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About DocumentPro

What is DocumentPro?​

DocumentPro is an advanced document processing platform that uses Workflows to streamline how your business handles documents from collection, processing to export and data entry. Our AI parsers transform complex documents into structured, actionable data—without requiring time-consuming model training. By combining multiple stages—document collection, document parsing, document post-processing, and data export—DocumentPro automates and simplifies document-related tasks across various business operations and industries.

Key Features​

AI-Driven Workflows​

  • Automate document collection and processing
    Set up workflows that define how documents are imported, parsed, optionally post-processed, and exported to your preferred destination—all in one place.

  • Sophisticated AI-based data extraction

    • Extract facts and tables from your documents
    • Target specific pages or regions within a document
    • Easily processing documents as long as 50 pages
    • Validate your extracts with AI

  • No complicated model training
    Focus on configuring flexible rules and AI extraction settings without complicated model training.

Versatile Document Handling​

  • Supports over 50 languages, including Asian and right-to-left scripts
  • Compatible with multiple file formats:
    • PDF
    • JPEG, PNG, TIFF
    • HTML
    • Plain text
  • Handwritten document support for greater coverage of real-world scenarios

Seamless Integrations​

  • Connect with popular platforms and services to fully automate data flow:
    • QuickBooks Online for automation business operations
    • Zapier for custom workflow automation
    • Google Sheets for cloud storage
    • Email integration for automatic document intake
    • Webhooks for real-time data delivery
    • Robust API for custom integrations

Flexible Data Export​

  • Streamline data delivery in multiple formats:
    • CSV for spreadsheet applications
    • Excel for advanced analysis
    • JSON for easy integration with web applications
  • Automatically feed processed data into accounting, ERP, or CRM systems

Security and Compliance​

  • Encrypted storage for documents and extracted data
  • Compliant with data protection regulations for peace of mind

Workflows in Action​

DocumentPro’s Workflows make it easy to automate and optimize a wide variety of document-centric tasks:

  • Invoice Processing
    Streamline accounts payable by automatically extracting key invoice data (vendor info, line items, totals) and integrating it into your accounting software.

  • Purchase Order Processing
    Automate the collection and processing of purchase orders from customers—reducing manual entry and accelerating order fulfillment.

  • Financial Statements & Reports
    Extract key insights from bank statements, credit card statements, or annual reports, and seamlessly export them into analytics dashboards.

  • Medical Records & Insurance Forms
    Speed up claims, patient intake, or general documentation processing with AI-driven form extraction.

  • Government Documents
    Digitize applications, tax forms, permits, and more for faster review and improved record-keeping.

Additional Use Cases​

  1. Automate Data Entry

    • Eliminate manual data entry by feeding extracted document data directly into your internal systems.

  2. Trigger Automated Processes

    • Initiate specific workflows or approval chains based on extracted data (e.g., publish Supplier Invoice to QuickBooks).

  3. Enhance Document Management

    • Create a searchable repository of structured data, making it easy to locate critical information (e.g., finding specific clauses in large contract sets).

Benefits of Using DocumentPro​

  • Time savings through streamlined document workflows
  • Increased accuracy by reducing manual data entry
  • Scalability to handle large volumes of documents efficiently
  • Flexible configuration for diverse document types, layouts, and languages
  • Enhanced compliance with consistent, auditable data extraction
  • Accelerated decision-making by delivering critical information faster

Getting Started​

Ready to transform your document processes with Workflows?

  1. Sign up for an account
  2. Explore our comprehensive documentation
  3. Contact us for tailored use-case consultation
  4. Check out plans and pricing