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Operations · CRM · DataAvailable · Live in 2 weeks

Stop typing. Start shipping.

Pulls clean structured data from any mess — email, PDF, photo, form, business card. Drops it perfectly into your CRM, spreadsheet, or database. Zero typos. Zero hours of mind-numbing entry.

Book a 20-min demoTalk to a strategist
★★★★★   4.9 · Used by 120+ ops teams · Q1 cohort: 5 of 10 spots left
Agent profileAVAILABLE
RoleData entry replacer
Accuracy100% error-free
Doc to record< 10 sec
Live in2 weeks
Starting at$700/mo
Plays nice with
HubSpotSalesforceAirtableSheets
This weekData Entry Agent processed 87,400 docs · created 14,200 CRM records · 0 typos
Trusted by ops teams at
Cartwright
NORTHWAY
Quill SaaS
STEEPLED
Oster & Co.
LOOPLEAD//
What it does

Any input. Clean output.

Outcome-led. Every row replaces typing that someone on your team currently dreads.
Reads anything: PDFs, photos, emails, forms

OCR + vision + LLM. Business cards, scanned contracts, invoice photos — all parsed cleanly.

Extracts structured data with confidence scores

Name, email, phone, company, role, amount, date — every field tagged.

De-dupes against your CRM before creating

Won’t create ‘Jordan K’ if ‘Jordan Khan’ already exists. Updates instead.

Validates emails, phones, addresses on the fly

Catches typos. Flags invalid records. Saves bad data from polluting your CRM.

Categorizes + tags records to your rules

Conference cards get ‘Conf 2026’. Invoices get vendor + category. Custom logic supported.

Pushes to any destination

HubSpot, Salesforce, Airtable, Sheets, Postgres, Notion, Zapier — one click per workflow.

Audit log for every record

Source doc, extraction, confidence, manual edits — all logged. SOC 2 ready.

Accuracy guarantee

Better than a human typist. Always.

We test against your real docs in week one. If accuracy is <98%, we keep tuning at our cost until it is. Most clients hit 99.4%+. Humans average 93%.
Source document
Day 1 — raw input (business card)

“Jordan Khan / Senior Eng. Architect / Steepled, Inc. / +1 (415) 555-2391 / [email protected] / linkedin.com/in/jordan-khan-eng / SF Bay”

Clean CRM record
Same day — HubSpot record created

“‘Jordan Khan’ · Sr. Engineering Architect · Steepled, Inc. · [email protected] · +1-415-555-2391 · LinkedIn linked · Location: San Francisco Bay Area · Tag: Conf 2026 · Source: card-scan-44210.jpg”

Agent flow

From mess to clean CRM, in minutes.

Four-node loop. Capture, extract, validate, push. Your humans only see the 2-3% low-confidence flags.
Step 01

Capture

Drop docs into a folder, forward to an email, or photo via mobile. Agent picks up.

Step 02

Extract

Vision + OCR + LLM parsing. Pulls every field, every line item, with confidence score.

Step 03

Validate

Checks against your rules. De-dupes. Validates email + phone + URLs. Flags edge cases.

Step 04

Push & log

Drops clean data into CRM, spreadsheet, or DB. Audit log + Slack summary.

Tunes from your corrections weekly
Sample week of output

What lands in your CRM by Friday.

A real week from Cartwright. 14,200 records created, 218 low-confidence flagged for review.
Mon · 220 from confBusiness cards
“‘218 parsed cleanly, 2 blurry (flagged). 171 new HubSpot contacts created. 47 existing updated. Tagged Conf 2026.’”
Tue · vendor batchInvoices
“‘47 vendor invoices scanned. Line items extracted. Tagged by GL code. Pushed to NetSuite. AP queue ready.’”
Wed · webhookLead forms
“‘312 form submissions deduped against 2.4M existing leads. 247 new, 65 updates. Routed to Sales.’”
Thu · low confEdge case
“‘3 records flagged: blurry signature on contract, partial phone on card, ambiguous company name. Slack pinged.’”
Plays nice with your stack

Works with everything you already use.

HubSpotSalesforcePipedriveAirtableGoogle SheetsNotionPostgresZapierMakeDropbox
How we stack up

Data Entry Agent vs the alternatives.

Honest table. We&rsquo;ll tell you when an offshore team or OCR tool is the right call.
Data Entry Agent
Offshore data entry team
Plain OCR (Adobe, Google)
Monthly cost
$700–$1,500
$3K–$8K
$10–$200
Doc to record
<10 sec
Minutes-hours
OCR only, no structure
Accuracy
99.4%+
92-95%
OCR varies
De-dupes against CRM
Yes, automatic
Manual
No
Validates emails/phones
Yes, on the fly
Manual checks
No
Pushes to CRM/DB
Yes, configured
Manual
Export CSV
Audit log
Per record, SOC 2
Manual
No
Real customer · Real numbers

How Cartwright erased 60 hours of typing per week.

Same team, redeployed to real analysis. Zero typos. SOC 2-ready audit log.

Read Cartwright&rsquo;s story
Typing erased/wk60 hrs
Extraction accuracy99.4%
Typos in 6 months0
The two questions everyone asks

What if it extracts wrong data?

Every record has a confidence score. Anything below your threshold (default 95%) flags for human review. We tune until accuracy hits 99%+ &mdash; on us, no extra charge.

Can it handle handwriting?

Yes, including most handwritten forms, doctor notes, signatures. Quality varies by legibility. We&rsquo;ll test on 20 of your real docs before you sign.

Pricing

Simple, fixed-price tiers.

Fixed monthly fee. No per-document charges. Cancel after 30 days.
Best for small ops teams
Data Starter
$700/mo

Up to 1,000 records/mo, 5 doc types, 1 destination.

  • 1,000 records/mo
  • 5 doc types
  • 1 destination (CRM/Sheet)
  • Slack alerts
  • Audit log
  • Not included: Multi-destination, custom validation
Start with Starter
Best for medium ops volumes
Data Pro
$1,500/mo

Up to 10,000 records/mo, all doc types, multi-destination, validation rules.

  • 10,000 records/mo
  • All doc types (incl. handwriting)
  • Multi-destination
  • Custom validation rules
  • De-dupe across systems
  • Priority support
Hire Pro
Best for high-volume orgs
Data Enterprise
Custom

Unlimited volume, on-prem option, SOC 2, dedicated engineer.

  • Unlimited volume
  • On-prem option
  • SOC 2 + audit pack
  • Dedicated engineer
  • Custom doc types
  • SLA
Talk to us
✓
14-day pilot
Send 50 of your messiest docs. See accuracy live.
✓
Accuracy SLA
If we don&rsquo;t hit 98%+ on your data, we tune at our cost.
✓
You own all data
Never trained on, never shared. Audit log per record.
Quick math

What zero typing saves you.

Default is a 2-person ops team at $40/hr loaded. Drag to fit yours.
Marketers on your team2 people
Blended hourly cost (salary + overhead)$40 /hr
Hours per marketer per week on repetitive content25 hrs/wk
Assumption: Marketing Agent automates ~65% of repetitive content work. Defaults reflect the median Steepled customer.
Estimated savings
$50K/yr
Net of agent fee · $4.1K/mo after subscription
Hours automated each week33 hrs
Gross saving (before agent fee)$5.6K/mo
Marketing Agent subscription$1.5K/mo
ROI275%
Numbers are an estimate. We’ll model the exact ROI for your team on the discovery call — with real workflows + tools.
From a customer running Data Entry Agent
★★★★★
“We had two people typing invoices into NetSuite full-time. We didn’t fire them — they’re now doing real analysis. 60 hours a week of typing, gone. The Data Entry Agent caught more errors than the humans did in their last quarter combined. Yes, I’m bragging.”
MV
Marisol Vega
Ops Lead · Cartwright Goods · Toronto
100%
Error-free entries
30hrs/wk
Saved across team
<10sec
Doc to clean record
60+
Doc types supported
Available for new clients · Q1 2026

Never type a customer
into a CRM again.

20-min demo. Send us a batch of your messiest docs &mdash; we&rsquo;ll show you a live extraction in real time.

Book a free 30-min callSee all agents →
★★★★★   4.9 / 5 from 100+ reviews   ·   Reply within 1 business day
Marketing Agent
Data Entry · From $700/mo
Book a 20-min demo