Document Intelligence

Turn documents into data your systems can use.

Invoices, contracts, application forms, IDs — the paperwork that stalls a workflow while someone retypes it. Document Intelligence reads the document, pulls out the fields that matter, checks them, and sends structured data where it needs to go. When it isn't sure, it asks a person instead of guessing.

Document · Intelligence · Outcome

From a scan to a system of record

Document intelligence extracting and validating structured invoice data

Capabilities

Reading, checking, and acting on documents

EXTRACT

Field extraction

Pull line items, totals, dates, parties, and identifiers from messy real-world layouts.

CLASSIFY

Document classification

Tell an invoice from a contract from an ID, and route each type to the right flow.

VERIFY

Validation checks

Confirm totals add up, dates are valid, and details match the record you already hold.

UNDERSTAND

Knowledge retrieval

Answer questions about a long contract by reading it — clauses, terms, obligations — not keyword search.

ACT

Route & trigger

Create the record, start the approval, or send the confirmation once the data is clean.

REVIEW

Human in the loop

Flag anything below a confidence threshold for a quick human check instead of a silent error.

Where teams use it

The paperwork behind the workflow.

The steps that hold up onboarding, billing, and compliance because a human has to read something first.

01

Invoice & AP processing

Read invoices, match them to purchase orders, and hand clean data to finance.

02

Contract analysis

Summarize terms, surface key clauses, and answer questions across long agreements.

03

Identity & onboarding

Extract and check details from ID documents to speed up verification and account opening.

04

Form intake

Turn submitted forms into structured records and start the process they trigger.

Works with

Part of one platform.

Document Intelligence feeds the same agents and analytics — a verified detail can immediately trigger a message or a call.

01

Conversational AI Agents

Act on what a document says. Explore →

02

Communications Cloud

Confirm or follow up by SMS, voice, or email. Explore →

03

Platform & governance

Guardrails, audit, and human approval. Explore →

04

AI Analytics

Throughput, accuracy, and review rates. Explore →