Document Automation

Powered by the Process Reasoning Engine (PRE), Intelligent Document Processing (IDP) turns business documents into process-ready information using natural language processing (NLP), computer vision, generative AI, and machine learning (ML), accelerating classification, extraction, and validation across any document type.

AI technologies are central to automating data extraction and the document review process. Intelligent document processing (IDP) employs Generative AI and trained document AI models to recognize patterns and extract specific information from documents, empowering faster and more accurate decisions. IDP technology is beneficial across industries that require extensive document review, such as banking, insurance, healthcare, and legal. With IDP, businesses streamline and accelerate the document review and processing, reducing the risk of errors and missed information.

IDP solutions can process nearly any type of document, including emails, contracts, invoices, spreadsheets, purchase orders, medical reports, tax forms, insurance policies, financial statements, and more. It can also interpret complex data types such as images, machine-printed text, handwritten text, barcodes, QR codes, free-flowing text, and tables.

Automation Anywhere's Document Automation is versatile across enterprise use cases, effectively fitting into a wide range of workflows, particularly document-centric business processes spanning structured, semi-structured, and unstructured documents. It also interprets handwriting, barcodes, and free-from text. For instance, it can automate data extraction tasks in invoice processing workflows, extract data from contracts as part of a contract management process, and streamline the processing of diverse documents such as those within employee onboarding, healthcare, or tax processing. Document Automation also supports automating document validation/verification processes for regulatory compliance.

IDP extracts and validates document data, and then hands it to AI Agents for reasoning, decisioning, and action. By connecting information to AI agents as part of the Agentic Process System (APA), AI Agents can better analyze the data, suggest actions, and even act autonomously to perform deterministic and cognitive tasks, delivering greater efficiency and results.