Automating Enterprise Capture

Take the pains out of
your document inflow!

Get business documents
to the right application
and person.

Timely, digitised, and
ready for processing.

Capture handwriting
as easy as print

Maximise

- Service level
- Capacity
- Information quality
- Efficiency
- Control

Minimise

- Operational cost
- Processing time
- Distribution time
- Human errors

Manual sorting, distribution, and preparation take unacceptable amounts of time and resources from the qualified work that generates your income.

That's why we'd like to automate away the drudgery while improving throughput, service levels, and productivity in general.

envelope

Sorting, indexing and distribution

Separate, sort, classify, index and distribute all incoming business documents. These are bundled into logical groups, such as all documents belonging to a certain case.
For you, this means that you can have an automated “mailroom” wherever it’s convenient. Your skilled staff will be free to concentrate on more qualified tasks.

Self-learning text classifiers

Simply providing a set of sample documents for each type and clicking a button enables the automatic recognition capabilities. Just put all incoming paper mail into the scanner (electronic documents enter directly) and let the computer do the rest.
Whenever classification is uncertain, the operator is notified and can easily make corrections.

Extraction

After documents have been classified, key information – such as account numbers, insurance numbers, names, or addresses – is extracted from the documents. The information is then transferred to your business system along with a document image. It is all completely searchable, providing easy access to your documents at any given time.

Efficient management

User management allows you to specify which operator is authorised to carry out which activities.

Production supervision shows exactly where documents are in the system. This also provides a complete audit trail, supporting SOX compliance.

Integration

Select the output formats best suited to your downstream business systems or archives.

form

Form processing

Form processing, complete and automated from arrival to database and downstream application. Verification is fast and simple thanks to a set of efficient tools.
Get forms from all your various input media streamlined into a single process for extraction, validation, and verification. Integrate with the application of your choice.
For you, this means improved efficiency, reliability, customer service, and working conditions.

Capture

Regardless of how they arrive, all forms are handled in the same reliable and straightforward process. However, in spite of the IT revolution, most forms still arrive on paper. Consequently, it is important that the scanner handling includes identification, deskewing, removal of preprinted background, color processing, quality control during scanning, and endorser print handling.

Sorting

Since each form must be identified for the correct template to be applied, sorting is automatic.

Extraction and validation

Template flexibility is highly desirable, since printers, scanners and faxes might introduce some vertical and horizontal offset.
Expect complete information from

  • Handwriting and special characters, in spite of the significant variations between regions and languages
  • All of the main barcode types currently in use, including Data Matrix (QR code)
  • Check boxes and circle fields

A wide variety of databases, dictionaries, range checks and other validation tools can be used to ensure the very highest accuracy. When data can be confirmed automatically, the form may bypass verification.

Verification

Forms can be validated at a rate of about 100,000 characters per hour using our fast and mass verification techniques. Any changes you make are instantly revalidated.
To simplify verification and workflow-oriented activities, a digital image for each form is available throughout the entire process. This image is subsequently archived along with the form information.

Production overview

Monitor the production status of the forms, sets, and batches in your database. Select items of interest in any combination and copy them for further analysis in your external program of choice.

Integration

You can add your own functionality and integrate FORMS with any external system—for statistics, order pick lists, inventory updates, personnel files, and more.
In all cases you get the security and flexibility that can be expected from a business-critical process.

invoice

Invoice preparation

From arrival to workflow. Ready to integrate with the major ERP/financial system of your choice.
For you, this means a fast and reliable way to get your invoices into your accounts payable process.

Sorting

Supplier and buyer identities are detected and verified. The type, general expense or purchase order, is detected, as well as whether it is an invoice or a credit note. Thus the correct business rules are automatically applied.

Extraction and validation

Extended line item tables and multiple VAT rates are extracted. All information can be checked, either using calculations or by comparison with resident data. If confirmed, the invoice may bypass manual verification.

You can also use information from several ERP ledgers. If everything is correct and the invoice corresponds to an approved purchase order, it can be posted automatically.

Verification

Individual operators have a personalised inbox containing only the invoices they are authorised to handle. Any correction is automatically revalidated according to the predefined rules.

Verification can easily be done over the Internet without any loss of security.

Scope

Documents arrive in several different formats through a number of different channels. ReadSoft offers the tools to process any combination, including handwriting that even human eyes would find hard to decipher. We digitise, classify, sort and distribute your incoming documents, fully prepared to suit your downstream processes.

Automation areas

Organisations with a substantial inflow of documents, such as insurance, energy, health care, and pension funds.

Document inflow is basically the same regardless of industry type, although the type of document and complexity varies massively. Our experiences cover different fields of industry, public service organisations, and government bodies, in many countries.

For further information please check our reference list or get in touch with us.

Contact ReadSoft

Enterprise capture teamLet's go through your painpoints and possibilities together and find the solution that will do the most good.

The ReadSoft Enterprise Capture Team

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