Intelligent Document Processing: AI-Powered Data Extraction
Stop drowning in paperwork. Transform your unstructured documents—invoices, contracts,
forms—into structured, actionable data with 99% accuracy.
Our AI-driven IDP solutions eliminate manual entry, accelerate workflows, and unlock
critical insights, saving you thousands of hours annually.
Trusted by Global Leaders and Industry Innovators
Why CIS for Intelligent Document Processing?
We don't just sell software; we deliver strategic outcomes. Our unique blend of AI expertise, process maturity, and a client-centric approach ensures your IDP initiative is a resounding success, not just another IT project.
AI-Powered Precision
Our models are trained on billions of documents, delivering up to 99% accuracy out-of-the-box and continuously learning from your specific data for even better performance.
Enterprise-Grade Security
With CMMI Level 5, SOC 2, and ISO 27001 certifications, we guarantee your sensitive data is handled with the highest standards of security and compliance.
Seamless Integration
Our IDP solutions are built on a flexible, API-first architecture, ensuring smooth integration with your existing ERP, CRM, and other enterprise systems.
Dedicated Expert Teams
You get more than a tool; you get a dedicated team of AI and process automation experts committed to optimizing your workflows and maximizing your ROI.
Rapid Time-to-Value
Leverage our pre-built models for common document types like invoices and contracts to go live in weeks, not months, and see immediate operational improvements.
Scalable & Future-Proof
Our cloud-native platform scales effortlessly from thousands to millions of documents per month, adapting to your growing business needs without missing a beat.
Full IP Ownership
Unlike off-the-shelf SaaS, our custom solutions come with full intellectual property transfer, giving you a unique competitive asset and complete control.
Risk-Free Engagement
Start with a paid 2-week trial to validate our expertise and ensure a perfect fit. We're confident you'll see the value immediately.
20+ Years of Experience
Since 2003, we've delivered over 3000 successful projects for global clients, bringing a wealth of experience to your digital transformation journey.
Our Comprehensive IDP Services
From initial strategy to full-scale implementation and ongoing optimization, we provide end-to-end services to transform your document-centric processes.
AI-Powered OCR as a Service
Go beyond traditional OCR. Our service uses advanced AI to accurately digitize text from scanned documents, images, and PDFs, even with complex layouts, low-quality images, or handwritten notes.
- Superior Accuracy: Achieve over 99% character recognition accuracy, minimizing the need for manual correction.
- Multi-Format Support: Process a wide range of formats including PDFs, JPGs, PNGs, and TIFFs seamlessly.
- Handwriting Recognition: Reliably extract handwritten text from forms, notes, and applications.
NLP-Based Intelligent Data Extraction
We use Natural Language Processing (NLP) to understand the context and meaning of the text, not just the characters. This allows us to extract specific data points like names, dates, amounts, and clauses with human-like understanding.
- Contextual Understanding: Extract data based on its meaning, not just its position on the page.
- Named Entity Recognition (NER): Automatically identify and categorize key entities like people, organizations, locations, and monetary values.
- Relationship Extraction: Understand the relationships between different data points (e.g., linking a line item to a total amount).
Automated Document Classification & Routing
Stop manually sorting documents. Our AI models automatically classify incoming documents (e.g., as an invoice, contract, or purchase order) and route them to the correct department or workflow, instantly.
- Instant Sorting: Classify thousands of documents per minute, eliminating intake bottlenecks.
- Intelligent Routing: Automatically trigger the correct business process based on document type and content.
- Reduced Handling Time: Cut down document handling time by up to 90%, freeing up your team for value-added tasks.
Automated Invoice Processing
Transform your accounts payable with end-to-end invoice automation. We extract header and line-item data, perform 3-way matching against POs and receipts, and integrate with your accounting system for touchless processing.
- Accelerated Payments: Reduce invoice processing cycles from weeks to hours, capturing early payment discounts.
- Error Elimination: Eradicate costly manual data entry errors and duplicate payments.
- Enhanced Visibility: Gain real-time visibility into your AP pipeline and cash flow.
AI-Powered Contract Analysis
Unlock the critical information trapped in your legal agreements. Our solution extracts key clauses, terms, dates, and obligations, helping you manage risk, ensure compliance, and identify opportunities.
- Risk Mitigation: Quickly identify non-standard clauses or missing terms across your entire contract portfolio.
- Automated Obligation Tracking: Never miss a renewal date or key deliverable again.
- Faster Due Diligence: Accelerate M&A due diligence and contract review processes by over 80%.
HR Document Automation
Streamline your HR operations by automating the processing of resumes, employee applications, onboarding forms, and benefits enrollment documents. Ensure data is accurately captured and entered into your HRIS.
- Faster Hiring: Automatically screen and extract key information from resumes to identify top candidates faster.
- Seamless Onboarding: Digitize and automate the entire employee onboarding paperwork process.
- Compliance Assurance: Ensure all required employee documentation is complete and accurately filed.
Legal Document Review Automation
Empower your legal team by automating the initial review of case files, discovery documents, and evidence. Our AI can identify relevant information, redact sensitive data, and categorize documents for faster analysis.
- Accelerated eDiscovery: Drastically reduce the time and cost of reviewing large volumes of legal documents.
- Automated Redaction: Automatically identify and redact PII and other sensitive information to protect privacy.
- Consistent Tagging: Ensure consistent and accurate categorization of documents for case preparation.
Logistics & Supply Chain Document Automation
Keep your supply chain moving by automating the processing of bills of lading, packing slips, customs forms, and proof of delivery documents. Reduce delays and improve visibility across your logistics network.
- Reduced Dwell Time: Speed up document processing at ports and warehouses to get goods moving faster.
- Improved Data Accuracy: Eliminate shipping errors caused by incorrect manual data entry.
- End-to-End Visibility: Digitize your paper trail for real-time tracking and improved supply chain analytics.
Automated ID & KYC Verification
Enhance your customer onboarding and compliance processes with automated identity verification. Our solution extracts data from passports, driver's licenses, and other ID documents, and can perform facial recognition and liveness checks.
- Fraud Prevention: Detect fraudulent documents and prevent identity theft.
- Faster Onboarding: Reduce customer onboarding time from days to minutes.
- Regulatory Compliance: Meet stringent KYC (Know Your Customer) and AML (Anti-Money Laundering) requirements.
Automated Data Validation & Enrichment
Our service doesn't just extract data; it validates it. We cross-reference extracted information against your internal databases (e.g., vendor lists, customer records) and external sources to ensure accuracy and enrich records.
- Guaranteed Accuracy: Flag and correct discrepancies before they enter your systems.
- Enriched Data: Augment extracted data with additional information for more powerful insights.
- Clean Data Foundation: Ensure your enterprise systems are fed with clean, reliable, and complete data.
Intelligent Form Processing
Automate the processing of both structured and semi-structured forms, including surveys, claims forms, and applications. Our AI handles variations in layout and format, extracting data accurately every time.
- Handle Form Variations: Process different versions of the same form without needing to create new templates.
- Checkbox & Signature Detection: Accurately capture data from checkboxes, radio buttons, and detect the presence of signatures.
- Straight-Through Processing: Achieve high rates of touchless processing for standardized forms.
Human-in-the-Loop (HITL) Workflow Integration
For documents that fall below a certain confidence threshold, our system seamlessly routes them to a human operator for review. This ensures 100% accuracy while maximizing automation, and the system learns from every correction.
- Confidence-Based Routing: Only route exceptions for manual review, keeping your team focused.
- Continuous Learning: The AI model learns from human corrections, becoming more accurate over time.
- Balanced Automation: Get the perfect blend of AI speed and human oversight for critical processes.
Sentiment & Intent Analysis
Go beyond simple data extraction. We analyze unstructured text from sources like customer feedback forms, support emails, and social media mentions to determine sentiment (positive, negative, neutral) and user intent.
- Understand Customer Voice: Quantify customer satisfaction and identify areas for improvement.
- Prioritize Support Tickets: Automatically route urgent or negative feedback for immediate attention.
- Market Intelligence: Gain insights into market trends and competitor perception from public documents.
Custom AI Model Training
Have a unique or highly specialized document type? Our data scientists will work with you to train a custom AI model tailored specifically to your documents and business needs, ensuring the highest possible accuracy and relevance.
- Domain-Specific Expertise: Build models that understand the unique jargon and structure of your industry.
- Proprietary Advantage: Develop a custom-trained model that becomes a unique intellectual property asset for your business.
- Unmatched Performance: Achieve accuracy levels on complex documents that generic solutions can't match.
IDP Strategy & Consulting
Not sure where to start? Our experts will work with you to analyze your document-heavy processes, identify the highest-impact opportunities for automation, build a business case, and create a phased implementation roadmap.
- Process Discovery: We use process mining techniques to map your current workflows and pinpoint bottlenecks.
- ROI Analysis: Develop a clear, data-driven business case to secure executive buy-in.
- Strategic Roadmap: Create a practical, step-by-step plan for your digital transformation journey.
Our 4-Step Path to Document Automation
We follow a proven, transparent methodology to ensure your IDP solution is delivered on time, on budget, and generates measurable results from day one.
1. Discover & Strategize
We begin by deeply understanding your current processes, document types, and business objectives. We identify key pain points and map out a strategic roadmap for automation, complete with a clear ROI analysis.
2. Design & Configure
Our experts design the optimal workflow and configure our AI models. We set up data extraction fields, validation rules, and integration points with your existing systems, ensuring a solution tailored to your exact needs.
3. Implement & Integrate
We deploy the solution into your environment, whether on-cloud or on-premise. Our team handles the seamless integration with your ERP, CRM, or other platforms, ensuring a smooth data flow and minimal disruption to your operations.
4. Optimize & Scale
Our job isn't done at launch. We continuously monitor performance, fine-tune the AI models with feedback from your team, and work with you to identify new opportunities to expand automation across your organization.
Real-World Results: Our IDP Success Stories
See how we've helped leading enterprises across various industries turn their document challenges into strategic advantages.
Automating Bill of Lading & Customs Forms for a Global Logistics Leader
Industry: Logistics & Supply Chain
Client Overview: A top-tier global logistics company managing over 2 million shipments annually. Their operations were hampered by manual processing of a high volume of diverse shipping documents, leading to delays, data entry errors, and increased operational costs.
- Carter Fleming, Director of Operations
Key Challenges:
- Massive volume of varied documents (Bills of Lading, Commercial Invoices).
- High error rates from manual data entry.
- Significant delays in customs clearance due to slow paperwork.
- Lack of real-time visibility into shipment documentation status.
Our Solution:
We implemented a centralized IDP platform that automatically ingests, classifies, and extracts data from all shipping documents. The solution was integrated with their Transportation Management System (TMS) to validate data and trigger customs filing workflows automatically.
Streamlining Loan Application Processing for a Major Financial Institution
Industry: Banking & Financial Services
Client Overview: A national bank processing thousands of mortgage and personal loan applications monthly. Their manual, paper-based process was slow, prone to compliance errors, and created a poor customer experience.
- Sophia Dalton, VP of Lending Operations
Key Challenges:
- Lengthy loan processing times, leading to customer attrition.
- High risk of compliance breaches due to manual data errors.
- Inconsistent data extraction from supporting documents (pay stubs, bank statements).
- Heavy operational overhead from a large data entry team.
Our Solution:
We deployed an AI-powered IDP solution to digitize and extract data from loan applications and all supporting financial documents. The system automatically validates information, flags exceptions, and packages a complete, verified digital file for underwriter review within their existing Loan Origination System (LOS).
Automating Patient Records & Claims Processing for a Healthcare Network
Industry: Healthcare
Client Overview: A large network of hospitals and clinics dealing with a complex web of patient intake forms, medical records, and insurance claims. Manual data entry into their EMR and billing systems was a major bottleneck and a source of costly billing errors.
- Dr. Marcus Dyer, Chief Medical Information Officer
Key Challenges:
- Handling sensitive patient data (PHI) with strict HIPAA compliance.
- High volume and variety of forms (patient history, insurance cards, EOBs).
- Costly claim denials due to coding and data entry mistakes.
- Slow patient check-in process and delays in updating medical records.
Our Solution:
We developed a HIPAA-compliant IDP platform to automate the entire patient document lifecycle. The system uses AI to extract data from patient forms and clinical notes, populating the EMR system directly. It also digitizes insurance claims, validates medical codes, and flags potential errors before submission, dramatically reducing denial rates.
Technology Stack & Tools
We leverage a best-in-class technology stack to build robust, scalable, and secure Intelligent Document Processing solutions.
Industries We Empower
Our IDP solutions are tailored to solve the unique document challenges of a wide range of industries, ensuring compliance and driving efficiency.
Banking & Finance
Healthcare
Legal
Logistics & Supply Chain
Manufacturing
Retail & eCommerce
Government
Insurance
What Our Clients Say
Don't just take our word for it. Hear directly from leaders who have transformed their operations with our solutions.
The level of accuracy CIS's IDP solution achieved on our complex, multi-page invoices was astounding. It has fundamentally changed how our AP department operates, turning a cost center into a strategic, data-driven unit.
We needed a partner who understood the stringent compliance requirements of the financial services industry. CIS not only delivered a powerful technical solution but also demonstrated a deep understanding of our regulatory landscape. Their SOC 2 compliance was a key factor in our decision.
The integration process was seamless. The CIS team worked hand-in-hand with our IT department to connect the IDP platform to our legacy ERP system. The API was well-documented, and their support was incredibly responsive. We were live ahead of schedule.
As a fast-growing startup, we couldn't afford to build a large back-office team. CIS's IDP solution allowed us to scale our operations without scaling our headcount. It's been instrumental in maintaining our lean operational model while handling explosive growth.
The Human-in-the-Loop feature is brilliant. It gives us the confidence of 100% accuracy on critical legal documents while still automating over 98% of the workload. The system gets smarter with every correction our paralegals make.
We evaluated several off-the-shelf IDP products, but they couldn't handle our unique, industry-specific engineering reports. CIS's ability to build and train a custom model for us was the deciding factor. The performance has exceeded all our expectations.
Meet Our AI & Automation Experts
Our team of certified data scientists, AI engineers, and process automation specialists are the driving force behind our successful IDP implementations.
Vishal N.
Manager, Certified Hyper Personalization Expert, Senior Data Scientist (AI/ML)
Prachi D.
Manager, Certified Cloud & IOT Solutions Expert, Expert in Artificial Intelligence Solutions
Akeel Q.
Manager, Certified Cloud Solutions Expert, Certified AI & Machine Learning Specialist
Girish S.
Delivery Manager - Microsoft Certified Solutions Architect
Frequently Asked Questions
Have questions? We have answers. Here are some of the most common inquiries about our Intelligent Document Processing services.
Intelligent Document Processing (IDP) is an advanced automation technology that uses AI, Machine Learning (ML), Natural Language Processing (NLP), and Optical Character Recognition (OCR) to capture, extract, classify, and validate information from a wide variety of document types. Unlike traditional OCR which just converts images to text, IDP understands the context and structure of the data, allowing for much more accurate and intelligent automation of document-centric workflows.
Standard OCR is a "dumb" technology; it simply converts pixels into text characters without any understanding. Our IDP solution is "smart." It adds layers of AI and NLP on top of advanced OCR to:
- Understand Context: It knows an "invoice number" is different from a "PO number," even if they are just strings of digits.
- Handle Variation: It can process invoices from thousands of different vendors with different layouts without needing manual templates for each one.
- Classify Documents: It can automatically identify if a document is a contract, an invoice, or a resume.
- Continuously Learn: Our models learn from every correction, becoming more accurate over time.
For standard, structured documents like invoices and purchase orders, our pre-trained models typically achieve over 95% accuracy out-of-the-box. With customization and learning from your specific documents, this often exceeds 99%. For more complex, unstructured documents, accuracy depends on the document type, but our goal is always to maximize straight-through processing and minimize the need for human intervention.
Our platform is highly versatile and can be trained to handle virtually any document type, structured or unstructured. Common use cases include:
- Finance: Invoices, Purchase Orders, Receipts, Bank Statements, Expense Reports.
- HR: Resumes, Employee Applications, Onboarding Forms, ID Cards.
- Legal: Contracts, Affidavits, Court Filings, Discovery Documents.
- Logistics: Bills of Lading, Packing Slips, Customs Declarations, Proof of Delivery.
- Healthcare: Patient Intake Forms, Insurance Claims, Medical Records, Explanation of Benefits (EOBs).
Security is our top priority. We are a CMMI Level 5, SOC 2, and ISO 27001 certified company. All data is encrypted both in transit and at rest. We offer flexible deployment options, including on your private cloud or on-premise, to meet your specific security and data residency requirements. For industries like healthcare, our solution is fully HIPAA compliant.
The timeline varies depending on the complexity and number of document types and integrations. However, for common use cases like invoice processing using our pre-trained models, a pilot can often be up and running in as little as 2-4 weeks. A full-scale, multi-department implementation typically takes 2-3 months.
Absolutely. Our platform is built with an API-first philosophy. We provide robust REST APIs and pre-built connectors to seamlessly integrate with a wide range of enterprise systems, including major ERPs, CRMs, document management systems, and RPA platforms. This ensures a smooth flow of data from extraction to action within your existing workflows.
No, you do not. Our team of data scientists handles all the initial model training and configuration. We leverage our pre-trained models for rapid deployment. The system also includes a user-friendly "Human-in-the-Loop" interface that allows your business users to easily correct any rare extraction errors. The best part is that the AI learns from these corrections, continuously improving its accuracy without requiring any technical expertise from your team.
Our pricing is flexible and designed to align with your usage and value. We typically offer a consumption-based model (e.g., per document or per page processed) combined with a platform fee. This allows you to start small and scale your investment as you scale your automation. We work with you to create a predictable pricing plan that ensures a clear and compelling ROI.
Getting started is easy. The first step is a complimentary discovery call with one of our IDP specialists. We'll discuss your specific challenges and goals, and can arrange a live demo tailored to your document types. From there, we often recommend a paid 2-week Proof of Concept (POC) using your own sample documents to demonstrate the solution's accuracy and potential ROI before you commit to a full-scale project.
Ready to Eliminate Manual Data Entry Forever?
Let's talk. Schedule a free, no-obligation consultation with our automation experts. We'll analyze your current document workflows and show you exactly how much time and money you can save with AI-powered document processing.
Request Your Free Consultation