AI survey coding and data classification.Every Record Coded. The Uncertain Ones Flagged.
Docsbench’s AI agents apply your code frame, categories, or account rules to every response, transaction, and record. Each one keeps its source and the reason for its code, and anything uncertain comes to you for review.
- Your code frame
- Originals kept
- Uncertain cases flagged
Your Code Frame. Every Response.
Give Docsbench the code frame, theme list, or categories you already use. It reads every response, interview, and comment, applies the codes, and keeps each one beside the words that earned it.
Code Open-Ended Survey Responses With AI.
Docsbench applies your code frame to every open-ended answer, including the long, mixed, and misspelt ones. A comment that covers two themes gets both codes. Every response keeps its respondent ID, so the codes join straight back to the rest of the survey data.
“Code the 1,100 survey comments to our theme list. Allow more than one theme per comment, and flag anything you’re unsure about.”
Build a Code Frame From the Responses.
No frame yet? Docsbench reads the full set and proposes one: broad themes, sub-codes beneath them, a definition for each, and real examples. Edit it, merge codes, or rename them, then apply the approved frame to every record.
“Read this year’s 640 complaints and propose a code frame: broad themes with sub-codes, a definition and two examples for each.”
Code Interviews, Feedback, and Complaints.
Docsbench codes interview transcripts, support tickets, reviews, and complaint emails to the same frame as your survey. Every coded extract keeps its document and line reference, so the quote you use in the report can be traced back to where it was said.
“Code the clinic manager interviews to the same theme list and pull the strongest quote for each theme.”
Wrong Codes. Caught and Corrected.
Coding errors hide in plain sight: the invoice posted to the wrong account, the shared cost charged to one clinic, the acquired company’s chart that doesn’t map. Docsbench checks every line against your rules and the documents behind it, and proposes each correction with the original beside it.
Find and Fix Miscoded Ledger Lines.
Docsbench checks each ledger line against your chart of accounts, coding rules, and the supplier invoice behind it, and lists the lines coded to the wrong account. The reclassification schedule shows the original account, the proposed one, the reason, and the source document. Nothing changes until you approve it.
“Check the January–June ledger against our coding rules and the supplier invoices. List every line coded to the wrong account.”
Map Charts of Accounts to Your Reporting Lines.
Bring in the charts of accounts from acquired businesses, entities, or old systems. Docsbench maps every account to your reporting lines using the account names, descriptions, and how each account has actually been used, then flags the accounts that don’t fit cleanly.
“Map the Marlow Park and Southfield charts of accounts to the group’s reporting lines, and flag any account that doesn’t fit cleanly.”
Check Every Cost-Centre Assignment.
Docsbench checks payroll, invoices, and expense lines against your cost-centre rules and the rosters, contracts, or approvals behind them. It lists every line charged to the wrong department, project, or site, with the evidence for the right one.
“Check June’s payroll and invoice lines against the cost-centre rules and list anything charged to the wrong clinic.”
Review the Doubts. Use the Results.
You decide what stands. Docsbench sends the uncertain cases to you with its reasons, applies your decisions, and remembers them for next time. Then it carries the reviewed codes into the tables, charts, and reports.
Review the Uncertain Cases First.
Every code comes with a confidence level and a reason, so you can filter straight to the records that need a person. Accept, change, or add a rule, and Docsbench applies your decisions across the file. Your rules stay in the project, so the next wave or month is coded the same way.
“Apply my decisions on the 23 flagged comments, and use the same rules when we code the Q3 survey.”
Put the Coded Results to Work.
Coding is a step, not the deliverable. Docsbench builds the cross-tabs and charts from the reviewed codes, recalculates them after your review, and carries them into the report or deck with the quotes behind each theme.
“Cross-tab the themes by clinic, chart phone access against the other themes, and add both to the wait-time review.”
Build cross-tabs and charts from coded dataWrite the report from the results
From Survey Comments to the General Ledger.
Code the Open Ends in an Afternoon.
“Code the open-ended answers in wave 4 to the tracker’s code frame, and flag any new themes that don’t fit it.”
“Code these 30 interview transcripts to the agreed frame and build a quote bank by theme.”
“Recode waves 1 to 3 to the revised code frame so the trend lines compare like for like.”
The analysts spend their time on what people said, not on tagging it.
Coding for research firms:Market Research
Questions About Classification and Coding.
Can it use my own code frame, categories, or chart of accounts?
Yes. Upload the code frame, theme list, chart of accounts, or coding rules you already use, and Docsbench applies them as written. If you don’t have one yet, it can propose a frame from the records for you to edit and approve.
Can a record have more than one code?
Yes. When a response or record covers several themes, Docsbench assigns each one that applies, and the counts and cross-tabs account for it.
How do I know which codes to check?
Every code has a confidence level and a reason. Uncertain cases are flagged with what made them uncertain, so you can filter straight to them, and you can read the records behind any code.
Does it change my original data?
No. The original text, account, or cost centre stays beside every proposed code or correction, with the source document it was checked against. Corrections are applied in the working files only after you approve them.
Does it post corrections to my accounting system?
No. Docsbench works on the exports and documents you upload and produces the reclassification schedule, mapping, or coded file. Your team posts any adjustments in its own system.
Can it code the next wave or month the same way?
Yes. Your code frame, rules, and review decisions stay in the project, so the next wave, month, or entity is coded to the same standard and stays comparable.
How many records can it handle?
Docsbench works through full exports, from a few hundred comments to tens of thousands of ledger lines, and codes every record rather than a sample.
How is this different from AI classify functions in a spreadsheet?
Spreadsheet add-ins classify one cell at a time against a list. Docsbench works across your whole project: it checks codes against the source documents, handles multiple codes per record, flags uncertain cases with reasons, keeps your decisions for next time, and carries the results into the report or deck.
Spend the Review on the Hard Cases.
Let Docsbench code every record and flag the uncertain ones, so your team’s time goes on the judgment calls.
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