Service

AI Document Processing

Turn PDFs, invoices, and contracts into clean structured data with AI document processing (IDP) — eliminate manual data entry.

Overview

Your team wastes hours retyping data from PDFs, invoices, and contracts into systems. AI document processing (IDP) reads unstructured documents like a human — extracting line items, dates, totals, and clauses — and pushes clean structured data straight into your ERP, accounting, or CRM.

What's Included

  • Invoice and receipt data extraction with line-item detail
  • Contract clause extraction and summarization
  • Form processing (applications, claims, onboarding docs)
  • Custom document types trained on your templates
  • Human review workflows for low-confidence extractions
  • Direct integration with QuickBooks, SAP, NetSuite, and custom systems

Our Process

We analyze your document types and volume, build extraction pipelines tuned to your formats, validate accuracy against your ground truth, and deploy with confidence thresholds that route uncertain cases to human review.

Why Choose OctaTechno

Our IDP guide reflects real implementation experience. We combine OCR, LLMs, and validation rules to hit accuracy levels that pure template tools can't reach.

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FAQ

Frequently asked questions

Everything you need to know about AI Document Processing.

  1. For standard documents like invoices, 95%+ field-level accuracy is typical. For complex or highly variable documents, we design human-in-the-loop workflows where the AI handles 80-90% and flags uncertain cases for quick review.

  2. Modern handwriting recognition handles clean handwriting reasonably well, though accuracy is lower than print. We assess your specific documents during discovery and set realistic expectations.

  3. Through APIs (QuickBooks, Xero, NetSuite, SAP) or file-based integration. Extracted data flows directly into your system with proper field mapping and validation — no CSV juggling.

  4. We deploy with encryption at rest and in transit, role-based access, audit logs, and can run entirely within your infrastructure or VPC for regulated industries.

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