Automate Intelligent Document Processing (IDP)
Integration & Workflows
Automatically read, understand, and extract data from invoices, contracts, forms, and any business document using AI. Go beyond basic OCR to automate your entire document workflow.
The Power of Integration
Real results from businesses that automated their Intelligent Document Processing (IDP) workflows
Documents processed automatically without human intervention
AI-powered field extraction accuracy across document types
Reduction in manual document handling and data entry
Speed improvement over manual document reading and data entry
The Manual Integration Challenge
Common problems businesses face without automated Intelligent Document Processing (IDP) integration
Drowning in Documents
Invoices, purchase orders, contracts, receipts, forms, and correspondence flood in every day. Your team spends hours reading, sorting, and manually entering data from each one into your systems.
Every Document Looks Different
The same type of document arrives in dozens of formats. Invoices from 50 vendors all have different layouts. Traditional OCR breaks when the format changes. You need AI that understands documents, not just reads pixels.
Data Entry Errors in Financial Documents
A mistyped invoice number, a wrong dollar amount, a missed line item. Manual data entry errors in financial documents create downstream problems: payment delays, reconciliation issues, audit findings, and unhappy vendors.
Paper and PDF Bottlenecks
Critical information is locked inside scanned documents, faxes, and PDFs. Until someone manually reads and enters that data, your digital workflows are stuck waiting. Documents become the bottleneck in otherwise efficient processes.
Can't Scale Document Processing
As your business grows, document volume grows with it. Hiring more people for data entry is expensive and slow. You need a solution that scales instantly without proportional cost increases.
Compliance and Record-Keeping Burden
You need to capture, classify, and store documents accurately for compliance, audits, and regulatory requirements. Manual processes make it hard to guarantee completeness and consistency.
What We Connect Intelligent Document Processing (IDP) With
Seamlessly integrate Intelligent Document Processing (IDP) with your existing business systems
Robotic Process Automation
IDP extracts the data; RPA enters it into your systems. Together they automate the full document-to-action workflow.
Intelligent Automation
IDP is a key component of intelligent automation, combining AI document understanding with robotic execution.
Business Process Automation
Document processing is often the first step in a larger automated workflow. BPA connects it to downstream actions.
Workflow Automation
After documents are processed, workflow automation routes them through approvals, notifications, and system updates.
UiPath RPA
UiPath Document Understanding is one of the platforms we use for enterprise-grade intelligent document processing.
Automation Consulting
Not sure which documents to automate first? We help you identify the highest-volume, highest-impact document workflows.
Integration Capabilities
Everything we can automate with Intelligent Document Processing (IDP) integration
AI Document Understanding
Go beyond basic OCR with AI models that understand document structure, context, and meaning. They read documents the way a person would, but faster and more consistently.
- Layout-aware field extraction
- Table and line-item recognition
- Multi-page document handling
- Handwriting and signature detection
Invoice Processing
Automatically capture invoice data including vendor details, line items, amounts, tax, and payment terms from any format. Route for approval and post to your accounting system.
- Multi-format invoice ingestion
- Line-item extraction and validation
- Three-way matching (PO, receipt, invoice)
- Automated GL coding and posting
Contract and Agreement Extraction
Pull key terms, dates, parties, obligations, and clauses from contracts and agreements without reading every page manually.
- Key date and deadline extraction
- Party and obligation identification
- Clause classification and flagging
- Renewal and expiry tracking
Form Digitization
Convert paper and PDF forms into structured digital data. Application forms, intake forms, surveys, and questionnaires processed automatically.
- Multi-format form processing
- Checkbox and selection recognition
- Handwritten field capture
- Validation against business rules
Email and Attachment Processing
Automatically read incoming emails, classify them, extract key information, and process attachments without manual intervention.
- Email classification and routing
- Attachment detection and extraction
- Intent recognition from email body
- Auto-response for common requests
Document Classification and Routing
AI automatically identifies document types and routes them to the right workflow, team, or system without human sorting.
- Automatic document type identification
- Rules-based and AI-based routing
- Priority and urgency detection
- Compliance-aware filing
What our clients say
Chuck Baresich
President
Haggerty AgRobotics Company
Had the team prepare a system for us to automate the re-branding of our digital invoicing and statements. The system has been working flawlessly for over a year. Simple to administer and the team are easy to get in contact with make adjustments or update our requirements.
Marilee A Nowgesic
CEO
Canadian Indigenous Nurses Association
The team is friendly, reliable and extremely patient to ensuring our concerns are addressed and understood. They have enabled an open table to allow for their clients to receive timely (...really feels like 24/7 platforms...) and concise information on the latest trends in IT, data collection and many other relevant issues. DigitalStaff has also provided an environment that allows for multiple levels and skills of their clients - so you never have to feel like you're not contributing. Their ability to translate your project needs provides an impressive output/deliverable to suit the needs of our projects.
Kevin Potts
President
Norseman Construction
Oscar and his team are amazing, they are always there when we need them. The automation process has been truly amazing, and we have found alot more time and productivity in our day to day processes.
Kyle Watters
Owner
Elmira Stove Works
We have been using Digital Staff for almost 10 years now, they look after all of our network and computer IT needs. They are friendly and great people to work with, knowing they are only a phone call away is piece of mind in our business. I would highly recommend this company for all your IT needs and if you are looking to save time, money and improve efficiency.
Gerda Zonruiter
Senior Research and Evaluation Consultant
Centre for Organizational Effectiveness
Oscar has helped me problem solve and find solutions for specific tasks saving me a lot of time. He provided me with the instruction I needed to implement the solutions on my own. He was responsive and easy to work with.
Paul B Bélanger
Trademark Attorney
The Law Office of Paul B. Bélanger
I am familiar with the highly professional services of DigitalStaff. I resorted to the business services of DigitalStaff on numerous occasions, knowing they pay attention to provide high quality services at reasonable price. I recommend DigitalStaff in confidence knowing their specialized services will provide satisfaction to any client, small or large.
Jill Osborne
National Executive Director
Kids Kicking Cancer Canada
The DigitalStaff team helped create effective and affordable solutions for our small shop. They quickly gained an understanding of our needs and have helped us trouble-shoot along the way.
Michael Mandich
Customer
It was wonderful service. I found Oscar to be honest and thoughtful. He was always available to do even the smallest tasks. He tried to teach me many things on the computer and was patient even though I find it very difficult. I recommended him to friends and they had high praise for his abilities. It is easy to give him 5 stars ⭐️
Ali Tavakoli
AI, RPA, and Automation Developer
DigitalStaff
DigitalStaff is a great company for doing Robotic Process Automation, the owner is very friendly and can take care of any issues that come up very quickly. Highly recommend DigitalStaff for RPA workload or any other type of software development where you need to automate tasks.
Ilze Van der Merwe
National Expansion Manager
Kids Kicking Cancer Canada
Our Organization can highly recomend DigitalStaff. They have helped us automate many of our work processes which saves us time and makes us efficient. We are a small organization with few hands, and having DigitalStaff assist us in our IT and backend processes makes our work lighter which opens up our time to get to things that really matter, which is making a difference in Children's lives.
Dr. Joan Clayton
Psychologist
Dr. Reist & Associates
Excellent and prompt service, highly skilled, personable and always eager to help and resolve issues - ABSOLUTELY THE BEST
Joe Orendorff
Owner
Elmira Stove Works
Great Service!
Frequently Asked Questions
Everything you need to know about Intelligent Document Processing (IDP) integration
What is Intelligent Document Processing (IDP)?
IDP uses AI to read, understand, and extract information from documents automatically. Unlike basic OCR that just converts images to text, IDP understands document structure, context, and meaning. It identifies fields, extracts data, validates accuracy, and feeds information directly into your business systems.
How is IDP different from OCR?
OCR tells you what characters are on the page. IDP understands what they mean. OCR reads "1,234.56" from a document; IDP knows that's the invoice total in the "Amount Due" field and enters it into your accounting system. OCR is one piece of IDP, but the AI understanding is what makes it useful.
What types of documents can IDP handle?
Pretty much any business document: invoices, purchase orders, receipts, contracts, claims, tax forms, bank statements, shipping documents, and application forms. PDFs, scans, photos, faxes, even handwriting. The AI can be trained on your specific document types.
How accurate is IDP?
Modern IDP hits 90-99% accuracy depending on document type. Invoices typically achieve 95%+ out of the box. We build confidence thresholds into every deployment: high-confidence documents go straight through, lower-confidence ones get flagged for human review. The system learns over time and keeps getting better.
How does IDP work with our existing systems?
IDP connects through RPA, APIs, or direct integrations. Documents come in from email, shared folders, portals, or scanners. Extracted data flows into your ERP, accounting software, or CRM. You don't need to change your existing tools.
How long does it take to set up IDP?
Standard document types like invoices: 2-4 weeks. Custom documents or complex workflows: 4-8 weeks. We start by processing a sample of your actual documents to train the AI before going live.
What volume of documents can IDP handle?
Whether you process 50 documents a day or 50,000, IDP handles it. Most solutions process thousands of pages per hour. Unlike manual processing, adding volume doesn't mean adding staff.
Is IDP secure for sensitive documents?
Yes. Encrypted data, role-based access, complete audit trails, and data retention policies. For strict compliance requirements (healthcare, financial services), we can deploy on-premises or in a private cloud. Your documents never leave your control.
Ready to Automate Your Document Processing?
Get a free assessment showing how much time and money you could save by automating your document workflows. Send us a sample of your documents and we'll show you what IDP can do.
✓ No credit card required • ✓ Free consultation • ✓ Custom integration roadmap