Intelligent Document Processing Services

Turn PDFs, scans, and emails into accurate, structured data your systems can use. We capture from every channel, clean the images, read both typed and handwritten text, extract fields, tables, and line items, and validate results against your business rules.

Use it for invoices, purchase orders, claims, onboarding packets, contracts, and lab forms. Data flows straight into your ERP, CRM, and data warehouse through secure integrations.

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Our Offerings

Multi-Channel Capture & Pre-Processing
Document Classification & Routing
Bundle Splitting & Page Grouping
OCR & HTR
Field, Table & Line-Item Extraction
Entity & Clause Extraction
Integrations & APIs

Multi-Channel Capture & Pre-Processing

Ingest documents from email inboxes, S3/Blob/GCS buckets, SFTP, scanners, mobile apps, and web forms. We normalize files and clean them for reading: auto-rotate, de-skew, de-noise, sharpen, remove backgrounds and stamps, detect barcodes/QRs, and separate color layers when it lifts text clarity. Pages are standardized to consistent DPI and format so downstream extraction behaves predictably. Throughput scales horizontally with back-pressure controls, and every item gets a traceable ID for auditing.

Document Classification & Routing

We classify by document type (invoice, claim, PO, ID, contract, lab result), sub-type, and department owner, using a mix of layout features, text signals, and learned taxonomies. Confidence thresholds drive auto-routing to the right queue or a brief human check. Models support multi-label and hierarchical classes, and drift monitoring alerts us when new templates appear so we can retrain before accuracy slips.

Bundle Splitting & Page Grouping

Packets arrive as messy PDFs. We detect boundaries via barcodes, separator sheets, layout similarity, anchors (e.g., “Statement of Benefits”), and learned sequence patterns. Pages are split, ordered, and grouped into the correct document sets. The result is clean units ready for extraction, with edge cases sent to an exception lane instead of blocking the whole batch.

OCR & HTR

We apply optical character recognition (OCR) and handwritten text recognition (HTR) with language and font auto-detection, rotation handling, and line-joining for broken words. Post-OCR correction uses language models and domain dictionaries to lift accuracy on noisy scans. We support cursive and block handwriting, form fields, stamps over text, tables, and multi-column layouts. Each token carries a confidence score, so low-certainty items can be flagged for quick review rather than slipping through.

Field, Table & Line-Item Extraction

For semi-structured and unstructured docs, we combine layout-aware models, key-value detection, pattern rules, and cross-field checks. Line items that span multiple pages are tracked using header continuity, carry-over rows, and unit consistency to ensure totals reconcile correctly. Dates, currencies, and IDs are normalized; vendor names map to a master record; taxes and freight are validated against business logic. You get structured outputs aligned to your schema with evidence highlights for each extracted value.

Entity & Clause Extraction

Contracts and medical/financial forms demand more than fields. We extract parties, amounts, effective dates, and renewal windows; pull clauses like termination, assignment, and governing law; and flag risk language or missing terms. In regulated workflows, we keep a link from each extracted entity back to the exact text span, so reviewers can verify in seconds. Custom ontologies and dictionaries let us adapt to your domain without brittle template rules.

Integrations & APIs

Data lands where it creates value: ERP, CRM, EMR, claims platforms, data warehouses, or RPA queues. We offer REST APIs, webhooks, batch SFTP, and message-queue options with idempotent writes, retries, and status callbacks. Mappings enforce your target schema and validation rules; bad records go to an exception queue with reason codes. Security controls cover encryption in transit/at rest, token-based access, role-scoped permissions, and full audit logs. Monitoring dashboards expose throughput, accuracy, and exception trends so operations teams can act quickly.

Industries We Serve

  • Retail & eCommerce
  • Healthcare & Life Sciences
  • Finance & Banking
  • Logistics & Supply Chain
  • Manufacturing
  • Government & Public Sector
  • Startups
  • SaaS
  • Telecommunications
  • Education

Benefits You Get

Results you can track in operations dashboards from week one.

Lower processing cost per document

Cut manual touch time with auto-classification, guided review, and exception queues. Template-free extraction reduces upkeep across vendors, formats, and layout changes — so scaling volume doesn’t spike labor.

Faster turnaround and shorter SLAs

Parallel processing, smart routing, and prioritized queues move work from “inbox” to “posted” quickly. Alerts fire on stuck batches and aging exceptions so teams can act before deadlines slip.

Higher accuracy under control

Field-level confidence scores, cross-checks (totals, tax math, dates, IDs), and business rules catch bad data before it hits core systems. Review is targeted to low-confidence fields instead of re-reading whole documents.

Audit-ready operations

Every extracted value links back to its source text with position coordinates. Access is role-scoped, PII can be masked on view/export, and retention policies are enforced — giving compliance clean evidence in seconds.

Faster expansion to new document types

Active learning and sample-driven tuning let us add new forms and vendors without brittle templates. New classes and fields move from pilot to production through a repeatable change process.

Cleaner data for downstream systems

Normalized dates, currencies, SKUs, and vendor names map to your master data. Outputs fit your schema (JSON/CSV/Parquet or direct write-back), reducing rework in ERP, CRM, and analytics.

Want a feasibility snapshot before you commit?

Why Choose WiserBrand

A partner that pairs clear consulting with delivery you can put in production.

  • 1

    Consulting + engineering in one team

    We handle strategy, solution design, model tuning, pipelines, and integration — no multi-vendor gaps. A single accountable team from discovery to rollout.

  • 2

    Prove value fast, then scale

    We start with a sample-based PoC focused on measurable targets (precision/recall, touch time, exception rate). Typical PoC lands in under six weeks; you see accuracy reports, ops impact, and a scale-up plan covering new document types. Budget guidance is transparent: PoC $30–75k; implementation $120–500k; managed operations $10–40k/mo.

  • 3

    Built for your stack and controls

    Deploy in AWS, Azure, or GCP — your VPC or ours. Connect to ERP/CRM/EMR and data warehouses through hardened APIs and message queues. Role-based access, PII masking, audit logs, and retention policies come standard, so operations teams and auditors get the visibility they need without slowing daily work.

Our Experts Team Up With Major Players

Partnering with forward-thinking companies, we deliver digital solutions that empower businesses to reach new heights.

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Our Workflow

Clear stages, fixed checkpoints, and metrics at each gate.

01

Discovery & Prioritization

We meet your process owners to map document types, volumes, and pain points. We define success metrics (accuracy, touch time, exception rate), compliance needs, and the first use case with the strongest ROI.

Output: scope, target metrics, data access plan, and a pilot hypothesis.

02

Sample & Feasibility

We collect a representative sample (by source, vendor, layout quality), build ground truth, and test reading quality and noise handling. You get a feasibility readout with expected accuracy, effort, and risks before any heavy build.

Output: feasibility report with projected precision/recall, cost and timeline.

03

PoC & Accuracy Tuning

We implement capture, classification, extraction, and a guided review lane for low-confidence fields. Business rules validate totals, dates, taxes, and IDs. We iterate on errors until pilot targets are met.

Output: working pilot, accuracy report, exception design, scale plan.

04

Integration, Security & UAT

We connect to your ERP/CRM/EMR or data warehouse, finalize schema mapping, retries, and idempotent writes. Security review covers access, audit logs, and retention. Users test end-to-end flows and sign off.

Output: production-ready build, runbooks, and user training.

05

Launch & Run

We roll out in phases, monitor throughput and accuracy, and tune queues to hit turnaround targets. Drift detection, weekly calibration on edge cases, and a controlled change process let you add new document types with confidence.

Output: live operation, KPI dashboard, and a roadmap for expansions.

Frequently Asked Questions

How accurate is the extraction and how do you measure it?

Accuracy depends on scan quality, layout variability, and handwriting legibility. In pilots we report per-field precision, recall, and F1 as well as document-level pass rates. Clean, typed fields commonly land in the 92–98% F1 range; handwriting and noisy scans are lower but improve with sample-driven tuning and targeted review on low-confidence fields.

Can you handle handwriting, stamps, tables, and multi-page line items?

Yes. We read block and cursive handwriting on forms, recover text beneath stamps/overlays, and extract structured tables and line items across pages. We support major Latin-alphabet languages out of the box and can add others with additional tuning.

What do you need from us to start?

A representative sample set per document type (often 200–500 files covering vendors and quality levels), a target schema for outputs, access to non-production systems or test endpoints, and one process SME to confirm business rules. If ground truth labels are missing, we can help build them quickly.

How do you handle security and compliance?

Deployment can run in your AWS/Azure/GCP environment or a private VPC. Data is encrypted in transit and at rest, access is role-based, PII masking is available, and every value links back to source text for audit. We sign BAAs for HIPAA use cases and operate to SOC 2–aligned practices. Your data is not used to train models outside your project.