OCR & IDP Tools

Turn scanned documents and PDFs into clean, structured data — from simple text extraction to fully validated, AI-driven document processing.

Request a Demo Pair with RPA
OCR vs. IDP

Two tools, one goal: no more manual data entry

OCR reads the text. IDP understands the document.

🧾 Smart OCR

Fast, accurate text and data extraction from scanned documents, images, and PDFs.

  • Extracts text, tables, and key-value fields
  • Works on invoices, receipts, IDs, and forms
  • Multi-language recognition
  • Exports directly to Excel, CSV, or your database
How it works

From scanned page to structured data

A four-step extraction pipeline

Every document — clean or messy — passes through the same validated pipeline before it ever reaches your systems.

  • Automatic document type classification
  • OCR text and table extraction
  • AI validation against your business rules
  • Clean structured output pushed to ERP/CRM
📄 Document Scan / PDF / Photo 🔎 OCR Text + table extraction 🧠 IDP Classify + validate against your rules 🗂️ ERP / CRM Structured record Invoices · IDs · Claims · Forms — same pipeline, every document type
Where it fits

Common use cases

🧾

Invoice Processing

Extract line items, totals, and vendor details straight into your accounting system.

🪪

KYC & ID Verification

Read and validate ID documents in seconds as part of onboarding.

📋

Claims Processing

Automatically extract and structure data from claim forms and supporting documents.

Under the hood

From scanned page to structured data in seconds

OCR + machine learning, not just text extraction

Basic OCR only reads characters off a page. Our Intelligent Document Processing (IDP) layer goes further — it understands document structure, classifies document types automatically, and maps extracted fields straight into your CRM, ERP, or accounting system with a confidence score on every field.

Low-confidence extractions are flagged for a quick human review instead of silently failing, so accuracy improves the more the system processes — invoices, ID proofs, contracts, and handwritten forms all included.

  • Handles invoices, KYC documents, contracts & handwritten forms
  • Auto-classification & field-level confidence scoring
  • Direct integration with your CRM / ERP / accounting stack
  • Human-in-the-loop review queue for low-confidence extractions

Live 3D render — document-to-data pipeline visualized as a faceted extraction node

FAQs

Common Questions

What document formats can you process? +
Scanned images, photos, and PDFs — including multi-page and mixed-quality documents.
How accurate is the extraction? +
Accuracy depends on document quality, but our IDP validation layer flags low-confidence fields for review rather than silently guessing.
Can this connect to our existing ERP or CRM? +
Yes — structured output can be pushed directly into most ERP, CRM, and accounting systems, or delivered as CSV/Excel/API.

Still keying in data by hand?

Show us a sample document and we'll show you exactly what OCR or IDP can automate.

Talk to Our Team