Here's the longer version, using one case we know well.
What it looked like at Parentz@Work
Parentz@Work runs court-referred parenting classes. Every month it hands the county its monthly billing reports. Each one lists every class held, every person who attended, and a price that changes with attendance.
The source documents are PDF sign-in sheets. A person retyped them by hand to build the report.
The last hand-built report had a wrong grand total. One class was at the wrong tier. And the attendee count didn't match its own sheet.
That was one report. We don't claim every hand-built report fails this way.
What the fix looks like
Someone uploads the sign-in sheets. The software reads them and turns them into rows. Uploading the documents and approving the bill are the steps that need a person. Reading them and building the report run on their own.
Then a person reviews the rows and fixes anything the reading got wrong. A person should always be the one who approves a bill.
Once the rows are approved, the county's spreadsheet builds itself, priced correctly. The full story is on the work page.
Monthly billing used to take twenty hours. Now it takes two, and a person still approves every bill before it goes to the county.
Natalie Rascoe, CEO of Parentz@Work, put it this way: "You have no idea how much time you saved me. This is amazing."
Parentz@Work is a private tool. The screenshots on the work page use made-up names.
What if the software reads something wrong?
A person catches it. That is why the review step exists: the reading is a first pass, and the person is the one who says yes.
A bill goes out to a county. Somebody has to be able to stand behind it. So nothing is billed or sent until a person approves it. That is the line we hold on anything that bills, sends, or signs, and our trust page says the same.
Which one do you have?
If one person builds the report from documents, and it's sometimes wrong, that is the Parentz@Work situation. The report starts as paper or PDFs, not as a clean export, and the price depends on a rule like attendance.
When we build for that, it comes down to a few parts. The documents are read into rows. A review step lets a person check them. The report comes out in the format the other side requires. And the pricing and business rules are applied the same way each time. Document and data automation is what that looks like.
Who this fits
We build this for organizations that retype documents into spreadsheets every month, for anyone who bills or reports to an agency in a format they don't control, and for teams where one person is the only one who knows how the report gets built.
What it replaces is retyping PDF sign-in sheets and forms by hand, hand-built spreadsheets with wrong totals and mismatched counts, and the month-end scramble.
What about sensitive records?
Parentz@Work's tool handles records for a court-referred program. Data privacy and cybersecurity specialists are part of our extended team, and screenshots on this site never show a customer's real details.
When you don't need us
If the report already comes out right and on time, leave it alone.
If a no-code tool or an off-the-shelf product already fixes your problem, use that, and we'll tell you so. Zapier or custom software? covers how to tell which one you need.
Where we come in is when a person is retyping documents into a report and the report has to be right. Software that just runs is what the build looks like once the sheets are in.