DocumentPro

What is DocumentPro?

DocumentPro is a cloud-native document processing tool designed for small and medium businesses to extract invoices from images and PDFs using AI technology. It exports the extracted data to CSV format and offers a user-friendly drag and drop interface for easy uploading of invoices. DocumentPro is more accurate than traditional OCR methods, supports various file formats such as PDF, PNG, and JPG, and can process multiple invoices at once. It is particularly useful for industries like business services, logistics, transportation, and retail. The tool processes invoices swiftly, provides guidance for file uploads, and offers sample invoices for reference. Using DocumentPro reduces time spent and the risk of inaccuracies compared to manual data-entry.

Who created DocumentPro?

Documentpro Overview:

Documentpro, a cloud-native document processing tool, was launched on April 15, 2023. Founded by a team passionate about efficient data extraction, the company offers AI technology to extract invoices from various formats like images and PDFs. The platform, led by dedicated founders, provides seamless integration through webhooks and robust APIs for real-time automation. Documentpro ensures enterprise-grade security with encrypted storage and strict access controls, prioritizing data privacy and security.

What is DocumentPro used for?

• Invoices
• Resumes
• Contracts
• Effortlessly extracts invoice data
• Exports data to CSV
• Accurately processes PDFs, PNGs, JPGs
• Sample invoices provided
• Multi-invoice processing
• Faster than traditional OCR
• Suitable for small and medium businesses
• Broad industry compatibility
• Immediate data extraction post-upload
• Maintains operational efficiency
• Insurance Claims
• Bank Statements
• Bills of Lading
• Doctor's Orders
• Order Confirmation Emails
• Custom Support and Leads Emails
• Thousands of other custom use cases
• Invoices: Extract vendor details and line items. Automate invoice processing, expense management, and accounts payables.
• Insurance Claims: Extract claim numbers, policy number, and more. Automate claims processing and reduce turnaround time. Build custom parsers for each provider.
• Contracts: Extract key terms, dates, and parties. Automate contract management and reduce manual data entry. Build custom parsers for each vendor.
• Resumes: Pull out information from resumes of any format. Improve recruitment process and reduce time to hire.
• Bank Statements: Extract transaction details, account balances, and more. Automate bank reconciliation and expense management. Build custom parsers for each bank.
• Bills of Lading: Extract shipper details, consignee details, and more. Automate logistics and reduce manual data entry.
• Doctor's Orders: Capture patient and procedure details from handwritten or physical documents. Reduce administrative burden in healthcare.
• Order Confirmation Emails: Automatically handle new order notifications to trigger workflows by extracting order details from emails.
• Custom Support and Leads Emails: Automatically capture leads and support requests from emails for lead routing and support ticketing.
• Thousands of other custom use cases.
• Automate invoice processing, expense management, and accounts payables
• Automate claims processing and reduce turnaround time with custom parsers for each provider
• Automate contract management and reduce manual data entry with custom parsers for each vendor
• Improve recruitment process and reduce time to hire by pulling information from resumes of any format
• Automate bank reconciliation and expense management by extracting transaction details and account balances
• Automate logistics and reduce manual data entry by extracting shipper details, consignee details, and more from bills of lading
• Reduce administrative burden in healthcare by capturing patient and procedure details from handwritten or physical documents
• Automatically handle new order notifications and trigger workflows by extracting order details from order confirmation emails
• Automatically capture leads and support requests from emails for lead routing and support ticketing
• Powerful capabilities for document data capture including applying AI parsers to various document formats, selecting specific pages for extraction, using Regex rules for parsing document content, and leveraging a powerful API platform
• Various other custom use cases
• Other custom use cases

Who is DocumentPro for?

• Business services
• Logistics and transportation
• Retail
• Business services professionals
• Logistics and transportation professionals
• Retail Professionals
• Accountants
• Claims processors
• Contract managers
• Recruiters
• Financial Analysts
• Logistics specialists
• Healthcare Administrators
• Customer Support Representatives
• Invoices processing
• Insurance claims processing
• Contract management
• Recruitment
• Bank reconciliation
• Logistics automation
• Healthcare Administration
• Order processing
• Lead management
• Invoices
• Insurance claims
• Contracts
• Resumes
• Bank Statements
• Bills of Lading
• Doctor's Orders
• Order Confirmation Emails
• Custom Support and Leads Emails
• Healthcare

How to use DocumentPro?

To use DocumentPro, follow these steps:

1. Upload Invoices: Utilize the drag and drop interface to upload invoices in PDF, PNG, or JPG formats.
2. Data Extraction: DocumentPro's AI technology automatically extracts essential information like party details and payment terms.
3. Multiple Invoice Processing: The tool can process multiple invoices simultaneously for efficiency.
4. Export Data: Extracted data is exported in CSV format for further use.
5. Verify Upload Requirements: Ensure your files meet the upload requirements by referring to the provided guide and sample invoices.
6. Page Selection: Select relevant pages for extraction and apply AI parsers accordingly.
7. Regex Rules: Use regex rules to match specific document content accurately.
8. API Integration: Leverage the powerful API platform for enhanced data extraction and workflow automation.
9. Subscription Plans: Choose a plan based on your needs, either one-time credits or subscription plans.
10. Support: Reach out through the 'Contact Us' option for any queries regarding the tool.

DocumentPro, tailored for small and medium businesses, offers accurate and efficient invoice data extraction using advanced AI technology for improved operational efficiency and risk management.