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Intelligent Document Processing (IDP) Services for OCR, AI, and Data Extraction

Somewhere in your business, somebody is spending their day reading documents to a computer. Invoices off PDFs into the accounting system. Insurance cards into the EMR. Contract terms into the contract management system. Loan applications into the underwriting platform. The documents come in. The data has to go somewhere. The person in the middle is the bottleneck, the cost center, and the source of most of the errors that downstream teams spend their time correcting.

Kelley Create’s Intelligent Document Processing solutions use OCR, ICR, NLP, and machine learning to extract structured data from your documents automatically. Invoices, contracts, claims, applications, insurance cards, medical records, IDs, certificates, statements. PDFs in. Clean structured data out, validated against business rules. One partner. One extraction platform. One end to manual data entry.

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Mindi
Todd
Skylar
Dale Harvey

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    what worked then may not work now

    Reading PDFs to a Computer Isn’t a Job. It’s What Software Should Do.

    Hand-keying data from PDFs has a throughput ceiling no overtime fixes. Hundreds of documents per week. Vendor names mistyped. Numbers transposed. The team that reads documents to a system instead of doing the analysis the documents inform. Errors compound downstream. Audit responses take days because nobody can find the source documents.

    The right partner doesn’t add more data entry clerks. They deploy IDP that extracts the data automatically so the team uses it instead of typing it. That’s us.

    What is Intelligent Document Processing?

    Intelligent Document Processing (IDP) uses OCR (optical character recognition), ICR (intelligent character recognition for handwriting), NLP (natural language processing), and machine learning to extract structured data from documents automatically. The system reads the document, identifies the fields you care about, extracts the values, validates them against your business rules, and outputs clean data that flows into downstream systems.

    Modern IDP handles more than just templated forms. It handles invoices from hundreds of different vendor templates, contracts with varying structures, claims forms across different carriers, and documents the system has never seen before. Machine learning improves accuracy over time. IDP is one of five services under our Automation Solutions, alongside BPA, AP Automation, Digital Forms, and ECM.

    Common IDP Problems We Solve

    Most IDP conversations start with one or more of these patterns.

    Manual data entry from PDFs and scans.
    Someone reads documents and types contents into a system. Invoices, applications, claims, contracts. Slow, error-prone, expensive.

    Re-keying errors causing downstream problems.
    Transposed digits on insurance cards causing claim denials. Wrong invoice amounts causing payment errors. Errors compound through every downstream system.

    OCR that doesn’t actually work.
    Previous OCR attempt produced unstructured text. Useful for keyword search, useless for feeding data into systems. Real IDP extracts structured fields, not bulk text.

    Variable document templates.
    Vendor invoices in hundreds of different layouts. Claims forms across carriers. Contracts from different counterparties. Off-the-shelf templates don’t scale to this.

    High-volume document workflows.
    Thousands of documents per day or week where the math of human processing doesn’t work. Need automation that scales.

    Exception handling that’s manual.
    Even with some automation, exceptions get routed to a person who has to figure out what went wrong. Without good exception tooling, the manual cost stays high.

    Find Out Which Document Workflows in Your Business Would Pay Back Fastest From IDP. Free Assessment, No Obligation.

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    How Kelley Create Delivers Intelligent Document Processing

    Four phases. Document analysis, extraction design, deployment with training data, then ongoing optimization.

    1. Analyze

    Document inventory. Volume measurements. Field-by-field requirements. Sample documents (the good ones, the bad ones, the weird ones). The ROI math up front.

    2. Design

    Extraction model design. Validation rules. Confidence thresholds. Exception routing. Integration with downstream systems. The work that determines whether the implementation actually delivers.

    3. Train and Deploy

    Initial training on sample document set. Validation testing. Parallel operation against current manual process. Cutover when accuracy hits the target. Phased rollout for multi-document-type engagements.

    4. Optimize

    Ongoing machine learning improvement. Exception pattern analysis. New document types added as needed. Quarterly business reviews on accuracy, exception rates, and ROI.

    What’s Included in Intelligent Document Processing

    Every IDP engagement scopes to your document types and volumes. The components below are standard.

    One partner. One extraction platform. One end to manual data entry.

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    these components are standard

    • Email, scanner, mobile capture, EDI, vendor portal. Documents flow into the IDP platform from whatever source they currently arrive o

    Local Expertise, National Reach

    IDP implementation is hands-on. Document discovery, training data preparation, exception workflow design happen with your team.

    Local. Regional IDP specialists for on-site document discovery, training, and exception workflow design.

    National. Multi-location operations get coordinated IDP across every site. Same extraction models, same validation rules, same exception workflows.

    Why Partners Choose Kelley Create for Intelligent Document Processing

    ABBYY and IDP experts who do nothing but document processing.

    Not generalist developers who’ll figure out OCR as they go. People who’ve trained extraction models for every document type you can think of and several you haven’t. ABBYY partner for over a decade because of these specialists.

    ABBYY partner for over a decade.

    Deep platform expertise across the full ABBYY product family. We’ve deployed it for customers around the world.

    Document discovery before implementation.

    We analyze actual documents from your business before recommending an extraction approach. No generic templates.

    Exception handling built into the design.

    The 100%-automation fantasy doesn’t survive real documents. Exception workflows designed from the start, not bolted on later.

    Integration with the rest of the stack.

    IDP pairs naturally with BPA, AP automation, ECM, and digital forms. We design the broader automation strategy, not just one piece.

    Machine learning that gets better over time.

    Ongoing accuracy improvement through feedback loops. The platform that ships at 92% can reach 99% with appropriate training.

    Honest ROI math.

    Some documents aren’t worth automating. We tell you which ones and don’t try to automate the long tail of low-volume document types where the math doesn’t work.

    Who Intelligent Document Processing is For

    Businesses with high-volume document processing where someone (or several someones) spends most of the day reading documents and typing data.

    Organizations facing accuracy problems from manual data entry: claim denials, payment errors, downstream rework caused by typos.

    Healthcare practices and networks with patient intake, insurance verification, and medical records workflows that depend on document accuracy.

    Financial services and lending with underwriting workflows that depend on extracting data from financial documents.

    Insurance operations with claims processing, policy administration, and customer documentation at scale.

    Companies with previous failed OCR attempts where unstructured text extraction didn’t deliver actual business value.

    Case Studies: AI & Intelligent Solutions

    Real businesses. Real Outcomes. Click to view all Case Studies.

    Real Outcome:
    99% Extraction Accuracy at a Multi-State Restaurant Operator Processing Thousands of Invoices Monthly.

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    Helpful Next Steps (Related Solutions)

    Many partners who engage IDP also explore:

    Accounts Payable Automation.
    AP-specific automation that uses IDP for invoice data extraction.

    Explore Account Payable Automation

    Business Process Automation.
    Workflow automation that consumes IDP-extracted data.

    Explore Business Process Automation

    Enterprise Content Management.
    Document repository that IDP populates with extracted metadata.

    Explore Enterprise Content Management

    Custom Development & Systems Integration.
    Custom integration between IDP and proprietary downstream systems.

    Explore Custom Development & Integration

    Ready to Stop Reading PDFs to a Computer?

    The document processor reading PDFs isn’t the document processor problem. It’s a tooling problem. Humans are the wrong tool for reading structured information out of documents and typing it somewhere else. Slower, less accurate, demoralizing for the people stuck doing it. The fix isn’t more headcount. It’s IDP that reads the documents, extracts the data, validates against business rules, and routes exceptions only when human judgment matters.

    Free document process assessment, no obligation. We analyze your highest-volume document workflows and produce specific ROI numbers for the IDP that would pay back fastest.

    ABBYY partner, decade-plus. 99% accuracy. Exception workflows built in from the start.

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    Frequently Asked Questions

    • What's the difference between OCR and IDP?

      OCR (optical character recognition) converts images of text into machine-readable text. IDP is OCR plus everything around it: understanding document structure, extracting specific fields, validating against business rules, handling exceptions, integrating with downstream systems, and machine learning improvement. OCR alone produces text. IDP produces business data.