DMR+ · Intelligent document processing
AI-powered data extraction services built for enterprises
Transform scanned mail into structured data in minutes. Our data extraction services use AI OCR and ICR to classify, extract, and route structured and unstructured documents, feeding your ERP, CRM, or downstream system without a single manual keystroke.
The IDP pipeline
Simplify document chaos with our data extraction services
Physical mail, fax, email, EDI, and web uploads all flow through the same data automation pipeline from raw input to structured, routable data.
Ingest from all channels
Physical mail, fax, email attachments, EDI feeds, and web forms enter a single secure intake pipeline. Data is extracted from every page.
Classify & extract using AI OCR + ICR
ML models classify document type and extract named entities, financial data, dates, and metadata from structured and unstructured layouts, including handwritten fields.
Route to ERP, CRM, or user
A configurable rule engine routes extracted data to the right user, group, or system like Salesforce, SAP, SFTP, custom ERP, or any downstream API. No manual handoff.
Inside the pipeline
How automated data extraction services work
Our data automation services combine AI, machine learning, and intelligent workflows to capture and structure information from document attachments.
Full capability set
What data automation services do for your organization
Customize document types, routing rules, and output formats to match existing systems, ensuring the solution fits your specific workflows using our next-gen data extraction services.
AI OCR extraction
Automatically recognize and extract data, text, numbers, dates, and named entities from structured and unstructured documents at high accuracy. Typed, printed, or handwritten, everything is included.
ICR handwriting recognition
Intelligently recognize and process handwritten fields, legacy forms, and non-standard layouts critical for healthcare and legal documents.
Auto document classification
Automatically classify documents based on type, like invoice, claim, contract, check, or ID, with a configurable fallback queue for exceptions needing human review.
Configurable rule-engine routing
Route by document type, extracted value, sender, or any custom rule to a user, team, ERP field, CRM record, or SFTP location. Unlimited rules with our DMR and data automation services.
Native CRM & ERP connectors
Get pre-built connectors for Salesforce, Box, Google Drive, OneDrive, and SFTP. DocDNA API available for custom ERP integration. No middleware required.
Full chain-of-custody logging
Our data extraction services are HIPAA, SOC 2 Type II, and SSAE 18 audit-ready at every step, ensuring your data remains secure and compliant throughout the process.
Works with your stack
Our data extraction services integrate with your existing systems
Pre-built connectors mean your team never re-keys data. Extracted fields land in Salesforce, SAP, your ERP, or any downstream system the moment processing completes.
Purpose-built for your industry
Pre-built data automation workflows for four high-volume verticals
Our data extraction services are pre-configured for your industry's document types, routing rules, and compliance settings, cutting implementation from months to days.
Healthcare & insurance
- EOB and claims auto-classification
- Patient correspondence routing
- HIPAA-compliant chain-of-custody
- Medical records digitization
Banking & finance
- Remote check deposit and ICL clearing
- Loan application processing
- Account statement extraction
- Transaction record digitization
Legal services
- Contract and motion classification
- Deadline and date field extraction
- Confidential document redaction
- Client file digitization
Human resources
- Employment application extraction
- Onboarding form classification
- Benefits correspondence routing
- HR record digitization
