Invoices
Accounts payable
Invoice capture, tax recording and the approval register, including LHDN e-Invoice fields and the MyInvois QR.
Open iDoc APUse cases
Start where the documents already pile up.
Each page below is a job iDoc can take on inside SharePoint. Accounts payable is the packaged solution. The others use the same capture, review and approval pattern.
Document reading
Digitising documents
iDoc reads printed and handwritten text from the documents already in SharePoint, so a scan becomes something a person, a list, or a search box can use.
Read this use caseLayout
Document indexing
Tables, selection marks and the structure of a page come back with the text, so retrieval is not limited to a flat string of words.
Read this use caseReceipts
Expenses and receipts
iDoc reads the merchant, the date and the amounts from a receipt and leaves the clerk to confirm what was uncertain. Hotel receipts are read one page at a time.
Read this use caseCheques
Cheques and credit
The amount, the dates and the parties on a cheque are extracted so a credit or lender team is not keying them from the image.
Read this use casePay stubs
Payroll documents
Pay, deductions and the employer name are read from the stub. A reviewer confirms the lines the model was unsure about.
Read this use caseBank statements
Bank statements and loans
iDoc reads the account and the lines on a bank statement so accounting, credit and loan teams can work from fields.
Read this use caseContracts
Contracts
iDoc extracts the agreement and the party details so contract intake does not start with a blank form.
Read this use casePayment cards
Payment cards
When a process needs the details printed on a credit or debit card, iDoc reads those fields. Keep them only as long as that process requires.
Read this use caseIdentity
Identity documents
iDoc extracts the key fields from passports and from identity cards, including driver licences and residence permits where the document type is supported.
Read this use caseHealth cards
Health coverage cards
Member, plan and card identifiers are extracted from a health insurance card so coverage work does not start from a blank screen.
Read this use caseCertificates
Marriage certificates
Names, the date and the certificate details are extracted so a registry or an onboarding step is not a retype of a scan.
Read this use caseBusiness cards
Business cards and leads
Name, company, phone and email are read from the card and can land in the list your sales team already uses.
Read this use caseYour documents
Custom extraction
Pre-built models cover common documents. A custom model is trained on the forms you actually receive, and Crest quotes that work separately.
Read this use caseClassification
Document classification
A classifier looks at layout and language to say what each document in a file is, before extraction starts.
Read this use case