- Manual data extraction from PDFs
- Different document templates
- Deficiencies recognized late
- Repairs that are difficult to trace
AI document-processing case study
Illustrative sample project of processing business documents with different structures.
01 / STARTING POSITION
The operating situation that can be automated
Employees copied data from invoices, orders and attachments into tables. The incomplete documents were revealed only at the end of the process.
- AI-based recognition of document type and key data
- Rule-based integrity checking
- Routing uncertain cases to an inspection queue as needed
- Transmission of verified or automatically accepted data
Lessmanual data work
Fastercontrolled processing
Loggeddocument path
Integration ecosystem
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Secure data connection
Sales and customer management
Customers · opportunities · growthSalesforceHubSpotMiniCRM
Finance and business management
Finance · operations · efficiencySAPSzámlázz.huBillingo
Communication and data
Collaboration · data · automationSlackMicrosoft 365Google Workspace
More connectable systems
Open integration ecosystemDynamics 365ShopifyPower BIPipedriveZoho CRMZendeskFreshdeskMailchimpBrevoActiveCampaignCalendlyTypeformJotformOracle NetSuiteOdooWooCommerceUNASShoprenterKulcs-SoftNAV Online InvoiceDocuSignStripeBarionSimplePaySharePointGoogle DriveDropboxOneDriveMicrosoft TeamsJiraAsanaMonday.comClickUpTrelloNotionAirtableLooker StudioMySQLPostgreSQLMicrosoft SQL ServerREST APIWebhookSFTPCustom ERP / CRM
Dynamics 365
Shopify
Power BI
Pipedrive
Zoho CRM
Zendesk
Freshdesk
Mailchimp
Brevo
ActiveCampaign
Calendly
Typeform
Jotform
Oracle NetSuite
Odoo
WooCommerce
UNAS
Shoprenter
Kulcs-Soft
NAV Online Invoice
DocuSign
Stripe
Barion
SimplePay
SharePoint
Google Drive
Dropbox
OneDrive
Microsoft Teams
Jira
Asana
Monday.com
ClickUp
Trello
Notion
Airtable
Looker Studio
MySQL
PostgreSQL
Microsoft SQL Server
REST API
Webhook
SFTP
Custom ERP / CRMBetter performanceData flows where it creates real business value.Secure connectionEnterprise-grade protection and dependable operation.Real-time dataAlways-current information for better decisions.
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