3 Hands-Free Indexing Solutions with CloudOCR
By Jack Shales
2/27/2025
Get out of the business of manually keying information into your systems and experience the freedom of data capture as a service with CloudOCR.
Getting your company out of the business of manual indexing is critical in this current landscape. Modern enterprises need accurate data fast, and companies leaning on outdated processes are sure to get left behind. Luckily, we have solutions for vaulting you into the future and start leveraging hands-free indexing with CloudOCR. Below are three examples with the most commonly tedious document types that might be slowing you down.
1. Invoices
One of the best documents to consider for hands-free indexing is the invoice. Think of all the manual effort that takes place to enter invoice data when it is received whether it is a paper copy or already in digital format. The time between when an invoice is sent to you to and when the data is available for review, approval, and reporting is completely dependent on the speed of your indexing process and time is money!
With CloudOCR, you can simply scan these invoices to a watched folder and enable your AP email accounts to forward any attached invoices. That’s it! From there all the invoices will be automatically separated, indexed, and verified with a combination of best-in-class technology leveraging AI and machine learning with dedicated human resources to push your data accuracy higher than any other solution. Taking this manual effort from your team will give them more time for higher value tasks!
2. Bills of Lading
Notoriously paper-driven and sometimes shockingly poor in quality, the bill of lading (BOL, Proof of Delivery, Ticket, and many more names!) can be a headache for everyone throughout the organization. For the ground-level folks it can be difficult enough to hand type all the various details such as the material, hauler, quantity, and more, but it can be even more frustrating for the managers and administrators that want good data for reporting and find that it takes a long time to make that data available.
CloudOCR is particularly honed for dealing with the issues caused by BOL’s because of the combination of technology and human interaction provided in the service. Anything machine typed will have great capture rates in our machine learning and AI capture process, but anything that needs more attention, like handwritten fields, will go to a human to type it in for you, freeing up your staff to focus on things other than typing in ticket data.
4. Statements
You might want to index statement data to make sure you have all the constituent invoices or other documents that are listed for reconciliation, or simply get them digitized and searchable. In any case statements can be particularly tedious because of the line item entry required by the indexer. Depending on the length of the statement this can take a significant amount of time and could lead to numerous errors in the entry process.
CloudOCR can do line item extraction to greatly cut down of the labor associated with these statements, and with its combination of technology and human interaction you can get highly accurate data from the start. This will make your matching and reporting a breeze and allow your team to get out of the business of manual indexing and help grow your business!
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