AI DOCUMENT AUTOMATION
Document intelligence for your firm.
Every month, your team processes dozens of documents by hand — factsheets, bank statements, invoices, reports. AI Stone builds the system that eliminates that.
Deployed inside your infrastructure. Built around your workflows. Owned by your team.
THE SOLUTION
Your documents, processed.
Any format. Handled.
PDFs, scans, spreadsheets, multi-page reports — the system reads them all. No more opening each one by hand.
Every field. Extracted.
Account holders, amounts, dates, sort codes — pulled automatically. No more typing into spreadsheets.
Confidence-scored.
Every extraction carries a confidence score. High confidence goes straight through. Low confidence gets flagged for your team to check.
Straight to your systems.
Clean, structured data pushed directly into your spreadsheets, your platform, your existing tools. No copy-paste. No reformatting.
YOUR OUTPUT
Clean, structured data. Ready to use.
| A | B | C | D | E | F | |
|---|---|---|---|---|---|---|
| 1 | Date | Description | Amount | Category | VAT | Status |
| 2 | 01/03/2026 | Meridian Capital - Q1 Advisory | GBP 12,500.00 | Professional Fees | 20% | Verified |
| 3 | 03/03/2026 | HSBC Interest Payment | GBP 847.32 | Bank Interest | Exempt | Verified |
| 4 | 07/03/2026 | Office Supplies - Staples | GBP 247.50 | General Expenses | 20% | Verified |
| 5 | 12/03/2026 | Companies House Filing | GBP 13.00 | Regulatory | Exempt | Verified |
| 6 | 15/03/2026 | AWS Infrastructure - March | GBP 3,247.89 | Cloud Hosting | 20% | Verified |
| 7 | 18/03/2026 | Legal & General - D&O Insurance | GBP 1,875.00 | Insurance | IPT | Verified |
| 8 | 22/03/2026 | Client Invoice - Thompson Ltd | GBP 3,600.00 | Sales Revenue | 20% | Verified |
| 9 | 25/03/2026 | Office Rent - Q2 Advance | GBP 8,750.00 | Premises | Exempt | Verified |
| 10 | 31/03/2026 | Staff Payroll - March | GBP 45,200.00 | Salaries | N/A | Verified |
DOCUMENT INTELLIGENCE
From PDF to structured data.
Quarterly Investment Report
Fund: Whitehall Macro Fund
Period: 01/01/2026 – 31/03/2026
| Field | Value | Confidence |
|---|---|---|
| Fund Name | Whitehall Macro Fund |
99.2%
|
| NAV | £267,500,000 |
99.5%
|
| Return (QTD) | +4.53% |
97.9%
|
| Return (YTD) | +12.18% |
97.9%
|
| Strategy | Global Macro |
98.4%
|
| AUM Change | +£12,450,000 |
98.2%
|
HSBC
Statement of Account
Account: ****7593
Period: 01/03/2026 – 31/03/2026
| Field | Value | Confidence |
|---|---|---|
| Account Holder | Thompson & Associates Ltd |
98.5%
|
| Sort Code | 40-12-76 |
99.1%
|
| Opening Balance | £42,891.34 |
99.4%
|
| Closing Balance | £52,125.67 |
99.4%
|
| Transactions | 34 extracted |
96.8%
|
| VAT Coded | 34 of 34 |
97.2%
|
Your data stays in your environment. Full stop.
Not a SaaS platform. Not a shared cloud. A system built inside your own infrastructure — so your documents never leave your control.
Every other automation tool on the market processes your data on their servers. AI Stone doesn’t. Your infrastructure. Your control. No exceptions.
HOW IT WORKS
Three steps to automation.
Assess
AI Stone maps your documents, your workflows, and your target outputs.
Build
A bespoke system engineered to your exact document types and infrastructure.
Deploy
Live in your environment. Monitored, maintained, and supported directly.
You get a direct line to the person who built it — not a support ticket.
Without a system
- Documents arrive as PDFs, emails, scanned pages — each in a different format. Someone opens every one, finds the relevant fields, and types them into a spreadsheet. Every document. Every month.
- One missed document means a missed deadline. A capital call unlogged. A VAT return filed from incomplete data. A client review prepared with last quarter’s numbers.
- Your most qualified people spend their time on data entry — not analysis, not client decisions, not the work that actually requires their judgment.
After AI Stone builds your system
- Every document — regardless of format — is extracted, validated, and written to a structured database. Same fields, same format, every time. Automatically.
- Nothing gets missed. Documents are processed the moment they arrive. Deadlines are met with data that’s already been verified.
- Your team reviews the flags, validates the edge cases, and makes the decisions. The data entry is done before they sit down.
Why firms choose AI Stone.
Built in your infrastructure.
Your data never leaves your environment. Not a SaaS platform. Not a shared cloud. Your systems, your control.
Live in weeks, not months.
No six-month integration project. No proof-of-concept that costs five figures. A working system, deployed in your infrastructure, in 1–3 weeks.
Direct line to who built it.
You get a direct line to the person who built your system — not a support ticket, not a chatbot, not tier-1 support.
Your process. Your judgment. Your control.
AI Stone handles the extraction. Your team handles the decisions. Nothing is filed, submitted, or committed without human review. The system supports your workflow — it doesn’t replace it.