The 2025 Guide to Intelligent Data Capture: From OCR to AI

Your management group is speaking about Generative AI. Your CIO has an AI-readiness initiative. The mandate from the highest is obvious: automate, innovate, and discover a aggressive edge with synthetic intelligence.

However you recognize the reality.

The crucial information wanted to energy these AI initiatives is trapped in a 15-page scanned PDF from a brand new provider, a blurry photograph of a invoice of lading, and an electronic mail inbox overflowing with buy orders. The C-suite’s imaginative and prescient of an AI-powered future is colliding with the bottom reality of doc processing—and also you’re caught within the center.

This is not a novel drawback. A shocking 77% of organizations admit their information is just not prepared for AI, primarily as a result of it is locked on this precise form of data chaos. The largest hurdle to AI is not the accuracy of the mannequin; it is the enter.

This text is not about AI hype. It is in regards to the foundational work of information seize that makes all of it attainable. We’ll break down learn how to clear up the enter drawback, transferring from the brittle, template-based instruments of the previous to an clever system that delivers clear, structured, AI-ready information with 95%+ accuracy.

The inspiration: Defining the what and why of information seize

To unravel an issue, we should first outline it appropriately. The problem of managing paperwork has advanced far past easy paperwork. It’s a strategic information drawback that immediately impacts effectivity, price, and an organization’s potential to innovate.

Core definitions and terminology

Data seize is the method of extracting data from unstructured or semi-structured sources and changing it right into a structured, machine-readable format.

To be exact, information exists in three main varieties:

• Unstructured information: Info with no predefined information mannequin, such because the textual content in an electronic mail, the physique of a authorized contract, or a picture.
• Semi-structured information: Loosely organized information that accommodates tags or markers to separate semantic components however doesn’t match a inflexible database mannequin. Invoices and buy orders are traditional examples.
• Structured information: Extremely organized information that matches neatly right into a tabular format, like a database or a spreadsheet.

The objective of information seize is to remodel unstructured and semi-structured inputs into structured outputs (like Markdown, JSON, or CSV) that can be utilized by different enterprise software program. In technical and tutorial circles, this complete course of is also known as Doc Parsing, whereas in analysis circles, it’s generally generally known as Digital Information Seize (EDC).

The strategic crucial: Why information seize is a enterprise precedence

Efficient information seize is now not a back-office optimization; it’s the foundational layer for strategic initiatives, akin to digital transformation and AI-powered workflows.

Two realities of the fashionable enterprise drive this urgency:

• The info explosion: Over 80% of all enterprise information is unstructured, locked away in paperwork, photographs, and different hard-to-process codecs, in accordance with a number of business analyses.
• Fragmented expertise: This data chaos is compounded by a sprawling and disconnected expertise stack. The common group makes use of greater than 10 completely different data administration methods (e.g., ERP, CRM, file sharing), and studies report that over half of those methods have low or no interoperability, leading to remoted information silos.

This disjointed setup crammed with data chaos—the place crucial information is trapped in unstructured paperwork and unfold throughout disconnected methods—makes a unified view of enterprise operations not possible. This similar fragmentation is the first cause that strategic AI initiatives fail.

Superior purposes like Retrieval-Augmented Technology (RAG) are notably susceptible. RAG methods are designed to reinforce the accuracy and relevance of enormous language fashions by retrieving data from a various array of exterior information sources, together with databases, APIs, and doc repositories. The reliability of a RAG system’s output is totally depending on the standard of the information it might probably entry.

If the information sources are siloed, inconsistent, or incomplete, the RAG system inherits these flaws. It would retrieve fragmented data, resulting in inaccurate solutions, hallucinations, and in the end, a failed AI mission. That is why fixing the foundational information seize and structuring drawback is the non-negotiable first step earlier than any profitable enterprise AI deployment.

The central battle: Handbook vs. automated processing

The choice of learn how to carry out information seize has a direct and important impression on an organization’s backside line and operational capability.

• Handbook information seize: This conventional strategy entails human operators keying in information. It’s essentially unscalable. It’s notoriously sluggish and vulnerable to human error, with noticed error charges starting from 1% to 4%. A 2024 report from Ardent Companions discovered the common all-inclusive price to course of a single bill manually is $17.61.
• Automated information seize: This contemporary strategy makes use of expertise to carry out the identical duties. Clever options ship 95%+ accuracy, course of paperwork in seconds, and scale to deal with tens of millions of pages with no proportional improve in price. The identical Ardent Companions report discovered that full automation reduces the per-invoice processing price to underneath $2.70—an 85% lower.

The selection is now not about choice; it is about viability. In an ecosystem that calls for pace, accuracy, and scalability, automation is the logical path ahead.

The evolution of seize expertise: From OCR to IDP

The expertise behind automated information seize has advanced considerably. Understanding this evolution is essential to avoiding the pitfalls of outdated instruments and appreciating the capabilities of contemporary methods.

The previous guard: Why conventional OCR fails

The primary wave of automation was constructed on a number of core applied sciences, with Optical Character Recognition (OCR) at its middle. OCR converts photographs of typed textual content into machine-readable characters. It was usually supplemented by:

• Clever Character Recognition (ICR): An extension designed to interpret handwritten textual content.
• Barcodes & QR Codes: Strategies for encoding information into visible patterns for fast scanning.

The basic flaw of those early instruments was their reliance on fastened templates and inflexible guidelines. This template-based strategy requires a developer to manually outline the precise coordinates of every information subject for a particular doc format.

That is the expertise that created widespread skepticism about automation, as a result of it persistently fails in dynamic enterprise environments for a number of key causes:

• It’s inefficient: A vendor shifting their brand, including a brand new column, and even barely altering a font can break the template, inflicting the automation to fail and requiring pricey IT intervention.
• It doesn’t scale: Creating and sustaining a novel template for each vendor, buyer, or doc variation is operationally not possible for any enterprise with a various set of suppliers or shoppers.
• It lacks intelligence: It struggles to precisely extract information from advanced tables, differentiate between visually comparable however contextually completely different fields (e.g., Bill Date vs. Due Date), or reliably learn assorted handwriting.

Finally, this strategy pressured groups to spend extra time managing and fixing damaged templates than they saved on information entry, main many to desert the expertise altogether.

The fashionable answer: Clever Doc Processing (IDP)

Clever Doc Processing (IDP) is the AI-native successor to conventional OCR. As an alternative of counting on templates, IDP platforms use a mix of AI, machine studying, and laptop imaginative and prescient to grasp a doc’s content material and context, very like a human would.

The core engine driving trendy IDP is a sort of AI generally known as a Imaginative and prescient-Language Mannequin (VLM). A VLM can concurrently perceive and course of each visible data (the format, construction, and pictures on a web page) and textual information (the phrases and characters). This twin functionality is what makes trendy IDP methods essentially completely different and vastly extra highly effective than legacy OCR.

A key technical differentiator on this course of is Doc Structure Evaluation (DLA). Earlier than making an attempt to extract any information, an IDP system’s VLM first analyzes the doc’s general visible construction to determine headers, footers, paragraphs, and tables. This potential to fuse visible and semantic data is why IDP platforms, akin to Nanonets, can precisely course of any doc format from day one, while not having a pre-programmed template. That is usually described as a “Zero-Shot” or “Immediate Studying” functionality, the place the mannequin learns and adapts to new codecs on the fly.

The efficiency leap enabled by this AI-driven strategy is immense. A 2024 study targeted on transcribing advanced handwritten historic paperwork—a job far more difficult than processing typical enterprise invoices—discovered that trendy multimodal LLMs (the engine behind IDP) had been 50 instances sooner and 1/fiftieth the price of specialised legacy software program. Crucially, they achieved state-of-the-art accuracy “out of the field” with out the intensive, document-specific fine-tuning that older methods required to perform reliably.

Adjoining applied sciences: The broader automation ecosystem

IDP is a specialised instrument for turning unstructured doc information into structured data. It usually works in live performance with different automation applied sciences to create an precise end-to-end workflow:

• Robotic Course of Automation (RPA): RPA bots act as digital employees that may orchestrate a workflow. For instance, an RPA bot might be programmed to observe an electronic mail inbox, obtain an bill attachment, ship it to an IDP platform for information extraction, after which use the structured information returned by the IDP system to finish a job in an accounting software.
• Change Information Seize (CDC): Whereas IDP handles unstructured paperwork, CDC is a extra technical, database-level technique for capturing real-time adjustments (inserts, updates, deletes) to structured information. It is a crucial expertise for contemporary, event-driven architectures the place methods like microservices want to remain synchronized immediately.

Collectively, these applied sciences type a complete automation toolkit, with IDP serving the very important position of changing the chaotic world of unstructured paperwork into the clear, dependable information that every one different methods rely on.

The operational blueprint — how information seize works in observe

Fashionable clever information seize is just not a single motion however a scientific, multi-stage pipeline. Understanding this operational blueprint is important for transferring from chaotic, guide processes to streamlined, automated workflows. Your entire course of, from doc arrival to ultimate information supply, is designed to make sure accuracy, implement enterprise guidelines, and allow true end-to-end automation.

The fashionable information seize pipeline

An efficient IDP system operates as a steady workflow. This pipeline is usually generally known as a modular system for doc parsing and aligns with the information administration lifecycle required for superior AI purposes.

Step 1: Information ingestion

The method begins with getting paperwork into the system. A versatile platform should assist a number of ingestion channels to deal with data from any supply, together with:

• Electronic mail forwarding: Robotically processing invoices and different paperwork despatched to a devoted electronic mail tackle (e.g., invoices@firm.com).
• Cloud storage integration: Watching and routinely importing recordsdata from cloud folders in Google Drive, OneDrive, Dropbox, or SharePoint.
• API uploads: Permitting direct integration with different enterprise purposes to push paperwork into the seize workflow programmatically.

Step 2: Pre-processing and classification

As soon as ingested, the system prepares the doc for correct extraction. This entails automated picture enhancement, akin to correcting skew and eradicating noise from scanned paperwork.

Critically, the AI then classifies the doc. Utilizing visible and textual evaluation, it determines the doc sort—immediately distinguishing a US-based W-2 form from a UK-based P60, or an bill from a invoice of lading—and routes it to the suitable specialised mannequin for extraction.

Step 3: AI-powered extraction

That is the core seize step. As established, IDP makes use of VLMs to carry out Doc Structure Evaluation, understanding the doc’s construction earlier than extracting information fields. This permits it to seize data precisely:

• Headers and footers
• Line objects from advanced tables
• Handwritten notes and signatures

This course of works immediately on any doc format, eliminating the necessity for creating or sustaining templates.

Step 4: Validation and high quality management

Extracted information is ineffective if it’s not correct. That is essentially the most crucial step for reaching belief and enabling excessive charges of straight-through processing (STP). Fashionable IDP methods validate information in real-time by a sequence of checks:

• Enterprise rule enforcement: Making use of customized guidelines, akin to flagging an bill if the total_amount doesn’t equal the sum of its line_items plus tax.
• Database matching: Verifying extracted information towards an exterior system of document. This might contain matching a vendor’s VAT quantity towards the EU’s VIES database, making certain an bill complies with PEPPOL e-invoicing requirements prevalent in Europe and ANZ, or validating information in accordance with privateness rules like GDPR and CCPA.
• Exception dealing with: Solely paperwork that fail these automated checks are flagged for human assessment. This exception-only workflow permits groups to focus their consideration on the small share of paperwork that require it.

This validation stage aligns with the Confirm step within the RAG pipeline, which confirms information high quality, completeness, consistency, and uniqueness earlier than downstream AI methods use it.

Step 5: Information integration and supply

The ultimate step is delivering the clear, verified, and structured information to the enterprise methods the place it’s wanted. The info is usually exported in a standardized format, akin to JSON or CSV, and despatched on to its vacation spot through pre-built connectors or webhooks, thereby closing the loop on automation.

Construct vs. purchase: The position of open supply and foundational fashions

For organizations with deep technical experience, a construct strategy utilizing open-source instruments and foundational fashions is an choice. A group might assemble a pipeline utilizing foundational libraries like Tesseract or PaddleOCR for the preliminary textual content recognition.

A extra superior start line can be to make use of a complete open-source library like our personal DocStrange. This library goes far past fundamental OCR, offering a strong toolkit to extract and convert information from almost any doc sort—together with PDFs, Phrase paperwork, and pictures—into clear, LLM-ready codecs like Markdown and structured JSON. With choices for 100% native processing, it additionally provides a excessive diploma of privateness and management.

For the intelligence layer, a group might then combine the output from DocStrange with a general-purpose mannequin, akin to GPT-5 or Claude 4.1, through an API. This requires subtle immediate engineering to instruct the mannequin to search out and construction the precise information fields wanted for the enterprise course of.

Nevertheless, this construct path carries important overhead. It requires a devoted engineering group to:

• Handle all the pipeline: Stitching the parts collectively and constructing all the mandatory pre-processing, post-processing, and validation logic.
• Construct a consumer interface: That is essentially the most crucial hole. Open-source libraries present no front-end for enterprise customers (like AP clerks) to handle the inevitable exceptions, making a everlasting dependency on builders for each day operations.
• Deal with infrastructure and upkeep: Managing dependencies, mannequin updates, and the operational price of operating the pipeline at scale.

A purchase answer from an IDP platform, akin to Nanonets’ business providing, productizes this complete advanced workflow. It packages the superior AI, a user-friendly interface for exception dealing with, and pre-built integrations right into a managed, dependable, and scalable service.

After extraction: The combination ecosystem

Information seize doesn’t exist in a vacuum. Its main worth is unlocked by its potential to feed different core enterprise methods and break down data silos. Like we mentioned earlier, the largest problem is the shortage of interoperability between these methods.

An clever information seize platform acts as a common translator, making a central level of management for unstructured information and feeding clear data to:

• ERP and Accounting Programs: For totally automated accounts payable, platforms supply direct integrations with software program akin to SAP, NetSuite, QuickBooks, and Xero.
• Doc Administration Programs (DMS/ECM): For safe, long-term archival in platforms like SharePoint and OpenText.
• Robotic Course of Automation (RPA) Bots: Offering structured information to bots from distributors like UiPath or Automation Anyplace to carry out rule-based duties.
• Generative AI/RAG Pipelines: Delivering clear, verified, and structured information is the non-negotiable first step to constructing a dependable inside data base for AI purposes.

The objective is to create a seamless stream of knowledge that allows true end-to-end course of automation, from doc arrival to ultimate motion, with minimal to no human intervention.

The enterprise worth: ROI and purposes

The first worth of any expertise is its potential to resolve concrete enterprise issues. For clever information seize, this worth is demonstrated by measurable enhancements in price, pace, and information reliability, which in flip assist strategic enterprise goals.

1. Measurable price discount

Essentially the most important consequence of clever information seize is the discount of operational prices. By minimizing the guide labor required for doc dealing with, organizations can obtain substantial financial savings. Actual-world implementation outcomes validate this monetary achieve.

For instance, UK-based Ascend Properties reported an 80% saving in processing prices after automating its upkeep invoices with Nanonets. This allowed the corporate to scale the variety of properties it managed from 2,000 to 10,000 with no proportional improve in administrative headcount.

2. Elevated processing velocity

Automating information seize shrinks enterprise cycle instances from days to minutes. The Ardent Companions report additionally discovered that Greatest-in-Class AP departments—these with excessive ranges of automation—course of and approve invoices in simply 3 days, in comparison with the 18-day common for his or her friends. This velocity improves money stream administration and strengthens vendor relationships.

As a case instance, the worldwide paper producer Suzano Worldwide utilized Nanonets to scale back its buy order processing time from 8 minutes to simply 48 seconds, a 90% discount in time that enabled sooner gross sales order creation of their SAP system.

3. Verifiable information accuracy

Whereas guide information entry is topic to error charges as excessive as 4%, trendy IDP options persistently obtain 95%+ accuracy by eliminating human enter and utilizing AI for validation. This degree of information integrity is a crucial prerequisite for any strategic initiative that depends on information, from enterprise intelligence to AI.

4. Strengthened safety and auditability

Automated methods create an immutable, digital audit path for each doc that’s processed. This offers a transparent document of when a doc was acquired, what information was extracted, and who accepted it. This auditability is important for assembly compliance with monetary rules just like the Sarbanes-Oxley Act (SOX) and information privateness legal guidelines akin to GDPR in Europe and the CCPA in america.

5. Scalable operations and workforce optimization

Clever information seize decouples doc quantity from headcount. Organizations can deal with important development while not having to rent extra information entry workers. Extra strategically, it permits for the optimization of the present workforce. This aligns with a key pattern recognized in a 2023 McKinsey report, the place automation frees workers from repetitive guide and cognitive duties, permitting them to deal with higher-value work that requires superior technological, social, and emotional abilities.

Actual-world purposes throughout key industries

The worth of clever information seize is realized within the tangible methods it streamlines core enterprise processes. Under are sensible information extraction workflows for various industries, illustrating how data is reworked from disorganized paperwork into actionable information in key enterprise methods.

a. Finance and Accounts Payable

That is among the many commonest and highest-impact use case.

• The method earlier than IDP: Invoices arrive in an AP group’s shared inbox. A clerk manually downloads every PDF, keys information like vendor identify, PO quantity, and line-item quantities into an Excel sheet, after which re-enters that very same information into an ERP like NetSuite or SAP. This multi-step, guide course of is sluggish, resulting in late fee charges and missed early-payment reductions.
• The workflow with Clever Information Seize:
  1. Invoices, together with these compliant with PEPPOL requirements within the EU and Australia or normal PDFs within the US, are routinely fetched from a devoted inbox (e.g., invoices@firm.com).
  2. The IDP platform extracts and validates key information—vendor identify, bill quantity, line objects, and VAT/GST quantities.
  3. The system performs an automatic 2-way or 3-way match towards buy orders and items receipt notes residing within the ERP system.
  4. As soon as validated, the information is exported immediately into the accounting system—QuickBooks, Xero, NetSuite, or SAP—to create a invoice that’s prepared for fee, usually with no human contact.
• The result: The AP automation answer supplier Augeo used this workflow to scale back the time its group spent on bill processing from 4 hours per day to simply half-hour—an 88% discount in guide work.

b. Logistics and Provide Chain

In logistics, pace and accuracy of documentation immediately impression supply instances and money stream.

• The method earlier than IDP: A driver completes a supply and will get a signed Proof of Supply (POD), usually a blurry photograph or a multi-part carbon copy. A logistics coordinator on the again workplace manually deciphers the doc and keys the cargo ID, supply standing, and any handwritten notes right into a Transport Administration System (TMS). Delays or errors on this course of maintain up billing and cut back buyer visibility.
• The workflow with Clever Information Seize:
  1. Drivers add pictures of Payments of Lading (BOLs) and signed PODs through a cellular app immediately from the sector.
  2. The IDP system’s VLM engine immediately reads the often-distorted or handwritten textual content to extract the consignee, cargo IDs, and supply timestamps.
  3. This information is validated towards the TMS in real-time.
  4. The system routinely updates the cargo standing to delivered, which concurrently triggers an bill to be despatched to the shopper and updates the customer-facing monitoring portal.
• The result: This workflow accelerates billing cycles from days to minutes, reduces disputes over supply instances, and offers the real-time provide chain visibility that prospects now anticipate.

c. Insurance coverage and Healthcare

This sector is burdened by advanced, standardized varieties which are crucial for affected person care and income cycles.

• The method earlier than IDP: Employees at a clinic manually transcribe affected person information from registration varieties and medical declare varieties (just like the CMS-1500 within the US) into an Digital Well being Report (EHR) system. This sluggish course of introduces a major danger of information entry errors that may result in declare denials or, worse, have an effect on affected person care.
• The workflow with Clever Information Seize:
  1. Scanned affected person varieties or digital PDFs of claims are ingested by the IDP system.
  2. The platform precisely extracts affected person demographics, insurance coverage coverage numbers, prognosis codes (e.g., ICD-10), and process codes.
  3. The system routinely validates the information for completeness and may verify coverage data towards an insurer’s database through an API.
  4. Verified information is then seamlessly pushed into the EHR or a claims adjudication workflow.
• The result: The result of this automated workflow is a major discount in guide intervention and operational price. Based on McKinsey’s Best-in-class digital document processing: A payer perspective report, main healthcare payers use this type of an strategy to automate 80 to 90 p.c of their claims consumption course of. This resulted in a discount of guide touchpoints by greater than half and cuts the price per declare by 30 to 40 p.c. That is validated by suppliers like Defined Physical Therapy, which automated its CMS-1500 type processing with Nanonets and lowered its declare processing time by 85%.

The strategic playbook: Implementation and future outlook

Understanding the expertise and its worth is step one. The subsequent is placing that data into motion. A profitable implementation requires a clear-eyed view of the challenges, a sensible plan, and an understanding of the place the expertise is headed.

Overcoming the implementation hurdles

Earlier than starting an implementation, it’s vital to acknowledge the first obstacles that trigger automation initiatives to fail.

• The info high quality hurdle: That is essentially the most important problem. As established in AIIM’s 2024 report, the first barrier to profitable AI initiatives is the standard of the underlying information. The primary points are information silos, redundant data, and a scarcity of information standardization throughout the enterprise. An IDP mission should be seen as an information high quality initiative at the start.
• The organizational hurdle: The identical AIIM report highlights a major abilities hole inside most organizations, notably in areas like AI governance and workflow course of design. This underscores the worth of adopting a managed IDP platform that doesn’t require an in-house group of AI specialists to configure and keep.
• The combination hurdle: With the common group utilizing greater than 10 completely different data administration methods, making a seamless stream of information is a significant problem. A profitable information seize technique should prioritize options with sturdy, versatile APIs and pre-built connectors to bridge these system gaps.

A sensible plan for implementation

A profitable IDP implementation doesn’t require an enormous bang strategy. A phased, methodical rollout that proves worth at every stage is the simplest manner to make sure success and stakeholder buy-in.

Part 1: Begin small with a high-impact pilot

As an alternative of making an attempt to automate each doc course of without delay, choose a single, high-pain, high-volume workflow. For many organizations, that is AP bill processing. Step one is to ascertain a transparent baseline: calculate your present common price and processing time for a single doc in that workflow.

Part 2: Validate with a no-risk take a look at

De-risk the mission by proving the expertise’s accuracy in your particular paperwork earlier than making a major funding. Collect 20-30 real-world examples of your chosen doc sort, ensuring to incorporate the messy, low-quality scans and strange codecs. Use an IDP platform that provides a free trial to check its out-of-the-box efficiency on these recordsdata.

Part 3: Map the total workflow

Information extraction is just one piece of the puzzle. To attain true automation, you have to map all the course of from doc arrival to its ultimate vacation spot. This entails configuring the 2 most important parts of an IDP platform:

• Validation guidelines: Outline the enterprise logic that ensures information high quality (e.g., matching a PO quantity to your ERP information).
• Integrations: Arrange the connectors that may routinely ship the clear information to downstream methods.

Part 4: Measure and scale

As soon as your pilot workflow is stay, monitor its efficiency towards your preliminary baseline. The important thing metrics to observe are Accuracy Fee, Processing Time per Doc, and STP Fee (the proportion of paperwork processed with no human intervention). The confirmed ROI from this primary course of can then be used to construct the enterprise case for scaling the answer to different doc varieties and departments.

The longer term outlook: What’s subsequent for information seize

The sphere of clever information seize continues to evolve quickly. As of August 2025, three key tendencies are shaping the way forward for the expertise:

• Generative AI and RAG: The first driver for the way forward for information seize is its position because the important gasoline for Generative AI. As extra corporations construct inside RAG methods to permit workers and prospects to “ask questions of their information,” the demand for high-quality, structured data extracted from paperwork will solely intensify.
• Multimodal AI: The expertise is transferring past simply textual content. As detailed within the Document Parsing Unveiled analysis paper, the following era of IDP is powered by superior VLMs that may perceive and extract data from photographs, charts, and tables inside a doc and clarify their relationship to the encompassing textual content.
• Agentic AI: This represents the following frontier, the place AI strikes from being a instrument that responds to a system that acts. Based on a 2025 PwC report, these AI brokers are designed to automate advanced, multi-step workflows autonomously. For instance, an AP agent could possibly be tasked with resolving an bill discrepancy. It could then independently retrieve the bill and PO, evaluate them, determine the mismatch, draft a clarification electronic mail to the seller, and create a follow-up job within the applicable system.

Conclusion: From a secular job to a strategic enabler

Clever information seize is now not a easy digitization job; it’s the foundational layer for the fashionable, AI-powered enterprise. The expertise has advanced from brittle, template-based OCR to clever, context-aware methods that may deal with the complexity and variety of real-world enterprise paperwork with verifiable accuracy and a transparent return on funding.

By fixing the enter drawback, clever information seize breaks down the data silos which have lengthy plagued companies, remodeling unstructured information from a legal responsibility right into a strategic asset. For the pragmatic and skeptical professionals on the entrance strains of doc processing, the guarantees of automation are lastly turning into a sensible actuality.

Your subsequent steps

1. Calculate your price of inaction. Determine your single most painful doc course of. Use the business common of $17.61 per manually processed bill as a place to begin and calculate your present month-to-month price. That is the funds you’re already spending on inefficiency.
2. Run a 15-minute accuracy take a look at. Collect 10 various examples of that drawback doc. Use a free trial of an IDP platform to see what degree of accuracy you may obtain by yourself recordsdata in minutes, with none customized coaching.
3. Whiteboard one end-to-end workflow. Map all the journey of a single doc, from its arrival in an electronic mail inbox to its information being usable in your ERP or accounting system. Each guide touchpoint you determine is a goal for automation. This map is your blueprint for reaching true straight-through processing.

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