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Document processing

Intake → data extraction → approval → archive in CRM/ERP. AI only where it pays off.

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Enterprise document processing is a chain: receive file → recognize → extract fields → validate → approve → link to deal or order. Bober AI Systems automates each step with audit trail.

AI not always required: invoices and acts often need OCR + rules only. LLM for non-standard contracts, document classification and clause comparison.

OCR pipeline case: batch scan processing for accounting — minutes not hours. ELIA: CRM proposal generation — same workflow discipline, different output.

Approval routes: parallel/serial approvers, SLA, CEO/CFO escalation, Bitrix24 task integration. Documents do not die in inbox.

152-FZ and on-prem: RU storage, encryption, ACL. NDA standard.

Timeline 4–8 weeks. Budget from €4,000.

Document pain

  • —Contracts lost between email, files and messengers
  • —Manual entry from PDF and scans — errors and delays
  • —Email approvals take days without deadlines
  • —Proposal and contract templates differ per manager

Output

  • —Document intake pipeline: email, upload, API
  • —OCR + extraction + validation rules
  • —Approval workflow with notifications
  • —CRM/ERP/EDO integration and versioned archive

Phases

01

Document map

Types, fields, approvers, target systems.

02

Extraction

OCR vendor + LLM fallback, schema validation.

03

Workflow

States, notifications, reject/resubmit loops.

04

Integrations

CRM attachment, 1C order, EDO export.

Document pipeline

  • —Ingest: email parser, S3, web upload, scanner API
  • —Process: OCR → field extraction → business rules
  • —Approve: workflow engine, optional digital signature
  • —Store: object storage + metadata in PostgreSQL/CRM
  • —Notify: Telegram, email, CRM tasks

Impact

−70%

contract approval time

−90%

manual entry errors

minutes

batch scan processing

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ELIA Suite — изолированные воркспейсы

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FAQ

OCR or LLM?
OCR + rules for structured docs. LLM for classification and messy text.
EDO?
Integrate existing EDO or start with internal workflow.
Document versions?
Immutable storage, version chain, metadata diff.
Mobile approval?
Telegram bot / Bitrix mobile — per client channel.
On-prem?
Yes. OCR and storage in private cloud.
Proposal generation?
See sales-ai-agent — CRM template generation.
Budget?
From €4,000 per document type + workflow.

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Intake → data extraction → approval → archive in CRM/ERP. AI only where it pays off.