Document automation
Document Automation Built on Document Understanding
Capture, extract, validate, route and post — one continuous process, with people involved where judgement is required and nowhere else.
Why automation stalls
Most document automation fails at the edges, not the centre
Pilots succeed on clean documents. Production fails on the messy minority — and that minority is what determines whether the business case holds.
- Templates that break when a supplier changes a layout
- Bundles containing several documents in one file
- Handwriting, stamps and mixed-language content
- Validation rules that live in people's heads
- Exceptions with nowhere structured to go
- Integration treated as an afterthought
Building blocks
What a complete automation looks like
Capture
Every intake channel — email, portal, scanner, API, SFTP, EDI — feeding one queue with the same treatment.
Understanding
Classification and AI extraction that works by structure and meaning, not by fixed templates.
Validation
Arithmetic, policy, master-data and cross-document checks, applied to every document.
Decisioning
Configurable rules that decide what can pass automatically and what must be reviewed.
Routing
Approval chains driven by amount, department, contract and delegation of authority.
Delivery
Structured data posted into ERP, core banking, claims or case management systems.
Monitoring
Cycle time, exception rate, accuracy and backlog visible as operational metrics.
Improvement
Reviewer corrections feed back so the same exception happens less often next time.
Flow
From arrival to system of record
- 1Document arrives on any channel
- 2Classified and split if bundled
- 3Data extracted with confidence scores
- 4Validated against rules and reference systems
- 5Automatically processed or routed as an exception
- 6Approved according to the authority matrix
- 7Posted to the ERP or core system
- 8Measured in dashboards and audit trails
Straight-through processing is a target for suitable workflows, agreed during design — not a claim made in advance of your documents and rules.
Integration
Systems this connects to
Start here
Processes organisations automate first
Invoice Processing
Extract, validate and route invoice data automatically — from document to ERP, with line-item accuracy and exception handling built in.
Accounts Payable Automation
Automate the payable cycle end to end: capture, coding, matching, approval routing and posting — with controls your finance team can audit.
Insurance Claims Processing
Turn unstructured claim bundles into validated, decision-ready data — classified, extracted, cross-checked against policy and routed into your claims workflow.
Banking KYC Automation
Capture, read and verify onboarding documents in minutes — with identity checks, cross-document consistency and an audit trail your compliance team can defend.
Trade Finance Document Processing
Read, structure and cross-check trade documents — letters of credit, bills of lading, commercial invoices and certificates — to support faster, more consistent examination.
Customs Document Processing
Prepare declaration-ready data from commercial and transport documents — with consistency checks that catch problems before they reach the border.
Frequently asked questions
Ready to see PrismIQ on your own documents?
Book an enterprise demo and we will walk through your document types, validation rules and integration architecture.