Feature · Document Processing Automation Services

Document processing automation services that ship inbound to record in 60 days.

Document processing automation services need to cover more than OCR setup. The scope has to deliver the full inbound lifecycle: multi-channel capture (email, upload, API, shared drive), Strkr AI extraction templates for the document types the business actually receives, typed record match configuration against the live CRM data, human review queue setup for low-confidence extractions, DMS attach, audit chain integration, and change management for the ops team that will own the review queue going forward. Strkr Solutions ships under that scope with a fixed engagement fee and a measured sign-off checklist.

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What the engagement covers

Seven scopes that ship in the 60-day engagement.

A typical Strkr Solutions document processing automation engagement runs 60 days from kickoff to sign-off. The scope lands on seven workstreams in parallel. The team ships running extraction templates at week 6 and spends the last two weeks on tuning and handoff.

Inbound channel setup

Email, upload, API, shared drive.

The services team configures the inbound channels: a tenant email address for forwards, the CRM upload surface, the API endpoint for external systems, and shared drive polling (SharePoint, Dropbox, Google Drive). Each channel wires to the Flows that trigger processing on inbound events.

Extraction templates

Strkr AI tuned for the business documents.

The services team authors the extraction templates for the document types the business actually receives: countersigned contracts, customer POs, vendor invoices, expense receipts, regulatory filings, partner reports. Each template defines the typed field schema and the extraction logic. Strkr AI runs the extraction.

Record match configuration

Match rules against live CRM data.

The services team configures the record match rules for each document type: match on PO number for POs, legal entity for contracts, invoice ID for AP, rep email for expenses. Fuzzy matching thresholds get tuned against the live data distribution. The audit log records which match method succeeds.

Human review setup

Queue, reviewers, confidence thresholds.

The services team sets up the human review queue: who reviews which document type, what the confidence threshold is per field, how the review UI surfaces the original and the extraction. The ops lead ends the engagement comfortable with the daily review cadence.

Structured write mapping

Extracted fields to CRM record fields.

The services team maps extracted fields to the typed CRM record: signed amount to opportunity, PO number to account custom field, vendor name to AP record. Validation rules surface fields that fail to write rather than silently writing bad data.

Audit chain integration

Compliance walkthrough ready.

The services team rehearses the audit chain for the processing lifecycle: inbound receipt, extraction, record match, structured write, human review resolution. The compliance officer sees the chain for a sample processing event resolve in minutes rather than weeks.

Change management

Ops team owns the queue going forward.

The services team runs change management for the ops team that will own the human review queue, the extraction template library, and the record match rules. Documented runbooks, recorded training, and office hours land the team softly on the new processing lifecycle.

The 60-day timeline

Week-by-week shape of the processing engagement.

The 60-day engagement runs on a predictable timeline. The customer ops lead knows what gets done each week and what sign-off looks like. The common failure where a processing services engagement drifts into "endless OCR tuning" does not happen because the timeline is specific and the sign-off criteria are measured.

Week 1-2

Discovery and document inventory.

The services team runs discovery sessions with ops, AP, legal, and compliance. The inbound document types get inventoried. A sample of real inbound documents from the last quarter gets collected per type. The deliverable at end of week 2: a document inventory and target state per workstream.

Week 3-4

Extraction templates and record match.

The services team authors the extraction templates and the record match rules. The templates get tested against the collected sample inbound documents. Match rule tuning uses the live CRM data distribution. The deliverable at end of week 4: templates and match rules authored.

Week 5-6

Human review and structured write.

The services team configures the human review queue, the confidence thresholds, and the structured write mapping. The processing lifecycle runs end-to-end against the sample documents. The deliverable at end of week 6: full processing lifecycle live in a staging environment.

Week 7

Pilot cohort and compliance rehearsal.

A pilot cohort of real inbound traffic (usually one document type to start) runs on the new platform. Edge cases surface and get tuned. The compliance walkthrough rehearses. The deliverable at end of week 7: pilot cohort fully migrated with documented edge-case resolutions.

Week 8

Full rollout and sign-off.

All inbound document types migrate. Training sessions run for the ops team. Office hours cover the first week of production use. The sign-off checklist measures extraction accuracy, review queue size, record match accuracy, and audit chain integrity. The deliverable: signed sign-off checklist.

Post-sign-off

Office hours for 30 days.

After sign-off, the services team runs office hours for 30 days. The customer ops lead has a named point of contact for edge cases, template tuning, and new document types. After the 30-day window, the customer transitions to standard Strkr support.

Migration patterns

Six real processing migrations the services team has shipped.

The services team has shipped document processing automation migrations from the common legacy stacks. Each migration carries its own quirks. The six patterns below show the shape of what the services team actually handles.

From dedicated IDP

ABBYY or Rossum consolidation.

Teams running a dedicated IDP vendor for extraction with custom integration code to the CRM migrate to Strkr for the CRM-adjacent processing shape. The dedicated IDP often stays for high-volume batch extraction. The CRM-adjacent lifecycle (contracts, POs, regulatory filings) consolidates onto Strkr.

From hyperscaler OCR

Textract or Document AI integration.

Teams running AWS Textract or Google Document AI with their own integration code migrate to Strkr for the full lifecycle. The custom integration code (record match, structured write, human review, audit chain) gets replaced by the Strkr native platform. Engineering reclaims the maintenance cycles.

From AP automation

Bill.com or Tipalti coexistence.

Teams running Bill.com or Tipalti for pure AP keep the AP specialist for the vendor-invoice shape and add Strkr for CRM-adjacent processing (contracts, POs, expense receipts, regulatory filings). The two systems coexist through the Strkr open API.

From RPA with OCR

UiPath or Automation Anywhere.

Teams running RPA bots with OCR modules for inbound processing migrate the cloud-native shape to Strkr while keeping RPA for the legacy desktop app integrations that RPA screen-scrape handles better. The two systems coexist through the open API.

From manual processing

Ops team hand-keying inbound.

Teams running manual inbound processing (ops team opens the PDF, types the data into the CRM, files the PDF in Dropbox) land on Strkr with the full automation. The ops team moves from hand-keying to reviewing the low-confidence queue. The time reclaim is often multiple hours per day per ops person.

From custom in-house

In-house Python OCR pipelines.

In-house Python OCR pipelines with custom extraction logic, record match code, and audit logging migrate to Strkr. The services team maps every extraction field to the typed Strkr record, migrates the match rules, and ships the Flows that fire the lifecycle. Engineering stops maintaining the pipeline.

How the engagement is priced

Services pricing shaped around the extraction sign-off.

Strkr Solutions prices the document processing automation services engagement around the extraction sign-off checklist. The customer pays for the measured deliverable and the 60-day timeline, not a time-and-materials billing cycle. The six notes below carry the specifics.

Fixed engagement fee

One number for the 60-day scope.

The services engagement is priced as a fixed fee covering the 60-day scope. The customer sees one number on the quote. No surprise invoices for "additional template authoring" or "extended OCR tuning". The scope is the sign-off checklist; the price is the engagement fee.

Tiered by document types

Count of templates authored.

The engagement fee tiers by the count of distinct document types the services team will author templates for: three types, five types, ten types. The tiering reflects the authoring effort rather than a per-document fee. The sales conversation starts with the inventory of inbound document types.

Partner network

Certified partners for regional reach.

The Strkr partner network carries certified processing-automation partners across EMEA, APAC, and LATAM. A customer gets a partner in the local time zone with the same methodology, the same 60-day timeline, and the same sign-off checklist.

Managed template option

Ongoing template library curation.

Customers can opt into a managed service for ongoing template library curation: new vendor formats added as inbound encounters them, extraction accuracy monitoring, record match tuning. The service is monthly, priced per inbound volume tier. Most customers run self-service after the 60-day engagement.

Compliance audit prep

Dedicated audit prep engagement.

For regulated industries, the services team offers a dedicated audit prep engagement covering the processing audit chain: inbound receipt chain of custody, extraction model documentation, record match rule documentation, human review resolution logging. Strkr is HIPAA compliant with a BAA available. SOC 2 Type II in progress through 2026-Q4.

No per-page fees

Platform economics do not change.

The services engagement does not change the Strkr platform economics. The platform remains $50 per seat flat with no per-page OCR, per-document, or per-extraction fee. The services fee is a one-time engagement fee for the 60-day scope.

Document processing automation services that ship inbound-to-record in 60 days.

Strkr Solutions and the partner network deliver inbound channel setup, Strkr AI extraction template authoring, record match configuration, human review setup, structured write mapping, audit chain integration, and change management under a fixed engagement fee with a measured sign-off checklist.

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Common questions

What buyers ask about this feature.

What do document processing automation services include?

A typical Strkr Solutions document processing automation services engagement runs 60 days from kickoff to sign-off. The scope covers seven workstreams in parallel: inbound channel setup (email, upload, API, shared drive), Strkr AI extraction template authoring for every document type the business receives, typed record match configuration against the live CRM data, human review queue setup with confidence thresholds, structured write mapping to the CRM schema, audit chain integration for compliance, and change management for the ops team that will own the review queue going forward. The deliverable at end of week 8 is a signed sign-off checklist measuring extraction accuracy, review queue size, record match accuracy, and audit chain integrity.

How is a document processing automation services engagement priced?

Strkr Solutions prices the engagement as a fixed fee covering the 60-day scope. The customer sees one number on the quote. The fee tiers by the count of distinct document types the services team will author templates for: three types, five types, ten types. The tiering reflects the authoring effort rather than a per-document fee. The engagement fee is a one-time cost; the Strkr platform remains $50 per seat flat with no per-page OCR, per-document, or per-extraction fee. Customers can optionally add a managed service for ongoing template library curation after sign-off.

Can Strkr Solutions migrate our existing document processing from a legacy IDP vendor?

Yes. The services team has shipped migrations from dedicated IDP vendors (ABBYY, Rossum, Hyperscience) where the custom integration code to the CRM gets replaced by the Strkr native platform. Teams running hyperscaler OCR services (AWS Textract, Google Document AI, Azure Form Recognizer) with their own integration code migrate to the Strkr full lifecycle. Teams running AP automation specialists (Bill.com, Tipalti) typically coexist, with the AP specialist handling the pure AP shape and Strkr handling CRM-adjacent processing. The methodology stays the same: inventory inbound document types, author extraction templates in Strkr, configure record match, set up human review, and integrate the audit chain.

What does the sign-off checklist measure at the end of the engagement?

The sign-off checklist measures five processing metrics: extraction accuracy (target: field-level accuracy above the configured threshold per document type), review queue size (target: queue stays short with the ops team reviewing in under thirty minutes a day), record match accuracy (target: inbounds land on the right CRM record consistently), structured write success rate (target: validation failures surface for human review rather than silently writing bad data), and audit chain integrity (target: compliance queries on processing events resolve in minutes). Each metric is specific to the customer baseline captured in week 1-2 discovery.

Are there document processing automation services for regulated industries?

Yes. The services team offers a dedicated compliance audit prep engagement for regulated industries covering the processing audit chain: inbound receipt chain of custody, extraction model documentation, record match rule documentation, human review resolution logging, retention windows for processed documents, and legal hold integration. Strkr is HIPAA compliant with a BAA available. The platform SOC 2 Type II attestation is in progress through 2026-Q4. GDPR and CCPA compliance posture is current. The audit prep engagement is priced separately from the main 60-day services engagement.

What happens after the services engagement ends and we encounter a new document format?

After sign-off, the Strkr template authoring UI lets the customer ops lead add new document templates without engineering or a services engagement. The ops lead uploads a sample of the new format, defines the typed field schema, and promotes the template. Strkr AI learns the extraction from the sample. Low-confidence extractions on the first few inbounds route to the human review queue for the ops lead to confirm or correct. The corrections feed back into the template. New vendor formats typically land in the library within a day of first encounter. For teams that prefer not to run self-service, the managed template option covers ongoing library curation.

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