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What are you trying to get out of the paper?

Every one of these is a real configuration running somewhere today. Some are packaged products you can buy off the shelf; most are SimpleIndex set up a particular way. Start from the job you need done, or from your industry.

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01

Accounts payable & finance

Invoices, statements, and certificates arriving from hundreds of senders in hundreds of formats. The common thread is dynamic OCR: finding a value by what sits next to it rather than where it sits on the page.

Read vendor, invoice number, date, and total off any layout. Validate against your vendor master, flag low-confidence reads for a person, and export straight into your accounting system.

Uses dynamic OCR · database lookupShips as SimpleInvoice

AP into QuickBooks

Configuration

QuickBooks has no bulk document import worth using. Robotic process automation drives the interface the way a clerk would - opening the bill, typing the fields from the scan, attaching the image, saving, moving to the next one. No API, no export file, no middleware.

Uses RPA · dynamic OCR · SimpleQBWorks with QuickBooks Desktop and Online

Every state has its own form and its own expiry rules. Capture the certificate, pull the state, customer, and expiry date, and get a report of what is about to lapse before an auditor finds it.

Uses zone OCR · document classificationShips as Sales Tax Exemption Forms OCR
02

Records & backfile conversion

The one-time project: rooms of paper that have to become findable files. Volume is the constraint, so the answer is always unattended batch processing rather than anything a person touches per document.

One stack, many document types, no pre-sorting. Barcode coversheets or page content tell SimpleIndex where each file starts and what it is, so the batch separates and names itself in a single pass.

Uses barcode · document separation · classification

For organizations that need findable documents but not a six-figure platform. Named files in structured folders, a searchable text layer in every PDF, and an index database you can query.

Uses full-page OCR · index database

The problem that shows up six months after a conversion project: everything is scanned and nothing is findable. Writes searchable text into every PDF as it processes, so content is indexed by Windows Search, your DMS, or anything else that reads PDF text.

Uses full-page OCR · searchable PDF · SimpleSearch
03

Compliance & complete files

Where a missing page is a finding rather than an inconvenience. These configurations verify that a file contains what it is supposed to contain, before it gets filed rather than during an audit.

Safety data sheets arrive as a pile of PDFs from every supplier you buy from. Pull product name, manufacturer, and revision date off each one and build the searchable binder OSHA expects you to have.

Uses dynamic OCR · PDF text parsingShips as MSDS OCR

Split a delivered loan package into its component documents, name each one to the investor's stacking order, and report which required documents are missing before the file ships. Recognizes over 500 origination and closing document types by dictionary matching.

Uses classification · dictionary matching OCR · presence auditingShips as LoanStacker

Define what a complete file looks like, eight documents, in this order, and every batch gets audited as it processes. An employee file with no I-9 or a claim with no signature page comes back as a list, not a surprise.

Uses document presence auditing

Sort a client's returned paperwork into standard schedule order, name by form type and tax year, and flag the forms that never came back.

Uses classification · presence auditingShips as TaxStacker
04

Forms, surveys & testing

Paper that was filled in by a human. Marks read very accurately; printed handwriting in defined fields reads well; cursive prose does not, and we would rather say so here than let you find out during the trial.

Thousands of returned forms, tallied in one pass instead of keyed by temps. Mark recognition reads the boxes, handwriting recognition picks up names and dates, and results land in a database ready to analyze.

Uses OMR · ICR handwriting

Bubble sheets scored on a scanner you already own, without a per-sheet service contract. Answer keys, scoring, and per-student output as a file or a database row.

Uses OMR · database export
05

Capture infrastructure

Less about what is on the document and more about how it reaches you. Usually these are the projects that pay for themselves fastest, because they remove a recurring fee rather than a task.

The capture license on a network MFP is billed per page, forever, and usually does less than you would expect. Point the copier at a watched folder and do recognition on hardware you already own. The scanning stays; the per-page fee stops.

Uses watched folders

Scan-to-folder from any MFP, with SimpleIndex watching and processing without an operator. Runs as a Windows service, so batches dropped at 6pm are filed by morning.

Uses watched folders · server processing

Branch offices, field staff, and home workers scanning into one central pipeline. Files sync in through a shared folder or FTP drop and get processed centrally under the same rules.

Uses watched folders · SimpleSend · remote sync

Mobile capture

Configuration

A phone camera as the scanner for people who do not sit near one. Pages captured to a shared cloud folder get picked up and processed like anything else.

Uses cloud folder import
06

Integration & automation

You already have the system. The gap is between the scanner and it. Where there is a database or an export format, SimpleIndex writes to it directly. Where there is not, RPA drives the application's own interface instead - which means "no API" stops being a reason the project cannot happen.

If it has a folder, a database, or a user interface, documents can usually get into it. Start here if your system is not on anyone's integration list.

Uses RPA · database export · file output

Read one value off the page, look up the rest from your database, and write file plus metadata back. Catches bad reads at capture time, because a value that does not match a record gets flagged.

Uses ODBC/SQL · index autofill

SharePoint

Configuration

Documents into libraries with their index values mapped to SharePoint columns, so they are filterable and searchable on arrival rather than dumped as a folder of PDFs.

Uses SharePoint output · metadata mapping

CRM attachments

Configuration

Signed agreements and correspondence attached to the right CRM record automatically, matched on an account number read off the page. RPA handles the attachment step for CRMs with no bulk upload.

Uses RPA · database lookup

The reverse direction: take structured data and produce completed PDF forms in bulk, for filings and submissions that have to go out on a specific form.

Uses XML · RPA · PDF output

Pull patent numbers and titles from filings and correspondence at volume, for IP departments and firms managing large portfolios.

Uses dynamic OCRShips as Patent ID & Title Extraction
Field 09 watch_one_run

Watch one run.

Short screen captures of real jobs processing. Speed is the thing that is hard to convey in writing.

Field 08 what_if_yours_is_different

None of these is quite your job.

That's the normal case, and it isn't a problem. Everything above is the same software configured differently - the packaged products are just configurations we'd built often enough to give a name.

Tell us what you're processing and we'll work out whether SimpleIndex fits. If it does, we'll build a job from your own documents and run it with you. If it doesn't, we'll tell you that instead.

We ask what you're processing because the answer changes what we'd show you.

How it goes
You tell us what you're processing
A short form. Document types, volume, where it needs to end up
We get in touch
Email or a call, whichever you prefer
We talk it through
What you need, and whether SimpleIndex is the right tool. Sometimes it isn't, and we'll say so
You send sample documents
Real ones, redacted if they need to be
We build a working job
On your files, and run it with you
What it costs
Nothing unless you buy. If you do, the setup is billed at the consulting rate

Still not sure if these Solutions are useful? Tell us about your setup and we'll help.

Send a few sample documents and we'll configure a working job on a call, free. You only pay our hourly consulting rate if you end up buying - never for the demo itself.

Try it on our sample files, or send us yours and we'll set up a real job - you only pay for that setup if you buy.

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