The Challenge
Document processing at scale is messy.
This American print tech company operated in 160+ countries; each with its own paperwork standards, layouts, and formats. From receipts to invoices, contracts to claim forms, they needed a way to ingest any document and instantly know what it was, what it said, and what to do with it.
Manual review didn’t scale.
Off-the-shelf OCR didn’t cut it.
They needed a true Intelligent Document Processing (IDP) backbone — one that could classify, extract, and structure data across handwritten and printed formats, reliably.
A Day in the Life: Before Our Solution
Every incoming document meant a new decision tree.
First, someone had to guess the type — invoice, contract, delivery receipt? Then came the copy-paste grind: pulling out names, totals, due dates, policy IDs. Handwritten forms added a new layer of complexity. And if the document had tables or multiple layouts? The workflow often broke.
Each team built its own macros or manual templates.
Errors started creeping in. Deadlines were slipping.
The knowledge locked inside documents stayed hidden.
Pain Points:
- Manual classification delayed downstream workflows
- Standard OCR struggled with handwritten or mixed-layout documents
- Tables and forms were inconsistently recognized
- Entity tagging required human review
- Output needed reformatting before use in any system