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SimpleIndex

SimpleIndex

T (865) 637-8986
Email: info@simpleindex.com

SimpleIndex by SimpleSoftware
500 W Summit Hill Dr SW # 302, Knoxville, TN 37902

  • LEARN MORE
    • GENERAL INFO
      • Getting Started
      • How To Scan Documents
      • Barcode Scanning Guide
      • Searching & Viewing
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    • FEATURES
      • Streamlined Interface
      • TWAIN and ISIS Scanning
      • Dynamic OCR
      • Database Integration
      • Required Documents Check
      • Integrated & Unattended Processing
      • SharePoint Document Scanning
    • –
      • Document Classification
      • PDF & MS Office Text Parsing
      • Barcode Recognition
      • Optical Mark Recognition
      • Match Documents to Existing Data
      • Imprinting & Watermarking
      • Screenshot OCR
  • SOLUTIONS
    • General
      • All-In-One Scanning & Sorting Tool
      • Affordable Document Management
      • Instant Integration
      • Network Scanners & Copiers
      • Remote Document Capture
      • Reduce Click Charges for Data Capture
    • Specific
      • Sales Tax Exemption Forms
      • Federal Tax Returns
      • Invoice Processing
      • Material Safety Data Sheets (MSDS)
      • Patent ID and Title Extraction
      • Mortgage & Loan Documents
    • Feature Demos
      • Zone OCR with Template Matching
      • Full-Page OCR & Multi-User Workflow
      • PDF Text Processing
      • Organize Office Documents
      • Integration with RPA Bots
      • Compare with Other Solutions
  • SUITE
    • SimpleCoversheet – Print Bar Codes
    • SimpleExport – Data File Converter
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Robotic process automation.

Accounts Payable Automation with RPA

Thursday, 20 January 2022 by Cary Wiedman

In just a few clicks, you can an inbox full of invoices to data entered into QuickBooks Online (or any other accounting system) with SimpleIndex and Astro RPA.

The first step is to run our SimpleInvoice job to capture the data from your invoices. Then, with one more click, fire up the robot and grab a cup of coffee while it takes over the job of entering the vendor names, invoice numbers, dates, dollar amounts and expense categories into your QuickBooks Online company file.

Both processes require minimal configuration to get started, so an hour or two of configuration replaces endless time spent manually entering your bills into QuickBooks. End the tedium. It’s why we created robots, right?

Use SimpleInvoice and a Astro RPA robot to:

  • Automatically process and capture the data from your invoices
  • Enter the data into any accounting system (QuickBooks, Xero, FreshBooks, NetSuite, etc.)
  • Brew and drink instead of copy and paste

SimpleInvoice comes with any SimpleIndex license. Our Accounts Payable Automation Bot can be added and customized for your accounting software and workflow.

If your invoice workflow requires line item capture, GL coding, or other advanced features, check out these Enterprise Invoice Processing solutions.

Some initial setup is required, and we can help you out with that too. Our Professional Services department can have you up and running in just a couple of hours.

Please Contact Us to find out more about automating your data entry time thieves with robots made in Astro RPA!

FAQ Related to Invoice Processing

  • SimpleIndex 10.1 with Textract!
  • Accounts Payable Automation with RPA
  • Language Pack for Standard/Tesseract OCR
  • Languages Supported in SimpleSoftware OCR Engines
  • How to activate SimpleExport?
Full-Text SearchInvoice OCRInvoice Scanning SoftwareQuickBooks Document ManagementRPASAGESimpleQB
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The All-In-One Scanning & Sorting Tool

Tuesday, 30 January 2018 by Simple Software

SimpleIndex® has the ability to perform a wide variety of scanning and document organization tasks quickly and easily.

This makes it a must-have tool for IT departments and consultants who often need to:

  • Scan and store various documents on network shares or cloud storage
  • Organize existing MS Office, PDF and other files on your network
  • Attach files to records in a custom database
  • Integrate scanning into custom business applications
  • Add document capture to Robotic Process Automation bots
  • Automate data entry from paper or electronic documents
  • Reduce click charges for centralized scanning departments

The missing piece of the IT document management puzzle

With a cost and setup time that is negligible compared to other enterprise capture platforms, SimpleIndex makes sense even when your company already has one. For example:

  • When SimpleIndex has unique features your other software doesn’t, like Office and PDF text parsing, PDF Bookmarking or Electronic Imprinting.
  • When setting up a new workflow requires extensive setup time and management approvals to use the central system.
  • When click charges make a project prohibitively expensive.

The wide variety of scanning and indexing tasks you can do with SimpleIndex make it an incredibly useful tool to have in your arsenal.

Find Out More

  • Download or get an Online Demo
  • SimpleIndex Feature Guide
  • Wiki Manual Pages
  • Compare Versions & Licensing

KB Articles for Document Management

  • Oracle database is slow to respond
  • What is Document Imaging?
  • Using alternate database schemas
  • Multiple Sort Fields on Search
  • Access Database Connection String
  • How do I delete an image and it's database entry?
  • Is it possible to search for and retrieve documents with Windows desktop search?
  • Will your SimpleQB allow me to scan in old invoices or bank statements directly into QuickBooks?
  • How do I use the Media Wizard to create searchable DVDs or thumb drives?
  • How do I export index data to a database?
1-Click ProcessingBar Code ScanningCommand-LineDatabaseDocument AutomationDocument Capture SolutionDocument ImagingDocument Management SoftwareImprintingImprinting & WatermarkingMS OfficeOCROffice PDF Text ProcessingPDF BookmarkingRPAScanning SoftwareTWAINTWAIN & ISIS Scanning
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Instant Integration With Any Application

Tuesday, 30 January 2018 by Simple Software

SimpleIndex® provides a great alternative to “reinventing the wheel” using a document imaging SDK to implement scanning in your custom application. SimpleIndex uses a command line interface to enable developers to execute customized scanning workflows from another application. This lets you take advantage of SimpleIndex‘s TWAIN/ISIS scanning, zone OCR, barcode recognition and database export features without having to re-code them all yourself.

Whether you are an IT consultant creating an application for internal company use or a software developer looking to add scanning features to your application, SimpleIndex provides the easiest solution available.

To use SimpleIndex as a scanning front-end for your application, simply:

  • Create a SimpleIndex job file configured to scan, index and save files the way you want
  • (Optional) configure the database export to create/update document records in your DB
  • Use a “Shell” command to execute the job file from your program

When you execute the job file from your program, SimpleIndex will scan, read barcodes, OCR zones, etc. and organize the documents into the folders and filenames your program requires. The database export can be configured to add or update records in your database with information captured from the documents as well as the image file path or binary data. Index values can be passed from your program to SimpleIndex via the command line. The whole process can be configured to run minimized so the user never even sees the SimpleIndex screen.

KB Articles for Integration

  • Exclude Index Field from Index Log
  • Turn Off Prompts and Pop Ups on Job Configurations
  • Change the Font Size of Index Fields
  • Large documents (>500 pg) Slow to Process - Workaround
  • Regular Expression (RegEx) - Syntax or Type
  • Index With Non-Latin Character Sets
  • Skip to Blank Index on Save Index
  • Stop Autorun When Double Clicking Configuration
  • Autonumber Increment Value
  • Overlap of SimpleView Viewer in SimpleIndex Display
1-Click ProcessingBar Code ScanningCommand Line InterfaceDatabaseDocument AutomationDocument ImagingFront End ScanningOCROffice PDF Text ProcessingRPATWAIN & ISIS Scanning
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Indexing from Applications with Screen OCR

Monday, 29 January 2018 by Simple Software

Some documents are difficult or impossible to automate with OCR. For example, documents with non-standard layouts, unconstrained handwriting or very poor scan quality. In applications like invoice processing, fully automating the data entry can require expensive software and weeks of consulting. Even after all that expense, many users miss the interface and data validations that their accounting software entry screens provide.

In cases like this, SimpleIndex can help improve data entry efficiency while archiving your scanned originals at the same time. Here’s how it works:

  • Scan a batch of documents for data entry
  • Place the SimpleIndex window side-by-side with your data entry window
  • Enter the data normally, reading from the scanned image in SimpleIndex
  • Press the hotkey combo to transfer the data to SimpleIndex
  • Save the image and repeat with the next one

In this configuration, SimpleIndex captures an image of the data entry window, then uses OCR to read the data and index the image. Since the data entry screen has a consistent layout and clear, readable fonts, it can be reliably recognized with OCR.

There are several advantages to this approach:

  • Configuration and training takes hours not weeks
  • Scanned images are indexed with no extra work
  • All the advantages of digital docs–security, searching, sharing, etc.
  • Use all the data validation features of your software
  • No flipping through paper documents
  • Operator keeps eyes on the screen and hands on the keyboard
  • Data entry can be done remotely
  • Data entry performance improves and files are archived at the same time

FAQ Related to Screenshot OCR

  • What are SimpleIndex Specifications?
  • Regular Expression (RegEx) - Syntax or Type
  • Is there a way to just use part of a bar code or OCR value? For example, extract "50" from the value "124450"
  • How do you train the OCR engine for better accuracy?
  • How can I improve recognition rates for my OCR fields?
Database AutofillDocument AutomationOCROptical Character RecognitionRPAScreen Scraping OCRScreenshot OCRZone OCR
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Streamlined Interface

Tuesday, 23 January 2018 by Simple Software

The Fastest, Most Accurate Scanning Solution

As with any repetitive task, a few seconds saved scanning and filing a single document quickly adds up to dozens or hundreds of hours over the course of a long project or daily routine. The most import part of planning your imaging project is to find the most efficient way to capture documents and file them correctly. Creating an efficient scanning and indexing process will save you countless hours of labor over the life of your project.

SimpleIndex is faster and easier because it is designed to perform all of the steps necessary to scan, process, verify and export images in one continuous workflow rather than requiring the user to click extra buttons each time to initiate the next step. When taken to the extreme, SimpleIndex is capable of performing all of these tasks automatically just by clicking an icon on your desktop or a link in a browser.

SimpleIndex does this by saving all of the settings for a scanning workflow to a file that can be opened just like an Office document. This file is configured by the administrator so the user doesn’t have to see any of the technical details. Very rarely does the scanning operator need to be able to change, for instance, the export file format and file naming scheme. So why do some applications show you a complicated export settings screen every time you try to save a batch? It is this attention to detail that allows SimpleIndex to process the same batch 35-75% faster than its competitors.

SimpleIndex also has the ability to pre-set index values and run jobs using the Command Line Interface. More on this design feature can be found on our Getting Started page.

Index Automation Features

The two main methods for automating indexing are Barcode Recognition and Optical Character Recognition (OCR). Barcode recognition is faster and more accurate, but your documents must contain a barcode on the document or a cover page for this to work. OCR is able to read printed data directly from the page, which means most documents can be processed as-is.

If your index data already exists in another database, SimpleIndex has features that can make use of this data to automate processing. The Index Autofill feature matches data read from barcodes or OCR to data in your database, verifying the correct value is read and populating additional search fields automatically.

Using Pre-Indexed Batches

The Pre-Index Batch feature of SimpleIndex is what enables 1-click scanning and indexing, as well as command line processing. Pre-indexing lets you set fixed values for index fields and apply them to a whole batch. These can be combined with automatic values from barcode recognition, OCR and Autofill to create fully automated batch processes that can be launched from your custom application, a desktop shortcut, scheduled server task or even linked to the scan button on your scanner.

KB Articles for Streamlined Interface

  • Workstation Activation in the Concurrent Serial Number Field
  • Command Line Sample
  • Process Monitor/ProcMon Instructions
  • Command Line Arguments
  • Take control of Sales Tax exemption forms
  • The All-In-One Scanning & Sorting Tool
  • Full-Page OCR Indexing Demo
  • Indexing Solutions with Barcode Recognition
  • Automated Processing & 1-Click Interface
  • Features
Automatic Data CaptureBarcode Recognition SoftwareBatch ScanningCommand Line InterfaceDatabaseDocument AutomationDocument ClassificationDocument ImagingFast ScanningOCROffice PDF Text ProcessingRPAScanning SoftwareSolutionTWAIN & ISIS ScanningUnattendedWorkflowWorkflow Software
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Recent KB Articles

  • SimpleIndex Standard Workstation
  • Simple Software Server Processing Add-on for SimpleIndex
  • SimpleIndex Standard Server 1M
  • SimpleIndex OCR Add-on Workstation
  • SimpleIndex Pro Server 1M
  • SimpleIndex Professional Concurrent
  • SimpleSearch Concurrent Viewer
  • SimpleIndex OCR Concurrent

Feature Cloud

Text Processing Front End Scanning Remote Capture Barcode Printing Database Fast Scanning Office PDF Text Processing Zone OCR OCR Form Processing MySQL Screen Scraping OCR XSLT Contentverse Command Line Interface SimpleSend Watermark PDF Files SimpleCoversheet Keyword Indexing Screenshot OCR Image Scanning Required Documents Auditing SharePoint Scanning Personal Document Management Document Classification Bar Code Printing File Indexing Mortgage TWAIN & ISIS Scanning Office to PDF Automatic Indexing Software Imprinting OCR Document Numbering System PDF417 Bates Numbering Software Paperless Office PDF Bookmarking TWAIN Scanning Software TWAIN Solution Read PDF Forms Unattended Processing Imprinting & Watermarking PaperVision

Online Support Options

Check our Wiki Help, Knowledge Base and Training Videos, or Contact Support if you still need Help

How to Buy

Solutions start at just $500! Buy SimpleIndex online or from an Authorized Dealer in your area.

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SimpleIndex Applications

SimpleIndex Applications Packaged apps built with SimpleIndex.
SimpleInvoice for AP
Sales Tax Manager
Mortgage LoanStacker
MSDS and Patents
SimpleIndex

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© 2022 SimpleSoftware | Consulting Services in the Field of Software as a Service

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