Intelligent Automation

Automate complex business processes to streamline workflow, eliminate error, save time and cut costs.

The Next Generation of Intelligent Process Automation

Boost your organization's efficiency with end-to-end business process automation. Intelligent automation uses AI and cognitive technologies to collect and process structured and unstructured data. With the help of machine learning, intelligent automation systems learn as they go to identify data process patterns and discover future productivity gains. Reimagine the way you do business with cognitive automation tools that seamlessly integrate your technology, workflows, and people.


Digital Process Automation

Store, archive and easily retrieve electronic documents.


Intelligent Document Processing

Use OCR and NLP to read data on electronic documents and enter it into a document management system


Workflow Automation

Send electronic documents automatically and securely to expedite approvals, share information and improve business processes.


Electronic Forms

Make paper forms digital and route them into automated workflows.

Ticket Portal

Accounts Payable Automation

Go digital and see massive gains in productivity while keeping existing processes in place. 


Human Resource Records Automation

Reduce paper-intensive HR processes to make record-keeping faster and easier. 


Robotic Process Automation (RPA)

Move data between systems without the need for manual data entry.

Disaster Recovery

Process Automation for Any Industry

Apply document management tools to any industry and benefit numerous departments, including contracts, legal, accounting, human resources, sales and shipping.

Contact an Expert About Intelligent Automation:

What Is Intelligent Document Management?

Document management means going paperless by storing files electronically, instead of in file cabinets. Document management systems allow you to store, archive and easily retrieve electronic documents while automating processes behind the scenes to make how you work more efficient. 

Intelligent Automation Benefits

Consulting with an expert can help you understand where document management tools can be applied in your organization. Intelligent document management can benefit departments and processes throughout an organization when used to:

  • Begin a Digital Transformation
  • Collect and Process Unstructured Data
  • Expedite Approvals
  • Automate Reminders
  • Reduce Manual Data Entry
  • Automate and Track Three-Way Match
  • Automated Document Processing Applications
  • Secure and Reduce Paper for Documentation
  • Reduce Space Wasted on Paper Storage
  • Go Paperless and Help the Environment
  • Reduce Costs Related to Document Storage and Business Processes

Accounts Payable Automation

Many Accounts Payable (AP) departments handle bills on paper, but can benefit from going digital and automating processes to save time and money.

Invoice processes can be customized according to your organization’s requirements. Whether or not you have a PO (purchase order) process currently in place, automations provided by a document management system can help your accounting team reclaim valuable time they currently spend tracking down approvers and/or matching POs to invoices. See how AP automation is made possible with a document management system.

Document management is also a valuable tool to an Accounts Receivable (AR) department. Document management increases visibility into your organization’s cash flow by electronically tracking orders and payments. You can also eliminate manual data entry, improve records retention, route sales orders to the correct department and use electronic forms for delivery and acceptance documentation.


Human Resources Records Automation

Human Resources (HR) is paper-intensive, but does it have to be? From your new-hire application and on-boarding process, to management of employee benefits, merit increases, certification tracking, expense reports, records retention requirements and access to employee files, document management can make daily work for HR faster and easier.

Employee on-boarding improves with electronic forms to simplify record keeping from hiring to retirement, with automation of data from applications and new employee setup that does not have to be re-entered into existing systems. Automate notifications when employee records have expired, including retention requirements and certifications, to improve tracking for employee records retention. Read more about how you can elevate your HR department with document management.


Electronic Forms

Any paper form used in your organization can be made electronic. Electronic forms are useful across many departments:

  • Human Resources Onboarding and other HR forms (I-9s, W-2s, etc.)
  • Expense Reports
  • Mortgage & Loan Applications
  • Patient/Client Registration – HIPAA Compliance
  • Purchase Orders
  • Sales Orders
  • Questionnaires
  • Feedback Forms
  • Student Enrollment
  • Shipping/Delivery Receipts

Learn more about electronic forms and how they are used by human resources departments, delivery drivers, accounts receivable teams and more.


Intelligent Document Processing

Manual data entry is a waste of time. It's a task most employees do not enjoy and can riddle your systems with inaccuracies.

Optical Character Recognition (OCR) automated data capture reads your documents, understands them and extracts the data. It then classifies the document and stores the information in your existing database, accounting system, document management system or other electronic storage option. OCR can read any document you can. Depending on how much automation you need, you can set up templates to read specific document configurations. If you need more automation, intelligent capture knows how to find what you’re looking for on any document.

Natural Language Processing (NLP) is similar to OCR in that it takes text on the page and puts it into your electronic system for you. Additionally, NLP learns how to understand human language, so when you have documents that don't follow a predictable format, it still knows what to do with the information on the page. With NLP, you can upload a document and have the computer read, understand and extract data into your systems. The biggest benefit you'll find with Natural Language Processing is in times savings when you cut down on the manual task of entering text and data from documents into your systems. 


Cognitive Robotic Process Automation

Cognitive Robotic Process Automation (RPA) is software used to automate manual work. Cognitive RPA reduces the need for data entry and manual processes, frees employee time for more complex work and increases the speed and accuracy of data flow between systems.

Get Started with Intelligent Document Processing

Once you’ve decided to go paperless, Loffler can help you get your digital transformation started. That may mean scanning the paper documents you already have into an electronic format. It may also mean helping you integrate document management and workflow automation into your organization.

To determine what level of document management and automation is right for your organization, consider your:

  • Storage, retrieval and automation goals
  • Budget
  • Maintenance abilities
  • Security standards
  • Compliance requirements
  • Mobility Needs

Our post on determining which document management system is right for you will help define your needs.


Loffler's Document Management and Intelligent Automation Solutions include:

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“I’m really excited that we get to make everything electronic. I also like that we’ll have literally everything there to search. Anything I need, I can just look it up. I don’t have to dig through files.”
T.E.A.C.H. Counselor, Child Care Aware of Minnesota
View Case Study

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