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4 contributions to AI Automation First Client
What about so many OCR/Invoice parsing tools?
Hey @Duy Bui , While reading about document automation, I see, there are so many tools https://www.koncile.ai/en/ressources/top-10-ocr-tools-for-invoices-2025 1. Rossum โ€“ best for high-volume, template-free document parsing 2. AvidXchange โ€“ best for mid-sized to large teams with complex payables 3. Tipalti โ€“ best for managing global payments and tax compliance 4. Stampli โ€“ best for team collaboration on invoice approvals 5. Brex โ€“ best for combining spend and invoice workflows in one platform 6. BILL โ€“ best for small businesses and accounting firms 7. Invoiced โ€“ best for recurring billing and automated invoice processing 8. DocuWare โ€“ best for companies needing a strong invoice management system 9. Zoho Invoice โ€“ best for freelancers and small teams on a budget Xero, Quickbooks and MYOB also provide scanning. DEXT is another one with 700k users. Are we building the same thing but differencing with our custom approach, personalised support and outcome based delivery ? or there are additional features on the automation that you are building compared to the above tools. I am really interested to build these solutions if there is a market for AI automators with personalised services (which SaaS does not have)
1 like โ€ข 7d
@Duy Bui well, these are as easy as uplaoding the document, selecting the fields to extract and execute.. 25-50 dollars a month for 250-500 documents Good enough for lot of small businesses to be honest... Spoke to five accountants yesterday and all of them use hubdoc from xero which is free with xero... So , I am not sure, if there is a big gap to be solved with n8n based solution Client asking the security of the documents as well ...
Is there a video for pdf extraction?
Hi @Duy Bui , do you have a video showing the workflow for these powerful pdf data extraction ?
0 likes โ€ข 14d
@Duy Bui
0 likes โ€ข 13d
I spoke to a few of my accountant friends today and this is a real problem...they have xero parsing it for them but they need to verify... So verification is still part of it They have offshore staff to do data entry I am now gonna do deep dive on this
Document Automation = Your Fastest Path to $2,000
Want to know the dirty secret about landing clients? Start with their paperwork. Every. Single. Time. Why documents? Because every business drowns in them: - Invoices - Contracts - Applications - Forms - Reports And guess what? They're all just data trapped in PDFs. MY FIRST 10 CLIENTS: 1. Dentist - Patient forms - $1,500 2. Lawyer - Contract extraction - $2,000 3. Accountant - Invoice processing - $1,800 4. Gym - Membership apps - $1,500 5. Restaurant - Vendor invoices - $1,200 6. Contractor - Permit docs - $2,000 7. School - Enrollment forms - $1,700 8. Clinic - Insurance forms - $1,900 9. Realtor - Lease agreements - $1,600 10. Retailer - Purchase orders - $1,400 Total: $16,600 from moving data from PDFs to spreadsheets. THE SIMPLE TECH STACK THAT PRINTS MONEY: - Automation tool: Pick one (Zapier/Make/n8n) - PDF processor: PDF Vector (my go-to, free tier handles 100 docs) - Storage: Google Drive (free) - Delivery: Their existing system That's it. $50/month in tools. $2,000/month per client. THE WINNING FORMULA: 1. Find business drowning in paperwork 2. Count hours wasted on data entry 3. Build simple PDF โ†’ Spreadsheet workflow 4. Demo with their actual document 5. Close with ROI math REAL EXAMPLE FROM LAST WEEK: Insurance broker, 50 applications/day Manual entry: 5 hours My automation: 0 hours Their savings: $3,000/month My fee: $1,800 + $200/month Build time: 3 hours Your competition is charging $10k for "AI solutions." You're solving real problems for $2k. Who do you think wins? DROP A COMMENT: What type of business do you know that drowns in paperwork? First 5 comments get my exact PDF automation template. Time to stop overthinking and start building.
1 like โ€ข 17d
@Duy Bui I have been bulding voice ai and helping clients.. But your documents automation seems really simple yet powerful Can you plz help me understand, what are the exact use-cases...(3-5) Like for accountants , what is their exact challenge with invoices that require parsing and updates in some database.. I am really keen to sell this as I have built full sales system for my voice ai business
1 like โ€ข 17d
@Duy Bui thanks let me talk to a few of them
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0 likes โ€ข 18d
I'll help
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Amit Gupta
2
11points to level up
@amit-gupta-1784
I am an AI learner who has been in the tech industry for 15 years. I am building an AI agency to help small businesses realise the power of AI.

Active 7h ago
Joined Sep 7, 2025
Sydney, Australia