Intelligent document processing (IDP)

Precision document processing for teams that can't afford mistakes.

Extract nested tables, key-value fields, and line items from invoices, bills of lading, and statements with coordinate-level evidence, multi-stage review, and direct API/webhook relay.

Side-by-side reviewMulti-stage human reviewQuickBooks QBO & Native MCP
Fields extracted from an invoice

Engineered for document-heavy operations

Accounts payable & APFreight & logisticsPurchasing & ERPFinancial operationsHealthcare & legal

4-way ingestion channels

Capture documents anywhere. Process in one place.

Stop chasing email attachments, shared folders, and paper stacks. Bring all incoming files into a unified document inbox with automatic deduplication and provenance tracking.

Dedicated parser inboxes

Each parser gets a unique email address. Forward supplier emails to automatically capture PDFs and attachments.

Public guest upload portals

Send zero-login upload links (/upload/[token]) to vendors with custom required fields and regex checks.

Embeddable upload widget

Drop our responsive iframe widget (/embed/[token]) directly into your existing vendor portal in 60 seconds.

High-concurrency REST API

Stream multi-page PDFs, TIFFs, and Office files up to 50MB programmatically with webhook notifications.

Familiar from the first minute

Works like your document inbox, powered by precision intelligence.

Upload, email, or send files through an API. Each document keeps its immutable original document, extracted data and multi-stage approval history in one place.

  • Unified multi-channel intake from email inboxes, partner upload links, or cloud sync
  • Review the fields that need attention next to the original document
  • Relay the exact approved result version downstream via Webhooks, CSV, or QuickBooks QBO

Document inbox

6 documents · 2 need review

Northwind_Invoice_1048.pdfNeeds review
Harbor_PO_2841.pdfNeeds review
Ocean_BOL_7783.pdfApproved
May_Statement.pdfApproved

Extracted data

2 checks flagged
VendorNorthwind Parts
Invoice #INV-1048
Invoice dateMay 24, 2026
Total$1,950.00
DescriptionQtyAmount
Professional services1$1200.00
Software license2$600.00
Support3$150.00

Beyond raw text extraction

An enterprise data pipeline built on verified truth.

Layout-aware OCR, typed schemas and sandboxed enrichment normalize into one reliable boundary before downstream business systems consume the result.

Provider-independent DocumentIR

Decouple from model vendors: OCR output, layout and tables normalize into one document model.

Ask AI schema builder

Drop a sample file to generate schema fields in seconds. Refine with 7 typed primitives and nested tables.

Deterministic data enrichment

Cross-reference external CSV catalogs to map vendor IDs, calculate math aggregations, and run secure JS scripts.

Direct relay & native MCP

Export OpenXML Excel, CSV, JSON, and QuickBooks QBO files instantly. Connect Claude Desktop and Cursor via /api/mcp.

From intake to delivery

A deterministic path for every mission-critical document.

No black boxes. Every file moves through explicit states, visible ownership, and an immutable audit trail.

1. Ingest & classify

Capture multi-page PDFs, TIFFs, or Office files up to 50MB via email, API, or widget. Prompt-guided classifiers identify types and route to target parsers.

2. Extract & validate

High-precision layout understanding extracts header fields and nested tables with calibrated confidence scores and validation rules on every value.

3. Review & relay

Reviewers check flagged documents next to the original. Relay approved data via signed webhooks, Excel, CSV or QuickBooks QBO.

Why ParseRelay

Built for the high-stakes decisions after extraction.

Reliable automation comes from validation, evidence, review policy, and controlled delivery — not from an unverified model response alone.

Evidence over guesswork

Every document opens next to its extracted data, with a history of every change.

Versioned parser schemas

Fields, tables, and validation rules resolve to an explicit contract with atomic CAS revision control.

Multi-stage human review

Configurable approval gates with auditor assignments, line-item corrections, and full reason logs.

Automated decision rules

Set auto-approve and auto-reject rules based on mathematical reconciliation and confidence thresholds.

Bring your own AI key

Connect your own OpenAI or Gemini key so extraction and classification run on your account (add-on).

Agent-native with MCP

Native Model Context Protocol server (/api/mcp) enables Cursor, Claude Desktop, and Windsurf integration.

Industries we serve

Built for document-heavy operations

The same evidence, schema, review, and delivery model adapts to the operating documents each team depends on.

Freight forwarding & logistics

Shipment documents, customs paperwork, charges, parties, and delivery evidence.

Explore workflow

B2B distribution

Purchase orders, sales orders, commercial invoices, and proof of delivery.

Explore workflow

Accounting & finance

Invoices, receipts, statements, and review-ready transaction data.

Explore workflow

Purchasing & procurement

Supplier documents validated against expected references and totals.

Explore workflow

Financial operations

Statement tables and supporting documents normalized with evidence.

Explore workflow

Shared service teams

A consistent intake and review process across business units.

Explore workflow

Who is ParseRelay for?

Give every owner the context they need

Operations, finance, engineering, and review teams work from the same versioned document record instead of disconnected handoffs.

AP manager

“I need invoice data I can verify before it reaches the ledger.”

Operations manager

“I need one queue for documents arriving from customers and suppliers.”

Logistics coordinator

“I need shipment references and charges captured without retyping PDFs.”

Bookkeeper

“I need consistent fields across many client and vendor formats.”

Data engineer

“I need stable schemas, idempotent jobs, and delivery evidence.”

Reviewer

“I need uncertainty, source context, and correction history in the same screen.”

Choose your use case

One product boundary, many document schemas

Every workflow still moves through intake, DocumentIR, extraction, validation, review policy, and controlled delivery.

Invoices & bills

  • Vendor details
  • Dates and references
  • Totals and tax
  • Line items

Bank statements

  • Statement period
  • Opening balance
  • Transactions
  • Closing balance

Shipping documents

  • Consignee and shipper
  • Container references
  • Weights and packages
  • Charges

Purchase orders

  • Supplier
  • PO number
  • Requested items
  • Delivery terms

Email attachments

  • Message context
  • Attachment routing
  • Parser selection
  • Thread evidence

Custom business forms

  • Typed fields
  • Repeatable tables
  • Validation rules
  • Delivery mapping

Calibrated review

Focus people on business uncertainty

Recognition probability is only one signal. Review policy can combine evidence, type and format validation, business rules, model agreement, document quality, and reviewed outcomes.

Review queue

Northwind_Invoice_1048.pdf

2 checks
Total amountApproved
$1,950.00

Totals reconcile

Purchase orderReview
PO-2841

Reference not found

Vendor nameApproved
Northwind Parts

Evidence aligned

Payment termsApproved
Net 30

Expected format

Delivery paths

Relay data after approval

Exports and integrations should always identify the approved document and exact extraction-result version they deliver.

CSV & spreadsheets

Human-readable files for downstream review.

Signed webhooks

Retryable events protected against replay.

Business systems

Owned connector mappings tied to a schema version.

Safe retries

Idempotency prevents duplicate documents and side effects.

Approved result
Delivery policy
Downstream system

Operational trust

A visible record from source to delivery

Model runs, schema versions, transformations, reviews, approvals, and delivery attempts remain traceable instead of collapsing into one mutable output.

Original received

Immutable source and trusted tenant context.

Result versioned

Typed fields, tables, warnings, and evidence.

Decision recorded

Reviewer, corrections, policy, and timestamp.

Delivery attempted

Exact result version, retry state, and outcome.

Parser schemas & Ask AI

Make the expected result explicit.

Define 7 typed fields, repeatable tables, business rules, review thresholds, and delivery mappings in one versioned contract. Or let Ask AI infer the schema from a sample in seconds.

Explore an invoice workflow

Invoice schema

Version 4 · Published (CAS)

Valid
invoice_numberTextRequired · Regex Match
invoice_dateDateRequired · Format YYYY-MM-DD
vendor_nameTextLookup ERP Supplier ID
line_itemsTableRepeatable · 7 columns
total_amountNumberMust reconcile sum(line_items)

Predictable usage-based pricing

Start small, scale seamlessly with your volume.

All plans include 20 free processing credits on signup, full core feature access, and permanent credit refill packs that never expire.

Starter

For focused workflows and small operational teams.

$69/month ($49 billed annually)

Includes 20 free signup trial credits

  • 500 Credits/mo ($0.138/page)
  • 5 active parsers
  • 3 team members
  • PDF, TIFF, Office up to 50MB
  • Dedicated email inboxes
  • XLSX, CSV, JSON, XML & QBO export
Start with Starter
Most Popular

Pro

For growing businesses managing mixed paperwork.

$199/month ($149 billed annually)

Includes 20 free signup trial credits

  • 2,000 Credits/mo ($0.099/page)
  • 25 active parsers
  • 10 team members
  • Document Classifiers included (0.1 credit/doc)
  • Advanced nested table extraction
  • CSV & cross-parser lookup tables
Start with Pro

Scale

For high-volume operations requiring zero-tolerance review.

$399/month ($299 billed annually)

Includes 20 free signup trial credits

  • 5,000 Credits/mo ($0.079/page)
  • 100 active parsers
  • 25 team members
  • Multi-stage human review workflows
  • Configurable auto-approve & reject rules
  • Sandboxed custom code post-processing
Start with Scale
Enterprise

Need your own AI key or custom volume?

Use your own OpenAI or Gemini key, get volume pricing beyond 5,000 pages per month, and contract terms that fit your organization.

Frequently asked

Questions before you relay

The product is engineered around a deterministic evidence pipeline. Here is how our architecture guarantees data accuracy and privacy.

How does ParseRelay eliminate hallucinations compared to generic LLMs?+

ParseRelay reads documents with layout-aware OCR, extracts into your typed schema, validates required values and formats, and lets you add calculations and rules. Reviewers check results next to the original document, and every change is kept in the history.

How do Document Classifiers route mixed batches of paperwork?+

Our Document Classifiers use custom natural language instructions to inspect incoming files and identify whether a document is an invoice, purchase order, or bill of lading. It automatically routes the file to the corresponding parser at just 0.1 credits per classification.

What makes QuickBooks QBO export unique?+

Unlike generic CSV exports that require manual reformatting, ParseRelay can export validated data as native QuickBooks Web Connect (.QBO OFX 1.02 SGML) transaction files. You can import transactions directly into QuickBooks Desktop or Online with bank-matched fields.

Can we connect our AI assistants (Cursor, Claude Desktop, Windsurf) to ParseRelay?+

Yes. ParseRelay includes a native Model Context Protocol (MCP) server at /api/mcp. Developers and knowledge workers can use natural language prompts in their AI agents to list parsers, inspect document records, or approve review queues.

Can we run ParseRelay with our own AI key?+

Yes. With the BYOK add-on, your team connects its own OpenAI or Gemini API key and chooses the model used for extraction and classification. Contact us to enable it. Documents are kept in ParseRelay's private storage; using your own storage is not available yet.

Stop rekeying documents. Start relaying verified data.

Create your first parser in under 2 minutes. Get 20 free processing credits with full feature access — no credit card required.