TradeLife capability
Document Intelligence
Turn supplier invoices, receipts and other business documents into reviewable evidence that can be connected to costs and jobs.
Built for: Trade businesses that receive supplier paperwork and need it captured without losing the original evidence.
What it helps you do
- 01
Capture supported documents through the available upload or inbound-document workflows.
- 02
Extract and normalise useful document information while retaining the original document as evidence.
- 03
Route uncertain or incomplete information into review instead of treating machine extraction as automatically correct.
Evidence it can use
- Original uploaded or received document
- Extracted supplier, date, totals and line information where available
- Duplicate and normalisation checks
- Human review and job/cost allocation state
Availability
Document Intelligence and supplier-invoice capture are listed in Core, subject to the relevant processing allowances and configured channels.
Check current plans →Where the boundary is
- Document extraction can be incomplete or wrong and should be reviewed before important financial decisions are made from it.
- A captured document does not by itself prove the correct accounting, VAT, CIS or job-cost treatment.
Related TradeLife capabilities
Quoting & proposals
Price work with business context, present the agreed scope clearly and keep customer decisions tied to the job that follows.
Jobs, calendar & maps
Keep the agreed job, people, dates, visits and day-to-day actions connected so the work can be run from one operational record.
Financial clarity
Connect the price, job, costs and available financial evidence so a busy diary can be separated from a commercially healthy business.
Want the wider product context?
The Trust Centre explains how TradeLife treats evidence, permissions, connected services and AI-assisted decisions.