Documents
Document Processor
Reads contracts, invoices, applications, and forms. Extracts structured data (names, amounts, dates, terms). Validates against your rules. Flags exceptions. Files everything in the correct location automatically.
How It Works
The agent lifecycle
Every agent follows a reasoning-action loop. It receives inputs, reasons about them, takes action, verifies the output, and delivers results.
Receive
Step 1
Reason
Step 2
Act
Step 3
Verify
Step 4
Deliver
Step 5
What It Does
Capabilities
Every capability is configured during setup based on your workflows and tools.
Intelligent Extraction
Pulls key fields from any document type — names, amounts, dates, terms, parties.
OCR Processing
Reads scanned documents and images — not just digital text.
Validation Rules
Checks extracted data against your business rules and flags anomalies.
Auto-Filing
Saves processed documents to the correct folder based on type, client, or date.
Structured Output
Exports clean, structured data to your database, spreadsheet, or CRM.
Integrations
Works with your existing tools
We handle the integration setup. You just tell us what software you use.
Google Drive
Integration
SharePoint
Integration
Email
Integration
PDF/Word
Integration
Airtable
Integration
Setup & Configuration
Configured for your business
- →Setup takes 3-5 business days from purchase
- →We connect to your existing tools — no dev work needed from you
- →Configuration call to define your rules, schedules, and preferences
- →Test run with sample data before going live
- →Engineer oversight during the first 2 weeks of operation
A SocioFi engineer reviews every agent deployment before it goes live.
Document Processor
$199/month
Everything included in your subscription:
- Agent software license
- Initial setup & configuration
- All integrations listed above
- Monitoring & uptime alerts
- Monthly performance report
- Engineer support via Slack
Common Questions
FAQ — Document Processor
Can it read handwritten forms?▾
How long does setup take?▾
What if the agent makes a mistake?▾
Can I pause or cancel anytime?▾
Do I need technical knowledge to use this?▾
Related Agents
Often deployed together
Ready to deploy the Document Processor?
Setup takes 3-5 business days. We handle everything.