers, and the access rules
- Monthly care after launch
How we quote
- You tell us which papers your team retypes, and how many arrive each week
- We read a sample and list the fields and checks
- We write the scope, with an owner for each part
- You get a quote within 2 working days, each cost on its own line
What you get in the quote
- The document map and the sample test
- The reading flow and review screen, with the link, tested
- An access list and a retention note
- A monthly review, if you choose it (3-month minimum, then 30 days' notice)
We take on a limited number of projects and say honestly if one is not a fit. Comparing quotes? Ask who owns the accounts and the stored files.
/ 06 What happens next
What happensafter you ask.
For projects we think we can help, this is how it goes.
- 01
A strategist calls you
In one working day: a 30-minute call with one of our strategists about your business and what is not working.
- 02
You get a 1-page plan
A short, honest plan: what to fix first and what we would do. It is free.
- 03
A quote, if you want one
If you want to go ahead, we send a quote within 2 working days.
We confirm the timeline in the quote. Contracts start at 3 months, with 30 days' notice to stop.
Keep exploring
Related pages.
The expertise that fits your business, and the places we work.
More AI and automation
Goes well with
By industry
Proof and reading
What people say
In their own words
What clients told us after working with PromotEdge.
“We are thoroughly impressed with the extensive knowledge and professionalism demonstrated by PromotEdge. Their adept management of our digital and creative requirements has significantly contributed to our satisfaction with their digital marketing services and expertise.”
Rahul MishraAssistant Manager Digital Marketing & Ecommerce at Magik Lighting“We have been working with PromotEdge for almost a year. We have engaged them to manage our Digital marketing campaigns and are impressed with the outcome. …”
Shubham GadodiaDeputy Brand Manager at Shyam Metalics Group“As a progressive and emerging digital marketing company, PromotEdge is doing something right to enhance the experience of companies associated with them. …”
Anish Basu MallikMarketing Executive at Unimark Group“Working with PromotEdge has been an enriching experience for ABP at many different levels. Your understanding of the digital space, customized brand solutions and prompt servicing have helped us achieve our brand goals with so much ease. …”
Satabdi SahuLead - Brand and Content at ABP Education“PromotEdge and their team did an excellent job with our website. They engaged with every team member, understanding their needs with great patience before collating them into a user requirement and a design spec. …”
Bimal ShahExecutive Director at Fine Organic Industries Limited“I would just like to congratulate, PromotEdge Led by Sayantan and his Team who have done an absolutely fantastic job of branding for the Kolkata Thunderbolts, the Branding, the social media campaign was bang on, and I think …”
Joy BhattacharjyaCEO at Prime Volleyball League“PromotEdge has been working with our organization for social media management and other creative activities. They are responsive, supportive and hard working. We look forward to a long and positive relationship with them.”
Medha SharmaStrategic Head at TATA Metaliks“I am delighted with the successful launch of our new website, thanks to the exceptional support from PromotEdge. …”
Mom MitraMarketing Head at Ilead“I commend PromotEdge as a content and advertising partner. I applaud their top-notch team, swift problem-solving, and outstanding digital media work for my brand. I express my happiness and eagerness for a long-term partnership.”
Priyanka GuptaDirector at Nitya Gold & Diamonds“Hi, my name is Hitesh Malhotra. I'm working in FIVB. We are working with PromoteEdge (with Team Sayantan). I would like to give you a brief detail. …”
Hitesh MalhotraSports Development at Fédération Internationale de Volleyball - FIVB“It’s a great way to be back at PromotEdge. …”
Priyam GhoseContent Creator
No pressure. No sales pitch.
Tell us which paper eats your week.We'll show you where to start.
Straight answers.
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It is software that reads papers such as invoices, purchase orders, quotations, delivery receipts and KYC forms, pulls out the key fields and puts them into your system. It works best when layouts repeat. A person confirms the fields it is unsure about.
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Each invoice is read into your accounts software or ERP as a draft. Rules check that the numbers add up and match the purchase order. A mismatch goes to a named person, and nothing is booked until the checks pass or that person confirms. If a link is not possible, we say so.
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It depends on your papers, so we test a sample of them and show you every wrong field before go-live. We quote no accuracy figure in advance, because a tool maker's claim is not a promise for your documents. Doubtful fields always go to a person.
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It can be, if access and retention are agreed first. India's DPDP Act, 2023 asks for reasonable security safeguards, a clear notice and consent where you rely on consent, and erasing data once its purpose is served. This is general guidance, not legal advice. Ask your lawyer what applies to you.
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It depends on document types, layouts, languages, the system it links to and the checking needed. We publish no price list. The quote comes within 2 working days of the call, with each cost on its own line, and we confirm the timeline in it.
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Yes. Our servicing team is based in cities across India. We talk daily and meet you in your city at least every three months. Our in-house team of 65+ people does the work, with industry consultants and partner agencies. You keep your accounts and your data.