Search Loffler

Intelligent Document Processing Automation Services

There are few tasks more frustrating for employees and as susceptible to errors than human data entry, so why not solve both problems at once? Intelligent document processing can free up employees across your entire business to take on more important tasks, while also reducing or removing the risk of human error.

What Is Intelligent Document Processing Automation?

Put simply, intelligent document processing (IDP) is an AI solution that automatically captures, classifies, extracts, and processes data from documents. IDP also automates data storage, whether that means moving data to your accounting software, existing database, or another location you use to manage documents. 

There are two types of IDP: optical character recognition (OCR) and natural language processing (NLP). OCR extracts and classifies data from structured documents, while NLP enhances this by interpreting language to retrieve information from unstructured or unpredictable formats.

All Kinds of Documents? No Sweat

Automated document processing is capable of pulling data from all kinds of documents. OCR is excellent at gathering data from:

  • Forms
  • Invoices
  • Purchase orders
  • Templated documents
  • Questionnaires

In addition to these sources, NLP can extract information from less structured documents like: 

  • Contracts
  • Emails
  • Reports
  • Reviews
Finding the right fit for your business is key to making sure you are gathering and organizing as much valuable data as possible, without wasting precious worker hours.

Ready for intelligent automation?

Real Benefits for Real Businesses

Intelligent data processing can provide a wide range of positives for all types of businesses by improving compliance efforts, increasing cost savings and efficiency, helping businesses scale for less, processing purchase orders, and so much more. 

There are also plenty of knock-on benefits — employees are able to spend more time and effort on vital tasks, there are fewer data errors to correct, and day-to-day operations can be streamlined. In general, leveraging a powerful tool like intelligent document processing can give your business the edge in flexibility and capacity, allowing you to grow and respond ahead of the competition. 

We Succeed When You Do

Since 1986, Loffler has been dedicated to providing first-class technological solutions and professional services to help businesses of all kinds achieve and surpass their goals. From teams like the Minnesota Wild to universities, retailers, and more, Loffler has proven capable of finding successful solutions for a huge range of organizations. Your success is our focus, and our dedicated support and commitment to exceeding expectations is how we prove it. So whether you need top-tier intelligent document procession, managed IT services, or even help with your copiers and printers, Loffler is here to help. Reach out today to get started! 

Frequently Asked Questions

How is IPA different from just going digital or paperless?

Simply going paperless just stores documents electronically. Intelligent Process Automation goes further by:

  • Automatically extracting data from documents without manual entry

  • Routing documents intelligently through approval workflows

  • Learning and improving as the system processes more documents

  • Integrating with business systems like accounting software and databases

  • Detecting patterns to find future productivity gains

  • Reducing human intervention by handling complex decisions automatically
     

What types of processes can be automated using purpose-built AI and generative AI technologies?

 Loffler's intelligent automation can be applied to:

  • Accounts Payable/Receivable:

    • Invoice receipt and processing

    • PO matching and reconciliation

    • Approval routing

    • Payment tracking

    • Cash flow visibility

  • Human Resources:

    • Employee onboarding forms

    • Benefits management

    • Certification tracking

    • Expense report processing

    • Payroll document management

    • I-9, W-2, and other HR forms

  •  

     

    General Business:

      • Shipping/delivery receipts

      • Sales orders and purchase orders

      • Customer registration forms

      • Loan applications

      • Feedback forms and surveys

      • Contract management

      • Document archival and retrieval

What is Intelligent Document Processing specifically?

 Intelligent Document Processing (IDP) is AI technology that automatically:

  • Captures data from documents (paper, PDF, email, etc.)

  • Classifies documents - Identifies document type

  • Extracts information - Pulls relevant data fields

  • Processes data - Validates and routes to systems

  • Stores results - Enters data into your database or accounting system

All without manual intervention. 

What is workflow automation?

 Workflow automation uses software to:

  • Route documents automatically through approval processes

  • Send notifications to appropriate people

  • Enforce business rules - Approvals, restrictions, thresholds

  • Track status - Know where documents are in the process

  • Escalate delays - Alert when approvals take too long

  • Maintain audit trails - Complete record of process 

How does machine learning improve the system over time?

Machine learning enables the system to:

  • Learn from patterns - Recognizes similar documents

  • Improve from corrections - When a human corrects a mistake, system learns

  • Adapt to changes - Handles document format changes automatically

  • Detect anomalies - Flags unusual invoices or documents

  • Predict outcomes - Anticipates which documents need special attention

  • Optimize routing - Learns which approvers handle certain types 

Explore More Insights

two businessmen discussing ideas
March 5, 2026

5 Signs It’s Time to Upgrade Your Office Printers

Office printers rarely get attention—until they slow down productivity, create security risks, or drive up costs. Many ...
Read More
what-to-ask-before-switching-to-your-next-provider
February 26, 2026

What to Ask Before You Sign with Your Next Provider

Choosing a managed IT provider is more than selecting a vendor. It’s choosing a partner who naturally becomes part of ...
Read More
switching-managed-service-providers
February 17, 2026

How to Switch Managed Service Providers Without Losing Sleep

I’ve had a lot of conversations with leaders who know their Managed Service Provider (MSP) relationship isn’t where it ...
Read More