Use cases

The pipeline is the same whatever you send it — extract, clean, review, act. What changes is which fields matter, and what tends to go wrong.

Each page below covers the fields worth pulling from that document type, the parts that reliably break, and which stage of the pipeline earns its keep.

Finance & AP

Invoice Processing

Vendor, number, dates, totals and line items pulled from any supplier layout — with review before it reaches your ledger.

Legal & Procurement

Contract Analysis

Parties, renewal dates, notice periods and payment terms pulled from a contract portfolio into a queryable table.

HR & Recruiting

Resume Screening

Resumes in any format turned into consistent candidate records, so screening becomes a filter rather than a read.

Finance & Employees

Expense Reports

Photographed receipts turned into categorised expense lines, so reimbursement is a review rather than data entry.

Procurement & Ops

Purchase Orders

PO numbers, ship-to details and line items extracted from incoming orders, ready to match against invoices.

Logistics & Trade

Customs & Trade

Commercial invoices, packing lists and bills of lading extracted — with HS tariff classification built into the pipeline.

Finance & Lending

Bank Statements

Statement PDFs from any bank turned into transaction rows you can reconcile, categorise or assess.

Procurement & Sourcing

Supplier Quotes

Competing quotes extracted and compared line by line, with the best price named per item.

Compliance & Risk

Compliance Checks

A document set checked against a branched checklist, producing an auditable pass/fail report.

Operations & Trade

Form Filling

Official PDF forms filled automatically from data spread across several source documents.

Sales & Support

Call Analytics

Sales, support and counter recordings turned into a table of turns, rules and outcomes.

Logistics & Warehouse

Delivery Notes

What was actually delivered captured from signed notes and PODs — handwriting included.

Insurance & Claims

Insurance Claims

Claim forms and supporting evidence processed together into one structured, reviewable record.

KYC & Onboarding

Identity & Onboarding

Identity and address documents captured, cross-checked for consistency, and recorded auditably.

Real Estate & Facilities

Leases & Property

Leases abstracted into structured records: rent, reviews, break dates and obligations.

Payroll & Staffing

Timesheets

Hours captured from printed, handwritten and photographed timesheets, checked before payroll.

Facilities & ESG

Utility Bills

Consumption, tariffs and meter readings extracted across a portfolio, for cost and emissions reporting.

Not seeing your document type?

These are the types teams ask about most, not a list of what Tavnit supports. There is no per-document-type configuration to build — you describe the fields you want and the same extraction reads any PDF or image, including scans and handwriting.

Delivery notes, bank statements, insurance claims, medical forms, certificates and application forms all work the same way. Start from the getting started guide and define the fields that matter to you.

Start with one document

Build a flow, send something real through it, and judge the output before wiring anything up. Free credits to begin.

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