One address for recurring documents
Receive PDFs by browser upload or a dedicated email address. Keep the sender, subject, and a short message preview while processing each attachment independently.
NORTHMELD DOCUMENT AUTOMATION
From incoming PDFs to ready data.
Clean local tables or receive PDFs by upload and email. Extract text tables and scanned pages, route documents to the right rule, and keep uncertain results reviewable.
Handle text and scanned PDFs appropriately
Read embedded PDF text and tables first. When pages have no usable text or confidence is low, OCR only the pages that need it.
Automatic routing with human confirmation
Choose rules from the sender, document structure, and confirmed history. Uncertain files pause for review, and confirmed decisions help later documents.
Files and workflows
- Local CSV and Excel (XLSX, XLSM) cleanup
- Direct extraction from text-based PDF tables
- OCR when scanned PDF pages need it
- Browser uploads and incoming email attachments
- Upload and merge batches of up to 20 PDFs
- CSV, XLSX, and batch ZIP exports
Visible limits and reviewable results
Automated extraction is not always exact. Low-confidence tables, ambiguous rule matches, and records that need a different rule keep a confirmation path. Review results before export and retain important originals.
Help and common questions