DOCUMENT WORKFLOW AUTOMATION

Intelligent document processing from capture to delivery.

Automate your document workflows from capture to delivery. Configure AI data extraction, formatting, validation and human review, then send structured data to your systems.

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AI data extraction Configurable document workflows

DOCUMENTS IN

  • Contracts
  • Forms
  • Bank statements
  • Invoices
Your workflow
DocAcquire
Human reviewWhere needed

DELIVER TO

  • ERP & CRM
  • Databases
  • Cloud storage
  • Webhooks
One workflow, from capture to delivery.

WORKFLOW SETUP

Set up your document workflow.

Choose what to capture, add your business rules and connect a destination. Test with your documents before going live.

  1. 01

    Choose your documents.

    Start with a workflow from the library or configure one for the documents you process.

    Explore the library
  2. 02

    Configure your workflow.

    Define fields, format data, add validation rules and choose how records are reviewed and delivered.

  3. 03

    Test and activate.

    Check the results with representative documents. Refine your settings, then activate the workflow.

INSIDE DOCACQUIRE
DocAcquire starting dashboard with the option to create a first workflow
The starting dashboard, before your first workflow is configured.

HOW IT WORKS

Automate document processing in six steps.

Collect documents, extract and format data, validate results, review exceptions and deliver records to your systems.

01 / 06

Acquire

Collect documents from your sources.

Upload PDFs and images, import Outlook emails and attachments, or submit documents through the API.

Choose how documents arrive

  • Upload files directly
  • Import Outlook email or attachments
  • Submit through the customer API
CONTRACTS & FORMS

Documents ready for processing

UploadOutlookAPI
PDF

Employment contract

EMP-0284 · Signed agreement

Document received

02 / 06

Extract

Extract document data with AI.

Capture fields, tables and repeated sections from your documents. Define what to extract without training a model for each layout.

Configure the record

  • Name the fields and their data types
  • Describe the values to capture
  • Include repeated rows and sections
BANK STATEMENT

Fields and transactions captured

STATEMENT · SEPTEMBER 2026EXTRACTED DATA
Account
•••• 4821
Period
September 2026
Closing balance
$12,840.50
DATETYPEAMOUNT21 Sep 2026Deposit1,200.00

03 / 06

Transform

Format data for your systems.

Map extracted values to your output fields. Standardise dates and numbers, apply lookups and calculate values.

Shape the output

  • Map source fields to your record
  • Standardise dates and number formats
  • Apply lookups and calculations
BILL OF LADING

Consistent formats for every record

AS CAPTURED
Shipment date
21 Oct 2026
Weight
1,250.00 kg
Packages
024 cartons
FORMATTED OUTPUT
shipment_date
2026-10-21
weight_kg
1250.00
package_count
24

04 / 06

Validate

Validate data with business rules.

Check required fields, ranges, allowed values and dates. Set warnings or blocking rules for records that need attention.

Put your rules in place

  • Check required fields and allowed values
  • Set ranges and date rules
  • Choose warning or blocking behaviour

Blocking failures need attention before delivery.

PURCHASE ORDER

Business rules applied to your data

VALIDATION RULESPO-1042
  • Order reference is presentPassed
  • Quantity is within the allowed rangePassed
  • Delivery date is validPassed
Checks passed · ready for the next stage

05 / 06

Review

Review and correct exceptions.

Check extracted values against the source document and correct them before delivery. Review all documents, focus on exceptions or omit routine review.

Choose your review policy

  • Review all documents or exceptions
  • Check and correct values against the source
  • Check the original document alongside extracted data

Blocking failures still need attention. Business approvals stay in your downstream systems.

RENTAL AGREEMENT

Check an exception against the source

Needs review Check the deposit amount
SOURCE DOCUMENT
RENTAL AGREEMENT

Reference   RA-3108

Term   12 months

Deposit   $1,200.00
EXTRACTED DATA
Reference
RA-3108
Deposit
$120.00 Check source

06 / 06

Deliver

Deliver data to connected systems.

Send eligible records to your applications, databases or cloud storage. Track delivery status and use supported retries when needed.

Connect the next step

  • Choose an application or storage destination
  • Configure the record to deliver
  • Check delivery status and supported retries
PROOF OF DELIVERY

Structured data sent to your systems

POD-7312Checked delivery record
ApplicationsDatabasesCloud storage
Delivery confirmed

PLATFORM CAPABILITIES

AI tools for your documents.

Extract data, search document content and process different layouts, languages and handwriting.

ZERO-SHOT EXTRACTION

Extract data without training a model.

Use zero-shot extraction to capture data from contracts, forms, invoices and other documents. Define your fields and extraction guidance, then test the results.

Explore zero-shot extraction
Illustration of data extraction from invoices and contracts

DOCUMENT CHAT

Search and summarise documents.

Use Document Chat to ask questions, find key details and summarise document content.

Explore Document Chat
Illustration of questions and answers alongside a contract

Document splitting.

Split larger documents into sections for easier organisation and processing.

Multilingual OCR.

Extract text and data from multilingual and handwritten documents, including Arabic and other right-to-left scripts.

INTEGRATIONS & API

Connect to your business systems.

Send structured data to your ERP, CRM, finance applications or storage. Connect your document workflows with connectors, webhooks and the API.

Explore integrations
DOCUMENTS IN

File upload · Outlook · API

DocAcquireCapture → Check → Review → Deliver
RECORDS OUT
  • Zoho Books
  • Webhooks
  • SQL Server
  • Cloud storage

Build around your process. Use the customer API to submit documents, track processing and retrieve results.

WORKFLOW LIBRARY

Readymade workflows for your team.

Choose from 30 document workflows across six business areas, including finance, HR, legal and logistics. Adapt the fields, checks and delivery to your process.

Discuss your workflow
30document workflows
across 6 business areas
Finance & Accounting6
  • Bank Statement Processing
  • DEWA Bill Processing
  • Invoice Processing
  • Payslip Processing
  • Purchase Order Processing
  • Receipt Processing
Human Resources (HR)9
  • Driver's Licence KSA Processing
  • Driver's Licence UAE Processing
  • Driver's Licence UK Processing
  • Driver's Licence USA Processing
  • Emirates ID Processing
  • National ID Card Processing
  • Passport Processing
  • Resident ID Processing
  • Resume Processing
Investment Management1
  • Cash Settlement Instructions Processing
Legal & Compliance9
  • Contract Processing
  • Employment Contract Processing
  • Home Insurance Processing
  • Insurance Claim Processing
  • Motor Insurance Processing
  • Rental Agreement Processing
  • Residency Visa Processing
  • Trade License Processing
  • Vehicle Registration Card Processing
Medical & Benefits1
  • Medical Report Processing
Operations & Logistics4
  • Bill of Lading Processing
  • Form Processing
  • Proof of Delivery Processing
  • Rate Confirmation Processing

FLEXIBLE DEPLOYMENT

Cloud or on-premises. Your choice.

Run DocAcquire in our managed cloud, your private cloud or on your own servers.

01 / MANAGED FOR YOU

Managed Cloud

Get started with DocAcquire in a cloud environment managed by our team.

Environment
DocAcquire-managed cloud
Infrastructure management
Handled by DocAcquire
A fit for
Teams that want to focus on their document process.
02 / YOUR CLOUD

Private Cloud

Run DocAcquire in your own cloud environment, aligned with your infrastructure requirements.

Environment
Your private cloud
Infrastructure management
In your cloud environment
A fit for
Organisations with specific cloud and data-control needs.
03 / YOUR INFRASTRUCTURE

On-Premises

Deploy DocAcquire on your own servers, within the infrastructure your organisation manages.

Environment
Your on-site infrastructure
Infrastructure management
Within your organisation
A fit for
Teams with internal hosting and infrastructure policies.

Talk to us about your hosting, access and integration requirements.

Discuss deployment

BEFORE YOU GET STARTED

Platform FAQs.

Have a specific process in mind?
Let’s talk about your workflow ↗

Do I need to train a model for every document layout?

No. Zero-shot extraction uses your configured fields and guidance without a separate model for each layout. Test your workflow with representative documents before activation.

Can I check the workflow before activating it?

Yes. Test extraction, transformations and validation with representative documents. Adjust your configuration before activating the workflow.

Does every document need human review?

No. Choose review for all documents or exceptions, or omit routine review. Blocking validation failures still need attention before delivery.

Is document review the same as business approval?

No. Document review checks and corrects extracted data. Business decisions and approvals take place in your downstream systems.

Can DocAcquire connect to our existing systems?

Yes. Use configured destinations, connectors and API access to send records to your applications and storage.

Which deployment options are available?

Choose Managed Cloud, Private Cloud or On-Premises deployment to fit your infrastructure and data requirements.

LET’S BUILD YOUR WORKFLOW

See DocAcquire in action.

Tell us which documents you process. We’ll show you how to automate the workflow.

Book a demo