Pedro DinizFinance Transformation
All transformation cases

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.

Business specification completed

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.

Document Capture — extraction viewIllustrative

DOC-4471

Click a field to highlight it on the document

Source document

Orion Manufacturing

Extracted fields

Vendor

Orion Manufacturing

99% conf.

Document no.

INV-88213

98% conf.

Issue date

2026-07-02

97% conf.

Subtotal

$11,540.00

96% conf.

Tax

$940.00

92% conf.

Total

$12,480.00

99% conf.

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.