Operations
Extract fields, summaries, and routing signals from structured documents.
- Manual document processing
- Slow intake
- Copy-paste errors
Ease to start
From effort and risk. Higher is easier.
- Effort
- Medium
- Risk
- High
- Time to value
- 3-6 weeks
- Tools mapped
- 17
Tool shortlist
- 01Dext
FinancePaid
Extracting supplier, totals, tax and line items from receipts and invoices at volume.
90 - 02
NanonetsData AnalysisPaid
Extracting header fields and line items from invoices, receipts and forms into structured data.
90 - 07
JuroLegalPaid
Pulling renewal dates, values and counterparties from legacy contracts into a repository.
78 - 08
QuickBooks OnlineFinancePaid
Pulling vendor, date and amount from receipts snapped in the mobile app.
75 - 09
DocuSignLegalPaid
Pulling parties, dates, values and obligations from signed agreements into a searchable record.
75
Pilot plan
Run a tightly scoped pilot. A person approves every output that reaches a customer, an employee or the books.
Steps
- 01Choose one document type
- 02Define target fields
- 03Review extraction accuracy before scaling
You need
- Document samples
- Field list
- Exception handling rules
Measure
- Processing time
- Extraction accuracy
- Manual corrections
- Automate document intakeFaster processing with clearer exception handling.
- Triage eDiscovery document setsFaster matter review with clearer issue clusters and expert quality checks.
- Analyze recurring business reportsFaster analysis and more consistent operational decisions.
- Analyze diligence document setsFaster review, better source traceability, and earlier issue spotting.