AI Document Processing Case Study: Automating Insurance Invoice Data Extraction

Client
Marsh Insurance
Date
Deliverable
AI
Full Stack Development
Construction

AI-Powered Invoice Processing

One conversation changed everything. During a chat with Ed from Marsh's energy insurance team, he mentioned something that made us sit up straight. His team of brilliant engineers, who handle billion-dollar energy projects, spent hours every week doing something computers should do - processing invoices.

We couldn't help ourselves. We had to build something.

When Simple Tasks Hide Big Opportunities

Ed's team at Marsh does incredible work. They craft custom insurance packages for massive oil, gas, and petrochemical projects worldwide. Every day, they handle complex risk assessments where a single decision can impact millions of dollars.

"The real challenge isn't the complex stuff," Ed told us, stirring his coffee. "It's the thousands of PDF invoices that eat up our time. Different formats, different layouts - we're talking hours of manual work every week."

I watched his expression change as we talked about how AI could transform this. The spark in his eyes told me we were onto something big.

Building the Future (Just Because We Could)

We went back to our lab and started building. No contract, no brief - just pure excitement about solving a problem worth solving. Within weeks, we had something remarkable: a proof-of-concept that turned hours of manual work into seconds of automated magic.

Our creation was elegantly simple:

  • A clean web interface anyone could use
  • Python doing the heavy lifting behind the scenes
  • OpenAI making sense of complex documents
  • Adobe's PDF tools handling the document processing

The result? A system that could process thousands of invoices faster than you can say "digital transformation."

What We Learned

This wasn't about building the most complex system possible. It was about showing what's possible when you combine deep tech expertise with real business understanding. Our proof-of-concept showed how to:

  • Turn manual hours into automated seconds
  • Handle thousands of documents simultaneously
  • Create structured, useful data automatically
  • Make complex technology simple to use

While this solution never made it to production, it taught us something valuable: sometimes the best way to solve a problem is to just build the solution.

Your Ideas, Our Build

Got a folder full of "someday" projects? Ideas that could transform your business but keep getting pushed back because your core team is busy? That's where we come in.

We're a band of ex-Silicon Valley engineers, entrepreneurs, and data scientists who love turning "what if" into "what's next." We don't just build software - we build proof that your ideas can work.

Remember Ed's invoice problem? It's probably not too different from challenges you're facing right now. The only difference is, we haven't built your solution yet.

Let's change that. Tell us about the project you can't stop thinking about.

P.S. Like this proof-of-concept, sometimes our best work starts with just a conversation about possibilities.

Seen enough? Awesome, let’s talk

To get the best results for your business, we need to understand you better first and make sure we click. Feel free to book a friendly chat or flick us an email.

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