Build a repeatable process around your documents
Configure the steps that turn incoming files into organized documents and usable data. Combine document preparation, extraction, data formatting, and delivery in a saved workflow.
Your document and its results.
In one workspace.
Follow extraction, document grouping, and redaction beside the source. Choose a workflow, then press Play demo. This illustration uses sample records.
Separate files around the information that matters
Turn combined files into individual documents that reflect the records your team works with. Support records of different lengths and review the prepared outputs.
Extract fields and tables
Capture invoice numbers, account references, dates, amounts, and other selected information. Extract repeating table records and prepare the results in a structured format for reporting or downstream use.
Name and organize files using their content
Use information from the document to name outputs and help place them in the appropriate folders. Give teams a practical way to locate supporting records by customer, invoice, transaction, or another relevant reference.
Create documents from selected content
Prepare focused supporting documents for each recipient. A client can receive the expense records relevant to their charges while your team retains the consolidated supplier invoice.
Prepare data for the next system
Prepare extracted information for supported business systems and reporting tools. Available outputs include PDF documents, ZIP bundles, CSV files, Excel spreadsheets, and structured JSON.
Save the setup and repeat the work
Save any configured operation or complete workflow as a reusable preset, including splitting, extraction, naming, document preparation, redaction, and delivery. Reuse the setup for similar work, schedule recurring processing, and review batch and delivery status.
Work with different source formats
Process text-based PDFs, scanned PDFs, supported image files, and Word documents. Available processing options depend on the source format and selected workflow.
Show us the document work
your team repeats.
Tell us what arrives, what you need, and where the results should go.