Xtractly consultants
We can help you automate your business with Xtractly and hundreds of other systems to improve efficiency and productivity. Get in touch if you’d like to discuss implementing Xtractly.
About Xtractly
Xtractly is an AI-powered data extraction tool that pulls structured information from unstructured documents, emails, and web pages. Businesses deal with enormous volumes of incoming data — invoices, contracts, forms, reports — that arrives in inconsistent formats. Manually extracting key details from these documents is slow, error-prone, and a poor use of skilled employees’ time. Xtractly automates this process by reading documents, identifying relevant fields, and outputting clean, structured data.
The platform uses machine learning to understand document layouts and content patterns, which means it handles variation well. Unlike rigid template-based extraction tools that break when a document format changes, Xtractly adapts to different layouts and can be trained to recognise new document types. This flexibility makes it practical for real-world use where documents arrive from multiple sources in different formats.
Australian organisations processing high volumes of paperwork should consider Xtractly as part of a broader automated data processing strategy. The real value comes when extracted data flows automatically into your CRM, accounting system, or database through proper system integrations. Working with AI consultants helps ensure the extraction pipeline is designed correctly and handles edge cases that would otherwise require manual intervention — similar to what we built for an AI medical document classification project.
Xtractly works well for finance teams, operations departments, legal firms, and any business that processes large numbers of documents with repetitive data extraction needs. If your staff spends hours each week copying information from documents into spreadsheets or systems, this tool can eliminate most of that manual work.
Xtractly FAQs
Frequently Asked Questions
Common questions about how Xtractly consultants can help with integration and implementation
What types of documents can Xtractly process?
How accurate is Xtractly’s data extraction?
Can Xtractly handle documents in different formats from different suppliers?
Does Xtractly integrate with accounting and CRM systems?
How long does it take to train Xtractly on new document types?
Is Xtractly suitable for processing sensitive documents?
How it works
We work hand-in-hand with you to implement Xtractly
As Xtractly consultants we work with you hand in hand build more efficient and effective operations. Here’s how we will work with you to automate your business and integrate Xtractly with integrate and automate 800+ tools.
Step 1
Create Your Account and Define Document Types
Sign up for Xtractly and specify the types of documents you need to process. Common starting points include invoices, purchase orders, or application forms.
Step 2
Upload Sample Documents for Training
Provide a set of sample documents so Xtractly can learn the layouts and data fields relevant to your use case. The more examples you provide, the better the extraction accuracy.
Step 3
Define the Data Fields You Need Extracted
Specify which pieces of information you need from each document type — for example, invoice number, date, total amount, line items, and supplier name. Map these fields to your desired output structure.
Step 4
Run Extraction and Review Results
Process a batch of documents and review the extracted data for accuracy. Flag any errors or missed fields so the system can learn from corrections and improve over time.
Step 5
Connect to Your Business Systems
Set up integrations so extracted data flows automatically into your accounting software, CRM, database, or other target systems. This eliminates manual data entry and ensures information is available where your team needs it.
Step 6
Automate Ongoing Document Processing
Configure Xtractly to monitor an inbox, folder, or upload endpoint for new documents. As documents arrive, they are processed automatically and the extracted data is routed to the appropriate systems.
Transform your business with Xtractly
Unlock hidden efficiencies, reduce errors, and position your business for scalable growth. Contact us to arrange a no-obligation Xtractly consultation.