Documents and data entry
Read invoices, forms, contracts and emails automatically with OCR and AI, and put the data into your systems without retyping.
Book a Free Automation AuditOCR (optical character recognition) turns an image or scanned page into text. That alone is not enough, because you still have to find the invoice number or the contract end date in the text. Intelligent document processing (IDP) adds AI that understands the document: it identifies the type, finds the fields you care about, checks them against rules and passes clean data to your software. Document automation then connects this to the next step, such as creating a bill, updating a record or starting an approval.
| OCR software | Intelligent document processing | |
|---|---|---|
| Output | Raw text | Structured fields (vendor, date, amounts, clauses) |
| Understands layout and meaning | Limited | Yes, with AI |
| Handles varied formats | Poorly | Better, with review for uncertain items |
| Connects to your systems | Usually not | Yes, through integrations |
| Best for | Searchable archives | Automating data entry end to end |
Vendor, number, dates, line items, tax and totals into your accounting system.
Customer, patient or student forms turned into records.
Key dates, parties and clauses extracted for tracking and review.
Requests and documents sorted and routed to the right person.
IDs and proofs read and checked against form entries.
Documents classified, tagged and searchable.
Documents arrive by email, upload, WhatsApp or a shared folder.
The system identifies the document type.
OCR and AI read the fields and give each a confidence score.
Totals, dates, duplicates and required fields are checked. Low-confidence items go to a review screen.
Clean data is written to your accounting, CRM or ERP system and the original is archived.
No extraction is perfect, especially on poor scans and unusual layouts. We keep a person in the loop for uncertain fields, require totals to reconcile, link every record to its source document and test on your real documents before go-live. We report the accuracy we see so you can decide how much review you need.
Using software to create, read, route or process documents with little manual work, for example extracting data from invoices and posting it to accounting software.
IDP combines OCR with AI to understand documents and extract structured data, validate it and send it to other systems.
It can read some handwriting, with lower accuracy than printed text. We test on your samples and flag uncertain fields for review.
Accounting tools such as Tally, Zoho Books, QuickBooks and Xero, CRMs, ERPs, databases and spreadsheets, through APIs or import files.
We use least-privilege access and encrypted connections, can process data in your own environment, and do not use your data to train public models.
It depends on document volume, variety, systems and review needs. We scope after a free audit.
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Book a free audit. We will test how well your documents can be read and what it would save.
Book a Free Automation Audit