Terzo DocumentAI is a cloud-based AI document processing platform designed to automate the extraction, structuring, and analysis of critical financial and legal data from contracts, invoices, purchase orders, and other business documents. The platform uses proprietary data science and machine learning to create custom data models tailored to organizational needs, enabling accurate data extraction and enrichment. Terzo DocumentAI integrates with enterprise resource planning (ERP) and contract lifecycle management (CLM) systems, building a unified, AI-ready data layer that supports advanced analytics, spend management, compliance tracking, and procurement transformation. The system includes human oversight for quality assurance, ensuring high data accuracy, and provides customizable dashboards, real-time alerts, and collaborative workspaces for cross-departmental use. This approach reduces manual data entry, accelerates business processes, and improves compliance and decision-making across procurement, finance, and legal operations.

Key Features

AI-Powered Data Extraction Automates extraction of financial and legal data from static documents.

• Processes contracts, invoices, POs, and amendments
• Custom data models for specific business needs

Data Structuring and Enrichment Creates a unified, AI-ready data layer for analytics and reporting.

• Links related documents and builds document hierarchies
• Enriches data with ERP and CLM integrations

Spend Analytics and Cost Optimization Provides actionable insights for financial management.

• Identifies savings opportunities and tail spend
• Aligns historical spend with future commitments

Obligation and Compliance Tracking Ensures supplier compliance and regulatory adherence.

• Tracks obligations and contract terms in real time
• Automated alerts for renewals and compliance deadlines

Collaboration and Workflow Automation Facilitates cross-departmental collaboration and process automation.

• Shared dashboards and real-time updates
• Centralized communication and audit trails

Quality Assurance with Human Oversight Combines AI with expert review for high data accuracy.

• 99%+ data accuracy with human-in-the-loop validation

Benefits

Operational Efficiency Reduces manual data entry and accelerates document processing.

• Automates repetitive tasks
• Frees workforce for higher-value activities

Improved Data Accuracy and Trust Ensures reliable, high-quality data for decision-making.

• Human oversight and QA processes
• Reduces risk of errors in financial reporting

Enhanced Compliance and Risk Management Supports regulatory compliance and contract risk mitigation.

• Real-time compliance dashboards
• Automated obligation tracking and alerts

Cost Savings and Financial Optimization Uncovers savings and prevents financial losses.

• Identifies missed obligations and negotiates better terms
• Enables proactive spend management

Scalability and Integration Adapts to enterprise needs and integrates with existing systems.

• Supports large document volumes
• Connects with ERP, CLM, and procurement platforms