Colmenero ConsultingFree session
Intelligent document processing

Intelligent document processing automation

We read, validate and post invoices, orders, contracts and forms without losing control of exceptions.

Assess documents View Power Automate
Input
email, folder, portal or scanner
Confidence
visible field, rule and exception
Destination
ERP, CRM or corporate archive
Professional reviewing documents within an automated process
The document stops being a manual task.It enters once, follows known rules and ends with evidence in the right system.

From inbox to system

The value is not in reading the document.

It is in turning it into reliable data, validating it against business rules and completing the process. We design the entire journey, including the exception.

  1. 01

    Receive

    Capture attachments, images and files from the agreed channel.

  2. 02

    Understand

    Classification, OCR and field extraction with observable confidence.

  3. 03

    Validate

    Check supplier, order, totals, dates and process rules.

  4. 04

    Post

    Update ERP, Dynamics, SAP, SharePoint or Dataverse and retain evidence.

Documents with a process

We automate the work that starts after opening the file.

Finance

Invoices and credit notes.

Extract supplier, purchase order, tax and totals before validating and posting to the ERP.

Procurement and logistics

Orders and delivery notes.

Compare lines, quantities and receipts to make every discrepancy visible.

Legal

Contracts and schedules.

Classify, locate clauses and key dates and route review to the accountable person.

Operations

Forms and reports.

Turn unstructured information into traceable cases, records and tasks.

Team validating exceptions in a document process

Useful human control

The exception arrives ready for a decision.

When data is missing, a rule fails or confidence is insufficient, the case does not disappear. It reaches a review queue with context and evidence.

  • Different thresholds for each field and document type.
  • Validation against master data, orders and business rules.
  • Human review with document and proposal in one view.
  • Recorded corrections, decisions and processing times.
Read the business process automation guide

One part of the process

Extraction ends where operations begin.

We connect document AI with the rules, approvals and applications that already support the business.

Frequently asked questions

What to know about document automation.

Speak to an expert
Which documents can be automated?

Invoices, orders, delivery notes, contracts, forms, reports and emails with attachments can be automated when the process and destination are defined.

What is the difference between OCR and IDP?

OCR turns an image into text. Intelligent document processing classifies, extracts, validates, measures confidence and integrates.

What happens when the AI is uncertain?

The case moves to human review with the document, proposed fields and reason for the exception.

Can the result be posted to our ERP?

Yes. We integrate with ERP, Dynamics 365, SAP, SharePoint, Dataverse, APIs and other applications.

Start with a real sample

Which documents are still entered by hand?

We will review volume, variation, fields, validations and destination to define a controlled first flow.

First conversation · 30 minutesAssess the first flow
contacto@colmeneroconsulting.es+34 638 57 61 93
No commitment. We reply within one working day.