Document automation workflow
SenseTask lets you upload PDFs, scanned or photographed documents from multiple sources:
- From local storage
- Take a photo with our mobile application
- From your cloud storage
- Your mailbox
Our AI-powered platform will classify your documents and sort them into specific categories based on pre-trained models. Example of document categories:
- Invoice from Vendor X
- Insurance forms
Once a document is classified, extract only the data that you need, you can review the extracted data and approve files.
Export this data into a certain format or into a software of your choice.
Examples of key data:
- Invoices: Vendor Name, Client Name, Invoice Number, Invoice Date, Invoice Due Date, Invoice Series, Products, Invoice Total
Define bots for one or more document sources and let it be...
- Set up sources and filters for automation workflow
- Review only what is needed
Upload or capture your documents from your computer, our mobile application, Google Cloud, Microsoft OneDrive or your company storage.
Our Optical Character Recognition (OCR) extracts the text from images or PDFs while keeping the exact layout from the source.
APIs available upon request.
Categorizes all documents based on pre-trained ML models:
e.g. invoices, receipts, legal contracts, insurance forms etc.
A confidence value is available for each category.
Based on the classification from the previous step, extracts the key data from the document.
Each field value has its own confidence threshold.
Knowledge Graph representation of your key data creates relationships between your data and your documents.
Powerful search engine.
Exports the key data in multiple formats using user customizable templates. Generate new documents.
Integrations with other software tools available upon request.
SenseTask Insights provides facts, relationships, knowledge graph representations and predictions about your unstructured documents.
Show me all the contracts with payments terms greater than 30 days
You have 317 contracts from 15 companies with payment terms greater than 30 days.
Show me all invoices above $10,000 that have payment terms less than 90 days
You have 12 invoices above $10,000 that have a payment term less than 90 days.
All employees who expensed out more than $500 last month.
You have 22 employees with expenses more than $500 last month.
Show me all the contracts that have non-standard limits of liability by customer
You have 7 contracts with 6 customers that have non-standard limits of liability