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Hanish Sheoran - PeerSpot reviewer
Technical Lead at Q3 Technologies
Real User
Top 20
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.

Buyer's Guide
UiPath IXP
September 2025
Learn what your peers think about UiPath IXP. Get advice and tips from experienced pros sharing their opinions. Updated: September 2025.
870,623 professionals have used our research since 2012.

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
PeerSpot user
Saket Pandey - PeerSpot reviewer
Product Manager at a hospitality company with 51-200 employees
Real User
Top 5Leaderboard
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.
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Buyer's Guide
UiPath IXP
September 2025
Learn what your peers think about UiPath IXP. Get advice and tips from experienced pros sharing their opinions. Updated: September 2025.
870,623 professionals have used our research since 2012.
HamidHassan - PeerSpot reviewer
Team Lead at Phenologix
Real User
Top 20
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.
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Furkan Gürsoy - PeerSpot reviewer
RPA Developer at a tech services company with 201-500 employees
Real User
Top 10
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.
PeerSpot user
reviewer2396772 - PeerSpot reviewer
Executive Director, Intelligent Automation at a tech services company with 1,001-5,000 employees
Real User
Top 20
Reduces errors, saves time, and increases productivity
Pros and Cons
  • "UiPath's Document Understanding significantly reduces the effort needed to train a machine-learning model for our documents."
  • "The rising annual licensing cost of UiPath's Document Understanding product is a major turnoff for users."

What is our primary use case?

UiPath Document Understanding is a key tool we use to automate document processing for our clients, including tasks like invoice and sales order processing. We can create multiple workflows for different clients and even use it internally. To handle even more complex documents, we've also built custom models for specific data extraction needs.

UiPath Document Understanding helps our clients streamline data entry by accurately and consistently extracting information from both paper and digital documents. This extracted data can then be seamlessly integrated into their existing ERP or finance systems, eliminating the need for manual data input.

How has it helped my organization?

Document Understanding automates the processing of our invoices and sales orders, which are our most common tasks due to their semi-structured format. These documents share a typical organization with common fields, though we also handle custom documents like certificates and licenses across various states.

Document Understanding helps us process thousands of documents each day.

Thousands of documents are processed completely by Document Understanding each month.

Machine learning is the core of Document Understanding, where trained models extract data from documents. For simple forms, basic tools suffice. But in most cases, Document Understanding's built-in machine learning tackles complex documents. Generative AI features are new and basic for now but hold promise for the future.

The human validation required for Document Understanding outputs depends on the use case. We aim to get above 80 percent without human intervention. For some use cases, we're well above 90 percent. In just one minute, the human validation process can be completed for the small percentage of tasks, typically between 10 and 20 percent, that necessitate it.

While average handle time varied greatly before automation ranging from eight to ten minutes or even longer, data entry for sales orders with hundreds of line items was especially slow, taking up to 30 minutes per order. Automating the process with API integration significantly reduced this time to just one to two minutes.

Document Understanding helps significantly reduce human error, especially in crucial tasks like sales order entry for manufacturing clients. Mistyped entries can lead to incorrect production, rework, and unhappy customers. While the error reduction varies, estimates range from 18-20 percent to potentially as high as 40 percent in some cases.

Document Understanding significantly reduces manual data entry, freeing up staff time. For instance, one client eliminated a data entry role entirely, allowing that employee to focus on higher-value tasks. This is a consistent benefit – whenever we implement Document Understanding, the staff previously responsible for data entry can be redeployed to different teams, roles, or more strategic work.

What is most valuable?

UiPath's Document Understanding significantly reduces the effort needed to train a machine-learning model for our documents. Their pre-built models and tools for customizing them minimize the need for manual tasks like creating bounding boxes and training on uncommon examples. This allows us to achieve high accuracy and certainty in data extraction with minimal human intervention.

What needs improvement?

The rising annual licensing cost of UiPath's Document Understanding product is a major turnoff for users. This constant price fluctuation incentivizes companies to switch to competing solutions, potentially hurting UiPath's market competitiveness.

The technical support has significant room for improvement.

For how long have I used the solution?

I have been using UiPath Document Understanding for three and a half years.

How are customer service and support?

The technical support is bad.

How would you rate customer service and support?

Negative

What was our ROI?

Document understanding projects deliver a significant return on investment in two ways. First, by automating data entry tasks, they free up customer service agents to focus on client interaction, improving service quality. Second, this automation can eliminate the need for offshore data entry teams, potentially bringing those jobs back onshore and saving tens of thousands on overall costs.

What's my experience with pricing, setup cost, and licensing?

UiPath's pricing model is complex and based on AI units, which are consumed during model training and use. This makes it difficult to predict costs upfront, unlike a simpler pay-as-you-go model offered by Microsoft. With UiPath, you purchase a bundle of AI units, and even if you don't use them all, you're still charged for the entire bundle. This can be less cost-effective compared to Microsoft's approach where you only pay for what you use.

What other advice do I have?

I would rate UiPath Document Understanding nine out of ten.

Disclosure: My company has a business relationship with this vendor other than being a customer. Partner
PeerSpot user
HoaiNguyen Xuan - PeerSpot reviewer
RPA developer at FPT
Consultant
Top 5Leaderboard
Helps reduce human error, save staff time, and improve productivity
Pros and Cons
  • "The most valuable feature of UiPath Document Understanding is the AI Center."
  • "UiPath Document Understanding, while effective for its own platform, could be even more valuable if it integrated with other commonly used platforms, allowing for a more universal approach to document processing."

What is our primary use case?

Our old process involved manual data extraction from a large volume of documents with varying types and templates. This labor-intensive task required a significant workforce. We implemented UiPath Document Understanding to automate this process and eliminate the need for hand-coding solutions.

How has it helped my organization?

UiPath Document Understanding helps prepare data for machine learning by labeling documents used to train the models that will ultimately automate document processing tasks. We also use it to extract information from various identity documents like passports and ID cards, financial statements, credit card statements, and bank statements, and it can even process bank transaction data.

The documents we process using Document Understanding include tables and sometimes handwriting.

Around 70 percent of our documents are completely processed using Document Understanding.

The UiPath OCR works perfectly to extract handwriting, signatures, and multiple formats.

AI and machine learning prove valuable in training Document Understanding systems by analyzing data and identifying patterns, improving the system's ability to extract information from new documents.

AI streamlines Document Understanding by eliminating the need for manual coding. Users input documents into the AI, which then automatically classifies and extracts relevant information from each file. This saves staff over 20 hours a week.

UiPath Document Understanding integrates well with other systems.

For any newly implemented processes, human review will be necessary every day until Document Understanding is fully trained. The validation takes one minute per document.

The implementation of UiPath Document Understanding has saved us 50 percent of the time spent previously processing documents.

UiPath Document Understanding significantly reduces human error in processing documents, with complete accuracy achievable for standardized formats. However, its effectiveness in handling handwritten data varies depending on complexity.

UiPath Document Understanding helps save 20 percent of staff time to work on other tasks.                                          

What is most valuable?

The most valuable feature of UiPath Document Understanding is the AI Center.

What needs improvement?

UiPath Document Understanding, while effective for its own platform, could be even more valuable if it integrated with other commonly used platforms, allowing for a more universal approach to document processing.

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.

How are customer service and support?

The technical support is easy to access through the UiPath portal.

How would you rate customer service and support?

Positive

Which solution did I use previously and why did I switch?

I've used IQ Bot from Automation Anywhere, Microsoft Intelligent Document Processing, and UiPath Document Understanding. IQ Bot and Document Understanding offer similar functionality, but only Microsoft's solution works across different platforms. We mainly use UiPath Document Understanding because it aligns with our client's preferred platform.

How was the initial setup?

The deployment was straightforward. One person is enough for the deployment.

What's my experience with pricing, setup cost, and licensing?

UiPath has a higher upfront cost, but its Document Understanding feature is not a significant additional expense compared to the overall platform.

What other advice do I have?

I would rate UiPath Document Understanding nine out of ten.

We have six people that use UiPath Document Understanding.

I recommend UiPath Document Understanding to others.

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.
PeerSpot user
Srinivas Marneni - PeerSpot reviewer
RPA Consultant at Maantic
Real User
Top 5
Mature, gives good results, and saves a lot of time
Pros and Cons
  • "AI Center is helpful for creating data sets. Machine learning helps with some extraction. The ML extractor gives good results after training."
  • "The extraction can be better. ABBYY FlexiCapture has more capabilities than Document Understanding. It can also extract automatically without training, whereas with Document Understanding, we need to train everything."

What is our primary use case?

I work for different clients. Currently, I have three clients, and I use it based on their requirements.

We have contract generations, and we extract data from contracts. This is our primary use case. We are receiving documents through an omnichannel, and we extract data based on the business requirements. After that, we automate and upload the data to Salesforce and SAP.

We process 1,000 to 1,500 invoices weekly. They are mostly semi-structured contracts. There are also some invoices or printed bills.

How has it helped my organization?

Document Understanding has been very helpful for my project. Its architecture and concept were very helpful for my process.

Document Understanding has saved us a lot of time. I have much more time. For example, in 2017, when I was doing the same normal extraction without it, it used to take two hours. Now it takes only 20 minutes to extract 20 to 30 documents. If our configuration and technique are very good, it would take only 10 minutes. Document Understanding is very powerful if a developer has good technical knowledge. By properly configuring the workflow, you save more time compared to other tools.

At times, we have business requirements for human approval. When required, the human approval or validation process happens immediately. We design the workflow for attended or unattended automation. Once configured, immediately after extraction, it will go for human approval. The automation happens based on approval or rejection. 

It has a good framework. It takes care of all things. We sometimes need to configure manually, but generally, it takes care of 95% percent of error handling. Its framework gives very good results.

What is most valuable?

AI Center is helpful for creating data sets. Machine learning helps with some extraction. The ML extractor gives good results after training. It also gives automatic results. It automatically identifies the same type of invoices or a different type of classification. The ML extractor is very good. 

What needs improvement?

The extraction can be better. ABBYY FlexiCapture has more capabilities than Document Understanding. It can also extract automatically without training, whereas with Document Understanding, we need to train everything. For example, we have uploaded ten invoices of a type, and when we upload the eleventh invoice, it can find approximately eight fields out of ten, but ABBYY FlexiCapture can find ten out of ten. More documents are required to train Document Understanding. 

There should be Generative AI and sentiment analysis. These two things will be very good.

For how long have I used the solution?

I have been using this solution for three years. 

What do I think about the stability of the solution?

I would rate Document Understanding a ten out of ten for stability.

What do I think about the scalability of the solution?

I would rate Document Understanding a ten out of ten for scalability.

How are customer service and support?

We sometimes require technical support from UiPath. Sometimes, we get an error, and we cannot find the solution on the web. We have to contact UiPath's support team. I have already contacted them two or three times.

The support experience varies based on the type of support plan. We have a silver membership. They also have diamond and gold memberships. If an organization has a diamond membership, support will be given very fast. For silver, it takes three to four hours depending on the emergency. 

Overall, their support is good. I would rate them an eight out of ten for support.

How would you rate customer service and support?

Positive

Which solution did I use previously and why did I switch?

I was not using a similar solution previously. Before UiPath, I was a .Net developer. Stanford University was providing a code-based extraction tool that I was using.

Currently, we are also using ABBYY FlexiCapture. We are not using Document Understanding for handwriting. We are using ABBYY FlexiCapture for that. Document Understanding gives good results, but ABBYY FlexiCapture is tap-and-play. For extraction, ABBYY FlexiCapture gives very fast results, whereas Document Understanding requires some processes. To save time, I am using ABBYY FlexiCapture even though Document Understanding is more accurate than ABBYY FlexiCapture.

What's my experience with pricing, setup cost, and licensing?

I do not know about its price, but for large organizations, UiPath is cheap, whereas, for small organizations, UiPath is expensive. For example, if 500 licenses are needed for one company, UiPath is cheap. If only 5 licenses are required, UiPath is costly.

What other advice do I have?

I would advise taking a step-by-step approach. If you miss any step, the bot will fail. For large document extractions, you need to follow the step-by-step instructions provided in the UiPath Academy.

I have not used Forms AI, but I use AI Center. In AI Center, I am using some datasets. I am maintaining some data sets, and based on the business requirement, I use the data.

Its integration should be good, but I have not tried any integration with other tools. I have integrated ABBYY and UiPath, but I have not integrated Document Understanding.

I would rate it a ten out of ten. It is now a very mature tool.

Which deployment model are you using for this solution?

On-premises
Disclosure: My company has a business relationship with this vendor other than being a customer. Partner
PeerSpot user
Sr rpa developer at a tech services company with 10,001+ employees
Real User
Helps reduce human error, and is easy to use, but the training model needs improvement
Pros and Cons
  • "UiPath Document Understanding is user-friendly, with an easy-to-use self-trained model, and the OCR it provides does a good job even with scanned PDFs."
  • "Existing models have room for improvement."

What is our primary use case?

I work for an electronics company that deals with a lot of tedious tasks on a daily basis, such as processing PDFs from different vendors in different formats. Initially, we used a tool to extract this information for later processing. However, last year, we implemented UiPath Document Understanding with a self-learning model so that it could learn to identify all the fields even when the format changed.

We use UiPath Document Understanding to process purchase orders and invoices that are in PDF format.

How has it helped my organization?

We process PDFs in many languages, and UiPath Document Understanding can extract data from thousands of PDFs for our partners with high accuracy.

The AI and machine learning model has helped to solve many of the inaccuracies in our PDF data extraction, and it will continue to improve.

UiPath Document Understanding has helped reduce the amount of manual intervention and helped scale up the number of documents going through the process with over 600 partners in production.

Out of 200 documents processed each day, 50 undergo human validation. In most cases, manual validation takes under two minutes to review two fields in a document. More complex cases with errors in multiple line items may take five minutes to validate, but we prioritize these cases and train the model to improve its accuracy in the future.

UiPath Document Understanding helps reduce 40 percent of human error. Although we do encounter errors with the solution when the PDF is not clear or when it sometimes swaps the day and year on documents, overall the solution has helped correct many human errors.

Once we implemented the right methods we started to see value in Document Understanding immediately.

What is most valuable?

UiPath Document Understanding is user-friendly, with an easy-to-use self-trained model, and the OCR it provides does a good job even with scanned PDFs.

What needs improvement?

Every PDF contains simple fields, such as header fields, and line fields that are three to five lines long. Sometimes, a line field contains multiple fields, like a table within a table. Document Understanding cannot extract this type of data. We are exploring other ways to obtain the data, such as using an embedded table feature. We have discussed with UiPath that an embedded table feature would be beneficial.

Existing models have room for improvement. Sometimes, after we train a model, we still don't get the expected results.

The technical support has room for improvement.

For how long have I used the solution?

I have been using UiPath Document Understanding for one year.

What do I think about the stability of the solution?

UiPath Document Understanding is stable but we have had some issues in the last few months.

What do I think about the scalability of the solution?

We currently have a few hundred partners and would like to scale up to a few thousand, but the manual intervention required to use Document Understanding at our current results level would prevent us from scaling up until better training models are available to reduce the need for manual intervention.

How are customer service and support?

Technical support does not always provide a proper solution to our problems. Instead of providing an actual solution to our current enterprise system, they suggest that we upgrade the solution or move to the cloud.

How would you rate customer service and support?

Neutral

Which solution did I use previously and why did I switch?

In my previous organization, I used a tool called Conexiom. UiPath Document Understanding is easier to use and train the models with. We have people in our organization who are not trained and are still able to use Document Understanding.

How was the initial setup?

The initial setup was straightforward and it was completed in one day. 

What's my experience with pricing, setup cost, and licensing?

The price is on the high end.

What other advice do I have?

I would rate UiPath Document Understanding seven out of ten.

We do not include handwritten PDFs in our process because we conducted a proof of concept and the results were not accurate. I believe this is because we did not use the required machine-learning model for handwritten PDFs.

We have a team of ten people who use UiPath Document Understanding.

Maintenance is required to validate the data.

I would recommend UiPath Document Understanding to anybody considering it. 

Which deployment model are you using for this solution?

On-premises
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.
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