Product

Document AI: document processing for ERP, 1C, CRM and EDMS

Document AI recognizes the document type, extracts attributes and tabular parts, checks data quality and transmits the result to corporate systems.

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Positioning

Document AI is needed by companies where documents remain the bottleneck of digitalization: contracts, invoices, acts, applications, primary documents, scans, archives, procurement materials and internal forms require manual processing.

The product helps reduce manual entry, improve data quality, speed up document loading into ERP/1C/CRM/EDS and prepare the basis for AI search, contract analytics and migration projects.

What does the client get?

Less manual input

Documents are classified, attributes are extracted, tabular parts are structured.

Better data

Fields are checked against rules, reference books and business logic before being sent to the system.

Faster processing

The incoming flow of documents can be sent to ERP, 1C, EDMS or CRM without manual sorting.

AI Ready

The extracted data becomes available for RAG, analytics, contractual control and BI.

Functionality

Classify

Classification

Determining the document type, processing route and target system.

Extract

Extraction

OCR, details, amounts, dates, sides, tabular parts, positions and applications.

Validate

Examination

Completeness control, reference books, rules, duplicates, exceptions and manual verification.

Integrate

Broadcast

API, queues, downloads to 1C, ERP, CRM, EDMS, archive and data marts.

Architecture and Integrations

Document AI includes an input channel, OCR, classifier, extraction layer, quality rules, human review for controversial cases, logging and integration layer.

Integrations: 1C:ERP, 1C:Document Management, SAP, CRM, EDMS, DWH, BI, corporate portal, mail, file storage and customer API.

Document AI integration scheme: document input channel, OCR, AI and corporate systems 1C ERP, SAP, CRM, EDMS, DWH/BI, file storage and API

Safety and Operation

Documents often contain personal data, trade secrets and contractual terms, so the architecture takes into account access rights, storage loops, masking, logging and the requirements of Federal Law No. 152-FZ.

Roles and access rights

Separation of users, administrators, data owners and process operators.

Magazines

Recording actions, requests, sources, settings changes and important events.

Data control

Working with permitted sources, storage rules, masking and PD restrictions.

Support

Operating regulations, monitoring, updates, SLA/OLA and post-pilot development.

Pilot and implementation

1

Scenario selection

We formulate the business problem, process owner, data sources, information security restrictions and result criteria.

2

Quick assembly

We raise the outline, connect data, configure roles, prompts, templates, integrations and logging.

3

Checking the effect

We conduct a pilot on real scenarios, collect feedback, compare manual and automated processes.

4

Industrial launch

We draw up the architecture, regulations, SLA, support, training and scaling roadmap.

It is better to start a pilot with one class of documents with a sufficient volume of examples: contracts, invoices, acts, applications, procurement documents or an archive for SAP → 1C migration.

Let's discuss your environment

Describe the task, current systems, constraints, and expected results. We will offer a practical first step: diagnostics, pilot, audit, roadmap or project team.

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