Documents in PDF and spreadsheet formats flowing into an Extracted data table with a Review before sync chip
DOCUMENT & DATA AUTOMATION

From scattered documents.
To useful, connected data.

Capture information, validate key fields and move approved data into the systems your team uses.

Discuss Your Document Workflow Explore Automation Ideas

Illustrative document workflow

Less rekeying. More clarity.

Simulated demonstration

See the document.
Trust the review process.

Bring extracted information and its source together, so your team can check exceptions before the next step.

Stack of glass document panelsInvoice preview beside extracted fields with Approve and Correct field buttons

Practical automation from intake to handover.

Transform documents into trusted data with a complete end-to-end process, from capture to integration.

Different documents. Practical possibilities.

Turn a wide range of documents into structured data for everyday use across your business.

Invoices & purchase records

Invoices & purchase records extraction example

Extract key details from invoices and purchase records for faster processing.

Forms & applications

Forms & applications extraction example

Capture information from forms and applications in structured formats.

Reports & business records

Reports & business records extraction example

Extract data from reports and business records to make them easier to use.

Illustrative use cases

From intake to a record your team can use.

Example flow; steps depend on your documents and systems.

    Simulated demonstration

  1. 1ReceiveEmail · File upload · Shared folders
  2. 2ExtractIdentify document type and capture key fields.
  3. 3ValidateApply rules and flag exceptions.
  4. 4ReviewCheck and confirm the information.
  5. 5SyncSend to your systems and trigger next steps.
  6. Needs attentionHuman review

Keep your data moving between the right systems.

Connect through supported APIs, file formats and available integrations.

CRM, ERP and spreadsheets feeding an approved record that syncs to database, cloud storage and other systems

Automation with people in control.

Simulated demonstration

Review queue
All (12)Ready for review (5)Missing information (3)Approved (4)
Document typeReferenceDateStatus
InvoiceINV-001812 Jan 2026Ready for review
FormAPP-004220 Jan 2026Missing information
ReportRPT-778118 Jan 2026Approved
Field validation rules

Define what to check and how to handle exceptions.

Human approval checkpoints

Keep people in control for sensitive or complex data.

Access controls

Manage who can view, edit and approve information.

Processing history

Track changes and decisions with a clear audit trail.

Arabic and English. Designed around your documents.

Test with representative files, layouts and scan quality before rollout.

English document with extracted fieldsArabic document with extracted fields
Language & layoutHandle different layouts and languages.
Source qualityWork with clean and scanned files.
Sample-based evaluationTest with your own documents and real examples.

A clear path from sample files to a working flow.

  1. 01AssessReview your documents and goals.
  2. 02ConfigureSet up rules, fields and review steps.
  3. 03ConnectLink to your systems and file sources.
  4. 04ValidateTest with real documents and refine.
  5. 05Launch & refineGo live and improve over time.

Plan around the documents you actually use.

Document types & volume

Identify the documents you work with and typical volume.

Fields & validation

Define the key fields and validation rules.

Systems & permissions

Plan integrations and access requirements.

Review & ongoing costs

Set up processes and plan for ongoing costs.

FREQUENTLY ASKED QUESTIONS
Can you process scanned documents?

Yes, subject to scan quality. We test with your sample files first.

Can you work with Arabic and English?

Yes. We test layouts and languages with representative documents.

What happens when a field is unclear?

It is flagged for human review before anything moves to your systems.

Can you connect to our existing systems?

Yes, through supported APIs, file formats and available integrations.

Can you generate documents from templates?

Yes. Documents can be generated from templates using your data.

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RELATED SOLUTION
Connect documents with everyday operations.
Explore Business Automation
Glass document panels inside glowing rings with a Review before sync chip

Turn your documents
into a clearer way to work.

Capture, validate and connect your document data so your team can focus on what comes next.

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