AI Agents for Document Classification
WorkAgentic builds AI agents for document classification that identify what type a document is the moment it arrives and route it to the right extraction agent, so nobody sorts a mixed pile of documents by hand before the real work can start.
No technical team neededBuilt by CPAs
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Document Classification
Six document classification tasks your team stops running manually
Each agent identifies incoming document types and routes them automatically. No manual sorting pile, no guessing which extraction rules apply before the work can even begin.
Automatic Document Type Identification
- Document type identified automatically the moment a document arrives
- Invoices, receipts, contracts, forms, and statements all distinguished correctly
- Type identified by content and structure, not filename or source alone
- Mixed document batches sorted without anyone opening each one first
- New document types added to the model without a rebuild project
Multi-Format Classification Support
- PDFs, scanned images, and native office files all classified the same way
- Low-quality scans and photographed documents classified alongside clean digital files
- Multi-page documents classified as a whole, not page by page incorrectly
- Documents arriving by email, portal, or upload all handled from one setup
- Format variation between sources doesn't require a separate classification rule
Confidence Scoring and Review Routing
- Every classification carries a confidence score, not treated as certain by default
- Low-confidence classifications routed to a person instead of guessed
- Confidence thresholds configured per document type based on how critical it is
- Borderline cases between similar document types flagged for review
- Confidence thresholds tuned over time as real accuracy data accumulates
Extraction Rule Matching and Handoff
- Classified documents handed off automatically to the matching extraction agent
- Handoff includes the document and its classification, no re-upload needed
- Each document type routed to its own defined extraction path
- Unmatched document types flagged for a new rule instead of misrouted
- Handoff logic configured once and applied to every future document of that type
Custom Category Configuration
- Document categories configured to match your team's own terminology
- Subcategories defined where a document type needs finer-grained routing
- Category rules updated without rebuilding the entire classification setup
- Categories specific to your industry or workflow added as needed
- Category list stays current as your document mix evolves
Classification History and Audit Log
- Every classification logged with the source document and a timestamp
- Corrections tracked so the original and revised classification are both visible
- Records available for audit without reconstructing them after the fact
- Document mix and classification accuracy trends visible over time
- History retained even after a document is routed and archived
Built Around Your Workflow
Your existing systems are already the source of truth
WorkAgentic builds each workflow automation agent around the systems, rules, and approval logic your team already uses. Nothing about how your team works today needs to change. The agent runs in the background, and your team reviews exceptions and keeps final say.
Zero new software for your team to learn. The agent runs inside your existing systems. Your team sees the output, not the engine.
100+
systems we connect to
Any API
if it exports data, we connect
NetSuite
SAP
Salesforce
Xero
Oracle
Dynamics
Sage
100+
more systems
NetSuite, SAP, Salesforce, Xero, Sage Intacct, Workday, Oracle Financials, and any CRM or ERP with a structured API or data export
Case Studies
AI agents we have already built and deployed
Real deployments. Real outcomes. Each agent was built from scratch around the client's exact workflow.
Frozen Foods / CPGHow a $150M Frozen Foods Distributor Eliminated Overnight Temperature Risk and Prevented $200K–$250K in Annual Losses
A leading frozen foods distributor managed millions of dollars of temperature-sensitive inventory across its refrigerated fleet but had no visibility into trailer temperatures during overnight hours. This created a significant risk of product spoilage, inventory loss, and customer service disruptions.
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CPG / Consumer Packaged GoodsHow a $50M CPG Brand Replaced a $180K TPM System and Unlocked $300K in Annual Value Using Open-Source TPM and Agentic AI
A $50 million consumer packaged goods (CPG) brand was struggling with the growing complexity of trade promotion management. Despite investing heavily in a traditional TPM platform, many critical processes remained manual, including trade planning, accrual management, deduction reconciliation, customer profitability reporting, and trade spend analysis.
The company was spending approximately $180,000 annually on TPM software while dedicating significant internal resources to managing promotions, deductions, and reporting activities.
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Frozen Foods / CPGHow a $250M+ Frozen Food Manufacturer Cut Daily Inventory Reporting from 120 Minutes to 5 Minutes and Saved $44,000 Annually
A $250M+ frozen food manufacturer managed inventory across multiple third-party warehouses and cold storage facilities. Accurate inventory visibility was critical for supply planning, production scheduling, customer service, and inventory management.
However, the company relied on a highly manual inventory reporting process that required data from twelve separate sources, including warehouse portals and accounting system reports, to be downloaded, reconciled, and consolidated twice each day.
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CPG / Business Process OutsourcingHow a $800M CPG Company Replaced OCR and Manual Data Entry with Agentic AI, Generating $592,000 in Annual Savings and a 4.6x ROI
A leading business services provider supported multiple consumer packaged goods (CPG) companies with aggregate annual sales exceeding $800 million. The organization was responsible for transcribing retailer deduction documentation, validating deductions against trade promotion planners, proof-of-performance documents, and promotional contracts across multiple customers, channels, and retailer platforms.
As client volumes increased, the process of extracting, validating, and transferring retailer data into spreadsheets, reports, and operational dashboards became increasingly dependent on manual labor.
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Watch the Agent Work
See a document classification agent running live
A 3-minute walkthrough showing how the agent identifies the type of an incoming document, scores its own confidence, and hands the document off to the matching extraction agent.
Document type identified automatically the moment it arrives
Confidence score assigned instead of treating classification as certain
Low-confidence or borderline document flagged for review
Document handed off automatically to the matching extraction agent
No commitment. We demo with a real workflow, not a sandbox.
Start with document classification. Add more document processing agents as your team grows.
WorkAgentic deploys document classification that identifies document type as it arrives and routes it to the right extraction agent, so nobody sorts a mixed pile of documents by hand.
Contracts
Contract Data Extraction Agent
- Extract key terms, dates, and obligations from contracts automatically.
Document Classification Agent
- Classify incoming documents by type and routing destination before manual review.
Email Document Processing Agent
- Extract and route attachments from incoming email automatically.
Form Processing Agent
- Extract structured data from submitted forms and write to your destination system.
PDF Data Extraction Agent
- Pull structured data from PDFs of any format on a defined schedule.
Portal Document Processing Agent
- Retrieve documents from vendor and partner portals automatically.
Purchase Order Data Extraction Agent
- Extract line items, quantities, and pricing from purchase orders automatically.
Receipt Data Extraction Agent
- Extract vendor, amount, and category from receipts and route to your accounting system.
Spreadsheet Automation Agent
- Process incoming spreadsheets, validate data, and write to your destination system.
FAQ
Questions about document classification
Clear answers on how the agent identifies document types, routes them, and what your team stays responsible for.
Document classification is an AI agent that identifies what type a document is, such as an invoice, receipt, contract, or form, the moment it arrives, and routes it to the correct extraction agent, without anyone sorting the document manually first.
Every other document processing agent, from PDF Data Extraction to Contract Data Extraction, extracts specific fields from a document once its type is already known. Document Classification is the layer before that: it identifies what type a document is and routes it to the right extraction agent, so the downstream work starts with the correct rules applied automatically.
Yes. Invoices, receipts, contracts, forms, and statements arriving in the same batch or inbox are all distinguished correctly and routed to their own extraction path, without anyone sorting them by hand first.
Every classification carries a confidence score, and low-confidence or borderline classifications between similar document types are routed to a person for review instead of guessed.
Yes. Categories and subcategories are configured to match your team's own terminology and workflow, including categories specific to your industry, and can be updated without rebuilding the entire setup.
Classified documents are handed off automatically to the matching extraction agent, including the document and its classification, so no re-upload or manual handoff step is needed.
PDFs, scanned images, native office files, and photographed documents are all classified the same way, whether they arrive by email, portal, or upload.
Zero new software for your team to learn. The agent runs inside your existing systems. Your team sees the output, not the engine.
Get Started
Ready to stop sorting documents by hand?
Book a free 30-minute document classification review. We map your current document mix and show you where automation removes the most manual work first.
Book a Free Document Classification Review