# Document & Ticket Automation Source: https://webkms.com/solutions/document-automation > AI document automation that reads fiscal notes, scale tickets, invoices and statements from email, PDF or a phone photo, validates them, and pushes structured data into your sheets and accounting system. Every operations business has a pile: fiscal notes, weigh tickets, delivery slips, supplier invoices, statements. Someone types them into a spreadsheet, someone else checks them, and the billing cycle waits. We replace that pile with a pipeline. Pricing: From $3,000 setup + $250 / month USD. ## What changes in the first month - Hours of daily data entry removed from the office workload - Tickets grouped into invoice-ready batches per customer, per job site, per period - Missing, duplicate and mismatched documents flagged the day they happen — not at month end - A searchable archive where any ticket, note or invoice can be found in seconds ## Key facts - Webkms document automation reads fiscal notes, weigh tickets, invoices and statements from email, PDF or photos and outputs structured, validated data. - Extracted fields typically include customer, product, gross/net weight, tonnage, ticket number, truck, driver, job site, price and tax. - Entry projects start around $3,000 USD setup with ongoing support from $250 USD per month. - It sits on top of existing scale, ERP and accounting systems — no platform replacement. ## Why this work stays manual - **The data exists, but not where it is useful:** Weights, products, prices and job sites arrive as PDFs, photos and email text, then get retyped — with typos — into spreadsheets that drive your billing. - **Revenue leaks quietly:** A ticket that never makes it into the batch is a load you gave away. Duplicates and wrong weights turn into customer disputes and credits. - **Month end is a manual reconciliation marathon:** Matching tickets to orders, notes to invoices and invoices to payments is done by eye, and it always lands on the same one or two people. ## What the system does - **Any input, one pipeline:** Email attachments, PDFs, scans, phone photos from drivers, shared drives and downloads from your existing scale or ticketing software all land in the same intake. - **Field-level extraction:** Customer, product or grade, gross and net weight, tonnage, ticket number, truck and driver, job site, date and time, price, tax and cost centre — extracted and normalised. - **Validation and exception queues:** Rules check totals, tax, price sheets, sequence gaps and duplicates. Anything uncertain goes to a short review queue instead of silently entering your books. - **Reconciliation:** Tickets are matched to orders and fiscal notes, and mismatched weights, missing loads and double-billed tickets are surfaced with the evidence attached. - **Billing packet generation:** Matched tickets are grouped into invoice batches with backup documents attached and pushed to your accounting system, ready for approval. - **Archive and audit trail:** Every document is stored with its extracted fields, its source, who reviewed it and what changed — searchable by customer, ticket number, truck or date. ## How it goes live 1. **Document audit:** We collect two to four weeks of real documents and map every field you actually use, plus the rules your staff apply from memory. 2. **Pipeline build:** Intake, extraction, validation rules, exception handling and the destination format for your sheets or accounting system. 3. **Shadow run:** The pipeline runs beside your manual process for a week. We compare outputs line by line until the numbers match. 4. **Cutover and monitoring:** You switch to reviewing exceptions instead of typing everything. We monitor accuracy and tune rules as new document types appear. ## Works with Scale house and ticketing software exports, QuickBooks, Sage and other accounting systems, Google Sheets and Excel, Shared inboxes and Google Drive, Existing ERP and order databases, Customer and supplier portals ## Most used in - [Quarries, Aggregates & Stone](https://webkms.com/industries/quarries-aggregates) - [eCommerce & Multi-Brand Retail](https://webkms.com/industries/ecommerce) - [Property Management & Real Estate Portfolios](https://webkms.com/industries/property-management) - [Accounting, Tax & Professional Services](https://webkms.com/industries/professional-services) - [Legal & Law Firms](https://webkms.com/industries/legal-law-firms) ## Products behind it - [Boltsolve — AI support desk](https://webkms.com/products/boltsolve): Boltsolve is our AI support desk: every channel lands in one queue, the AI classifies and investigates each ticket, prepares the actual fix, and waits for a human to approve before it ships and replies on the original thread. ## Case studies and blueprints - [Five brands, one automated back office](https://webkms.com/case-studies/multi-brand-ecommerce-back-office) (Case study) - [From fiscal notes and Excel to same-day billing packets](https://webkms.com/case-studies/quarry-fiscal-note-automation) (Blueprint) - [Measuring what the cutting line actually produced](https://webkms.com/case-studies/stone-cutter-tonnage-tracking) (Blueprint) - [Every document filed, every renewal caught](https://webkms.com/case-studies/property-portfolio-document-routing) (Case study) ## Questions we get asked ### How accurate is the extraction? On stable document types we target near-perfect field accuracy, and we prove it in a shadow run before cutover. Anything the system is not confident about goes to a review queue rather than into your books. ### Do we have to replace our scale or ticketing software? No. We read what it produces and push clean data back where you need it. Most quarries and yards keep their scale house software exactly as it is. ### What about handwritten tickets? Handwriting is supported with confidence scoring; anything ambiguous is routed to a human check with the image side by side, which is still far faster than typing every ticket.