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Automated Document Processing

Are you looking for an automated document processing solution to integrate PDFDataNet and ScanToPDF with your ERP system? Or are you looking to automate the creation of data files from email attachments or scanned documents and send them to your business software or for additional exception handling tasks?

Codeless Platforms’ automated document processing solution provides PDFDataNet and ScanToPDF users with the ability to automatically create data files from email attachments and scanned documents, in real-time or at scheduled events, and dynamically place them in to your ERP system or send them for additional exception handling tasks.

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Automated Document Processing Scenarios and Benefits

BPA Platform and PDFDataNet provides you with the ability to automatically create data files (XML, CSV, Excel) from email attachments, such as supplier invoices, customer orders and remittance advices, and place them into your ERP system. PDFDataNet extracts, transforms and validates data where BPA Platform creates a data file and sends it to the relevant business system for further processing or evaluation.

BPA Platform and ScanToPDF enables you to automatically create data files from scanned documents, such as delivery notes, pick lists, goods received notes and work orders, and dynamically place them into your ERP system or send them for additional exception handling.

automated document processing with BPA Platform

Image: Automated document processing with BPA Platform, PDFDataNet and ScanToPDF

Common PDFDataNet document processing automation scenarios include:

  • PDFDataNet integration with ERP systems, e.g. SAP Business One, Sage X3, Unit4, Microsoft Dynamics 365 Business Central, SYSPRO, Epicor etc.
  • Automatically process supplier invoices from email attachments and place them into your ERP system as a data file
  • Automatically process customer orders from email attachments and place them into your ERP system as a data file for further processing
  • Automate the processing of remittance advices and place them into your ERP system as a data file

Common ScanToPDF document processing automation scenarios include:

  • ScanToPDF integration with ERP systems, e.g. SAP Business One, Sage X3, Unit4, Microsoft Dynamics 365 Business Central, SYSPRO, Epicor etc.
  • Automatically process scanned delivery notes and upload as a data file to your ERP system
  • Automate the processing of pick lists and insert as a data file to your ERP system
  • Automatically process goods received notes and create a data file that is dynamically uploaded to your ERP system
  • Automate the processing of work orders to create a data file and insert into your ERP system

Commercial benefits of document processing automation include:

  • Eradicate repetitive administration
  • Safeguard against human errors
  • Improve customer communication
  • Free up resources for more productive tasks
Download Brochure
Automated Document Processing Brochure

Automated Document Processing Brochure

Discover how to automatically create data files from PDFDataNet and ScanToPDF documents and place them into your ERP system.

Subscription Pricing

Automated Document Processing

Software from

BPA Platform

Starts from

£175

Per month
Billed annually

Configuration day(s) required subject to requirement.

Please note that the dependency information is intended for technical purposes and is expressly not intended to provide exhaustive guidance on licensing matters. With regard to licensing therefore, this information should be treated as advisory only and is provided purely on an “as is” basis.

The precise license restrictions applied to the use of third party products and technologies lie entirely with their respective owners and/or licensors and may be changed from time to time without notice to Orbis Software Ltd t/a Codeless Platforms. It is not within the control of Codeless Platforms exactly how its products will be used in conjunction with third party technologies.

It is therefore the responsibility of the End User to ensure that their use of Orbis Software Ltd t/a Codeless Platforms products, in conjunction with third party products and technologies, lies within the licensing restrictions applied to those third party products and technologies.

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