Operations app · Intreface
Document Parser
Extract data from invoices, contracts, and forms automatically and file it into the right CRM records — no manual data entry.
What it does
Document Parser, explained.
Document Parser reads invoices, contracts, and forms and pulls the important fields out automatically, then files them against the right CRM record. It removes hours of manual data entry and the errors that come with it, keeping your systems accurate and up to date.
Key features
- Extract key fields from invoices, contracts, and forms with AI.
- File parsed data automatically against the matching CRM record.
- Pull documents straight from Dropbox and Google Drive.
- Push financial data through to QuickBooks without rekeying.
- Flag low-confidence extractions for quick human review.
See it in action
Watch Document Parser in 90 seconds.
A quick walkthrough of how Document Parser works and how teams use it day to day.
Connects with your tools
Works with the systems you already use.
Document Parser connects to Bitrix24, Dropbox, Google Drive and QuickBooks out of the box — and through Intreface it works with the CRM, project, finance, document, communication and marketing tools below.
CRM
Projects
Finance
Documents
Communication
Marketing
Compliance & standards
Built to meet the standards your sector expects.
Document Parser is built and supported by Intreface, so the security, data-protection and accessibility standards below are handled as standard — here’s what each one covers.
UK GDPR & EU GDPR
How personal data is handled. A data-protection lead, mapped personal data (ROPA), clear privacy notices, Data Processing Agreements with vendors, and defined subject-access (DSAR) and breach procedures.
Data Protection Act 2018 (UK)
The UK's implementation of GDPR. ICO registration and data-protection fee, UK GDPR controls applied across the app, and records of processing activities kept up to date.
SOC 2 (Type II)
Independent assurance over security, availability and confidentiality. Controls are operated over a 3–12 month window and audited by an independent CPA firm, who issue the SOC 2 Type II report.
WCAG 2.2 AA / Accessibility
Accessibility for all users. The site and app are audited against WCAG 2.2 AA — aligned with the Equality Act, ADA and EN 301 549 — issues are remediated, and testing is carried out on an ongoing basis.
Built with Intreface
Four things every app gets as standard.
Customised to Fit
We build your applications to suit your individual requirements. We connect them to the tools you already use, then support you to develop and improve your applications.
AI Built-in
All apps have AI built in that makes your business run better, streamlining your processes, freeing up your team and helping you deliver a better experience to every customer.
Secure & Compliant
Your apps run on secure, managed infrastructure. Your data and your customers' data stay protected, and all apps are compliant with recognised industry standards.
Dedicated Support
Your Customer Success Manager learns your business to understand your needs and is available by phone or messenger to answer questions and provide advice.
Build Document Parser for your business.
Start from this template and customise it to your exact needs — hosted, secured and supported by our team.
FAQs
Document Parser — common questions.
What does Document Parser connect to?
Document Parser works with Bitrix24, Dropbox, Google Drive and QuickBooks, and through Intreface it can connect to other CRM, project management, finance, document and communication tools you use.
Can we customise Document Parser to how we work?
Yes. Document Parser is a starting template — you can change the fields, logic, integrations and design to fit your exact process, with our team on hand whenever you need them.
Is our data secure?
Security is built into the architecture from the ground up, so your data and your customers' data are protected by a structured, proven approach rather than the gaps self-built apps leave behind.
Do you host and maintain Document Parser?
Yes. We host your app on secure, managed infrastructure with a staging environment and continuous backups, so it stays fast, available and protected with nothing for you to manage.
What support do we get?
Our team of experienced developers is on hand throughout. If you hit problems, or your app ever causes issues, we can step in to diagnose and fix them for you.
