Best Intelligent Document Processing Software for Microsoft Dynamics 365

The Square 9 AI-powered intelligent information processing platform takes the paper out of work and makes it easier to get things done with digital workflows that automate many aspects of how you work today. We make it easy by extracting information from scans or PDFs, storing documents in a searchable archive, and building digital twins of your current processes through graphical workflows.

Star Software is an innovative document automation platform that leverages AI technology to assist companies in the manufacturing, metals, and distribution sectors in eliminating the tedious task of manual data entry. The platform efficiently reads, extracts, and verifies data from intricate documents such as Material Test Reports (MTRs), Certificates of Analysis (COAs), invoices, purchase orders, and other types of high-volume paperwork, seamlessly integrating clean, organized data into your ERP or quality management systems. By utilizing Star's advanced OCR and deep learning capabilities, teams are freed from spending excessive hours inputting data from PDFs, scans, or emails, as the system continuously enhances its performance with each document it processes. Furthermore, the platform automates follow-up tasks by identifying missing information, routing documents for approval, and ensuring a smooth connection with your ERP or Document Management System (DMS). Manufacturers and steel distributors have found that using Star can lead to a significant reduction in document processing costs—up to 70%—while also minimizing manual review errors by more than 80%. This enhancement accelerates workflows in quality control, purchasing, and finance, ultimately driving greater efficiency across all operations. With Star Software, organizations can transform their document handling processes, allowing them to focus more on strategic initiatives rather than administrative tasks.

InfoMiner is a cutting-edge platform for Intelligent Document Processing (IDP) that utilizes artificial intelligence to streamline the extraction, classification, validation, and processing of documents. In contrast to conventional OCR technology, InfoMiner comprehends the context of documents and is adept at handling a variety of formats including PDFs, scanned materials, images, emails, spreadsheets, and diverse document layouts without being constrained by fixed templates. This solution enables organizations to automate various workflows such as invoice processing, accounts payable automation, purchase orders, logistics documentation, proof of deliveries, bills of lading, manifests, quality compliance records, and other tasks that are heavily reliant on documentation. The AI component not only extracts and verifies data in accordance with established business rules but also features human-in-the-loop functionality that enhances accuracy and fosters ongoing improvement. Targeted at sectors like Manufacturing, Logistics, Supply Chain, Finance, Healthcare, Life Sciences, and Consumer Packaged Goods/Nutraceuticals, InfoMiner is engineered to meet the specific needs of these industries. By integrating this advanced technology into their operations, businesses can significantly boost efficiency and reduce the time spent on manual data entry tasks.

Doxis is a comprehensive AI-driven content automation platform designed to help enterprises manage and optimize their document and information workflows. It centralizes document management, archiving, collaboration, and process automation into a single intelligent system. Using advanced AI technologies, Doxis extracts, analyzes, and organizes data from documents to generate actionable insights. The platform enables businesses to automate key processes such as invoice handling, contract management, and case management. It integrates seamlessly with enterprise systems like SAP, Microsoft, Salesforce, and Workday, ensuring smooth data flow across applications. Doxis also provides strong compliance and security features, helping organizations meet regulatory requirements and protect sensitive information. Its scalable architecture supports industries such as manufacturing, finance, logistics, and healthcare. The platform enhances collaboration by allowing teams to access and work on documents from anywhere. With its focus on automation and intelligence, Doxis reduces manual work and improves operational efficiency. Overall, it empowers organizations to accelerate digital transformation and make smarter business decisions.

Rossum is an AI-based cloud document gateway for automated business communication. Rossum solves four key steps in document-based processes at once: receiving documents across multiple channels, automated understanding, two-way communication to resolve exceptions, and acting on the data using in-depth integrations. Trusted by: Pepsico, Veolia, Siemens, Cushman & Wakefield, and other companies that prefer to build rather than type. What does Rossum bring to the table? Zero-friction deployment: See high AI accuracy right out of the box in Rossum’s free trial and cut down on most maintenance effort thanks to cloud hosting and automated self-learning.
 Highly customizable: Implement powerful configuration APIs while enterprise users can engage Rossum’s dedicated Global Services team. Unified document gateway: Solve everything from security and compliance to IT and user training in one place by adopting a universally capable document solution.
 End-to-end solution: Rossum’s cloud platform takes care of the entire document lifecycle from receiving to internal IT systems posting.

DocAgent™ serves as the document management portal and foundational software platform for Digital Designs. Utilizing a .NET framework, it efficiently manages coordination, establishes customer-specific rules, and facilitates communication among various solution modules such as AP Invoice Automation, Electronic Payments, Payroll Management, and Data Capture, among others. Its functionalities extend beyond mere module integration; DocAgent™ seamlessly connects with essential applications operating on IBM AS-400/I Series, including INFOR, Infinium, JD Edwards, and MS Dynamics. By leveraging the solutions offered by DocAgent™, businesses can significantly enhance their operational efficiency for the future. Additionally, this platform enables cost reduction, improved oversight, expedited payment processes, increased flexibility, and can result in annual savings amounting to millions of dollars. You can select from one of the available DocAgent™ Suites below or customize your options to perfectly align with your business objectives. Furthermore, this adaptability ensures that companies can stay ahead in a rapidly changing market landscape.

Enhance your understanding of documents and make informed decisions with assurance. Are you weary of the challenges posed by manual processing, tight deadlines, budget constraints, and constantly evolving compliance regulations? Effortlessly collect and integrate your cloud expenditure data in half the time and at a fraction of the cost. With suggested cost reductions and expert advice, you could potentially save over 50% on your total expenses. Achieve comprehensive visibility of your cloud spending through KPI monitoring, real-time analytics, and actionable recommendations. Experience built-in reassurance with security and compliance measures designed to adhere to any regulatory standards. You can gather data through various channels, including portals, emails, APIs, repositories, tables, data lakes, or third-party sources. The automated AI-driven intelligent document processing minimizes manual workload, while the smart review of document knowledge detects anomalies, duplicates, and mistakes. Utilize ScriptString's Knowledge Relationship Indexing to effortlessly pinpoint critical information amidst vast data sets. This innovative approach not only streamlines your processes but also transforms the way you manage your cloud spending.

For enterprise organizations who need to capture large volumes of paper and digital documents, Brainware Intelligent Capture improves speed, accuracy and efficiency of the capture process. Brainware’s machine learning capabilities automate document classification and data extraction and validation before automatically updating relevant enterprise systems. With Brainware Intelligent Capture, organizations can improve response time, business intelligence and costs.

Hyland Intelligent Document Processing provides AI-powered document capture, classification and intelligent data extraction to reliably improve efficiency, accuracy and the speed of document processing. Hyland IDP uses AI to learn, adapt and improve document processing, drastically reducing time investments and costs, as well as reducing exceptions and bottlenecks.

Graip.AI is an advanced platform for document processing that utilizes self-learning artificial intelligence to optimize complex workflows and minimize errors effectively. It features a solution that does not require templates, which is customized for unique business processes and can accurately identify all data from a wide range of document types, whether they are structured, semi-structured, or unstructured. With support for over 140 languages and the ability to interpret handwritten text, Graip.AI integrates effortlessly with existing business applications through API connections, significantly improving both operational efficiency and accuracy. The platform boasts a no-code interface, a library of pre-trained documents, and round-the-clock customer support, ensuring a straightforward and dependable user experience. By automating the processes of document capture, classification, extraction, validation, and integration, Graip.AI empowers organizations to make data-driven decisions based on thorough analysis. Furthermore, it facilitates the development of a fully automated end-to-end processing workflow, eliminating the need for manual execution of repetitive business tasks and ultimately driving productivity.

The IDP solution efficiently extracts critical information from enterprise documents with an impressive accuracy rate of up to 99%, allowing organizations to reduce their document-processing time by at least 50%. It provides ready-to-use solutions for common document types such as IDs, receipts, and invoices, along with tailor-made options that are trained on your specific data to manage unique forms and documents pertinent to your operations, all while evolving with changing document formats. Its document-analysis features enable the extraction of text, tables, key-value pairs, selection marks, and overall document structure, while also comprehending layout to discern section relationships. The integration capabilities are versatile, seamlessly connecting with your existing ERP systems and workflow tools. As a cloud-based offering, this solution eliminates hardware constraints and the hassle of server maintenance, and you won’t incur additional costs for OCR, AI models, or RPA services. Furthermore, the model is highly customizable, allowing you to pay solely for the features and volume that suit your needs, making it a cost-effective approach for modern businesses. This level of adaptability ensures that the solution can scale alongside your company as it grows and evolves.

Harness the capabilities of tailored models to gain a strategic edge in your market. With our advanced enterprise Gen AI framework, you can surpass conventional limits and delegate repetitive tasks to robust assistants in real time – the possibilities are endless. For businesses that prioritize data protection, customize and implement generative AI solutions within your own secure cloud environment, ensuring safety and confidentiality at every step.

inSTREAM is a cutting-edge Intelligent Document Processing (IDP) solution created by Celaton, aimed at automating and simplifying tedious and repetitive tasks in business operations, including accounts payable, sales order processing, customer correspondence, and claims handling. By utilizing advanced technologies such as Artificial Intelligence (AI), Machine Learning (ML), Optical Character Recognition (OCR), and Robotic Process Automation (RPA), inSTREAM efficiently captures, identifies, sorts, extracts, verifies, and enhances data from a variety of document formats without manual input. Its self-learning algorithms consistently optimize automation processes, leading to a significant reduction in manual workload, time expenditure, and overall costs. The platform is designed for seamless integration with pre-existing business systems, thereby facilitating a smooth end-to-end workflow. Offered as a scalable Software-as-a-Service (SaaS) model, inSTREAM ensures secure document storage for easy retrieval and regulatory compliance, while also providing businesses with the flexibility to scale operations as needed. In addition, its intelligent features allow organizations to focus on more strategic tasks rather than being bogged down by routine paperwork.