IDP reads, classifies, extracts and routes data from any document — passports, invoices, contracts, scanned files — and sends it directly to your business systems, without manual data entry.
Every organisation is buried in documents that hold data nobody can act on. A passport sits in a folder. An invoice arrives by email. A KYC form gets scanned and filed. The information is there — but it is locked in unstructured formats that require a person to read, re-key and route it manually.
IDP changes that. It reads the document — whether it is a PDF, a scanned image, a Word file or an email — understands its content, extracts the data fields that matter, and delivers structured, validated data to the right business system automatically.
Every document processed by IDP follows the same pipeline — from the moment it arrives to the moment structured data reaches your systems.
Document arrives — scanner, email, upload or system feed. IDP reads PDFs, images, Word files and scanned paper.
Document type identified automatically — invoice, passport, KYC form, contract — without manual tagging.
Classified document filed to the correct client, entity, matter or project folder in your existing DMS. Nothing is lost.
Key fields extracted — names, dates, amounts, IDs, bank details — unstructured content becomes structured, validated data.
Extracted data sent to CRM, ERP, finance, compliance or any connected system — ready to act on immediately.
The right people are notified — document processed, action required, or exception flagged for human review.
Unstructured in. Structured out. Every time.
IDP is trained to read and extract from across your document landscape — not just one type.
If your team is currently reading it and re-keying it, IDP can process it.
Read PDFs, scanned documents, contracts, invoices, forms and emails. Handles handwritten and machine-printed documents.
Extract names, dates, amounts, addresses, IDs and policy numbers. Convert unstructured documents into structured, validated data.
Classify incoming documents by type, client, matter or entity — without manual tagging — and file to the right location.
Send extracted data directly to CRM, ERP, finance, compliance, payment or any connected business system.
Trigger approvals, reviews and notifications from extracted data. Human review queue for low-confidence results.
Apply business rules, validate data across documents and route automatically using AI agents trained on your document types.
Generate insights from large document collections — identify risks, trends and compliance issues from data previously locked in files.
On-premise or cloud. Role-based access control. Full audit trails. Compliance-focused architecture for regulated industries.
Extract data from KYC packs, investor capital accounts, drawdown notices and distribution notices. Auto-file client documents. Trigger onboarding and compliance workflows from scanned ID.
Extract key clauses and data from contracts, legal opinions and matter documents. Classify and file incoming correspondence automatically.
Process tax forms, annual returns and economic substance documents. Extract data for filing and compliance tracking without manual reading.
Extract invoice data — supplier name, amount, currency, bank details, due date — and route to payment approval workflows automatically.
Process KYC, AML and identity documents. Validate extracted data across multiple files. Flag exceptions and low-confidence results for human review.
Extracted data flows directly to your business systems — no human in the middle copying numbers from a PDF.
Every incoming document is classified and filed automatically — nothing sits in an inbox or gets misfiled.
What took hours of manual work — reading, sorting, extracting, entering — happens in seconds.
Every document processed, every field extracted and every routing decision is logged — full traceability for regulated environments.
Extracted data kicks off the next step — approval, review, payment or onboarding — automatically.
Explore Workflow Automation →Every document classified and filed by IDP lands in the right place in your workspace.
Explore Document Workspace →IDP extraction results feed dashboards — track volumes, exceptions and compliance status at a glance.
Explore Reporting Intelligence →Book a 45-minute discovery session. Bring a document type your team processes manually today — we'll show you IDP extracting, classifying and routing it live, with zero disruption to your current systems.