Solutions by scenario
SmartDocTO is a good fit where the same document types recur and a team repeatedly retypes, checks, or passes on their data. Pick the scenario closest to your own work.
Accounting firms
Incoming invoices and purchase orders turn into extracted fields for review and approval, delivered over REST API, SFTP, or to SharePoint.
IT and outsourcing
Timesheets and contractor invoices yield person, project, period, hours, and rate for reports and checks against a reference source you connect.
Construction
Subcontractor invoices, work statements, and protocols yield extracted fields, and documents sharing your job number key appear together.
E-commerce
Supplier invoices, delivery notes, and complaint protocols yield extracted fields with confidence scores, delivered once they are approved.
Manufacturing and logistics
Supplier invoices, purchase orders, and delivery notes appear together on an identical matching key, with reporting broken down by it.
Batch scans
A PDF holding several documents becomes separate documents with their own name and history, once you turn on splitting in inbound settings.
Your own document type
A recurring document of your own, validated on a real sample including exceptions, so you can decide whether automating it makes sense.
Validate SmartDocTO with your own documents
Working with another document type? A pilot can test whether it can be processed reliably under your rules.
Book a demo