Meet the Leader

Kyle Castor on value creation in basis points

Kyle Castor, Founder & Principal Architect  •  61 seconds  •  Captions  •  AI-rendered presenter from the studio portrait

Transcript

00:00To private equity sponsors and operating partners here in Las Vegas: your post-acquisition value creation shouldn't be trapped in forty-page slide decks.

00:11At DataOngoing, we measure our work strictly in basis points of EBITDA. Two hours of executive input returns hundreds of automated hours, proven in our 100x time ledger.

00:24First, a 48 to 72-hour AI technology diligence read to price technical debt before wiring capital. Second, compressing your 21-day multi-entity close down to 3. Third, automated floor-to-ledger data ingestion straight into NetSuite.

00:44We ship working code in 14-day sprints. If it does not run in production, the milestone is not billed. Visit DataOngoing.ai to schedule a private advisory session.

  1. How we work →
  2. Read the results ledger →
  3. The productized offers →
  4. The Basis-Point Sprint →

Every figure in the brief is published on this site with its source class; the chapter links go to those pages.

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Home / OCR & 3-Way Match
OCR & 3-Way Match

Containerized NetSuite OCR Authority: Find Every Document, Attach to Any Record, and Automate Sales Orders, AP Bills & 3-Way Matching

DataOngoing’s Containerized NetSuite OCR Authority (com.dataongoing.ocr.authority) replaces rigid, per-page AP SaaS tools with lightweight discovery containers and a native SuiteScript 2.1 transaction engine. Built on our production OCR baseline (2,881 documents processed to date, measured), the containers crawl email inboxes, SFTP/SMB shares, warehouse scanners, and orphaned NetSuite File Cabinet folders, compute SHA-256 hashes, sanitize hidden 1pt adversarial text, bind every PDF via record.attach(), and automate Sales Orders, AP Vendor Bills, line-level PO-Receipt-Bill 3-Way Matching, and any Custom Record (customrecord_*) in a 14-day sprint ($15,000 flat fee, 10x fee guarantee).
Basis-point leverOrder-to-cash velocity, AP clerical repurposing & vendor price-variance recovery
Your time3-4 hoursinbox/folder mapping, tolerance rules sign-off, exception review

Lightweight discovery containers crawl email, SFTP, scanners and the NetSuite File Cabinet, attach every source PDF via record.attach(), and automate SalesOrder creation, VendorBill ingestion, line-item 3-Way Matching, and any Custom Record (customrecord_*). Built on 2,881 production documents processed to date (measured). See the results ledger for the rows behind this lever.

Why legacy AP OCR tools fail across Sales Orders, 3-Way Matching, and Custom Records

Most third-party OCR SuiteApps charge recurring per-page tolls while solving only one narrow slice of your document backlog: basic Vendor Bill header entry. Meanwhile, customer Purchase Orders still get keyed by hand into Sales Orders, vendor bills bypass line-level Item Receipt checks, source PDFs sit unattached in email inboxes, and custom records (customrecord_*) are completely unsupported.

Document WorkflowLegacy Per-Page AP SaaSDataOngoing Containerized OCR Authority
Document discovery & record.attach()Manual portal uploads; unlinked File Cabinet PDFs ignoredContainers crawl IMAP/M365, SFTP, scanners & File Cabinet; 100% SHA-256 dedupe & record.attach()
Inbound Customer POs -> Sales OrdersNot supported; CSRs type lines manuallyCustomer SKU crosswalk (customrecord_do_ocr_sku_crosswalk) + margin floor check -> native SalesOrder
AP Vendor Bills & 3-Way MatchingHeader-only or coarse PO matchingLine-by-line PurchaseOrder <-> ItemReceipt <-> VendorBill qty/rate verification
Custom Records (customrecord_*)Blocked or requires expensive professional servicesUniversal Custom Record Router (customrecord_do_ocr_routing_rule) populates & attaches to any record
Adversarial PDF & ACH securityRaw OCR text mapped directly into fieldsDefendAir 4-layer OCR sanitizer + immutable vendor bank-routing lock

How the lightweight discovery containers and SuiteScript 2.1 engine work

  1. Multi-channel discovery & SHA-256 deduplication. The lightweight do-ocr-authority-worker container crawls IMAP/M365 order and AP inboxes, SFTP/SMB shares, dock scanner hot-folders, and unlinked NetSuite File Cabinet folders. Every binary is hashed with SHA-256 before inference so duplicate transmissions are skipped in milliseconds.
  2. DefendAir 4-layer OCR sanitization. Before any field touches NetSuite, our sanitizer strips zero-width Unicode characters, hidden 1pt white-on-white prompt injections, and unauthorized bank routing overrides.
  3. Automated Sales Orders, AP 3-Way Matching & Custom Records. The RESTlet (do_rl_ocr_authority.js) resolves customer and vendor SKUs, creates or transforms the target SalesOrder, VendorBill, or customrecord_*, runs line-by-line PO-to-Receipt-to-Bill matching, and executes record.attach().
  4. Exception cockpit & human approval gate. Clean matches post automatically; any price or quantity variance beyond tolerance stops in do_sl_ocr_3way_match_cockpit.js with the exact line delta highlighted for supervisor sign-off.

Interactive 5-tab proof console

Explore the live 5-tab simulation console covering Container Discovery & Attachment, Automated Sales Orders, AP 3-Way Matching, Unlimited Custom Records, and the Self-Hosted Local LLM TCO Calculator: Open the Containerized OCR & Local LLM Authority Console.

Frequently asked questions

Can this attach documents and populate fields on any Custom Record in NetSuite?

Yes. You are never limited by custom records. Adding a new document workflow (such as FSMA 204 Lot COAs, carrier Bills of Lading, or signed customer MSAs) requires only a JSON mapping row in customrecord_do_ocr_routing_rule—zero container rebuilds required.

What does the 14-day Containerized OCR & 3-Way Match Sprint cost?

$15,000 flat fee for the complete 14-day production sprint, including the Docker discovery worker, the 4 custom records, automated Sales Order and AP 3-Way Match engines, and our written 10x fee guarantee.

Engineering Blueprint

Containerized NetSuite OCR Authority: Automating Sales Orders, AP Vendor Bills, 3-Way Matching & Universal Record Attachment

Why Lightweight Discovery Containers & SuiteScript 2.1 Beat Per-Page AP SaaS

How lightweight Docker containers crawl email inboxes, SFTP shares, warehouse scanners, and the NetSuite File Cabinet, attach source PDFs via record.attach(), and automate Sales Orders, AP Vendor Bills, line-level 3-Way Matching, and any Custom Record in a 14-day sprint ($15,000 flat fee).

Sovereign AI Architecture

Self-Hosted Local LLM for NetSuite: Zero Token Costs, 100% On-Premise Data Sovereignty & Private ERP Automation

Running vLLM (Qwen2.5-VL + Llama-3.3-70B) or Ollama Inside Your Own Firewall

Why CFOs and CISOs are replacing metered cloud LLM APIs with a Dual-Tier Self-Hosted Local LLM stack (vLLM or Ollama) inside an air-gapped Docker network (internal: true): $0.00 per token, 78%–92% 3-year TCO reduction (modeled), and zero ERP data egress.

Edge Hardware Whitepaper

The Disconnected Dock

Why Shop Floor Print and Weight Friction Destroys PE Manufacturing Margins

How manual clipboards, static floor scales and unmanaged print spoolers waste 15-20% of warehouse profits, and how in-transit forklift scales and 2D ring scanners eliminate the driver dismount entirely.

Talk to the architect, not a salesperson

HelpAirs technology for NetSuite: the five roles a company pays for, delivered as one supervised AI service at a modeled 20-80% lower cost, with the existing team repurposed rather than replaced, and every outcome published in the results ledger with its source class.

Scope an OCR & 3-Way Match Sprint   Read the results ledger

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