AI-Powered Data Extraction
Xtract
From inbound document to validated, ERP-ready data, automatically.
From Inbound Document to ERP-Ready Data
Xtract turns emails, PDFs, invoices, credit notes and purchase orders into verified data. Outlook native, human in the loop, validated against live ERP values and running in your own Azure tenancy with an immutable audit trail.
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Manual Document Processing Is Slowing Down Operations
Finance and operations teams spend too much time reading inbound documents and re-keying the same information into the ERP, and the errors only surface later.
Documents Re-Keyed by Hand
Invoices, credit notes and purchase orders arrive by email, and someone has to read each one and type the same fields into the ERP.
Errors Found Too Late
A mistyped supplier, PO number or amount is usually caught at month end, or by the supplier, long after it was keyed.
Missing Documents & Lost Trails
Attachments get buried in threads and shared mailboxes, and there is no single record of what arrived, what was extracted and who approved it.
Verified Data, Under Your Control
Outlook native, human in the loop and validated against your ERP, running in your own Azure tenancy.
Every Inbound Document Type
Emails, PDFs, invoices, credit notes and purchase orders, turned into structured, verified data.
Validated Against Your ERP
Extracted values are checked against live ERP values in Business Central, NetSuite, Boomi or 4PS before they go anywhere.
Human in the Loop
Your team reviews and approves what Xtract extracts, so people stay in control of what reaches the ERP.
Outlook Native
Works inside the Outlook inboxes and shared mailboxes your team already uses. No context switching, no new platform to learn.
Runs in Your Azure Tenancy
Xtract runs in your own Azure tenancy, so your documents and data stay in your environment.
Immutable Audit Trail
Every document, extraction and approval is recorded in an audit trail that cannot be changed after the fact.
Real-Time Processing Status
See which documents are queued, processing, processed or need attention at a glance.
Duplicate Detection
Documents that have already been processed are flagged, so nothing is keyed twice.
From Inbound Document to Validated Data
- 1
Documents Arrive in Outlook
Emails, PDFs, invoices, credit notes and purchase orders land in the inboxes and shared mailboxes your team already works from. Xtract picks them up there, so nobody has to download, sort or forward attachments by hand.
- 2
Xtract Extracts the Data
AI reads each document and turns it into structured data: the fields your finance and operations teams would otherwise key in themselves.
- 3
Validated Against Live ERP Values
Before anything moves on, the extracted data is checked against live values in your ERP (Business Central, NetSuite, Boomi or 4PS), so mismatches are caught at the start rather than at month end.
- 4
Your Team Reviews and Approves
A person stays in the loop. Your team reviews what Xtract has extracted and validated, and approves it, so you keep control of what reaches the ERP.
- 5
ERP-Ready Data With a Full Audit Trail
The result is validated, ERP-ready data, with every step recorded in an immutable audit trail inside your own Azure tenancy.
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David, Skanska
Project/Programme Manager
Mike, Mount Anvil
Head of Technology Applications
Testimonials
From the very first conversation, Synapx stood out. They didn't offer a one-size-fits-all solution; they listened, understood our workflows, and constructively challenged our assumptions. Since launch, the difference has been night and day: engagement is up, performance is dramatically better, and our teams now have a single, connected space for learning and communication. I'd recommend Synapx to any organisation looking to get more out of Microsoft technology.
Skanska
Project/Programme Manager
Working with Synapx has been transformative for Mount Anvil. They didn't feel like an external supplier; they became an extension of our team. Their technical expertise in implementing Microsoft Fabric solved our immediate challenges and positioned us for future growth, including AI and machine learning. What truly set Synapx apart was their transparency, commitment, and cost-optimisation through Xscale, making Fabric financially sustainable.
Mount Anvil
Head of Technology Applications
Synapx automated complex, manual processes, modernised legacy systems, and delivered scalable Power Platform solutions that streamline workflows and provide real-time insights. Their standout achievement was integrating SiteOps for accurate, real-time management of materials and compliance across multiple sites. Thanks to their future-proof architecture, we now have a robust digital ecosystem that empowers our teams.
Seras Energy Ltd
Head of Projects & Service Delivery
Exceptional communication. The final product exceeded our expectations.
The tool has streamlined our trade management process, reduced manual workloads and significantly improved efficiency and accuracy across our operations. What truly set Synapx apart was their exceptional communication, project management, and dedication to delivering excellence. They kept us informed at every stage, addressed challenges proactively, and ensured the final product exceeded our expectations.
Nuevo Partners UK LLP
Head of Operations
Their team delivered exactly what we needed, taking time to understand the purpose and specific requirements. By linking our Typeform online surveys with our Raisers Edge database, using Power Automate, they have enabled us to automate our incoming data processes. From our initial enquiry, scoping and delivery, we found them incredibly responsive and very good to communicate with.
The Ocean Conservation Trust
Head of Fundraising
Our go-to data partner. We recommend them to every one of our clients.
We work with Synapx as our go-to and trusted partner for anything Power BI, or data in general, so much so we recommend them to all our clients! The team at Synapx work with us in a way that makes it feel like they are part of our business, our 'data team'; projects and on-going support are executed easily and effortlessly.
Lanware
Chief Technology Officer
See Xtract Working on Your Documents
Book a working demo and see how Xtract turns your inbound documents into validated, ERP-ready data inside Outlook.
Book a Working Demo