Security-First Deployments
CloudNSite builds document extraction and processing workflows for claims, invoices, contracts, loan files, applications, and public records. One pipeline classifies, extracts, validates, and routes each document inside your current systems. Your ERP, claims platform, LOS, DMS, or case system stays the system of record, and a named person reviews every output that carries risk.
Email, portals, scans, faxes, secure drops, and shared drives all deliver documents. Someone still sorts, renames, and routes them by hand before real work starts.
Generic OCR pulls text but cannot tell a remittance address from a service address, or a policy limit from a deductible. Someone re-keys the fields that matter.
Extracted data must match the system of record: the vendor master, payer rules, loan conditions, or case records. Those checks are tribal knowledge, not a controlled step.
When a document fails, it lands in a shared inbox and waits. Nobody is named, so nothing moves.
A regulated reviewer must see the page and field each value came from. A spreadsheet of extracted numbers with no source reference does not survive an audit.
Reads claims packets, prior auth forms, referrals, EOBs, and clinical attachments, then extracts and checks the fields each payer requires. Staff review every packet before it reaches a payer, and clinical decisions stay with providers.
Reads invoices, statements, credit memos, and vendor tax forms, then codes lines and matches POs against your ERP. An approver signs off before anything posts or pays.
Extracts terms, dates, parties, and obligations from contracts, exhibits, and discovery productions, with matter permissions preserved through the pipeline. Attorneys review every flag, and nothing leaves the firm without counsel approval.
Assembles and checks applications, bank statements, tax returns, pay stubs, and appraisals against your loan conditions, then flags each gap. An underwriter owns every credit decision.
Checks permit and license applications for completeness, routes reviews, and prepares records requests for response. A records officer approves each redaction and release, and human authority stays over every determination.
Matches purchase orders, bills of lading, delivery receipts, and rate confirmations across quantity, rate, and date. A coordinator approves variances and damage exceptions before anything writes back to the ERP or TMS.
Accept documents from email, portals, scans, and secure drops. Identify each document type and route it to the correct workflow.
Pull the fields the workflow needs. Attach a confidence score and the source page to each value.
Check each value against the system of record: the vendor master, payer rules, loan conditions, or case records. Flag every mismatch.
Send low-confidence values and failed checks to the responsible reviewer, with the source document attached.
Update the ERP, claims platform, LOS, DMS, or case system only after the required approvals clear.
Test extraction and validation against your own historical documents before go-live. Keep regression checks in place as formats and rules change.
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CloudNSite builds a scoped pipeline that classifies, extracts, validates, and routes your documents inside your current systems. The build includes human review queues with named owners, an evaluation suite run against your own historical documents, and deployment runbooks.
Claims packets, prior auth forms, invoices, vendor tax forms, contracts, and discovery productions. Also loan files, bank statements, appraisals, permit and license applications, public records requests, purchase orders, and bills of lading. The pipeline handles structured forms, semi-structured documents, and scans of mixed quality.
The value routes to a named human reviewer with the source page attached. The reviewer corrects or approves it, and the correction feeds the evaluation suite. The system makes exceptions visible. It does not hide them.
You own the agreed production source code, prompt configurations, evaluation assets, and deployment runbooks. Maintenance is a separate monthly service, and CloudNSite supports a clean handover to your internal team or another vendor whenever you want one.
No. There is no per-seat license, no per-user fee, and no platform subscription. A build is a one-time price. Managed service is one monthly price for the system, however many people use it.
Yes. CloudNSite designs the workflow to the control framework you already operate under, such as HIPAA, SOC 2, GLBA, or PCI. The controls include role-based access, audit logs, encryption, and retention rules. Private LLM deployment is available when documents cannot leave your infrastructure. CloudNSite quotes regulated work from the published build lanes like any other workflow.
Discovery comes before the build. The $999 Current State Assessment maps the document workflow and defines the proposed automation, architecture, scope, and price. An RFP may call this step Phase 0, paid discovery, or a discovery sprint.
A Defined Automation Build starts at $8,000 for one contained workflow. Focused Custom Automation runs $12,000 to $20,000. Operations Automation, for linked workflows across teams, runs $25,000 to $60,000. Build price is separate from maintenance, cloud use, and model use.
Scope a Document Processing Build. Plan a custom build for this workflow or run the AI readiness check for a fast baseline.