Intelligent Document Processing
Business documents in, clean data out.
AIS helps you read, classify and extract data from invoices, forms, contracts and correspondence, validate it against your systems and route it to the right team.
Values that fail validation wait for a person.
The challenge
Why it matters
Invoices, purchase orders, forms and contracts still arrive as PDFs, scans and emails, and teams re-key the same data into ERP and CRM systems.
Manual entry is slow and error-prone, and exceptions get lost in inboxes.
What it does
What Intelligent Document Processing can help with
OCR
Read printed and scanned documents, including tables and forms.
Classification
Recognise each document type and send it down the right path.
Extraction
Pull out the fields your systems need, with confidence scores.
Validation
Check extracted values against your ERP, CRM and business rules.
Routing
Send documents and exceptions to the team that acts on them.
Human review
People check anything that fails validation before it is posted.
How it works
Intelligent Document Processing, step by step
- CaptureEmail, upload and scan, read with OCR.
- ClassifyInvoice, order, contract or form.
- ExtractKey fields pulled out with confidence.
- ValidateChecked against your systems and rules.
- Human reviewReviewPeople resolve exceptions.
- RoutePosted or sent to the right team.
Integrations
Connected to the systems you run
AIS integrates with what you already use rather than adding another system to maintain.
- ERP systems
- CRM systems
- Document management systems (DMS)
- Email and shared mailboxes
- Scanning stations
Enterprise AI
Related solutions
- AI Agents & Workflow AutomationMulti-step processes using approved tools, with human approvals.Learn more
- Enterprise Knowledge AssistantsAnswers from your approved policies, manuals and contracts, with sources.Learn more
- Compliance & Risk IntelligencePolicy and regulatory document intelligence, risk indicators and audit preparation.Learn more