As processes within an organization continue to mature and scale, the need for efficient management and processing of documents becomes critical for success. We are thrilled to announce the launch of our new Intelligent Document Processing capabilities, designed to streamline workflows involving documents with a focus on flexibility, accuracy, and ease of use.
Let’s dive into some of the key highlights of this new feature!
Seamless integration for invoices, receipts and more
Our Intelligent Document Processing service comes equipped predefined schemas for common documents such as invoices, receipts, and identity documents. These schemas are meticulously designed to ensure accurate data extraction and validation, minimizing manual intervention. Moreover, we support multi-page PDFs, allowing you to handle complex documents effortlessly. Users can also tweak these schemas to better fit their specific requirements, so you only parse what’s needed. This gives consistency and ease of use when processing the documents within recipes.
Free-form schema and multi-language support
One of the standout features of our new document processing capabilities is its support for free-form schemas. You can process any type of document, regardless of its structure, making it incredibly versatile. Additionally, we have support for multiple languages and even handwritten text, allowing it to handle a diverse range of documents and use cases. Whether you’re dealing with international invoices or handwritten notes, we can accurately capture and process the information needed. This complements our broader drive to enable processing of unstructured data into structured data – AI by Workato targets textual input while IDP aims to address pdfs and images.
Confidence scores and human-in-the-loop reviews
To enhance the accuracy and precision of the overall process, we provide confidence scores for each extracted field. These scores help users quickly assess the certainty of the data for efficient filtering and prioritization. For instance, where the confidence score is below a set threshold, you can bring in human-in-the-loop reviews, ensuring that any questionable data is verified by a human before being finalized. This combination of automated processing and human oversight guarantees the highest level of data integrity and accuracy, making your automated workflows more robust and dependable.
What can I do with IDP?
Process incoming invoices
Extract vendor and invoice data from PDFs, then route approvals to the right member of the procurement team. If any confidence score is too low, loop in the procurement team or customize the approval message so they know to take an extra look before approving the request.
Route expense approvals accordingly
Who has time to review every single receipt, especially when the receipt is in another language? Extract the key receipt details with multi-language support, and help your approval teams spend less time figuring out the right translation for the word “airport.”
Wrap up
Our new IDP capabilities are set to transform the way you handle documents within your workflows. With predefined and customizable schemas, support for a wide range of document types and languages, and robust confidence scoring, your document management processes will be more efficient and reliable than ever before. Embrace the future of document processing with our cutting-edge platform, and streamline your workflows like never before!
Ready to get started? Reach out to your Customer Success representative today!