Invoice processing
ProductRead 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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Pull patent numbers and titles from filings and correspondence at volume, for IP departments and firms managing large portfolios.
The same capabilities, described in the vocabulary of your sector, with the regulatory constraints named.
Short screen captures of real jobs processing. Speed is the thing that is hard to convey in writing.
All video demos →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.
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.