Vanta Logística (fictional) · Process Optimization · AI-enabled Finance Automation
Intelligent Document Capture
A redesigned document-intake process that turns invoices and fiscal documents into clean, validated data and screens them for anomalies — with applied AI as the enabler, not the headline.
This case is a fictionalized demonstration informed by real professional experience — it does not reproduce a real company, system or dataset.
The Problem
Vanta Logística received invoices and fiscal documents in every format — structured files, PDFs, photos of paper — and a team typed each one in by hand. Errors surfaced only weeks later, during reconciliation, when they were expensive to fix.
Why It Matters
Manual data entry never shows up on a P&L, yet it quietly sets the ceiling on how fast and how accurately the whole Finance function can work.
How I Approached It
I designed a document-understanding pipeline that extracts every field into structured data with a confidence score, validates it against business rules, and flags anomalies for review. High-confidence documents flow straight through; only the uncertain ones reach a person.
- Any format — structured files, PDFs, scans
- Confidence scoring routes only uncertain items to review
- Duplicates and out-of-pattern documents flagged automatically
Interactive Demonstration
The preview shows a sample document with its fields extracted and scored. All documents and figures are fictional and illustrative only.
DOC-4471
Click a field to highlight it on the document
Source document
Orion Manufacturing
Extracted fields
Vendor
Orion Manufacturing
Document no.
INV-88213
Issue date
2026-07-02
Subtotal
$11,540.00
Tax
$940.00
Total
$12,480.00
Enabling Technology
Capture
- Multi-format intake
- OCR for scans
- Document AI extraction
Validation
- Rules engine
- Confidence scoring
- Duplicate detection
Output
- Structured records
- Review queue
- Audit log
Business Value & Takeaway
The design is structured to take documents from hours of manual entry to seconds of structured, validated data, catching anomalies at intake instead of in reconciliation — with humans handling only the exceptions, not every document.
The breakthrough was not the AI. It was deciding the data should never be typed twice.