Document Automation

Private Document Agent

Reads sensitive documents — without the data ever leaving the machine.

Client: An enterprise HR / finance operations team
Replaces: Manual data entry & OCR-and-retype
Stack: Local vision LLMOn-device inferenceStructured extractionZero data egress

The problem

Processing documents full of personal and medical data — invoices, claims, rosters — meant either slow manual re-keying or sending sensitive files to a cloud API the privacy team would never approve.

The approach

1
Ran a vision-capable model entirely on-device, so personal and medical data never leaves the laptop.
2
The agent extracts structured fields, validates them against the system of record and surfaces only the exceptions for a human to resolve.
3
Privacy-by-design: nothing sensitive is logged, cached or transmitted off the machine.

Beyond manual data entry & ocr-and-retype

Re-key every field by hand

Agent extracts and validates; you confirm

Cloud OCR — a privacy non-starter

Fully on-device; zero data egress

This case study describes a prototype delivered on synthetic, deterministic data to demonstrate the approach. The client is anonymized and no customer PII is used anywhere.

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