DocumentPro

DocumentPro: AI Powered Document Processing and Workflow Automation is an AI-enabled platform that helps you convert documents into structured data and automate end-to-end document workflows. It supports intake from multiple sources, advanced AI-based data extraction, actionable data processing, and seamless export to webhooks, Excel, or ERP/accounting systems. The solution is designed to reduce manual data entry, speed up processing, and improve accuracy across finance, order management, and data extraction use cases.

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How It Works

1. Import: Upload or ingest documents via email, API, Google Drive, and other connectors. Supported formats include PDFs, images, and scans.
2. Extract: Use AI LLMs (OpenAI, Google Gemini, Anthropic Claude, etc.) with a customizable processor to pull out key data from structured or unstructured documents.
3. Take Action: Define actions such as database lookups, data matching, flagging for review, or edit and approve steps.
4. Export: Deliver results to webhooks, export to Excel, or push to QuickBooks and other systems.

How Businesses Use DocumentPro

• Finance & Accounting: Automate accounts payable, invoice processing, data capture from invoices, receipts, and bank statements; match suppliers, items, and accounts; sync with ERP or accounting systems.
• Order Management: Extract data from purchase orders, auto-create sales orders in ERP, and reduce manual entry errors.
• Data Extraction: Transform manual data entry into structured data; support for any document format; custom extractions from structured or unstructured documents.

Key Capabilities

• AI-powered data extraction from PDFs, images, and scans with custom processors
• Multi-source document ingestion (email, API, Google Drive, connectors)
• Structured output ready for integration with your systems via webhooks or API
• Direct integration with ERP/Accounting (eg, QuickBooks) for automated workflows
• AI model training and customization for your documents
• Web application and API delivery options
• Prebuilt workflow templates for common business scenarios

Who Should Use It

• Teams looking to automate repetitive data capture tasks
• Organizations needing faster invoice processing and AP automation
• Businesses seeking to reduce manual data entry errors and improve data quality

Why It Helps

• Reduces manual data entry by up to 90%+ in applicable processes
• Speeds up processing and improves accuracy
• Enables scalable document workflows with minimal manual intervention

Security and Compliance (High-Level)

• Centralized access controls, role-based permissions, and secure data handling aligned with typical enterprise requirements.

Get Started

• API or web application access
• Connect your data sources (email, Google Drive, etc.)
• Upload sample documents to train your custom extraction processor
• Build and deploy automated workflows with exports to your systems

Core Features

• AI-powered document data extraction from PDFs, images, and scans
• Multi-source document ingestion (email, API, Google Drive, connectors)
• Customizable AI processors for domain-specific data capture
• End-to-end workflow automation: import, extract, process, export
• Actions: database lookups, data matching, flag for review, edit & approve
• Export to webhooks, Excel, and ERP/Accounting systems (eg, QuickBooks)
• Direct integration via API for seamless system connectivity
• Platform accessible via web app and API
• Training and refinement of AI models for specific document types