Invoices, receipts, and contracts that read and file themselves.
We build AI solutions that read the documents arriving by email, WhatsApp, or scanner, validate every field against your systems, and load them into your ERP and CRM with your posting rules. Whatever does not match goes to a person.
What it is
What is intelligent document processing?
Intelligent document processing (IDP) uses AI to read a document, understand what it is, extract the data that matters, validate it, and load it into the right system, with no manual keying. It works with invoices, payment receipts, delivery notes, contracts, and forms, whether they arrive as a photo, a screenshot, or a PDF.
It differs from traditional OCR because it does not stop at turning an image into text. It understands the document: it finds the invoice total even when every vendor puts it somewhere else, flags a duplicate invoice, and raises an alert when the vendor does not match the one on the purchase order.
The difference
OCR vs. intelligent document processing
OCR is one component. Intelligent document processing is the whole process.
| Traditional OCR | Intelligent document processing | |
|---|---|---|
| What it does | Turns an image into text. | Understands the document, extracts the data, and validates it. |
| Layouts | Works well with fixed templates. | Adapts to each vendor without configuring a template per vendor. |
| Validation | None: it hands over what it reads. | Checks every field against your systems before loading it. |
| Hard documents | Fails on skewed or low-quality photos. | Flags a doubtful read and sends it to review. |
| Output | Text someone still has to interpret and key in. | Data posted in the ERP, or in the review queue. |
What we process
Documents we process
The ones that eat the most hours in finance, accounting, and operations.
Purchase and sales invoices
Issuer data, amounts, tax rates, and taxes, validated and posted according to your accounting rules.
Payment receipts
Bank transfers, deposits, and digital wallet payments, from any bank, as a photo, screenshot, or PDF.
Delivery notes and purchase orders
Matched against what was ordered and invoiced to catch differences before you pay.
Contracts
Parties, dates, amounts, renewals, and key clauses, extracted for tracking and alerts.
Forms and records
Customer onboarding, credit applications, or employee paperwork, complete and verified.
Whatever arrives on WhatsApp
Screenshots and photos customers or vendors send in a chat, processed like any PDF.
How it works
How AI invoice processing works, from document to system
The same path for any document. What changes are each company's validation rules.
Capture
The document arrives by email, WhatsApp, a portal, or a scanner. Nobody has to change how they send it.
Classification
The AI identifies what it is: an invoice, a receipt, a delivery note, or a contract.
Extraction
It pulls the fields that matter, each one with a confidence score.
Validation
It checks every field against your systems: the vendor exists, it matches the purchase order, it is not a duplicate.
Review by exception
Only what does not match, or was read with doubt, goes to a person. Everything else keeps moving.
Posting
The data is recorded in the ERP or CRM with your posting rules, with a trace of every step.
Already in production
Document processing in production
M.I.C.A · Integrando Salud
Healthcare
Reads and reconciles payment receipts from any bank or digital wallet (photos, screenshots, and PDFs) that patients send on WhatsApp, calculates balances, and sends audit reports to the administration team.
Automated receipt reader
Retail
Ingests purchase and sales invoices, extracts the data, and loads it into the ERP and the CRM according to the company's posting parameters.
Accuracy and control
Hard documents, accuracy, and human review
No system reads one hundred percent of documents perfectly. What matters is what it does with the ones it cannot read well.
Skewed photos, faded receipts, and cropped screenshots: read correctly in most cases; when not, the document is flagged and not loaded.
Handwriting: processed when legible, always with human review when the field is critical.
Field-level confidence: every extracted field has a confidence score. Below the threshold you set, it goes to review.
Review queue: your team sees only the exceptions, with the original image next to the extracted data, and fixes them in seconds.
Traceability: every record keeps the document it came from, what was read, and who approved it.
Reconciliation
Automated payment reconciliation
It is where document processing saves the most hours, and what M.I.C.A handles every day in production.
It reads the receipt the customer sends, whether from a bank or a digital wallet.
It finds the matching transaction in the bank statement or the account.
It reconciles it against the open invoice or balance for that customer, and records the payment.
It calculates balances and catches partial, duplicate, or unidentified payments.
It reports to the finance team what was reconciled and what is pending.
Build or buy
Intelligent document processing software or a custom solution?
There are good off-the-shelf IDP tools. Use one when your case is standard. Go custom when any of these apply:
Many different layouts. Vendors, banks, and wallets that each send documents their own way.
Your own posting rules. Cost centers, accounts, and validations no product ships with.
In-house or uncommon systems. An ERP without an off-the-shelf connector, or a system built internally.
Informal documents. WhatsApp screenshots, photos of receipts, or digital wallet confirmations.
The document is only the start. You need to reconcile, notify a customer, or trigger a process after reading it.
FAQ
Frequently asked questions
What is the difference between OCR and intelligent document processing?
OCR turns an image of a document into text. Intelligent document processing goes further: it understands what the document is, extracts the fields that matter, validates them against your systems, and loads them where they belong.
What is the best intelligent document processing software?
It depends on volume, layout variety, and where the data has to end up. For standard cases, off-the-shelf tools work well; when you have your own rules, in-house systems, or informal documents, a custom solution fits better.
How accurate is AI invoice processing?
Every extracted field has a confidence score, and you set the threshold. Anything below it, or that does not match your systems, is reviewed by your team before it is posted, so errors are caught before they reach the ERP.
What happens with blurry photos, receipts, or handwriting?
Most are read correctly. When the quality is not good enough or the text is doubtful, the field is not loaded: the document goes to a review queue where a person sees it next to the original image.
Can you automate payment reconciliation?
Yes. The solution reads payment receipts, finds the transaction in the statement, reconciles it against the customer's invoice or balance, calculates balances, and leaves only the mismatches for review.
Does it integrate with our ERP or CRM?
Yes. We load the data into Odoo, SAP, and other ERPs, into CRMs, and into in-house systems, with your posting rules. If your system cannot be integrated, you will know before we build.
What is invoice data extraction?
It is pulling the structured fields out of an invoice (issuer, date, line items, tax, total) so they can be validated and posted automatically instead of being keyed in by hand.
Where are our documents and data stored?
In a cloud account your company owns, with access restricted to the people who need it. Every document stays linked to the record it created, for audit.
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How many hours a week go into keying in documents?
Tell us which documents your team handles and which system they end up in, and we will show you how they could be read and posted on their own.