UiPath Document Understanding Reviews

By implementing UiPath Document Understanding, we wanted to extract data from the documents, specifically native PDF documents. 

In terms of integration, we have integrated it with SAP. 

We are processing 100 to 150 invoices of 20 to 30 pages, totaling around 1k pages in a month, and the document format is PDF. Our organization's documents are completely processed automatically if there is no change in the template, but if there is a slight change in the invoice template, then they aren't processed automatically.

Validation does not take much time because we have developed an application that allows us to validate by modifying the data in the database while viewing the PDF image and extracted text. Human validation is required for at least 2 out of 10 invoices. The human validation process may take approximately 10 minutes per document, but it depends on the number of pages.

Before automating our process with UiPath Document Understanding, the average processing time was in hours, but now, after validation, it takes just 5-6 minutes.

UiPath Document Understanding has helped reduce human errors to some extent. The extraction of data should be accurate to avoid manual validation. 

UiPath Document Understanding has helped to free up staff's time for other projects, but the cost is high. In India, costs are increasing, and we are looking for cost-effective solutions. We are trying Agentic AI solutions to reduce costs, as every year the license cost of UiPath Document Understanding increases. 

Regarding time savings, 1-2 hours are reduced to 5-6 minutes.

The primary use case for UiPath Document Understanding is to identify and classify documents, extract metadata, and use this data in automation workflows. This can be particularly useful in HR processes where various documents need to be submitted during hiring, such as graduation certificates, IDs, etc. UiPath Document Understanding helps classify these documents and extract the necessary data to process internally or initiate workflows.

UiPath Document Understanding is a tool that assists with processing documents containing various formats, including tables, handwritten text, and checkboxes.

We leverage machine learning and artificial intelligence to train UiPath Document Understanding on various documents. This integrated capability significantly simplifies extracting and comprehending information from these documents within the platform.

We can incorporate human validation into the training process to ensure accurate data classification and extraction. This valuable step, while adding a few minutes to the process, allows for human oversight and correction, ultimately improving the reliability and quality of the results.

UiPath Document Understanding helps reduce human errors, especially in data entry functions. 

By automating processes, UiPath Document Understanding can save approximately 70 percent of the time.

Customers realize value quickly with UiPath Document Understanding, typically seeing results within a few weeks of implementation.

We use UiPath Document Understanding to comb through our documents, help us prepare reports, analyze the information, and later combine the information obtained into fact sheets, results, and reports that can be used for online planning and decision-making.

We implemented UiPath Document Understanding to build an accurate and intelligent platform. We needed a platform with the necessary tools to help us automate the whole process and reduce the errors involved in document Understanding, which arise from the manual processing of our documents.

We use UiPath Document Understanding for project management, which has also been implemented in customer service and production. So it's helping us in several business processes.

We have it deployed on the cloud and on-premise. We use the cloud for remote work, and it is used on-premises at the company workstation.

UiPath Document Understanding significantly streamlines our document-intensive processes through high accuracy, ensuring reliable and well-structured extracted information. It efficiently handles a wide range of documents, including both structured and unstructured PDFs.

UiPath Document Understanding helps us process structured and unstructured PDFs as well as handwritten, typed, and scanned documents.

We process 90 percent of our documents entirely through UiPath Document Understanding without requiring human intervention.

UiPath Document Understanding has significantly reduced the need for human involvement in document processing, allowing us to focus human resources on quality control. This automation has led to a time savings of approximately 60 percent.

UiPath Document Understanding does a good job handling various document formats, including handwritten and signature formats.

Machine learning capabilities are crucial and profitable because they significantly reduce the time spent on document data tasks and the number of errors encountered. As a result, machine learning is enhancing our productivity and enabling us to adapt to change more effectively.

Forms AI has proven reliable in predicting the content of packages within our documents, significantly reducing the number of errors in our product.

UiPath Document Understanding seamlessly integrates with various third-party platforms, allowing us to combine its capabilities with web analytics tools for enhanced data analysis and processing. Additionally, its easy integration with our CRM platform further optimizes our workflow.

UiPath Document Understanding has significantly benefited our organization by enabling remote work, reducing errors in document processing, and facilitating automation. We've eliminated the need for a large workforce dedicated to manual data entry, allowing us to operate efficiently with a smaller team. Additionally, the accurate data extracted through this technology empowers other departments to work seamlessly, transforming our organization into a well-oiled machine.

Initially, in an automation process, we have human validation every 48 hours, but now that UiPath Document Understanding has been so reliable, we can move to human validation every 72 hours.

The human validation takes three to four hours to complete.

UiPath Document Understanding has significantly reduced human error due to its accuracy.

Before implementing UiPath Document Understanding, processing ten documents took eight hours. Now, with UiPath Document Understanding, the same ten documents can be processed in less than thirty minutes.

The most beneficial aspects of UiPath Document Understanding for our data extraction needs have been the UiPath Academy courses and the free trial, which proved to be an eye-opener.

Machine learning has significantly benefited our organization by enabling the automation of numerous processes. We have successfully implemented machine learning to automate not only document generation but also report writing, analytics, and production. Furthermore, our CRM and planning processes have been streamlined through automation, which is made possible by machine learning. This technology has proven to be invaluable to our operations.

AI is helping us power robots and even expand our system capacity. It is the driving force behind remote working and also the driving force behind minimal human validation.

The main use case is document automation. We have done everything from medical forms to supplier quotes, invoices, PO invoices, check requests, expedited invoices, utility invoices, expense reports, reimbursements, and things of that nature.

The documents we are processing are as low as 20,000 a year and as high as 2 million a year. They are as complex as you could humanly imagine.

What I appreciate most about UiPath Document Understanding is that it's a good introduction tool for customers to use, and it can be deployed quickly. UiPath Document Understanding, while good, is a very good IDP out of the box. You need to invest significant time to make it great, and you are probably better off integrating other tools with it to get to that level. The best thing about it is that it is decent out of the box. 

You can certainly configure it to help with human error. You can set up rules to do basic value checks and even route for human escalation.

We use the solution for purchase accounting, where we need a lot of invoices from various vendors.

The solution allows us to continue with vendors whose information comes in correctly and to stop the automation for vendors with many items that are not clearly defined. The precision is not very high when there is a lot of text in the item table.

We use Document Understanding to validate invoices during audits. The software reads the invoices in the first step of the process, and we process them before making the payment. You must review the process and validate what's in the invoice that goes into the Oracle ERP system. We cross-check to see if the value matches or not. 

We use Microsoft Forms to capture and extract the information, so we are executing lots of documents to Microsoft Form and auditing what's in the system, comparing that to the information in the invoices.

Document Understanding processes handwritten and printed documents in PDF, PNG, and Excel format, with a monthly volume of around 9,000. We have an 80 percent success rate of automated processing.  Only about 20 percent of documents require human validation. It takes about 30 minutes per document to validate by hand. 

Before automating, we had 14 people completing the process from end to end 8 hours a day. The bots reduce that to 2 people. Our success rate is 90 percent. On some days we've had a nearly 99 percent success rate. We're satisfied with the quality.

We use UiPath Document Understanding to extract insurance document data related to vehicle accidents in a pilot project to better understand who is at fault. We open the documents, connect with the insurance companies, and obtain the police reports describing the scene of the accident. We extract the information into a single spreadsheet to charge the third party.

Before implementing UiPath Document Understanding, humans required around 15 minutes to extract the required information per document. Now, using Document Understanding, we can process 11 documents per minute with 98 percent accuracy, saving a significant amount of time and money.

The data we extract using Document Understanding relates to vehicle accidents. The insurance company uses this data to charge third parties involved and recover most of their money with minimal human intervention.

We are extracting information from 50 insurance documents to prove the concept of showing coverage for those involved in the accident.

The information from the insurance company is in PDF format and is structured so that we can easily extract information from it. The other public policy documents vary in quality depending on the state and district in Brazil. We have 27 states, and these documents are unstructured, making it difficult to extract data from them. Sometimes they are in image format, and other times they are in PDF format.

The 50 structured PDF documents from the insurance company are all 100 percent automated using UiPath Document Understanding.

We are impressed with the machine learning and AI capabilities of Document Understanding. We can use APIs to identify whenever a vehicle accident is reported, which helps our business.

Using the AI we can access vehicle accident reports and train the machine learning to understand the majority of the documents we extract information from to help improve our business processes.

We use the UiPath platform orchestrator with an API to integrate with OpenAI.

UiPath Document Understanding has helped our organization demonstrate to potential customers how the solution, together with AI and machine learning, can benefit their businesses.

Before Document Understanding our process took 15 minutes per document and now it takes under one minute.

Document Understanding has helped free up our staff's time to work on other projects.

We primarily use it for invoice processing as well as receipt processing or expense processing.

It has advanced capabilities compared to other competitors, whether Blue Prism or Automation Anywhere. We can select the ML models based on the type of process that we are automating. 

It has helped process around two thousand documents per month, in formats including PDF, text, image, and even handwritten documents. This solution has played a significant role in drastically reducing human errors by ensuring that 95% to 98% of tasks are done through the system.