Intelligent Automation for Enterprise Document Workflows

Quinovate transforms complex document workflows into seamless, intelligent processes—driving operational efficiency, accuracy, and scalability across the enterprise.

Features

Intelligent Automation for Enterprise Document Workflows

Transforms complex document workflows into seamless, intelligent processes—driving operational efficiency, accuracy, and scalability across the enterprise.

Streamlined File Acquisition Across All Channels

Manual File Upload Through Administrator Portal

Ability to manually upload files from their networks or local machines into the system via an administration interface. This is useful in the event files need to be processed or tested.

Retrieve Documents from SharePoint Website/Cloud Storage

Files on storage platforms like SharePoint or cloud-based storage can be automatically taken. The feature is for automated synchronization with cloud-based storage systems that are typically used by organizations to store files.

Pull Documents from Email Accounts 

Automatically retrieve files/content from designated email accounts. This is useful for processing incoming documents, invoices, reports, or customer letters received by email.

Download Vendor Files from Websites

Ability to automatically fetch third-party vendor website files. This is important in the automation of third-party data intake, enhancing efficiency and reducing human interaction.

Data Types Supported 

Supports both Structured Unstructured Data like customer information in a CRM or order information in an ERP system.

Bridges data silos  between documents and digital systems

Enables end-to-end automation across departments

Enhances data quality and completeness 

Drives smarter decisions by making all enterprise data accessible and usable

IDP Engine

Scheduled Triggers to Retrieve and Process Files

The system can be configured to download and process files at specific intervals. Triggers can be configured to run the system at specific times (e.g., 8 AM every day) to automatically initiate the file processing.

Daily/Monthly Schedules Depending on the Configuration

Can configure the system to retrieve and process the files on a daily or monthly basis. This flexibility enables businesses to tailor the process to suit their workflow requirements, such as processing invoices on a daily basis or reporting on a monthly basis.

Zero-Touch File Processing

After the files are accessed, the system processes them automatically without any form of human intervention. It performs the job of data extraction, transformation, and integration, hence reducing the amount of human input or supervision.

Cross-Language Compatibility

Ability to handle documents in a wide range of languages. This capability is vital to companies that work across geographically diverse locations or that deal with documents written in multiple languages. The system can handle various character sets, layouts, and forms to extract relevant information.

Human-in-the-Loop (HITL)

Human Verification Upon Processing of the File

After processing the files, there is a human user involved in checking the results. This is to ensure that errors or inconsistencies are detected and corrected prior to the reuse of the data.

Reduced Error and High Accuracy

Can configure the system to retrieve and process the files on a daily or monthly basis. This flexibility enables businesses to tailor the process to suit their workflow requirements, such as processing invoices on a daily basis or reporting on a monthly basis.

Trainable AI Model Based on the Validation Results

System is trained by human. Each time the user confirms or corrects the information after processing, the AI model is updated, becoming more precise for subsequent file processing. With time, the system becomes more intelligent and precise, hence minimizing the need for human intervention.

Transformation and Integration

Transform Data into Organized Information

The information, once processed, whether from structured or unstructured sources, becomes structured and easily usable. For instance, unstructured information in emails or PDFs can be converted to tabular information that can be uploaded into a database or CRM.

Can Be Made Interoperable with Any External Systems (ERP or CRM) Using APIs

After processing and structuring the data, it can be forwarded to external systems like Enterprise Resource Planning (ERP) systems or Customer Relationship Management (CRM) systems using Application Programming Interfaces (APIs). This is easy to share data among different enterprise software systems. 

APIs Are Configurable

The Application Programming Interfaces (APIs) to be employed when integrating with external systems are configurable, as users can customize them according to their specific requirements. This customization feature is crucial to help the integration perform well with various types of systems or workflows.

Admin Portal

Real-Time Updates of File Processing

Provides real-time monitoring of the file processing workflow. Administrators can track the status of files being processed, including any errors, delays, or exceptions, giving them full visibility into the system’s operations.

Options to Manually Upload Files and Trigger the IDP Process

Admin users can manually upload files and start the IDP process if needed. This is especially useful for testing or when files need to be processed outside of the regular automated schedules. 

Validate the Output Before API Processing

Before the processed data is sent out via APIs to external systems, administrators have the option to validate the output. This step ensures that only accurate, complete, and relevant data is shared with the other systems, preventing errors in downstream applications. 

Provision to Disable/Enable File Types

Provides an option for administrators to enable or disable the processing of specific file types. For example, if certain file formats are no longer needed, they can be disabled to optimize the system’s performance and reduce unnecessary processing.

Automation Features

Transform Data into Automation Admin Central Portal to Perform and Monitor Organized Information

Allows administrators to perform and monitor automated document downloads, form recognition, field mapping through field extraction, integrate and generate reports. This solution helps speed up the processing of fund data and ensures proper categorization of documents.

These features highlight a robust, flexible document processing system that integrates automation with human validation, offers easy integration with other systems, and provides comprehensive management tools for administrators. It’s designed to handle both structured and unstructured data efficiently while ensuring accuracy and adaptability. 

Automate Your Document

At Quinovate, we are simply transforming how you work with your documents.Quinovate, our
intelligent document processing product allows businesses extract important data from invoices, contracts and more.