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Intelligent Document Processing (IDP)

How companies benefit from intelligent document processes

Data is the foundation of every company.

How it is processed has a direct influence on the efficiency of daily work processes – and therefore on the overall success of the company.

But in many organisations, important information is still available in paper form or unstructured in digital documents. The biggest challenge? Utilising this content in such a way that it creates real added value – quickly, reliably and automatically.

Even if documents are already digitised, they are often still analysed manually: whether when processing customer enquiries that are sent to a central email address, when comparing locally issued contracts with company standards or when extracting key data from rental agreements.

Intelligent technologies have long been available that start right here: They read, understand and process documents automatically – regardless of whether they are digital or on paper.

The key word is intelligent document processing (IDP).

What is Intelligent Document Processing (IDP)?

IDP describes the automated processing and analysis of structured, semi-structured and unstructured documents with the help of artificial intelligence (AI), machine learning (ML), natural language processing (NLP) and computer vision.

In contrast to traditional OCR (Optical Character Recognition) technology, which only recognises characters and text, IDP understands the context and extracts relevant information – such as invoice numbers, amounts, customer names or contract terms.

What benefits does IDP bring to your company?

  • Less manual work, more efficiency
    IDP automates time-consuming routine tasks such as reading invoices, delivery notes, contracts or emails. This not only saves time, but also reduces sources of error.
  • Faster processes and decisions
    Thanks to the automated extraction and classification of relevant information, data is immediately available where it is needed - in ERP, CRM or DMS systems.
  • Higher data quality
    Thanks to AI-supported validations and adaptive algorithms, errors are minimised and data quality is sustainably improved.
  • Scalability
    IDP solutions grow with your company - without the need for additional personnel.

Typical application examples for Intelligent Document Processing (IDP)

IDP technologies are used in numerous business areas – wherever structured information needs to be extracted from unstructured documents. Typical use cases include

  • Automated invoice processing
    Incoming invoices – whether as PDFs, scans or e-invoices – are recognised, classified and the relevant data such as amounts, taxes or order numbers are automatically extracted.
  • Contract evaluation and management
    Terms, deadlines and conditions are automatically extracted from contracts and stored in a structured manner in order to minimise risks and better manage deadlines.
  • Inbox analysis and email allocation
    Content from emails and attachments is automatically understood and correctly forwarded internally, e.g. to accounting, sales or customer service.
  • Form processing in the HR area
    Applications, holiday requests or sick notes are automatically read and transferred directly to the relevant systems or employees.

DocBits - your intelligent IDP solution

With DocBits, you can automate document processing in your company efficiently, reliably and accurately – whether invoices, contracts, delivery notes or emails.

Our AI-supported solution not only recognises content, but also understands correlations – even with a wide variety of formats and layouts.

DocBits can be seamlessly integrated into existing system landscapes, is immediately ready for use and brings measurable added value right from the start – especially in combination with Infor M3, Infor LN, Infor CloudSuite and Infor CSD.

Central functions of DocBits

DocBits offers a wide range of powerful functions that take your document-based processes to a new level of efficiency:

  • Invoice processing: DocBits automates the capture, classification and posting of incoming invoices, regardless of format or layout.

  • Invoice processing with AI tags: Easily extract and adjust invoice data without programming and optimise your workflows with natural language input.

  • PO Matching: DocBits automatically matches invoices with the corresponding purchase orders to reliably recognise matches or discrepancies, not only at header level but also at item level.

  • Auto Accounting: The platform enables fully automated billing – from invoice recognition to transfer to the ERP system.

  • E-invoices (PEPPOL, XInvoice, ZUGFeRD, FatturaPA): DocBits supports all common e-invoice formats and ensures legally compliant processing in international contexts.

  • Invoice workflow: Organise your invoice approval processes more efficiently with automated workflows that adapt to your company’s needs.

  • AI Agent / DocBits Operator: Automate recurring tasks through simple text input – similar to a chat with the AI – and increase the efficiency of your workflows.

  • Supported languages: DocBits processes documents in numerous languages, making it ideal for international companies.

  • Seamless integration: The solution can be easily integrated into existing IT landscapes – for example Infor LN, Infor M3, but also other ERP systems.

  • Supplier portal: The DocBits supplier portal bundles all relevant information and processes in one central location, enabling efficient, transparent collaboration: suppliers can submit their invoices directly, view the processing status and communicate with your company as required.

Conclusion

IDP is a real game changer for companies that want to make their document processes efficient, transparent and future-proof. Particularly in areas such as accounting, purchasing, customer service or human resources, intelligent document processing offers enormous potential for time and cost savings.

DocBits provides you with a powerful, tried-and-tested solution that is not only technically impressive, but also noticeably simplifies your business processes.

👉 Book a personal demo directly in your calendar now and experience how DocBits can transform your document processing.

So don't wait and get in touch with us or book a free demo!

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Image credits: Header- & featured image by freepik

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