Skip to content
Global expertise. Practical outcomes.
Enterprise IT Consulting, AI & Managed Services - Enterprise IT Consulting, AI & Managed Services homeTalk to an Expert ↗
Document specialist scanning business forms for digital capture and extraction.
Intelligent Automation

Intelligent Document Processing (Capture / OCR / ICR) Services

Turn invoices, forms, claims, contracts and emails into clean data your systems and bots can use, with people checking only what the model is unsure about.

Explore intelligent document processing capabilities & delivery details

Also known as IDP, document AI, AI OCR

Floating glass documents passing through a golden scanning plane and turning into structured data
50+Fortune 1000 organizations served with RPA
100+Tungsten Automation engagements
15+automation platforms supported
24x7x365bot and agent operations

What is Intelligent Document Processing (IDP)?

Intelligent document processing (IDP) uses OCR, machine learning and large language models to classify documents, extract the data they contain, validate it against business rules and pass it to downstream systems or robots. Low-confidence fields are routed to a person for review, and their corrections improve the model. IDP is usually the front door of an automated process such as invoice-to-pay, claims intake or customer onboarding. TechTiera implements IDP with UiPath Document Understanding, ABBYY Vantage, Tungsten Automation, Microsoft Azure AI Document Intelligence, Amazon Textract and Google Document AI.

At a glance

Intelligent Document Processing (IDP) at a glance

Steps
Ingest, classify, extract, validate, human review, export
Document types
Invoices, purchase orders, remittances, claims, bank statements, IDs, contracts, forms, correspondence
Platforms
UiPath Document Understanding, ABBYY Vantage, Tungsten Automation (TotalAgility, Transformation), Azure AI Document Intelligence, Amazon Textract, Google Document AI, SS&C Blue Prism Decipher, Automation Anywhere Document Automation
AI approach
Pretrained models, custom-trained models and generative AI extraction, chosen per document type
Measures
Straight-through processing rate, field accuracy, review time, cost per document
Related practices
TechTiera Tungsten Automation practice and Document Capture / OCR services
Services

What does TechTiera deliver for intelligent document processing?

Advice, build, migration and 24x7 operations from one accountable team.

Document assessment

Sample sets analysed for variety, quality and volume to set realistic accuracy and straight-through targets.

Model selection and training

Pretrained, custom or generative extraction chosen per document type and tested on your samples.

Validation rules

Totals, PO matches, vendor master checks and cross-field rules that catch errors before they post.

Human-in-the-loop review

Validation stations that show reviewers only the fields that need a decision.

Downstream automation

Extracted data handed to ERP, claims or CRM systems by API or bot.

Accuracy monitoring

Field-level accuracy and drift tracked, with retraining when suppliers or forms change.

Expertise

How TechTiera approaches intelligent document processing

The number that matters is straight-through rate

Vendors quote extraction accuracy. What saves money is the share of documents that go from inbox to system with nobody touching them. On a mixed invoice population we usually plan in three stages:

  1. Baseline: measure current handling time and error rate per document.
  2. Assisted: IDP extracts, a person confirms; handling time typically drops sharply even before full automation.
  3. Straight-through: documents from high-confidence suppliers and forms skip review entirely, and the review queue shrinks as models learn.

We agree the target per document type up front, because a clean electronic invoice and a handwritten claim form should not share one goal.

Generative AI extraction: where it helps and where it does not

  • Helps: long, variable documents such as contracts, correspondence and medical records, where fixed templates break.
  • Helps: getting a new document type working quickly with few training samples.
  • Be careful: high-volume structured forms, where trained models are cheaper per page and more predictable.
  • Always: keep confidence scores, validation rules and a human review path; a confident wrong answer is worse than a flagged one.

Typical use cases

  • Invoice-to-pay
  • Insurance claims and FNOL
  • Mortgage and loan documents
  • Customer onboarding and KYC
  • Healthcare referrals and records
  • Logistics bills of lading
Delivery approach

How is the work delivered?

  1. DiscoverProcess, volumes, rules, exceptions and value.
  2. DesignSteps per tool: API, bot, document AI, agent, person.
  3. BuildReusable components in short demoable sprints.
  4. TestHappy paths, exceptions and failures with real data.
  5. DeployControlled release, hypercare and a runbook.
  6. Run and improveROC monitoring and value reporting.
Why TechTiera

Why choose TechTiera for intelligent document processing?

Vendor-neutral across 15+ platforms

UiPath, Automation Anywhere, Power Automate, SS&C Blue Prism, Tungsten Automation, SAP, ServiceNow and open-source, so the tool fits the process, not the other way round.

Proven at enterprise scale

Trusted RPA services provider to 50 of the Fortune 1000, with a dedicated Intelligent Automation practice and center of excellence.

Document AI depth

A Tungsten Automation Gold Partner practice with 100+ engagements, plus ABBYY, UiPath and cloud document AI.

Agents with guardrails

Narrow use cases, evaluation sets, scoped permissions and cost tracking, so agents make it to production.

See related case studies · AI and Agentic AI consulting

Engagement models

Which engagement models are available?

Onsite, offshore or remote delivery for clients in North America, Europe, the Middle East and Asia Pacific.

Fixed-price automations

Defined scope and price per automation or wave, from design to hypercare.

Time and materials

Flexible capacity for discovery, proofs of concept and evolving requirements.

Dedicated team

A named automation pod working as an extension of your CoE.

Managed services

SLA-backed bot and agent operations, upgrades and enhancements on monthly terms.

Case studies

TechTiera automation case studies

Excerpts from published TechTiera client work.

Banking, Asia · Tungsten TotalAgility

Intelligent FX Trade Settlement Automation for a Leading Financial Institution

For a bank operating in 8+ countries, TechTiera automated FX trade settlement capture on TotalAgility: scanned and emailed trade documents are classified and extracted with Kofax Transformation, validated and passed to internal trade and settlement systems.

Read the case study
Insurance · Tungsten TotalAgility

Intelligent Document Processing for Lenders Mortgage Insurance (LMI) Applications

Intelligent document processing on TotalAgility classifies and extracts data from lenders mortgage insurance application packs, so underwriting teams start from structured data instead of paper.

Read the case study
Banking, Asia · Tungsten TotalAgility

Intelligent Document Capture and OCR Automation for a Leading Asian Financial Institution

Document capture and OCR on TotalAgility replaced manual keying for a leading Asian bank, turning incoming documents into validated data for downstream processing.

Read the case study

See all TechTiera case studies

FAQs

Intelligent Document Processing (IDP) FAQs

What is intelligent document processing?

Intelligent document processing (IDP) uses OCR, machine learning and AI to classify documents, extract their data, validate it and pass it to business systems, with human review for uncertain fields.

What is the difference between OCR and IDP?

OCR converts images of text into machine-readable text. IDP adds classification, field extraction, validation, human review and integration, so the output is usable business data.

Which IDP tool is best?

It depends on documents, volumes and your existing platforms. UiPath, ABBYY, Tungsten, Azure, AWS and Google each lead in different scenarios; we test on your own samples.

What straight-through processing rate is realistic?

It varies by document type and quality. Clean electronic invoices can reach high straight-through rates, while handwritten or highly variable documents need more review. We set targets per document type after a sample assessment.

Related

Related automation services

All intelligent automation services

CONNECTED EXPERTISE

Continue exploring

Backed by our Intelligent Automation CoE. Explore related platforms and delivery experience.

ENTERPRISE CLIENTS RELY ON TECHTIERA SERVICES