Intelligent Document Processing (IDP) Services
Turn documents into accurate, actionable data with AI-powered document processing.
Recordsforce combines artificial intelligence, document classification, data extraction, human validation, and workflow automation to transform your business documents into structured, usable information — delivered directly to the systems and teams that need it.
Trusted by Industry Leaders
Automate Document Processing From Start to Finish
Business documents contain valuable information, but manually reviewing, sorting, and entering that data takes time and creates opportunities for error.
Intelligent Document Processing (IDP) automates the process of understanding documents and turning their contents into usable data.
Recordsforce can process both physical and digital documents, automatically classify them, extract the information you need, validate the results, and deliver accurate data directly into your existing systems and workflows.
Instead of simply giving your team another software platform to manage, Recordsforce provides a customized document processing solution built around your business requirements.
How Intelligent Document Processing Works
1. Document Capture
Send documents to Recordsforce in the way that works best for your organization. We can process physical documents, scanned images, PDFs, TIFFs and other digital files from a variety of sources. Recordsforce establishes a central receiving point for all of your incoming documents to be routed to.
2. Document Classification
Recordsforce works with your team to establish business rules and incoming documents are identified and classified as such so the appropriate processing rules can be applied. Whether you’re processing invoices, claims, forms, verifications, authorizations, appeals, applications, correspondence, or other business documents, each document gets processed through the correct workflow.
3. Intelligent Data Extraction
Recordsforce utilizes state of the art Artificial Intelligence, OCR, and other data capture technologies with human verification to identify and extract the information your organization relies on from each document with complete accuracy.
This can include any data point off any document, typed or handwritten. Names, dates, account numbers, claim numbers, invoice numbers, dollar amounts, addresses, document types, and any other required data point that will enhance the speed and accuracy of your business process.
4. Human Validation & Quality Control
Automation doesn’t have to mean sacrificing accuracy. Recordsforce fulfills the last mile with human intervention.
When documents or extracted information require additional review, trained Recordsforce specialists validate the results and handle exceptions before the data moves downstream.
This combination of intelligent automation and human oversight delivers dependable results even when documents are complex or inconsistent.
5. Data Delivery & Integration
Validated documents and data are delivered directly into your existing systems and workflows automatically and always on time.
Recordsforce can configure delivery to any system based on your requirements, helping eliminate manual data entry and keeping information moving throughout your organization.
Get Started With Intelligent Document Processing
You don’t need to know which AI model, OCR engine, or automation technology your documents require.
Start by showing us your documents and explaining what information you need from them.
Our team will evaluate your document types, volumes, data requirements, accuracy requirements, workflows, and delivery needs to develop a customized Intelligent Document Processing solution for your organization.
More Than OCR. More Than Data Extraction.
Traditional OCR converts document images into machine-readable text. Data extraction takes the process further by identifying and capturing specific information. Intelligent Document Processing goes beyond both.
IDP combines technologies such as AI and OCR with document classification, data extraction, validation, and workflow automation to process documents from beginning to end.
With Recordsforce, you aren’t simply extracting text from a page. You’re turning incoming documents into accurate, structured, actionable information your business can actually use.
| OCR | AI Reliant Data Extraction | Recordsforce Intelligent Document Processing | |
| Converts images to machine-readable text | ✓ | ✓ | ✓ |
| Captures specific data fields | ✓ | ✓ | |
| Classifies document types | ✓ | ||
| Validates extracted information | Sometimes | ✓ | |
| Handles exceptions | Limited | ✓ | |
| Delivers data into workflows | Sometimes | ✓ | |
| Supports end-to-end document automation | ✓ |
Intelligent Document Processing Built Around Your Documents
Your documents don’t have to fit into a rigid, one-size-fits-all process. Recordsforce builds IDP solutions around your document types, data requirements, business rules, accuracy requirements, and existing workflows.
We can process structured, semi-structured, and unstructured documents, including:
- Claims
- Applications
- Forms
- Invoices
- Contracts
- Correspondence
- Financial documents
- Medical Records
- Revenue Cycle Management Documentation
- Employee records
- Customer documents
- Government records
- Checks and remittance documents
- Multi-document packets
- Other business-critical documents
Whether you need to extract five fields from a standardized form or process thousands of variable documents from different sources, your solution is configured around your specific requirements.
AI-Powered Automation With Human Validation
AI can dramatically reduce the amount of manual work required to process documents, but real-world business documents aren’t always predictable.
Documents may arrive in different layouts and formats. Information may be missing, unclear, handwritten, or located in unexpected places.
That’s why Recordsforce combines intelligent automation with human validation when needed.
Documents and data that require additional attention can be reviewed by trained specialists, helping your organization automate high-volume document processing without relying entirely on AI to make every decision.
The result: faster processing without sacrificing the accuracy your business depends on.
Proven Results From Real Organizations
Rogers Corporation leveraged Recordsforce’s Intelligent Document Processing (IDP) services to automate invoice processing as rapid growth overwhelmed its AP team. By intelligently capturing, processing, and routing invoice data, Recordsforce reduced processing costs from more than $10 to less than $2 per invoice while helping ensure vendors were paid accurately and on time.
What Can Intelligent Document Processing Automate?
IDP can help automate repetitive document-heavy processes across your organization
Insurance
Classify incoming claims and correspondence, extract policy and claimant information, and deliver data into claims management systems.
Government
Digitize and process forms, applications, records, and other public-sector documents while reducing manual data entry.
Healthcare
Process patient documents, forms, correspondence, and other healthcare records while reducing manual document handling and data entry.
Human Resources
Process employee records, applications, forms, and other HR documents while making information easier to access and manage.
Accounts Payable
Capture vendor names, invoice numbers, dates, purchase order numbers, amounts, and other invoice data for downstream AP workflows.
Financial Services
Extract critical information from financial documents, applications, correspondence, and other high-volume document workflows.
The Benefits of Intelligent Document Processing
Reduce Manual Data Entry
Automate repetitive document classification and data capture tasks so employees can spend less time entering information manually.
Process Documents Faster
Move information from incoming documents into your systems and workflows without waiting for employees to manually review and enter every field.
Improve Data Accuracy
Combine intelligent extraction technology with validation and quality control to improve the reliability of your document data.
Automate Downstream Workflows
Deliver structured data directly to the applications, systems, and teams that rely on it.
Create a Customized Process
Build your solution around your documents, business rules, required data fields, and workflow instead of forcing your process into a rigid template.
Handle Higher Document Volumes
Scale document processing as volumes change without building an increasingly large internal data-entry operation.
Why Outsource Intelligent Document Processing?
Implementing IDP internally involves more than selecting AI or OCR software.
Your organization still needs to configure document types, establish extraction requirements, manage exceptions, validate results, maintain workflows, monitor quality, and adjust the process as documents and business requirements change.
Recordsforce manages the document processing operation for you.
| Building IDP In-House | Recordsforce Managed IDP |
| Purchase and manage technology | Existing document processing infrastructure |
| Configure and maintain workflows | Customized workflows managed for you |
| Train internal employees | Experienced document processing specialists |
| Manage exceptions | Human exception handling and validation |
| Monitor data quality | Established quality control processes |
| Scale staffing with volume | Scalable processing capacity |
| Maintain changing requirements | Flexible work instructions |
| Manage integrations | Customized data delivery |
Why Choose Recordsforce?
AI + Human Expertise
We combine intelligent automation with experienced document processing specialists to deliver accurate, dependable results.
Dedicated Customer Service
You work with a team that understands your project and can help you make changes, resolve issues, and continually improve your document processing workflow.
Customized to Your Workflow
Your IDP solution is configured around your documents, required data fields, business rules, systems, and processing requirements.
It's What We Do!
Our technology, people, and infrastructure are designed specifically around helping organizations capture, process, manage, and use the information contained within their documents.
Flexible as Your Needs Change
Document types, workflows, & business requirements change. We makes it easy to update work instructions and adjust your project as your needs evolve.
Security & Compliance
Recordsforce maintains established security and compliance controls designed to protect sensitive business documents and information throughout processing.
Intelligent Document Processing FAQs
What is Intelligent Document Processing?
Intelligent Document Processing (IDP) uses technologies such as artificial intelligence, machine learning, and OCR to automatically classify documents, extract important information, validate data, and deliver that information into business systems and workflows.
How is Intelligent Document Processing different from OCR?
OCR primarily converts text contained in an image or scanned document into machine-readable text. Intelligent Document Processing uses OCR and other technologies as part of a broader process that can classify documents, identify and extract specific information, validate results, and send data into downstream workflows.
Is data extraction part of Intelligent Document Processing?
Yes. Data extraction is a core component of Intelligent Document Processing. IDP expands on data extraction by also incorporating processes such as document classification, validation, exception handling, and downstream data delivery.
What types of documents can IDP process?
IDP can process many structured, semi-structured, and unstructured business documents, including invoices, forms, claims, applications, correspondence, financial documents, healthcare documents, contracts, and other document types.
Can Intelligent Document Processing handle different document layouts?
Yes. IDP is designed to process documents that may vary in format, structure, and layout. The exact approach depends on your document types and the information that needs to be captured.
How accurate is Intelligent Document Processing?
Accuracy depends on factors such as document quality, complexity, consistency, and the data being extracted. Recordsforce can incorporate human validation and quality control into the process to help ensure extracted information meets your project’s accuracy requirements.
Does Recordsforce use human validation?
Yes. Recordsforce combines automation with human review when appropriate. Documents, extracted fields, or exceptions that require additional attention can be reviewed by trained specialists before the information is delivered downstream.
Can IDP integrate with our existing systems?
Yes. Processed documents and structured data can be delivered based on your organization’s requirements, allowing IDP to support existing document management systems, business applications, and downstream workflows.
Can Recordsforce process both paper and digital documents?
Yes. Recordsforce can support workflows involving both physical and digital documents, allowing organizations to create a centralized process for turning incoming documents into usable information.
How do we get started with Intelligent Document Processing?
Start by providing sample documents and explaining which information you need to capture, how the information is currently processed, and where the resulting data needs to go. Recordsforce can then design a document processing workflow around your requirements.