What rules-based capture cannot do
Adapt to new vendors, new layouts, multilingual content, low-quality scans, or handwritten fields without months of template engineering.
Automated Document Processing- Layout-Agnostic IDP for Enterprise
We build enterprise IDP agents that captures, classifies, and acts on invoices, POs, contracts, claims, and bills of lading — layout-agnostic, no templates to maintain. Our enterprise IDP AI agent captures, classifies, and acts on every document — invoices, purchase orders, contracts, claims, bills of lading — straight into your ERP, CRM, and core systems.
Templates are brittle. People are still re-typing.
Legacy OCR fails on every layout it has not seen. Generic AI services extract text but lack business context, validation, and audit. Both leave skilled employees doing low-value work — and leave finance, operations, and compliance leaders without the controls they need.
What generic AI services do not provide
Master-data validation, field-level confidence, exception routing, posting to ERP, audit logs, and the governance posture enterprises require.
Reduce manual entry by 80%. Cut cycle time by 10x.
Request consultation callA complete AI-powered automated document processing
Capture, understand, validate, and act — on a single, governed platform built for enterprise scale.
Intelligent capture
PDF, TIFF, image, photo, email attachment, EDI, fax, and scanner inputs. Layout-agnostic. No templates to maintain.
Field-level extraction
Headers, line items, totals, signatures, tables, and free-form clauses — extracted with field-level confidence scoring.
IDP AI agent action
Match purchase orders, post invoices, open claim files, register contracts, and trigger downstream workflows in SAP, Dynamics 365, NetSuite, Oracle, and Salesforce.
Document process automation
End-to-end pipelines: classify, split, extract, validate, route, archive — orchestrated through Power Automate, Logic Apps, or native services.
Exception management
Below-threshold fields and unmatched records route to a reviewer with the page region pre-loaded. Built for operational throughput.
Governance and assurance
PII redaction, role-based access, immutable audit logs, and alignment with GDPR, HIPAA, SOC 2, and the EU AI Act.
Built to automate documents that run regulated industries
Wherever structured data is trapped inside unstructured pages — high volume, regulated, audit-sensitive. AI document processing automation can streamline it all based on your industry or department.
Manufacturing
Document automation for manufacturing — purchase orders, bills of lading, packing slips, certificates of analysis, and supplier QC data into ERP and MES.
Finance & Accounts Payable
Invoices captured, three-way matched to POs and goods receipts, GL-coded, and posted with exceptions routed to AP.
Insurance
First Notice of Loss, policy schedules, ACORD forms, and medical reports — extracted, classified, and registered in the policy system.
Healthcare
Referrals, intake forms, prior authorizations, and lab reports — captured, redacted, structured, and posted into the EHR.
Logistics & Trade
Bills of lading, customs declarations, certificates of origin, and commercial invoices — into TMS and customs platforms
Legal & Contracts
Contract intake, clause extraction, obligation tracking, and renewal alerts — with citations to the source paragraph.
Beyond traditional OCR and Generic AI
| Template OCR & RPA | Generic AI service | Beyond Key IDP Agents |
|---|---|---|
| Breaks on layout change |
⚠️️
Extracts without business context
|
✅
Layout-agnostic, tuned to your documents
|
| Months to onboard a new vendor |
⚠️️
No master-data validation
|
✅
Validated against vendors, SKUs, GL codes
|
| Breaks on layout change |
⚠️️
Extracts without business context
|
✅
Layout-agnostic, tuned to your documents
|
| Months to onboard a new vendor |
⚠️️
No master-data validation
|
✅
Validated against vendors, SKUs, GL codes
|
| No confidence — silent failures |
⚠️️
Hallucinates on edge cases
|
✅
Field-level confidence with routed exceptions
|
| Limited to text — no actions |
⚠️️
Extracts but does not post
|
✅
Posts to SAP, D365, NetSuite, Salesforce
|
| No native governance |
⚠️️
Black-box decisions
|
✅
Full audit logs, RBAC, EU AI Act ready
|
| Limited to text — no actions |
⚠️️
Extracts but does not post
|
✅
Posts to SAP, D365, NetSuite, Salesforce
|
| No native governance |
⚠️️
Black-box decisions
|
✅
Full audit logs, RBAC, EU AI Act ready
|
Classify, split, extract, validate, post. End-to-end document workflow.
Deploy todayOur Delivery Approach
A measured, evaluated rollout from document audit to production posting — designed for finance, operations, and compliance stakeholders.
Audit
Sample your real document mix. Quantify volume, layouts, and the rework cost we are removing.
Design
Per-document field model, validation rules, master-data hooks, exception policy, and target system mapping.
Pilot
Live in shadow mode on selected document types. Extracted, but not posted. Compared to human entries on a labelled gold set.
Activate
Auto-post unlocked above the agreed confidence threshold. ERP, CRM, and ticketing actions wired in with full logging.
Operate
Roll out additional document types. Tune monthly. Run under SLA with accuracy and straight-through-processing reporting.
Vendor-fluent. Residency-aware. Governance-first Document Processing
Inputs
PDF, TIFF, JPG, PNG, scans, photographs, email attachments, EDI, fax, SFTP drops, scanner watch folders
Capture & OCR
Azure Document Intelligence, AWS Textract, open-source OCR — auto-selected by document type
Reasoning models
Azure OpenAI, Anthropic Claude, AWS Bedrock, Databricks Mosaic AI, Snowflake Cortex, or self-hosted open-source
Validation
Master-data lookups (vendors, SKUs, GL, customers, policies), business rules, duplicate detection
Posting & action
SAP, Dynamics 365, NetSuite, Oracle, Salesforce, ServiceNow, custom REST and GraphQL
Reviewer experience
Side-by-side document and fields, snippet highlighting, keyboard-first review, one-click approval
Governance
PII redaction, role-based access, immutable audit logs, GDPR, HIPAA, SOC 2, EU AI Act controls
Why Beyond Key
We’re a delivery partner, not a platform vendor.
Production track record across manufacturing, insurance, healthcare, and professional services
Including live GenAI inventory and supply chain solutions for electronics manufacturers.
Certified across the Microsoft, Databricks, and Snowflake AI stacks
So the architecture follows your data and residency requirements, not a vendor lock-in.
Engineered for evaluation
Every engagement ships with a labelled gold set, automated accuracy testing, and a measurable straight-through-processing baseline.
Governance by design
AI Governance Consulting, bias detection, and EU AI Act readiness delivered as part of the engagement — not bolted on at the end.
Move skilled employees from data entry to decisions
Engage Beyond Key for a 30-minute briefing. We will review your document mix, identify the highest-value automation candidates, and outline the engagement model and timeline.
Request a consultation callFrequently Asked Questions
Only where you authorize it. Each document type has its own policy — shadow mode, supervisor approval, or auto-post above an agreed confidence threshold. Controls are configurable per type, per geography, and per business unit.
On well-defined document types with a few hundred labelled examples, field-level accuracy typically lands between 95% and 99%. Accuracy is tracked per field, per document type, and reported monthly under SLA.
No. The AI IDP agent reads layouts the way a person does. New vendors and unseen formats are processed on day one — no template engineering, no rule maintenance, no waiting list.
Hybrid OCR combined with LLM reasoning handles handwriting, faded scans, photographs taken in field environments, and skewed or rotated pages — with field-level confidence scoring throughout.
SAP, Dynamics 365, NetSuite, Oracle, Salesforce, ServiceNow, and custom REST or GraphQL endpoints — orchestrated through Power Automate, Logic Apps, or native integrations.
A pilot on one or two document types reaches shadow-mode production in four to six weeks. A full multi-type rollout with auto-posting, validation, and reviewer workflows lands in six to ten weeks.
