The increasing demand for real-time document processing, coupled with the growing emphasis on regulatory compliance, has transformed how businesses handle their document workflows. As industries specialize and brands cater to global audiences, organizations seek advanced solutions to streamline document management.
This need led us to the development of the AI.dp Platform – an IDP, low-code software platform built for document workflow automation.
In this article, we’ll explore how our platform can empower our partners to meet these evolving challenges head-on.
What is the AI.dp Platform?
AI.dp is a user-friendly, low-code platform by which you can automate your client’s document workflows. You can automate tasks such as scanning, sorting, reading, extracting, converting, approving, anonymizing and verifying data.
On top of our OCR and data extraction services, the AI.dp Platform allows you to create custom workflows that retrieve documents from various applications, like Gmail or Drive. You can also send them directly to ERPs, accounting systems, CRMs, or file storage once all processing tasks are completed. This includes handling a wide range of documents, such as receipts, invoices, passports, salary slips, and bank statements.
What sets AI.dp apart is its ability to blend AI capabilities with human input through human-in-the-loop automation.
AI.dp Platform: Key Features
With the platform’s user-friendly interface and powerful automation capabilities, you can automate your client’s document workflows like never before. Here are some of its key features:
- Workflow Customization: Customizing workflows tailored to the specific needs of clients is a key feature. With a low-code interface, you and your clients can effortlessly design document pipelines, offering unparalleled flexibility and control.
- Prompt Builder: With the platform’s prompt builder, you can create document processing models from scratch or customize extraction fields. Simply define which documents to process and which fields to extract, and seamlessly integrate new models into your client’s workflow. This enables efficient processing of industry-specific documents, enhancing workflow efficiency.
- Integration Capabilities: The platform seamlessly integrates with existing systems such as ERPs and CRMs. You can streamline complex processes, saving time and resources while ensuring smooth data flow between applications.
- Human-in-the-Loop Automation: By combining the power of AI with human capabilities, our platform offers enhanced accuracy. Integrating human-in-the-loop automation enables up to 99% data accuracy, boosting confidence in document processing workflows.
- Privacy and Data Security: Compliance with GDPR standards ensures the privacy and security of customer data, offering partners peace of mind. Our platform includes fraud detection and compliance features, with data security assured as a certified ISO 9001 and ISO 27001 service provider, keeping customer data within Europe.
Benefits for You
By partnering with Doxis, you position yourself as a comprehensive and advanced document processing solution provider. This opens up new avenues for business growth. Here are some of the benefits of the AI.dp Platform that make it the perfect solution to expand your market reach and client base:
- Onboard Clients Yourself: You can easily onboard customers into the platform by independently setting up organizations for clients with unique API keys, or collaborating by inviting them to actively participate in processes like creating prompts and flows through the platform’s low-code interface.
- Expand Reach: Utilize the platform’s support for almost any document type in the world and multi-language processing to tap into new markets. With our Prompt Builder, you can offer your services to diverse industries and clients worldwide.
- Gain Efficiency: Reduce workflow creation time by up to 70%. The platform’s intuitive design and low-code features enable you to streamline operations and achieve significant time savings.
- Benefit from Networking: Discover the strength of the AI.dp Partner Network. Connect and engage with fellow partners, sharing insights, and experiences, and exploring collaborative opportunities for mutual growth.
- Receive Marketing Assistance: Benefit from the support of Doxis’ dedicated Marketing team. Access promotional materials, content pieces, and co-marketing campaigns to boost your brand presence and reach.
- Guarantee a Smooth Implementation: At Doxis, we understand the importance of a smooth implementation. Therefore, we provide extensive documentation for the AI.dp Platform to ensure a seamless implementation process for you.
Benefits for Your Clients
The advantages of the AI.dp Platform extend beyond our partners. End users can experience a multitude of benefits by harnessing the power of document automation:
- Minimize time and expenses spent on complex document processing workflows.
- Automate repetitive tasks to save valuable resources without overloading employees.
- Easily create document pipelines using the intuitive low-code platform, without the need for extensive technical knowledge or expertise.
- Detect fraud by verifying documents through Exif data analysis and Photoshop detection. Create audit trails for up to 67% reduced document fraud cases.
- Optionally add a human-in-the-loop to achieve the highest possible data accuracy, crucial in industries like healthcare, finance, and manufacturing.
AI.dp Platform Use Cases
The versatility of the AI.dp Platform is showcased through its applicability across various industries. Let’s explore some of the many use cases where the platform can help your clients:
Finance and Banking
Invoice processing, receipt management, and expense categorization can all be automated using the AI.dp Platform. For instance, you can easily convert credit card statements and bank statements to Excel and CSV. And the good thing is, you can directly forward it to an endpoint of choice.
Additionally, the integrated fraud detection capabilities can help financial institutions detect fraudulent activities within financial documents and statements, reducing financial losses and mitigating risks.
Know Your Customer (KYC)
Simplify identity verification procedures by extracting essential data from passports, ID cards, and driving licenses. This helps ensure adherence to regulatory standards, allowing businesses to efficiently verify customer identities. With streamlined KYC processes, companies can reduce the risks associated with identity fraud and uphold regulatory compliance without unnecessary complexity.
Healthcare Industry
The automation capabilities of the AI.dp Platform can be leveraged to streamline medical record processing, patient data extraction, and insurance claim handling. By automating these processes, healthcare providers can focus more on patient care and ensure accurate and secure handling of sensitive healthcare documents.
Getting Started
Partnering with Doxis for the AI.dp Platform presents a world of possibilities for both you and your clients.
Begin your journey by signing up for free and familiarize yourself with the platform, your central hub for managing clients APIs and creating custom document workflow models.
Ready to unlock the power of AI.dp? Explore our Partner Network and join us on the journey to revolutionize document processing. Book a demo below and take your document workflows to new heights with Doxis!