Document
Understanding

Wouldn’t it be amazing if your software robots could understand your documents? Extract, interpret, and process data for you, even from PDFs, images and scans? Document Understanding enables your robots to do that and it allows the end-to-end automation of your business documents.

Robots can be trained to read, understand and extract information from documents. Different techniques such as rule engines or machine learning models are used for fast and accurate document processing.

Our experts support you in the full document processing lifecycle from scanning documents, extracting information using AI, processing the data in your enterprise applications to document archiving and retention. Automate more of your digital paperwork, with the help of AI and RPA.

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Our experts support you in integrating UiPath Document Understanding

Implementation of AI Fabric and Document Understanding

  • Configuration of rules to extract information from structured forms (e.g. patient forms, tax forms, application forms).

  • Configuration of pre-built or building of machine learning models to extract information from invoices, orders, order confirmations, receipts or other business documents.

  • Workshops about the training and improvement of machine learning models.

  • Connection of bots to your business applications to process the data.

Start the automation of invoices, intercompany invoices, orders, payment notices, confirmations, time sheets, services statements, receipts, financial statements, request for proposals, patient on-boarding forms.

Use Cases

 

Invoices

Are invoices, paper or PDF based, manually processed by your accounting department? We use artificial intelligence to extract supplier addresses, supplier number, invoice number, purchase order, line-items (description, quantity, price), total, tax, payment terms from invoices and reconcile the data with orders in your ERP.

Automate your accounts payable processes.

 

Tender Processing

Do you have a team that creates quotes, based on products or service catalogues, manually? We build software robots that read and understand requests for proposals and create your quotes fully automated.

Automate your standard quotation process, so your sales office can focus on non-standard requests.

Payment Advices

Does your accounting department receive monthly bulk payments? Are those remittance advices received in monthly payment notice letters? We build software robots that read payment advice letters and match payments to your orders in your ERP.

Automate your accounts receivable processes.

 
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Intercompany Invoices

Do you need to handle hundreds of intercompany invoices manually? We build software robots that automate your intercompany invoicing in your legal entities.

Optimize your internal accounting and reduce operating costs.

Order Confirmation

Does your procurement department validate order confirmations (line items, quantity, price, delivery date) manually against purchase orders? We automate the processing of order confirmations against purchase orders. Deviations are summarized for your procurers to follow up with your internal customer (e.g. deviation of delivery date, price, quantity).

Automate your procurement processes.