Intelligent Document Processing (IDP)

Intelligent Document Processing

Most of what your processes need is sitting inside documents nobody has time to key in. Intelligent document processing reads them, pulls out the data, checks it, and hands it to the workflows and AI agents that do the rest.

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What Is Intelligent Document Processing?

IDP uses AI and machine learning to automatically extract, organize, and process data from many document types. Unlike basic capture, it classifies documents by type, reads context around a field rather than a fixed position on the page, and converts unstructured and semi-structured data from multiple sources into data your systems can use.

Why Intelligent Document Processing

Say Goodbye to Manual Data Entry

More than 80% of critical information is trapped inside unstructured and unmanaged documents. 

IDP uses artificial intelligence to reduce manual effort and automatically extract unstructured and semi-structured data from various document types such as invoices, contracts, EOBs, claims, and forms.

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Reduce Processing Times

Intelligent data capture automatically extracts information from your documents, freeing your team from time-consuming manual document processing.

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Improve Accuracy

Minimize the risk of human error with advanced technology that combines AI, optical character recognition, and machine learning.

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Scale Without Rebuilding

Start with one document-heavy process, prove the value, then extend the same foundation to the next one instead of starting over.

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Improve Compliance & Security

Automated workflows ensure audit trails are maintained, and complex documents and sensitive information are handled securely.

How to Use It

Which Documents and Processes Can IDP Handle?

IDP applies anywhere documents carry the data a process needs, across departments and industries. Turning those documents into structured data is what lets workflows run and AI agents act, which is the step most organizations are missing when a pilot stalls. Our AI Optimization Team finds the processes worth automating, builds them on one governed foundation, and keeps improving them after go-live.

Departments, Functions, and Industries

  • Finance and Accounting
  • Human Resources
  • Legal and Compliance
  • Contact Center
  • Information Technology
  • Quality Assurance
  • Industry Use Cases

Finance and Accounting

  • Invoice processing
  • Vendor management
  • Purchase order matching
  • Fraud detection
  • Audit preparation
  • Bank statement reconciliation

Human Resources

  • Resume screening
  • Employee onboarding
  • Performance reviews
  • Payroll documentation
  • Compliance reporting
  • Training records management

Legal and Compliance

  • Contract management
  • Regulatory filing management
  • Policy documentation
  • Legal case records
  • Compliance audit reports
  • E-discovery

Contact Center

  • Customer inquiry processing
  • Feedback analysis
  • Support ticket management
  • Call transcripts analysis
  • Service level agreement (SLA) documentation
  • Complaint handling

Information Technology

  • IT Asset management
  • Incident reports
  • Change management documentation
  • Compliance and audit reports
  • Service level agreements (SLAs)
  • System logs analysis

Quality Assurance

  • Compliance document processing
  • Product testing reports
  • Inspection records management
  • Defect analysis reports
  • Regulatory documentation
  • Supplier quality assessments

Industry Use Cases

  • Loan and mortgage processing
  • Claims processing
  • EOB processing
  • Shipping and inventory management
  • Sales and distribution
  • Tax and compliance
  • Public records management
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Deep Industry Expertise

Automate Repetitive Tasks, Whatever Your Industry

Our consultants have spent 40+ years on document and process work, with thousands of delivered use cases behind them. We combine intelligent document processing with automation and AI agents to handle the documents your processes actually run on, from invoices to emails, so your teams spend their time on the exceptions and the decisions.

Learn More About Our Solutions

Customer Stories

Every Success Story Starts With a Vision

Our customers inspire us every day. It’s our privilege to help them achieve their goals and reimagine what’s possible.

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Technologies

Combine Technologies for Tailored Solutions

We solve complex challenges by finding the right combination of tools. IDP, automation platforms, content management, and agentic AI are layers of one connected foundation rather than separate purchases, and running them together is what makes an Agentic Enterprise.

Learn More About Our Technologies

Agentic Automation

use your enterprise knowledge, data, and systems to take action across real business processes. Agents handle the reading, checking, and routing inside policy and guardrails you set, and your people keep the decisions.

Artificial Intelligence (AI)

Artificial intelligence (AI) lets systems learn from data and identify patterns, so people can make faster, better-informed decisions with the evidence in front of them.

Enterprise Content Management

Harness the power of an ECM solution to connect your content and data to the core processes and systems that power your business.

Intelligent Document Processing FAQs

Intelligent document processing (IDP) uses AI and machine learning to turn documents into structured data your systems can act on. It classifies a document by type, locates and extracts the fields that matter, validates them against your systems of record, and passes clean data to the workflows and AI agents that do the rest of the work. 

OCR converts an image of text into characters. That is one step inside IDP, not the whole thing. IDP adds classification, so it knows an invoice from a claim form, and context-based extraction, so it finds the invoice total wherever it sits on the page rather than at fixed coordinates. It also validates what it extracts and routes what it cannot resolve. 

Structured forms, semi-structured documents like invoices and explanations of benefits, and unstructured documents like contracts and correspondence. Accuracy varies with document quality and how much the format varies between senders, so a short assessment on your actual documents is worth more than any vendor benchmark. 

Not in the way a person does, and it is worth being precise about that. IDP models classify documents and read the context around a field, which is why they handle format variation that template-based capture cannot. They do not comprehend meaning or intent. Where a decision depends on understanding what a document means, that decision stays with a person. 

Yes, and the two work together. An agent cannot act on a document it cannot read. IDP is what turns the invoice, claim, or contract into data the agent can reason over and the workflow can route. Organizations that skip this layer are usually the ones whose agent pilots stall. 

It depends on document variety, integration requirements, and how clean your source systems are. The honest answer is that a single well-scoped document type moves faster than most people expect and a sprawling multi-format program takes longer. [CONFIRM: typical timeline range from a delivery lead] 

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