IDP software for document-driven processes

Manual document handling can slow down invoice processing, casework, customer onboarding, and other operational workflows. IDP software turns document content into structured, usable data so information can be checked and delivered to the right business application.

It can process scanned documents, PDFs, emails, and digital attachments. Depending on the workflow, the software can identify document types, extract key data, apply validation rules, and route the resulting information for further processing.

Choose the right IDP software

The right solution depends on the documents you receive, the data you need to capture, the complexity of your process, and the systems that need to receive the information.

Kodak Info Input

Kodak Info Input is scalable capture and intelligent document processing platform for organizations that need to capture, classify, extract, validate, and route information across larger or more complex document processes.

It is suited to workflows that require configurable capture processes, centralized management, business rules, and integration with existing business applications.

MetaServer by CaptureBites

MetaServer by CaptureBites automates the extraction and routing of information from scanned and digital documents. It can be configured for operational document types such as invoices, receipts, delivery notes, forms, and correspondence.

Its flexible workflow approach makes it suitable for organizations looking to reduce repetitive data entry and connect document processing with ERP, accounting, workflow, or other line-of-business applications.

What IDP software can automate

IDP software can support a range of document-processing tasks:

• Identify and separate document types
• Extract key fields, such as invoice numbers, supplier details, dates, amounts, references, or customer data.
• Validate extracted information against predefined rules or existing records
• Flag exceptions for review information is missing or unclear
• Add structured metadata to documents
• Route documents and data to the appropriate business application or workflow

The result is a more consistent process, with less manual handling and clearer control over exceptions.

Typical applications

IDP software is commonly used for:

• Invoice and accounts payable processing
• Delivery notes and proof-of-delivery documents
• Claims, case, and application processing
• HR and employee onboarding documents
• Customer correspondence and forms
• Contract and records processing
• Mailroom and incoming-document workflows

From document input to usable information

IDP fits between document input and the business applications that need the data.

1. Documents are received
   Documents enter the process through scanners, emails, upload folders, or digital channels.
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2. Content is recognized
   The software identifies the document type and reads relevant text and data.
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3. Information is extracted and checked
   Required fields are captured, validated, and presented for review where needed.
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4. Data is delivered to the right process
   Documents are structured data are routed to ERP, accounting, workflow, RM, or other existing applications.

For a broader introduction to the approach, see Intelligent Document Processing Solution

Implementation support from Dyanix

Selecting IDP software is not only about recognizing text. The solution needs to reflect your document types, exception handling, user roles, data requirements, and integration landscape.

Dyanix supports organizations with:

• Process and document-flow assessment
• Software selection and solution design
• Configuration of extraction, validation, and routing workflows
• Integration with existing business applications
• Testing, user guidance, and ongoing optimization

Customer example: Santiago Peñaranda

Spanish transport company Santiago Peñaranda introduced MetaServer by CaptureBites to automate the processing of fuel receipts, incoming invoices, and delivery notes.

The solution extracts information from scanned and digital documents and connects the resulting data with Microsoft Dynamics, reducing manual work in the accounting process.

Discuss your document process

Whether you want to automate invoice handling, reduce manual data entry, or improve the flow of incoming documents, Dyanix can help identify the IDP software and workflow approach that fits your operation.