DOCUMENT PROCESSING

Extract, classify, and understand data from any type of document

Intelligent document processing for highly regulated environments. Turn documents into downstream action.

How AI Document Processing Works

How AI Document Processing Works

Theary's IDP Process

Theary's IDP Process

Receive

Classify

Extract

Review and Audit (HITL)

Map via Integration

Take Action

Eliminate manual data extraction and entry to accelerate processing time

Process documents with contextual understanding

Receive documents as part of a user interaction. Use context from the interaction thread and relevant order details to accurately process and act on the document data.

Eliminate manual data extraction and entry to accelerate processing time

Human-like intelligence for complex documents

Receive

Receive multi-format documents through any channel.

Receive multi-format documents through any channel.

Receive multi-format documents through any channel.

Channels

Channels

Channels

Email

Chat

Fax

EDI

Scanners

Shared Drives

Email

Chat

Fax

EDI

Scanners

Shared Drives

Email

Chat

Fax

EDI

Scanners

Shared Drives

Document Types

Document Types

Document Types

PDFs

Images

Scans

XMLs

Handwritten documents

PDFs

Images

Scans

XMLs

Handwritten documents

PDFs

Images

Scans

XMLs

Handwritten documents

For Any Use Case

For Any Use Case

For Any Use Case

Forms

Personal documents

Invoices

Document images

Tax

Paystubs

Emails

Policy Documents

Contracts

Receipts

And more

Forms

Personal documents

Invoices

Document images

Tax

Paystubs

Emails

Policy Documents

Contracts

Receipts

And more

Forms

Personal documents

Invoices

Document images

Tax

Paystubs

Emails

Policy Documents

Contracts

Receipts

And more

Classify

Collect relevant documents from multi-purpose channels. Filter out spam, duplicate documents, and non-relevant material to route clean data downstream.

Collect relevant documents from multi-purpose channels. Filter out spam, duplicate documents, and non-relevant material to route clean data downstream.

Collect relevant documents from multi-purpose channels. Filter out spam, duplicate documents, and non-relevant material to route clean data downstream.

Process and Extract

Instantly enrich document data with information from integrated systems.

Automatically validate and quality control documents against master data in your integrated system of record.

Normalize document data before it enters your system of record.

Identify discrepancies, information gaps, and inconsistencies in document data.

Use document data to trigger another event in the automation process.

Instantly enrich document data with information from integrated systems.

Automatically validate and quality control documents against master data in your integrated system of record.

Normalize document data before it enters your system of record.

Identify discrepancies, information gaps, and inconsistencies in document data.

Use document data to trigger another event in the automation process.

Instantly enrich document data with information from integrated systems.

Automatically validate and quality control documents against master data in your integrated system of record.

Normalize document data before it enters your system of record.

Identify discrepancies, information gaps, and inconsistencies in document data.

Use document data to trigger another event in the automation process.

Key Benefits

Key Benefits

AI document solutions for mission critical, regulated processes

Cross validate and enrich data for quality control

Validate or enrich document data against master data from your system of record via integration for quality control

Standardize data before it enters your system

Normalize data before it enters your system, including dates, number formats, addresses, etc.

Eliminate errors with accurate extraction at scale

Automated extraction with zero hallucinations for critical processes requiring perfect accuracy

CASE STUDY

CASE STUDY

CASE STUDY

See how we used AIDP to reduce processing times by 90%

See how we used AIDP to reduce processing times by 90%

Problem

A data provider needed to increase the speed and accuracy of manually translating lender rate sheets into their system of record to display to customers.

Considerations

Document nuances and length required considerable manual processing. Receiving unstructured data across multiple channels and formats created complexity that traditional document processing failed to solve.

Solutions

Theary automated the data process end to end, including the collection of documents via email and web, extracted the contents using generative AI, and implemented a conversational QC process that reduced total labor hours by 90%.

Resources

Resources

Reimagine the possible with Theary

Experience how AI automation can redefine the way you operate

Intelligent Automation for

Intelligent Automation for

Contact

Intelligent Automation for