100+
hours recovered each week
Reported in a BetterBrain deployment for a confidential back-office services company handling mixed document work.¹
Read the BetterBrain case studyIntelligent document processingDecision intelligenceAWS PartnerAdvanced Tier Services
AI that reads every document, flags exceptions, and posts the rest.
Turn invoices, loan files, and applications into validated records. Clean cases move to your ERP, ledger, or LOS; uncertain ones arrive with the exact exception and source.
Document control
Exception desk
Three-way match
INV-90841.pdf
Invoice number
INV-90841
Purchase order
PO-77431
Invoice total
$9,108.00
Validation rules
Matched
Matched
Within policy
Next controlled action
Post approved payable to ERP
Invoice selected. Ready to post. No exception requires review. Next action: Post approved payable to ERP.
The problem
Your documents wait for people before your decisions can move.
Invoices, loan files, and customer applications still wait for someone to key them. The errors surface later—in a delayed payment, a stalled case, or an audit.
Evidence, with scope
Measured outcomes belong to the workflow that produced them.
These are published engagement results, with their original scope—not promises for every document queue.
95%+
less manual document workload
Reported in the same BetterBrain engagement across document naming, filing, and spreadsheet entry—not a universal result.¹
See the measured scope90+
tax jurisdictions reached
Related AI Hive work for EY: tax-classification models and MLOps deployed across 90+ jurisdictions and hundreds of EY customers.²
Read the AI Hive × EY case studyWhere it pays off
Document processing becomes useful when the next decision no longer waits.
Completeness before review
The loan file is complete before underwriting opens it.
Borrower documents arrive in pieces. A missing payslip or a figure that contradicts the application surfaces late in underwriting.
Extract and validate borrower data, check completeness across the submission, and flag conflicts with a source reference before the file reaches an underwriter.
Exception-only review
Clean invoices post. The rest reach a person.
Every failed match waits for a person, while payment sits until someone finds the difference by hand.
Capture each invoice, enforce required fields and matching rules, then write approved data to the ledger or route a specific exception to an owner.
Case-ready routing
Onboarding stops waiting on a document check.
Applications and know-your-customer files move by hand between teams, and every handoff adds another queue.
Digitize the packet, identify missing or inconsistent documents, route the case to the right queue, and trigger the next approved workflow step.
The operating system
From unread document to approved system update.
The document is only the start. The system has to preserve its evidence, apply your rules, and move the decision safely.
Capture
Bring in PDFs, scans, spreadsheets, inbox attachments, and portal submissions without forcing one perfect format.
Extract
Classify the document, normalize the fields, and keep each value connected to its original page and position.
Validate
Check required fields, cross-document matches, policy rules, confidence thresholds, and contradictions.
Post or route
Write clean records to the system of record. Send uncertain cases, with context, to a named approver.
Control by design
Automation earns trust when every exception has a reason and an owner.
The control layer is part of the workflow—not a review step added after the model has already acted.
Source-linked fields
Operators can see where a value came from instead of trusting an unexplained extraction.
Rules before write-back
Required fields, tolerance rules, and confidence thresholds decide what can post and what must wait.
Named human approval
Uncertain cases arrive in the right queue with the document, mismatch, and proposed next action attached.
Auditable decisions
Capture the evidence, model output, validation result, approver, and downstream update for later review.
Enterprise experience represented across our team.
Marks reflect team biographies and related delivery experience; they do not all represent Swarm client relationships or endorsements.
How we deliver
We redesign the process, then automate it.
Redesign the process
Map the document flow, decision rules, exception owners, and current baseline before any model goes into production.
Keep approvers in control
Anything uncertain routes for review before it posts. Your team sets the thresholds and retains the final authority.
Operate and improve
After launch, track extraction accuracy and exception rates while keeping integrations and document rules current.
Built around the systems your teams already use.
SAPQuickBooksSharePointERPLOSCase queues
Talk to our team
Take one document queue off your team.
Start with one document type, the rules that decide what is clean, and a baseline for today’s manual work.
Sources and claim notes
- 1. Swarm, BetterBrain intelligent document processing case study. Results describe one confidential back-office services deployment across mixed document work.
- 2. Swarm, AI Hive × EY case study. Related tax-classification and MLOps engagement; separate from the BetterBrain deployment.
- 3. AWS, mortgage document processing with intelligent document processing. Reference architecture for classification, extraction, validation, human review, and downstream integration.
- 4. AWS Marketplace, Swarm intelligent document processing listing. Vendor-authored product description; not evidence for the engagement outcome figures above.