Intelligent Document Processing
Convert invoices, contracts, forms, and scanned paperwork into validated structured data without manual keying. Workisy classifies each document, extracts the fields that matter, checks them against your own records, and posts clean results into the systems your teams already use.
Features
Powerful Capabilities, Built for Scale
Every tool you need to run a world-class operation, from day one to enterprise scale.
Multi-Channel Capture
Documents arrive from monitored mailboxes, supplier portals, scanners, mobile photos, and watched folders without anyone uploading them by hand. Each file is de-duplicated on arrival so a resent copy never enters the queue twice.
Automatic Classification
Incoming files are sorted by document type — invoice, credit note, purchase order, signed agreement, identity document — before extraction begins. Mixed batches and multi-document PDFs are split at the correct page boundaries automatically.
Layout-Independent Extraction
Fields are located by meaning rather than by fixed coordinates, so a new supplier template works on the first document instead of after a configuration project. Line items, totals, dates, and reference numbers are captured together with their position on the page.
OCR for Difficult Sources
Skewed scans, faxes, photographed pages, stamps, and handwritten annotations are handled with pre-processing that corrects orientation and contrast before reading. Text embedded in tables and footers is recovered rather than dropped.
Validation and Confidence Scoring
Extracted values are checked against master data, arithmetic totals, and format rules, and each field carries a confidence score. Anything below your threshold is flagged for review while high-confidence documents continue untouched.
Human-in-the-Loop Review
Reviewers verify flagged fields in a side-by-side view with the source page highlighted, so a correction takes seconds rather than a full re-key. Every correction is captured as training signal for the next document of that type.
Straight-Through Posting
Validated records are written directly into your accounting, HR, or line-of-business system through APIs or structured exports. Posting failures return to a queue with the underlying error attached instead of disappearing silently.
Model Improvement Over Time
Accuracy improves as reviewers confirm and correct results, with per-document-type metrics showing where errors still concentrate. You can see straight-through rates by supplier or form so remediation effort goes where it pays.
How It Works
Up and Running in Three Simple Steps
Ingest and Identify
Documents are collected from every inbound channel, split, de-duplicated, and classified by type so each one enters the right extraction pipeline.
Extract and Verify
Fields and line items are captured, cross-checked against master data and business rules, and scored — with only low-confidence items sent to a reviewer.
Publish and Archive
Clean records are posted to your systems of record and the original file is indexed and retained with its extracted metadata for later retrieval.
A closer look at Workisy intelligent document processing
The bottleneck is rarely the document — it is the re-keying
Finance and HR teams do not spend their day reading documents; they spend it transcribing them. A supplier invoice is opened, the vendor and amount are typed into a ledger, a purchase order is checked in a second tab, and the file is dragged into a folder someone hopes is the right one. Multiply that by a few thousand documents a month and the cost is substantial, but the bigger problem is that every manual transcription is an opportunity for a wrong digit to reach the general ledger.
Workisy removes the transcription step entirely. The document is classified, the fields are extracted with their confidence scores, the values are reconciled against your own master data, and only genuine discrepancies reach a person. Teams processing high supplier volumes usually start here and follow the sequence set out in our accounts payable automation guide.
Structured output that downstream systems can actually use
Extraction is only valuable if the result lands somewhere useful. Workisy writes validated records straight into the systems where the work continues, so an approved invoice becomes a posted liability and a signed policy acknowledgment becomes a compliance record without a second data entry pass. Where a system cannot accept an API write, structured exports are generated in the format it expects.
This is what connects document capture to the rest of the operation. Extracted invoice data feeds approvals in accounts payable, while HR paperwork is filed and tracked in documents and policies with the correct retention rules already applied.
Documents that stay findable long after processing
A processed document should not become a buried file. Every original is retained alongside the fields extracted from it, which means a contract can be found by counterparty and renewal date, and an invoice by supplier, amount, or purchase order reference. Searches that previously meant opening folders one by one return an answer in seconds, with the source page highlighted.
That indexed corpus also becomes an asset for the wider platform: it can feed an internal AI knowledge base and supply the evidence layer for business process automation across departments. To see extraction run against a sample of your own documents, request an evaluation.
Results That Speak for Themselves
Measurable Impact on Your Business
Straight-Through Rate
Per Document
Than Manual Keying
FAQ
Frequently Asked Questions
Ready to See It in Action?
Book a personalized demo and discover how Workisy can transform your operations in weeks, not months.