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.