Intelligent Document Processing (IDP)

Invoices, claims, applications, contracts and healthcare records carry the data your operations run on, and too often someone retypes it. We classify the documents, extract the data and validate it as a service, so your staff can stop rekeying.

What it looks like Illustrative example
Invoice · Page 1 of 2 Contractor invoice
Vendor Harbor Point Property Mgmt
Amount due $1,550.00
Delivered to the system you already run

The situation

Staff key data out of documents by hand.

Invoices, claims and applications get retyped into the systems that need them, which slows operations and lets errors in.

Why our IDP is different

Validated by analysts, accountable to a threshold you set.

An analyst-validated discipline

IDP is a mature, independently recognized market, not a DataBank-invented label. Gartner, Everest Group and IDC each track this exact capability.

11 of 14 competitors and adjacent vendors reviewed use “Intelligent Document Processing” or “IDP” verbatim.

Technology first, human review for the remainder

Technology handles what it can reliably handle, and a person steps in only for what is left. This is a deliberate design choice, not evidence the process is slow or incomplete.

Human-in-the-loop validation is built into the workflow for low-confidence and exception cases.

What’s included

Extraction, validated against a threshold you set.

What you get

Ways to engage

Decide how much of the work you want to hand off.

We deliver IDP as a service, with our team doing the classification, extraction and validation. If you’d rather run IDP yourself, we implement, manage and support the software, including PageIQ and partner platforms.

01 · We run it

Fully managed

We run your IDP solution as a managed service, including one built on PageIQ. You buy an outcome, not a tool you still have to run.

02 · Shared

Supported transition

You buy the technology and add our managed services as needed, including setup and ongoing management.

03 · You run it

Self-service

You run PageIQ (our own platform), Hyland’s Content Intelligence Cloud (CIC) or Box (Box Extract, Box AI and Box Automate) yourself, with our implementation, training and support.

Our team does the work Your team runs it

Questions we hear

Before you reach out.

Where this connects

IDP often picks up right where Intake leaves off.

Content captured at Intake, or already digital, becomes governed data here. From there it goes to Manage, where content and data live, and Activate, where it gets put to work.

Explore Intake Explore Manage

Start the conversation

What are your teams still keying in by hand?

Tell us which documents, and we’ll scope what automating that extraction looks like.

Connect with an expert