Our primary use cases for UiPath Document Understanding are processing invoices for five different clients and importing/exporting documents to extract vital information, mainly from unstructured documents. These five clients are from various industries, including transportation, scientific research, food services, and clothing.
RPA Consultant at Aubay Italia S.p.A.
Provides valuable machine learning, reduces human error, and speeds up processes
Pros and Cons
- "Machine learning is the most valuable feature of UiPath Document Understanding."
- "I encountered difficulties with UiPath Document Understanding in determining the appropriate OCR to use for certain files."
What is our primary use case?
How has it helped my organization?
I processed 400 documents per day for one client and 20 documents per day for the second client.
The documents processed were in PDF format.
90 percent of the 400 documents processed per day for a single client were fully automated. However, only 50 percent of the 20 documents per day were automated due to their greater level of unstructured nature. As a result, the remaining 50 percent had to be sent to the action center.
AI and machine learning for Document Understanding are game changers. Machine learning was helpful in identifying the various areas of the documents from which I needed to extract different types of information, making the process quicker.
The default model didn't work for me because I needed to extract information from documents written in French. Thus, I had to create my own model using AI, which proved to be exceptionally beneficial for handling the French text and its accents.
Integrating UiPath Document Understanding with other systems and applications in our environment works well. The solution was able to retrieve the PDF document from an email, extract the details using the command, and apply those details to an application, saving a substantial amount of time.
UiPath Document Understanding serves as a safeguard in relation to cost and time savings, as it diminishes the manual workload for employees and minimizes errors. For a job that took a human eight hours to complete, the bot was able to do it in three hours.
The extent of human validation needed for Document Understanding varies for each client. For one client, no validation was necessary as the solution effectively extracted all required information from the documents. However, for another client dealing with diverse document types, errors occasionally occurred due to character placement. This was particularly evident when email addresses were positioned differently, some at the top and others at the bottom of the documents, posing challenges to the robot's detection capabilities. In such instances, a validation process was implemented. Every seven days, ten percent of the batch would be sent to the Action Center for validation.
The time saved with UiPath Document Understanding is exemplified by an organization that previously had to spend three days manually extracting information from 400 documents every month. However, with UiPath Document Understanding, this task now only takes two hours.
What is most valuable?
Machine learning is the most valuable feature of UiPath Document Understanding.
What needs improvement?
I encountered difficulties with UiPath Document Understanding in determining the appropriate OCR to use for certain files. These files required extracting both the company logo from the page and the digitized text, posing a challenge. The OCR engine faces difficulties when processing signatures and scanned documents with unclear handwritten text.
The robot faces difficulties in recognizing when there are multiple documents on a single page. This necessitates manual intervention by first splitting the document and then re-digitizing each part separately.
I would like a split feature in a future release of UiPath Document Understanding.
Buyer's Guide
UiPath Document Understanding
May 2025

Learn what your peers think about UiPath Document Understanding. Get advice and tips from experienced pros sharing their opinions. Updated: May 2025.
857,028 professionals have used our research since 2012.
For how long have I used the solution?
I have been using UiPath Document Understanding for one month.
What do I think about the stability of the solution?
UiPath Document Understanding is extremely stable.
What do I think about the scalability of the solution?
UiPath Document Understanding is scalable.
How are customer service and support?
The technical support responds promptly and strives to resolve our issues quickly. However, there is room for improvement. For instance, we encountered an issue with the Action Center, and the support team was unable to determine the cause for three days. Eventually, someone from my team resolved the issue.
How would you rate customer service and support?
Neutral
How was the initial setup?
The initial setup was a bit complex.
Which other solutions did I evaluate?
I also assessed FlexiCapture, but I discovered that UiPath Document Understanding was more user-friendly. Coming from a scientific background, I found that UiPath Document Understanding offered a more logical and less complex solution.
What other advice do I have?
I would rate UiPath Document Understanding nine out of ten.
It took me one week to study UiPath Document Understanding and to present it to my organization.
I realized the benefits of UiPath Document Understanding once I completed my first project.
The quantity of personnel needed to maintain the solution relies on each project. In the most recent project I participated in, we needed a total of two individuals, one of whom was an administrator from our team.
When using UiPath Document Understanding, always ensure that the number of structures is the same each time to prevent errors.
I believe that utilizing communication mining would be more effective with the AI Center.
Which deployment model are you using for this solution?
Private Cloud
If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?
Google
Disclosure: My company has a business relationship with this vendor other than being a customer: Partner

Business Dedicated Consultant B2B at a comms service provider with 10,001+ employees
Simplifies the automation process, helps with complex documents, and saves time
Pros and Cons
- "The highly visual and user-friendly interface was a standout feature."
- "UiPath Document Understanding requires more database connectors."
What is our primary use case?
I used UiPath Document Understanding to create a report by reading invoices and V9 tax documents. I employed specific taxonomies to facilitate document analysis and populate my database with extracted information. The primary objective was to accurately identify and store relevant data from these documents within the database.
The idea arose from the observation that many companies lack a centralized repository for essential documents, such as invoices. In response, I created a website where a robot automatically uploads and interprets these invoices, presenting key details about each document on the website.
How has it helped my organization?
By using taxonomies, I could interpret the documents and make them easily accessible through a website database. This way, website visitors could find all the documents themselves, eliminating the need for them to repeatedly ask employees for specific documents like invoices or V9 tax forms. UiPath's visual processes further simplified this by allowing me to implement and manage the system effortlessly.
I used UiPath Document Understanding to process invoices and V9 tax documents.
All the documents processed were in PDF format.
The documents contain tables, boxes, check marks, and handwritten text.
All the documents were processed 100 percent automatically.
UiPath Document Understanding was able to handle the handwriting and signatures with no issues.
UiPath Document Understanding helped make the automation process easier for me.
The manual validation of each document took one second.
Using UiPath Document Understanding, all the documents were processed in just a minute. While I didn't have many documents, it still surprised me how quickly it worked. Manually, it would have taken me about five to ten minutes.
UiPath Document Understanding has saved me time to work on other projects in parallel.
What is most valuable?
The highly visual and user-friendly interface was a standout feature. Selecting taxonomies was as simple as clicking the corresponding areas on the invoices, enhancing the visual nature of the interaction.
What needs improvement?
UiPath Document Understanding requires more database connectors. I encountered difficulty connecting to Workbench from MySQL, necessitating a workaround.
For how long have I used the solution?
I have been using UiPath Document Understanding for three months.
What do I think about the stability of the solution?
I did not face any stability issues with UiPath Document Understanding.
What do I think about the scalability of the solution?
The scalability of UiPath Document Understanding is fine.
How was the initial setup?
The initial deployment was straightforward. The deployment took a few minutes to complete and I did it myself.
What was our ROI?
Originally, I spent some time building the automation robot. However, once I completed it, I realized the value of UiPath Document Understanding.
What's my experience with pricing, setup cost, and licensing?
I used the community version, so there was no fee.
What other advice do I have?
I would rate UiPath Document Understanding nine out of ten.
I was the only one using the solution in our organization.
I recommend evaluating both the free and paid versions of UiPath Document Understanding.
Which deployment model are you using for this solution?
Private Cloud
If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?
Other
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Buyer's Guide
UiPath Document Understanding
May 2025

Learn what your peers think about UiPath Document Understanding. Get advice and tips from experienced pros sharing their opinions. Updated: May 2025.
857,028 professionals have used our research since 2012.
Head Automation at a manufacturing company with 51-200 employees
Offers user-friendly development, and a structured labeling process, but the AI causes stability issues
Pros and Cons
- "I like the clear and organized way in which UiPath has structured the labeling process, as well as the user-friendly development environment."
- "The licensing model poses a significant challenge due to the fee charged for posting a model, which impedes the development of productivity-enhancing models."
What is our primary use case?
We use UiPath Document Understanding to process purchase orders and order confirmations.
We implemented UiPath Document Understanding because we wanted a more efficient way to process the documents we were receiving.
How has it helped my organization?
We process purchase orders and order confirmations in PDF format. The documents we process are tables and standard data.
We process anywhere from 150 to 200 documents per day with UiPath Document Understanding. We process between 60 to 70 percent of the documents completely with UiPath Document Understanding.
We do not use Document Understanding for signatures or handwriting, but we do use it for various document formats, which it handles moderately well.
The AI and machine learning with UiPath do the job moderately well.
We leveraged API calls to seamlessly integrate UiPath Document Understanding with other systems and applications within our environment.
UiPath Document Understanding has helped save us a lot of time.
We required human validation between 30 to 40 percent of the time.
Prior to implementing UiPath Document Understanding, it took us one hour to process each document. With the implementation, processing time has been reduced to one minute, saving us 59 minutes per document.
UiPath Document Understanding has helped reduce human error.
UiPath Document Understanding has helped save our people time to focus on other projects. This time savings is equivalent to the productive output of a full-time employee.
What is most valuable?
I like the clear and organized way in which UiPath has structured the labeling process, as well as the user-friendly development environment.
What needs improvement?
Several areas require improvement in UiPath. The licensing model poses a significant challenge due to the fee charged for posting a model, which impedes the development of productivity-enhancing models. Additionally, UiPath's pricing is substantially higher than that of its competitors, approximately three to four times higher.
UiPath's AI quality needs substantial improvement. Several issues have persisted for at least two years, such as the inability to handle breaks in tables. When data in a table extends from the first page to the second, UiPath fails to process it effectively. Additionally, UiPath struggles to handle multiple items.
For how long have I used the solution?
I have been using UiPath Document Understanding for over two years.
What do I think about the stability of the solution?
I would rate the stability of UiPath Document Understandings six out of ten, because of the AI issues.
What do I think about the scalability of the solution?
I would rate the scalability of UiPath Document Understanding eight out of ten.
How are customer service and support?
The technical support is good.
How would you rate customer service and support?
Positive
How was the initial setup?
The initial deployment is straightforward. We implemented a hybrid model of on-premises and cloud deployment throughout the organization. The robots are physically located on-premises, but their operations are managed and controlled through a cloud-based platform. One person was required for the deployment.
What was our ROI?
We have seen a return on investment with UiPath Document Understanding.
What's my experience with pricing, setup cost, and licensing?
UiPath Document Understanding compared to the competitors is high. I would rate the price nine out of ten with ten being the most expensive.
What other advice do I have?
I would rate UiPath Document Understanding seven out of ten.
We have seen time to value with UiPath Document Understanding.
UiPath Document Understanding requires constant maintenance because of the AI issues. One person can handle the maintenance.
I recommend thoroughly testing UiPath Document Understanding to verify that the organization is genuinely deriving value from the tool and to assess whether the AI model can effectively handle the capabilities advertised by UiPath.
Which deployment model are you using for this solution?
Public Cloud
Disclosure: My company has a business relationship with this vendor other than being a customer:
Regional Solution Architect at a tech vendor with 10,001+ employees
Does not support the Arabic language, though it shortens the time of extracting data and reduces human errors
Pros and Cons
- "It shortens the time of extracting data by 70 to 80%."
- "The solution must localize the built-in features for supporting Arabic scripts so we do not rely on third-party tools."
What is most valuable?
The product is very, very nice. The tool relieves the data entry team from manipulating data. It shortens the time of extracting data by 70 to 80%.
What needs improvement?
UiPath should localize the built-in features for supporting Arabic scripts so we do not rely on third-party tools. It will take some investment. Sometimes, when we use third-party tools, we need to collect multiple samples of the same document in Arabic. It creates some errors in understanding.
Sometimes, we need to do multiple formats for the same document. It happens due to the nature of the Arabic language. For the same document in English, we only supply one template. The output of handwritten documents in Arabic is very poor, regardless of the solution. For computer-printed documents, we need to tune the system.
For how long have I used the solution?
I am using the solution currently.
What do I think about the stability of the solution?
The product is stable.
What do I think about the scalability of the solution?
The tool is scalable.
Which solution did I use previously and why did I switch?
We were using our own intelligent business processing solution. It is more convenient to use because it's our own product, and we rely on Amazon Web Services. It provides big advantages for Arabic scripts. It is more understandable.
How was the initial setup?
The product is easy to implement to an extent. If we are familiar with the input, processing, output, and how to declare variables, it's easy. If we are new to UiPath, it would be somewhat difficult to understand. UiPath Academy and certifications are very important.
The difficulties in implementation depend on the environments, document sources, document types, and customer understanding. Sometimes, customers think the product can pass anything without configuration, which is not true in some cases. We have to be very clear with the customer about the type of documents and layout they can expect. Two working days are sufficient for configuring, extracting, and linking the process. One person is enough to deploy the solution.
What's my experience with pricing, setup cost, and licensing?
The pricing depends on the context of the project. UiPath is a pricey tool for small customers. If the customer agrees on the cloud product, we discuss the cost accordingly. In some cases, even though the customer sees value in the product, return on investment, productivity, and enhancements of their processes, they decide not to choose UiPath due to budget constraints. They choose a different vendor.
What other advice do I have?
Sometimes, the customer is small, but we could see the potential for using the tool because they might have multiple processes. The price we offer is based on the context and the size of the opportunity we get for references. Document Understanding has helped us automate processes like contract management, reconciliation of invoices against purchase orders, claims management, and HR processes.
We process 100,000 to 500,000 documents in a year. We also had a project for Dubai Customs to reconcile the customs clearance, which involved 500,000 to 1,000,000 documents. These documents contain tables, bar codes, dates, and checkboxes. Tables might span over multiple pages, and we must capture it completely. It becomes challenging sometimes. If there is an invoice of three pages, everything must be captured, but sometimes the values are inaccurate.
Around 70% of our organization’s documents are completely processed automatically. We haven't used the product for signatures. Customers often see from a productivity point of view. If their employees process ten documents an hour, and the tool processes 50 documents an hour, using the tool is an advantage for them.
The tool does not work for integrations. It extracts data. When we extract data successfully, we rely on other business tools for integration. Document Understanding serves as a first milestone in the process. The tool at the second milestone would pick up the extracted data and post it according to the processes or applications used.
We need human validation of Document Understanding outputs three out of ten times. It does not take more than 20 to 30 seconds per document. An employee would take ten documents per minute. RPA could handle 30 to 40 documents per minute. Document Understanding has helped us reduce human errors by 70% to 80%.
Document Understanding has helped free up staff’s time for other projects. From a development point of view, it has freed up 70% of staff's time. From an employee's point of view, it has freed up 80 to 90% of their time. We saw the value of the product after a couple of projects, especially when we implemented it and saw the value for ourselves. As a customer, vendor, or implementer, when we see the execution, we see the value.
If someone wants to take advantage of this technology, they must think multiple times about different scenarios. They must centralize the capture or the source of data. They can use any product that is easy to use and configure and link it to the processes. They must sync the templates and the configuration multiple times and link it to the automation strategy.
Overall, I rate the solution a five out of ten.
Disclosure: My company has a business relationship with this vendor other than being a customer: Partner
Technical Lead at Q3 Technologies
Helps reduce human error, saves staff time, and provides valuable OCR technology
Pros and Cons
- "OCR technology is undoubtedly the most valuable feature and the feasibility of integrating data processes with AI and machine learning models is fascinating."
- "The machine learning model needs improvement, as we receive more and more unstructured documents from clients that require a lot of manual validation."
What is our primary use case?
We use UiPath to automate invoice generation in our manufacturing process. One large project I worked on was for electricity bill payments. This project involved document processing, and I gained some experience with document processing and process mining. From there, we started using UiPath Document Understanding for the bulk of invoices we were receiving. We then had to put those invoices into the document processing model because they had a uniform structure, but there were also some handwritten notes and values in different places. So, we had to opt for document processing. Right now, we are developing a proof of concept for one of our government websites. This involves tender documents. We download and process the tender documents, extracting data such as the quotation, validity period, and other details, and putting it into a database.
We are processing documents in the hundreds using UiPath Document Understanding.
The standard document contains header information such as the company name, quoted value, quotation price, and expiration date. There are also tabular details regarding the items to be delivered. The tabular structure has headers, but checkboxes are not present in this particular use case. In addition to the header and tabular details, the document may also contain handwritten notes.
We have deployed UiPath Document Understanding on-premises but given the choice we always recommend the cloud because it includes more features.
How has it helped my organization?
UiPath Document Understanding eliminated the manual process of extracting data from 50 different websites each day.
Our customers' documents vary by website, but their structure is fairly uniform. As a result, we were able to process approximately 70-75 percent of the documents automatically with very good accuracy.
UiPath Document Understanding can identify and export signatures and handwriting from clear documents, using machine learning.
AI and machine learning feed the unprocessed raw data to some of the custom machine learning models. I have been working as a backend developer, so I have experience with machine learning as well. I tried with some of my own models, and it was clear that the customization of these models to our specific data requirements is very impressive.
UiPath Document Understanding's ability to integrate with all the systems and applications in our environment depends on the specific requirements of our use case. If it is generating a good return on investment, then I will consider using it for document processing. However, if my requirements can be met without using document processing, I will definitely choose to use simple OCR techniques instead. Traditional OCR engines can extract data from documents and place it into databases, where it can then be manipulated. However, this approach can be time-consuming and error-prone.
UiPath Document Understanding has helped our organization improve. It is especially useful when there is ambiguity in documents, which is a common real-life scenario. Inbuilt OCR engines are often unable to perform data inspection accurately in such cases. Whenever we have a large volume of documents to process and need to ensure high accuracy, UiPath Document Understanding is our first choice. One of the key benefits of UiPath Document Understanding is that it provides a dedicated model for document processing. This means that developers do not need to worry about other details and can focus solely on the task at hand. Additionally, UiPath Document Understanding integrates seamlessly with machine learning and AI models, which further enhances its capabilities.
Some of our customers were reluctant to switch over, and for a long time, they did everything manually, so their documentation was very outdated. As a result, we were required to manually validate 30 percent of the documents. The time to manually validate depends on each document. If two or three fields are mismatched, it does not take much time to correct them. However, if the entire document is showing errors, that will add time to the manual validation process.
It reduces the risk of human error and the time we spend processing documentation, freeing up our staff to work on other projects.
What is most valuable?
OCR technology is undoubtedly the most valuable feature and the feasibility of integrating data processes with AI and machine learning models is fascinating.
What needs improvement?
The identification and extraction of signatures is the most difficult part of the process, and there is room for improvement.
The machine learning model needs improvement, as we receive more and more unstructured documents from clients that require a lot of manual validation.
For how long have I used the solution?
I have been using UiPath Document Understanding for three years.
What do I think about the stability of the solution?
UiPath Document Understanding is stable.
What do I think about the scalability of the solution?
UiPath Document Understanding is scalable.
What's my experience with pricing, setup cost, and licensing?
I've seen many clients refuse to purchase the licensing when they see the pricing. They're quite impressed with the results, as the bot does so much work in less time with accuracy. However, when it comes to pricing, I've seen clients refuse to spend that much on the licensing cost for UiPath Document Understanding.
On a scale of one to ten with ten being the most expensive, I rate UiPath Document Understanding an eight on cost.
What other advice do I have?
I would rate UiPath Document Understanding eight out of ten.
I definitely recommend UiPath Document Understanding to anyone who is trying to do any kind of document automation. In fact, I have some friends who are working on an RPA project using UiPath, and we have been discussing it. I recommended Document Understanding when it first came out, and I think they have been using it for the project.
Which deployment model are you using for this solution?
Public Cloud
If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?
Microsoft Azure
Disclosure: My company has a business relationship with this vendor other than being a customer: consultant
Product Manager at a hospitality company with 51-200 employees
Good documentation understanding and helpful technical support with the capability to free up staff time
Pros and Cons
- "We can integrate document understanding with other systems and applications."
- "If there were more integrations with Veracode or the AWS server, so we don't have to completely transfer our data and keep data on our servers, that might increase security."
What is our primary use case?
We use the solution in pharmacy health care, and our role is to enable doctors so that they can set up a personalized clinic - everything a patient requires. We get information in the form of a document and we can break it down into sheets and JSON files, for example. We use a UiPath documentation tool.
How has it helped my organization?
Document understanding has helped us increase our efficiency and accuracy. We don't have to manually check data again and again.
After the first month, we discussed how the solution was benefiting us, and we decided to continue with it.
What is most valuable?
It helps with data and consistency. It helps us receive information and convert it so the systems we have in place can understand a problem and generate responses accordingly.
We've used it in one process where we received a patient's pharmaceutical documents from other sources that come in different formats. We receive the formats, convert the information into a standard format, and then process the information to provide information for insurance forms.
The average document size is not very large, likely 80-100 MBs. However, the total count of the patients is somewhere around 10,000.
We have 50% to 60% of clients directly onboarded via an insurance form. Therefore, we are provided with the exact form we need and can run a complete automation on that. There's no type of manual involvement there.
The format for setup is a great thing. Earlier, the tool that we used was pretty manual. In this case, it's a bit easier for our developers.
The solution can detect signatures to let us know that there's a signature there. You can construct tables or any other format of data based on pure text information.
They are employing an ML model for detection conversations. They are also trying to deploy a written-to-text conversion. They are convinced AMR systems will replace other manual work.
The main value of AI for us is to convert data formats from one type to another. We receive data stating two or more complex data points mixed later, for example, the license number and the serial date of operation for the doctors or the patient code; sometimes these things are mixed together. We want all those to be arranged. Their AI does the job very well.
We can integrate document understanding with other systems and applications. With it, we can simply write down a code to communicate with the ML model, for example, how to convert the data and which datasets to look for precisely in the documentation. We were able to communicate easily what would be the format of the PDF documents that we would be providing. The integration part and communication was the best aspect of the entire application.
We have Veracode integrated with it. We will do a manual check if we get a security flag where the data may be inconsistent. We usually get an alert like this once or twice a week. The human validation process usually takes an hour since we have to manually check the parameters. Before implementing the solution, the handling time before automating the process was pretty much the same. With this, we may have reduced it by half an hour. Also, previously, we'd have more manual interventions happening, maybe three or four times a day; however, now, with everything automated, that only happens one or two times a week. It's reduced the frequency by about half an hour on average.
Using the solution has freed up staff time. We've reduced our team size in regards to quality checking. We've reduced the amount of work by 40 to 50 hours a week.
What needs improvement?
UiPath's documentation tool is not great with converting handwriting to text, so we only used it for the conversion of insurance documents into other formats.
They could modulate the ML model in the future. When it comes to working with data and processing reports, we have to target the datasets we had earlier targeted and redefine the parameters, which takes a lot of time. If the ML model, at the time it is analyzing the data, could in itself provide the insights we will need for future reporting, that would be great. There needs to be better real-time analytics since we aren't getting the data for reporting until we go and seek it out.
If there were more integrations with Veracode or the AWS server, so we don't have to completely transfer our data and keep data on our servers, that might increase security.
For how long have I used the solution?
I've used the solution for a year or so.
What do I think about the stability of the solution?
The solution is good. It's very stable.
What do I think about the scalability of the solution?
It's not deployed across multiple departments. We have this deployed across one department. We have two developers working with the stream of data.
For small to medium firms, the solution scales well. However, if you are going for a global scale, you should develop your own models and not rely on outside models.
How are customer service and support?
Support is good. That said, sometimes they have problems understanding what we want to do with the data since we cannot provide the data in its raw format. We have to decrypt it. This makes it a bit harder. That's why we would like integration on our servers instead of theirs.
How would you rate customer service and support?
Positive
Which solution did I use previously and why did I switch?
We did use a different solution previously. We switched since the number of tags we were getting was pretty high. We had to do more manual interventions a lot more often. The parameters we used to communicate were also manual. It required setting up a decision tree in the whole of the document. A lot of the time, we would not know what the document type would look like. It required the developers to look at the documents, create a decision tree, and go from there. With UiPath, we don't need to do all that manual upfront work.
How was the initial setup?
I was a project manager, not a developer, deploying the solution. My understanding is the process was moderate. It was eight too easy or too complex.
The implementation involved discussing the work with the insurance firm. We explained we were moving from one system to another. Once we had that conversation, we received the documentation in the format we wanted.
Then, we looked at how we encrypted our data before sending it to UiPath servers. We did have a lot of compliance issues and had to be careful.
Once we came to the physical implementation, that was easy. Managing other stakeholders and their clients was the hardest part.
We had three developers from our team working on the deployment. It took us about 10 to 11 days to deploy.
Twice a week, maintenance is needed whenever there's a flag raised when data points do not match. We can simply ignore the solution and change the data file, or we can go in and see what is wrong with the file type and adjust it so that it doesn't happen again.
What about the implementation team?
We did not use any outside assistance beyond the help of UiPath's support team.
What was our ROI?
The ROI is pretty good. We did not do any calculation for ROI. However, the accuracy percentage and time reduction which we noted, have made us happy.
We originally noticed a time to value for UiPath within 10 to 12 days.
What's my experience with pricing, setup cost, and licensing?
The pricing is pretty fair. It is quote-based. Overall, it's fair. If you are a small firm looking to scale up, it is good. Enterprises should create their own ML model instead of relying on some outside product.
Which other solutions did I evaluate?
We looked at a few other options and did a few POCs. UiPath is able to sense and analyze a document and create a hierarchy for you. You can also create a manual code if you want something done differently. The only issue is we have to upload the information to UiPath servers, which may be a security issue.
What other advice do I have?
We're end-users, not integrators.
It's a good idea to have a call with the support team and managers and do a review to understand the solution to see if the product would work with your type of data. It's important to test it out, ideally using your own data.
I'd rate the solution nine out of ten.
Which deployment model are you using for this solution?
Private Cloud
Disclosure: PeerSpot contacted the reviewer to collect the review and to validate authenticity. The reviewer was referred by the vendor, but the review is not subject to editing or approval by the vendor.
Team Lead at Phenologix
Helps reduce human error, and saves us time, but is expensive
Pros and Cons
- "UiPath provides a useful feature that allows us to classify documents as invoices or not."
- "UiPath Document Understanding's ability to read handwritten files has room for improvement."
What is our primary use case?
We implemented UiPath Document Understanding for our first project with a pharmaceutical insurance company. They were receiving invoices from over 2,000 different vendors in a variety of formats on a daily basis, and they wanted to automate the process. We are receiving invoices in their email, and we are automating the download and processing of these invoices. If the confidence level of the automated data extraction is low, a user or client can correct the data according to the invoice and then submit it. The data will then be improved. We will be automating this project in two parts: first, reading specific emails and downloading the attachments; and second, checking if the attachments are normal documents or invoices.
We have implemented UiPath Document Understanding for two companies: one in the insurance industry and the other in the financial industry. We have completed the document creation process, which includes OCR and automatic signature imposition by different lawyers on the finalized documentation. We also use Document Understanding to read the document after analyzing it, and we then update the PDF with a front page signature and other components. This is a small process, but the first project was very large and we gained a lot of business from it. It was a very good project overall.
We process between 100 to 200 documents per day using Document Understanding.
The documents include checkboxes and barcodes. Some of our vendors only provide handwritten invoices, which Document Understanding could not read. These invoices had to be processed manually by the user.
How has it helped my organization?
UiPath Document Understanding can handle varying document formats including handwritten documents.
We have implemented a machine learning model to sort vendor names and important information related to those vendors into our system. When the model encounters a vendor that it has already seen, it automatically grabs the important information from the invoice. The model is continuously training on the new data that it receives, so it can become more accurate over time.
Machine learning was very good. We don't think we can implement without any ML model.
We integrated Document Understanding with Dynamic CRM so that the information extracted by Document Understanding is automatically input into CRM.
The amount of human validation required is based on the confidence level of the ML model. Each time human validation is required, the ML model learns and the need for human validation decreases. At the start, the ratio of documents requiring human validation was 50/50, but this ratio decreased with each iteration.
Document understanding helps reduce human errors. For example, if we receive 150 emails daily, we must analyze and process each email accordingly, such as sending invoices, checking invoice values, and investigating all relevant information. We must then read each invoice and enter the data into the system. This is a very active task that requires around 15 people to perform daily. Document understanding has reduced the need for human interaction by allowing us to automate this process. Now, only one person needs to analyze the email invoices. Once the invoices have been checked and analyzed, they are passed to a UiPath bot, which handles all the subsequent steps, such as reading the invoices and entering the data into the system.
Document understanding has helped free up staff time.
What is most valuable?
UiPath provides a useful feature that allows us to classify documents as invoices or not.
If the confidence level is low, we can check it and provide the product value to move forward. In this step, the user can sometimes skip or delete pages, especially if we receive a large PDF with the first two pages being invoices, followed by some relevant documents, and then more invoices in the same period. This is a very good feature of UiPath Document Understanding, as it allows the user to skip pages within the PDF document to move forward. For example, the user can specify that the first two pages and pages nine and ten are invoices.
What needs improvement?
UiPath Document Understanding's ability to read handwritten files has room for improvement.
The price of Document understanding is high, and we are constantly struggling to get our clients to use it because they find it to be expensive.
For how long have I used the solution?
I have been using UiPath Document Understanding for one and a half years.
What do I think about the stability of the solution?
UiPath Document Understanding is stable. We have not encountered any downtime.
What do I think about the scalability of the solution?
UiPath Document Understanding is scalable.
How are customer service and support?
The technical support was helpful.
How would you rate customer service and support?
Positive
How was the initial setup?
The initial deployment was straightforward.
Two people were required for deployment.
What about the implementation team?
The implementation was completed in-house. We have a large team that includes technical consultants, architects, and developers.
What's my experience with pricing, setup cost, and licensing?
The last time we implemented UiPath Document Understanding the price was high.
What other advice do I have?
I would rate UiPath Document Understanding six out of ten.
Which deployment model are you using for this solution?
On-premises
If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?
Google
Disclosure: PeerSpot contacted the reviewer to collect the review and to validate authenticity. The reviewer was referred by the vendor, but the review is not subject to editing or approval by the vendor.
Last updated: Apr 1, 2025
Flag as inappropriateRPA Developer at a tech services company with 201-500 employees
Increased data accuracy with quick document processing and integration potential
Pros and Cons
- "The UiPath Document Understanding tool is very easy to use for document understanding."
- "The UiPath Document Understanding tool is very easy to use for document understanding."
- "Right now, we are trying to use Instabase, which is another tool for document understanding. It may be one step ahead. It is faster than UiPath."
- "Right now, we are trying to use Instabase, which is another tool for document understanding."
What is our primary use case?
I am working with Mercedes teams from Germany. They have many handwritten documents in their archive, and they wanted to digitize them. Maybe we want to digitize them with UiPath Document Understanding tool, but it is not now. Maybe next year. Most of the document types are invoices.
Our robots will integrate these documents with SAP because these invoices have to be in SAP. The process involves OCRing the documents, sending an email to the business units, and integrating with SAP. I prepared one framework for these tasks.
How has it helped my organization?
Using UiPath Document Understanding helps increase the data correction rate. For example, for one document, one business unit spends an average of five to six minutes, however, our robot does it in about 30 to 40 seconds.
What is most valuable?
The UiPath Document Understanding tool is very easy to use for document understanding. I like it for its ease of use.
AI Hub is also useful and easy to use. Creating taxonomy and clarifications from labels is straightforward.
The integration with UiPath Studio is smooth, making it easy to create and use machine learning models.
What needs improvement?
Right now, we are trying to use Instabase, which is another tool for document understanding. It may be one one step ahead. It is faster than UiPath.
What do I think about the stability of the solution?
We are currently trying to use Instabase for document understanding. We have not observed stability issues with UiPath Document Understanding so far.
How are customer service and support?
We have technical support with UiPath Turkey team. Sometimes they come to our office and prepare some POCs with UiPath tools. I would rate them nine out of ten.
How would you rate customer service and support?
Positive
What about the implementation team?
The implementation team sometimes visits our office to assist with POCs and provides support for UiPath tools.
What was our ROI?
Our data correction rate increased to 80% with the implementation of UiPath solutions.
What's my experience with pricing, setup cost, and licensing?
I am not aware of the pricing details. My manager handles that, and as far as I know, Instabase is more expensive.
Which other solutions did I evaluate?
We are trying to use Instabase as an alternate solution to UiPath Document Understanding.
What other advice do I have?
I'd rate the solution eight out of ten.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Last updated: Nov 6, 2024
Flag as inappropriate
Buyer's Guide
Download our free UiPath Document Understanding Report and get advice and tips from experienced pros
sharing their opinions.
Updated: May 2025
Product Categories
Intelligent Document Processing (IDP)Popular Comparisons
ABBYY Vantage
Tungsten TotalAgility
HyperScience
OpenText Intelligent Capture
Amazon Textract
Hyland Brainware
Datamatics TruCap+
Buyer's Guide
Download our free UiPath Document Understanding Report and get advice and tips from experienced pros
sharing their opinions.
Quick Links
Learn More: Questions:
- When evaluating ABBYY, what aspect do you think is the most important to look for?
- What is the difference between Robotic Process Automation (RPA) and Intelligent Process Automation (IPA)?
- Would you choose to produce an intelligent automation solution or develop plugins for the big five (SAP, Oracle, IBM, Microsoft and Google)?
- What is the best intelligent document processing solution?
- What is an intelligent document processing solution?
- Why is Intelligent Document Processing (IDP) important for companies?