Integrations and custom development

Document processing automation with checks before transfer

Document processing automation moves information from incoming files into a workflow your team can use. SVS Digital connects intake, OCR or AI extraction, validation and transfer to your existing tools. Start with one document type and test the results on representative examples before expanding.

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What does intelligent document processing include?

Document intake and classification

Collect agreed file types from a mailbox, upload form or folder. Identify the document type and keep its source reference. Duplicate checks help prevent the same attachment from starting the workflow twice. Unsupported or unreadable files go to a review queue.

OCR and structured data extraction

OCR recognises text in scans. AI can help classify content and propose fields from varied layouts. We specify the fields your process needs, such as a reference, date, supplier or line items, and test them against manually verified examples.

Validation and employee review

Check required fields, number formats and relationships to existing records. A missing reference, conflicting total or uncertain match can stop automatic transfer. The reviewer sees the source document alongside the proposed data and can correct it.

Transfer to your business systems

Send approved data and the source reference to an ERP, portal, folder or document management system where a supported connection exists. Record successful transfers and pending items so an outage does not leave staff guessing what reached the destination.

Example: a delivery note arrives by email

The workflow receives an attachment and proposes its delivery-note number and line items. It checks whether the related order exists and whether the required fields are complete. A quantity mismatch goes to an employee. Only the reviewed record moves to the destination. This is a proposed workflow that needs testing on your own document samples.

How does implementation work?

  1. 01

    Review representative documents

    Include different layouts, languages, scan quality and common exceptions. Choose one document type for the first pilot.

  2. 02

    Define fields and review rules

    Agree required data, access, storage and which external services are involved before processing business documents.

  3. 03

    Measure extraction quality

    Compare fields with verified examples. Track the proportion of documents needing corrections and the time taken to review them.

  4. 04

    Connect the approved output

    Introduce the review queue and destination integration. Improve the process using actual errors and changes in incoming documents.

MGI accounting data conversion and reporting project

From our projects

Related work: data processing at MGI Dva Dukata

MGI DD Tools demonstrates our work on accounting exports, conversions and reports. It is relevant to moving input data into a usable result. The case study does not establish OCR accuracy or PDF extraction performance; your document capture workflow needs its own pilot and measurements.

Read the case study

What determines scope and cost?

The main cost factors are document variety, scan quality, required fields, validation rules and destination integrations. OCR or AI usage may add operating costs. A pilot establishes how many documents need manual correction before a larger rollout is planned. We do not assume that a successful test on one layout applies to every supplier or document type.

What to bring to the first conversation

  • Document types and approximate monthly volume.
  • Representative samples with unnecessary sensitive details removed.
  • The fields your team currently enters manually.
  • Reviewers and the system that needs the approved output.

Frequently asked questions

What is the difference between OCR and intelligent document processing?

OCR recognises text in an image. Intelligent document processing can also classify the document, propose structured fields and route the result through checks and approvals. These steps can be combined in one workflow.

Can you process scanned PDFs?

Yes, where the contents are sufficiently legible. Layout, resolution, handwriting and language affect the result. We test representative files and identify which documents need employee review.

Can this automate invoice data entry?

It can support invoice capture, validation and transfer if the destination system allows it. Approval rules, matching and duplicate detection must be defined. We assess invoices as a specific document workflow.

Do we need a new document management system?

Not necessarily. A document management system handles storage, retrieval and access. Automation can connect capture, approval and transfer around the system you already use.

Where are documents processed?

The implementation plan identifies the services, data flows, access and storage arrangements before business documents are processed. Initial assessment can use samples with unnecessary sensitive details removed.

Start with one task your team repeats.

Review your current workflow, tools and intended result with Uroš from SVS Digital. Together, we identify a practical first step to assess.

Review your document workflow