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LIMITED TO 10 SEATS DEC 9, 2025

Document Chaos to AI Baseline
in One Day

Build Your Document Engine + AI Governance Foundation

December 9, 2025 - 10:00 AM EST / 7:00 PM Dubai

Date
December 9, 2025
Tuesday
Time
10:00 AM EST
7:00 PM Dubai Time
Format
Online
Live Session

$499

Regular: $999

CONTACT US TO REGISTER →

3-Day Money-Back Guarantee

What You'll Get in One Day

We turn your document chaos into:

1

1. Quantified Baseline

Cycle times, exception rates, rework hours, and estimated annual cost of current operations

2

2. Credible ROI Case

Trial-ready automation scenario with clear pilot definition and success metrics

3

3. AI De-Risking Baseline

Show to your CFO, auditor, or board with confidence

Workshop Structure

2.5 Hours - 2 Live Sessions - Real-Time Implementation

1

Session #1: Build Your Document Engine - LIVE

45 Minutes - Led by DoDocs Matchpoint Team

"Upload. Shape. Template. Validate. Post.
Your workflow, rebuilt in real time."

This isn't a demo. This is your documents, your fields, your accuracy, upgraded live during the workshop.
What You'll Build in This Session:
1
WhatsApp + Email Intake Setup

Drop invoices or statements directly into DoDocs Matchpoint from the tools you already use

2
Real-Time Field Shaping

Add, remove, rename, and reorganize fields in seconds. Your data model, not your vendor's template.

3
Instant Template Creation

Teach DoDocs Matchpoint once - watch the next thousand documents follow the rules

4
Multi-Document Reconciliation

Vendor, PO, Invoice, Bank - Live alignment with confidence scores

5
QuickBooks / Xero Push

End-to-end posting from source doc to system of record. Clean data in, clean ledger out.

6
Accuracy Score Snapshot

Bring 10 documents. See your before/after accuracy instantly. Most teams: 70-80% to 95-100% in 6 minutes.

2

Session #2: Build Audit-Ready AI Foundations

90 Minutes - Led by Ludmila Pirogova, ISO 42001 Lead Auditor

!
Finance Teams Are Walking Into 2026-27 Blind
  • SEC/FINRA already examining AI use in finance workflows
  • OSFI E-23 mandates model governance by May 2027
  • EU AI Act High-Risk obligation hits Aug 2026
  • 88% of finance teams have no AI governance foundation
  • Big 4 governance projects start at $150K+
What You'll Build in This Session:
AI Policy

Clear rules for how AI is selected, used, reviewed, and controlled

AI Register

A complete inventory of every AI system, vendor, or tool

AI Risk Framework

Human-in-loop, exception escalation, audit-ready logs

Exception Flow Redesign

Clean, governed exception path that regulators love

Automation Baseline

Volume, exceptions, time lost, true cost analysis

Reconciliation Blueprint

Vendor, PO, Invoice, Bank chain regulators expect

Operators Get:
  • Clear rules for AI usage
  • Exceptions that don't explode at month-end
  • Audit-ready evidence
  • Templates that reduce work, not add to it
Executives Get:
  • Narrative they can defend to boards, auditors, regulators
  • Clarity on where AI lives in their org
  • Maturity baseline to plan budgets + controls
  • Head start on OSFI, EU, and SEC enforcement

What You Leave With

Each participant leaves with concrete, actionable deliverables:

1
1. Quantified Doc Operations Baseline
  • Cycle times (today)
  • Exception rate
  • Rework hours
  • Estimated annual cost of "good enough" OCR/manual handling
2
2. "Trial-Ready" Automation Scenario
  • Clear definition of a candidate pilot (doc types, volumes, success metrics)
  • Optional: early metrics from their 14-day trial if they engage between sessions
3
3. Mini AI Risk Heat Map
  • Governed vs. ungoverned AI use
  • Top 3 governance gaps mapped to real board/audit questions
  • Recommendations on how to close these gaps
4
4. 90-Day Action Plan
  • 1-2 doc flows to automate
  • 2-3 governance moves to make AI defensible
  • A sense of "We can do this without blowing up compliance"

For $499, that's trivially justifiable if it even unlocks:
One fewer FTE needed for rework - One avoided $50K duplicate payment - One avoided board confrontation

!

Why Now: The Regulatory Clock Is Not Waiting

The next 18 months set the tone for 2027-2030.
Regulators are tightening. Competitors are accelerating. Manual teams are falling behind.

DEC 3, 2025

U.S. SEC Reg S-P
(Large Firms)

FEB 1, 2026

Colorado AI Law

AUG 2, 2026

EU AI Act
(High-Risk Systems)

MAY 1, 2027

OSFI E-23
Enforcement

AUG 2, 2027

EU Full
Obligations

If AI touches your financial data, you must be able to prove what it did.
Global regulators are converging on this message.

The Hidden Cost of Waiting

Finance teams who wait to automate fall 3-5x behind in performance, accuracy, margin, client retention, and audit outcomes.

3-6x Cheaper

Cost per Document
$6-18 (manual) to $1-3 (intelligent)

7-10x Throughput

Processing Capacity
8-12K docs/FTE to 80-100K

54% Fewer

Audit Adjustments
Fewer findings, lower fees

27-45% Faster

Close Speed
Quicker cash flow

+2-5% EBITDA

Margin Impact
Compounding benefit

2-4% Churn

Client Retention
Down from 6-12%

Every 12 months, the performance gap compounds.
Manual teams fall 3-5x further behind automated competitors.

Your Guides

LP

Ludmila Pirogova

ISO/IEC 42001 Lead Auditor
AI Governance & Architecture Advisor
NXTFrontier / Boardroom Grade

  • One of fewer than 500 certified ISO 42001 Lead Auditors globally
  • Advisor to finance, insurance, and asset-intensive sectors
  • Designs governance frameworks for major companies, boards, and regulators
  • Speaker at CPA events, Vector Institute AI program
DG

Dan Gudkov & DoDocs Matchpoint Team

CEO, DoDocs Matchpoint Inc
6x Founder

  • 10 years leadership + 50+ years team experience in enterprise software
  • Ex-Swissbank, ex-Deutsche Bank
  • Clients in GCC, North America, UK
  • Built the only document intelligence engine with multi-document reconciliation, confidence scoring, and full audit trails

Investment

$499

Regular: $999

Limited to the first 10 participants

What's Included:
  • 2.5-hour live guided session
  • AI Policy (guided creation)
  • AI Register template
  • AI Oversight & Exception Framework
  • Document Exception Path
  • Automation Baseline Analysis
  • Recording + slides + templates
  • 7-day support access
CONTACT US TO REGISTER - $499 →

3-Day Full Refund if Not Satisfied - No Questions Asked

Frequently Asked Questions

Finance teams using ANY AI tool - from OCR to ChatGPT. If AI touches your financial data or document processing, this workshop is for you.

No - this is workflow automation and headstart on AI governance, not engineering. You need finance/operations expertise, not technical AI skills.

It gives you the foundations that regulators expect. This workshop provides the starter pack for AI governance - not full compliance certification, but the critical first steps.

Enterprise gets full ISO-aligned guided documentation + 90-day support. This workshop builds your starter pack in one day for $499 instead of $150K+.

3-day full refund after the workshop if not satisfied. No questions asked. However, no right to use frameworks or materials will be retained.

Bring 10 sample documents (invoices, bank statements, or other finance docs) to test during Session 1. This gives you real before/after accuracy metrics.

Get Ahead of the AI Governance Storm

Rebuild Your Audit-Ready Documents Workflow in 2.5 Hours

$499 - Limited to 10 Seats to Guarantee Outcomes

CONTACT US TO REGISTER →

Questions?
sales@docuextract.com

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