What it is (plain English)
Reads documents — invoices, forms, PDFs, emails — and pulls the important fields out as structured data a workflow can use, with a human check where confidence is low. It removes the manual data-entry step at the front of many processes.
Problems it solves
- Staff manually keying data off invoices, forms, and PDFs.
- Slow, error-prone intake of unstructured documents.
- Automation that stalls because the input is a document, not data.
What must exist first
Platform Core Setup. Extracted data typically feeds a Flow Designer process, so pairing with automation is expected.
What the customer needs to provide
- Representative sample documents (the messier and more varied, the better for training).
- The fields you need extracted and where they flow next.
- Accuracy expectations and the human-review threshold.
- Volume estimates by document type.
Where it can go next
Feeds Flow Designer and RPA-driven processes; unlocks straight-through processing for document-heavy workflows (AP, onboarding, claims).