CloudOCR has been optimized for invoices, BOL, Material Haul, Tickets, Insurance forms, and a few more. It is configured to natively extract header fields that are chosen during the account set up per document type. You can simply check a box on your input and output preferences and be processed in minutes. We can add more document types to CloudOCR so reach out to us and find out if your documents are a fit for CloudOCR.

CloudOCR for Invoices will allow you to upload a vendor file so that we can provide the vendor name and vendor number when recognizing invoices and include it in the data file. The main benefit of integrating CloudOCR  is to maximize the automation of your business processes, such as:

• MINIMUM SETUP 

Just a few configuration clicks and start processing documents.

• INTEGRATION

Upload your invoices and receive data into your system. People who have an existing OCR solution / Workflow solution are a perfect match with CloudOCR.

• SECURE MANAGEMENT TOOL

Securely upload your documents, create a backup, and return the processed documents with data files. We also have a REST API for integration into applications such as OnBase ECM.

• BEST VALUE

Significantly reduce costs on servers, software, and staff while increasing the speed and quality of the result. 

Why hire invoice processing outsourcing services?

Invoice payment is a key process in every organization, it can make or break customer and supplier relationships, generate high costs and even deal with corporate fraud. Therefore, organizations focus all their efforts to automate the AP process to ensure accuracy and transparency with the process. Automation can be a long and expensive road in terms of choosing the right software, training the team, user adaptation and more.

Using CloudOCR invoice processing services will guarantee you more than 30 years of experience working with industry best practices, state of the art equipment, and trained staff. Resulting in faster invoice processing and payment, significant reduction in errors, lost invoices while providing proper controls and transparency to the organization.

Investing in OCR software not only takes money but also time. Time for implementation, programming, training, user adaptation and much more. Be up and running today with CloudOCR.

Need help to integrate your data with your core system? 

CloudOCR has you covered with a partner network that can help you with integrations and any other technical support you may need.

Once you’ve registered and selected your configuration settings, we can start extracting data from your invoices, tickets, checks and more.

1. Upload your documents. You can forward your invoice email to our special email address or upload files using our Secure Management Tool (SMT).

2. We extract data from your documents with OCR. Once we receive your files, our OCR services automatically extract data according to your settings.

3. We validate and export your data. Our professionally trained staff will verify the accuracy of the OCR, make corrections, and ensure your data is ready for you to use.

4. We send you a batch file. When all data is extracted and validated, we will send you and XML or CSV file along with the documents in PDF or TIFF format for you to load them into your core system or directly via our REST API.

5. Integration services. We have a professional team of individuals ready to help you integrate data files into your ERP system.

The CloudOCR solution has been purposely developed with OnBase in mind.  Integrating CloudOCR with OnBase workflow is simple and leverages the power of both solutions seamlessly. CloudOCR delivers either a CSV, XML file, or via our OnBase Connector API along with the documents to process into OnBase in one of three ways. 

• The DOCUMENT IMPORT PROCESSOR brings in the documents using the CSV option (for capturing invoice header information only). Documents are retrieved from the folder where the CloudOCR Secure Management Tools has placed the files.

• The XML IMPORT PROCESSOR is utilized to support multi instance keyword groups in OnBase for capturing BOL, material, haul, or any document type that has lines items.

• The WORKFLOW AUTOMATION/ UNITY APY TOOLKIT is used to import the documents into a specific moment in the lifecycle and call the CloudOCR connector to send and recieve back the documents full indexed. This will submit them into an existing workflow or to attach to a WorkView Application.

REQUORDIT Insight for Viewpoint Vista is a cloud-based workflow for validation and exception handling. It will allow the data that is extracted from CloudOCR to be validated by integrating with the Insight Web Service that is connects to your Cloud or On-Premise Vista solution.

The workflow will validate:

• Duplicate Invoices 

• Valid PO Number 

• Valid Vendor Number 

• No Vendor Found 

• Set the Batch Month 

• Validate the Job Number is Active 

 As the solution is connecting via the Insight web service to your system, these validations are real time.  If there are any issues that are identified, the documents will go to an “Issues” queue for additional processing by your team.

You will be provided the ability to: 

• Correct Index data 

• Delete the Invoice if Duplicate 

• Update New Vendor number 

• Correct Job Numbers 

Once all the information has met the validation workflow requirements, the Insight Web Service will transform the data into a Viewpoint Vista formatted file and deliver the data along with the Invoice documents to a folder on your server. Regardless if your server is in the cloud or on premise our web service can easily connect and deliver the data.