Product Overview

What the platform does, core flow, and key terminology.

Turn PDFs, scans, and handwritten forms into structured data in seconds - without manual data entry.

What the platform does

The platform helps teams process documents from import to export:

  1. Import documents through the dashboard, email, cloud folders, FTP, or API.
  2. Extract structured fields using Instinct, Mastery, OCR, or Pretrained models.
  3. Review and correct extracted values when your workflow requires it.
  4. Export results as JSON, CSV, Excel, PDF, or push them to connected systems.

Why teams use it

  • Less manual entry - stop copying data from invoices, receipts, and forms.
  • Works on real documents - blurry photos, folded paper, handwriting, and non-standard layouts.
  • Fast setup - describe what to extract; no long template-building phase.
  • Flexible output - export in common formats or integrate through API and automation.

Who it is for

Audience Best fit
Small businesses Automate invoices, receipts, and forms with a simple dashboard workflow.
BPO and ops teams Run high-volume validation with review tools, team workspaces, and audit visibility.
Developers API-first extraction with webhooks, structured exports, and Zapier and n8n integrations.

See the Audience guides section for detailed guidance for each use case.

Core terminology

Term Meaning
Instinct Quick extraction setup for new document types.
Mastery Consistent extraction with example-guided field mapping.
Pretrained models Ready-made models for common document categories such as invoices and W-2 forms.
Workflow The configuration that defines how documents are imported, extracted, reviewed, and exported.

Need more help?

Signed-in users can reach our team from Support in the app, or contact us.

Ready to try it on your own documents?

Create a workflow, upload a document, and see structured results in minutes.

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